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MED EX 401K PLAN 401k Plan overview

Plan NameMED EX 401K PLAN
Plan identification number 001

MED EX 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL EXPRESS AMBULANCE SERVICE, INC. DBA MEDEX AMBULANCE has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL EXPRESS AMBULANCE SERVICE, INC. DBA MEDEX AMBULANCE
Employer identification number (EIN):364199315
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MED EX 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAUREN RUBINSON2024-09-20
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAUREN RUBINSON LAUREN RUBINSON2018-10-15
0012016-01-01LAUREN RUBINSON LAUREN RUBINSON2017-10-13
0012015-01-01LAUREN RUBINSON
0012015-01-01LAUREN RUBINSON
0012014-01-01LAUREN RUBINSON
0012013-01-01LAUREN RUBINSON
0012012-01-01LAUREN RUBINSON
0012011-01-01LAUREN RUBINSON
0012009-01-01LAUREN RUBINSON LAUREN RUBINSON2010-10-15

Plan Statistics for MED EX 401K PLAN

401k plan membership statisitcs for MED EX 401K PLAN

Measure Date Value
2022: MED EX 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01160
Total number of active participants reported on line 7a of the Form 55002022-01-01138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: MED EX 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01141
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MED EX 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MED EX 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MED EX 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-01180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01187
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MED EX 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MED EX 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01208
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MED EX 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: MED EX 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MED EX 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-01196
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01201
Total participants2013-01-01201
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MED EX 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01252
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01226
Total participants2012-01-01226
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MED EX 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01210
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01226
Total participants2011-01-01226
Number of participants with account balances2011-01-0126
2009: MED EX 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01149
Total participants2009-01-01149
Number of participants with account balances2009-01-0126

Financial Data on MED EX 401K PLAN

Measure Date Value
2022 : MED EX 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-145,375
Total of all expenses incurred2022-12-31$34,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$221,188
Value of total assets at end of year2022-12-31$2,132,439
Value of total assets at beginning of year2022-12-31$2,312,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,238
Total interest from all sources2022-12-31$999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$120
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$159,487
Participant contributions at end of year2022-12-31$14,819
Participant contributions at beginning of year2022-12-31$22,976
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,126
Total non interest bearing cash at end of year2022-12-31$1,088
Total non interest bearing cash at beginning of year2022-12-31$1,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-180,192
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,132,439
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,312,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,307
Value of interest in pooled separate accounts at end of year2022-12-31$2,077,935
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,259,927
Interest on participant loans2022-12-31$948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,374
Net investment gain/loss from pooled separate accounts2022-12-31$-367,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$32,575
Employer contributions (assets) at end of year2022-12-31$32,765
Employer contributions (assets) at beginning of year2022-12-31$23,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,579
Contract administrator fees2022-12-31$11,811
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DHJJ, LTD.
Accountancy firm EIN2022-12-31363029663
2021 : MED EX 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$486,587
Total of all expenses incurred2021-12-31$22,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$128,448
Value of total assets at end of year2021-12-31$2,312,631
Value of total assets at beginning of year2021-12-31$1,848,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,009
Total interest from all sources2021-12-31$1,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$120
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$105,372
Participant contributions at end of year2021-12-31$22,976
Participant contributions at beginning of year2021-12-31$24,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$464,578
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,312,631
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,848,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,276
Value of interest in pooled separate accounts at end of year2021-12-31$2,259,927
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,798,498
Interest on participant loans2021-12-31$1,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,687
Net investment gain/loss from pooled separate accounts2021-12-31$356,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,076
Employer contributions (assets) at end of year2021-12-31$23,076
Employer contributions (assets) at beginning of year2021-12-31$20,515
Contract administrator fees2021-12-31$11,613
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DHJJ, LTD.
Accountancy firm EIN2021-12-31363029663
2020 : MED EX 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,783
Total income from all sources (including contributions)2020-12-31$360,071
Total of all expenses incurred2020-12-31$16,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$111,258
Value of total assets at end of year2020-12-31$1,848,053
Value of total assets at beginning of year2020-12-31$1,506,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,555
Total interest from all sources2020-12-31$1,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$310
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,454
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$90,714
Participant contributions at end of year2020-12-31$24,353
Participant contributions at beginning of year2020-12-31$32,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,783
Total non interest bearing cash at beginning of year2020-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$343,516
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,848,053
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,504,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,506
Value of interest in pooled separate accounts at end of year2020-12-31$1,798,498
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,447,050
Interest on participant loans2020-12-31$1,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,006
Net investment gain/loss from pooled separate accounts2020-12-31$247,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$20,544
Employer contributions (assets) at end of year2020-12-31$20,515
Employer contributions (assets) at beginning of year2020-12-31$22,931
Contract administrator fees2020-12-31$8,739
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2020-12-31362897372
2019 : MED EX 401K PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$430,968
Total of all expenses incurred2019-12-31$134,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,413
Value of total corrective distributions2019-12-31$1,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$122,862
Value of total assets at end of year2019-12-31$1,506,320
Value of total assets at beginning of year2019-12-31$1,208,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,393
Total interest from all sources2019-12-31$1,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
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$101,714
Participant contributions at end of year2019-12-31$32,303
Participant contributions at beginning of year2019-12-31$21,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$30
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$296,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,504,537
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,208,460
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$6,976
Value of interest in pooled separate accounts at end of year2019-12-31$1,447,050
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,163,353
Interest on participant loans2019-12-31$1,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,341
Net investment gain/loss from pooled separate accounts2019-12-31$306,924
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,148
Employer contributions (assets) at end of year2019-12-31$22,931
Employer contributions (assets) at beginning of year2019-12-31$20,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$119,413
Contract administrator fees2019-12-31$6,917
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 name2019-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2019-12-31362897372
2018 : MED EX 401K PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,993
Total income from all sources (including contributions)2018-12-31$54,388
Total of all expenses incurred2018-12-31$281,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$269,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$117,137
Value of total assets at end of year2018-12-31$1,208,460
Value of total assets at beginning of year2018-12-31$1,447,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,733
Total interest from all sources2018-12-31$1,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$285
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$96,630
Participant contributions at end of year2018-12-31$21,259
Participant contributions at beginning of year2018-12-31$30,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-227,121
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,208,460
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,435,581
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$6,807
Value of interest in pooled separate accounts at end of year2018-12-31$1,163,353
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,392,217
Interest on participant loans2018-12-31$1,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,730
Net investment gain/loss from pooled separate accounts2018-12-31$-64,056
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,507
Employer contributions (assets) at end of year2018-12-31$20,507
Employer contributions (assets) at beginning of year2018-12-31$21,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$269,776
Contract administrator fees2018-12-31$4,641
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 name2018-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2018-12-31362897372
2017 : MED EX 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,993
Total income from all sources (including contributions)2017-12-31$369,064
Total of all expenses incurred2017-12-31$45,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$33,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$156,483
Value of total assets at end of year2017-12-31$1,447,574
Value of total assets at beginning of year2017-12-31$1,111,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,521
Total interest from all sources2017-12-31$1,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$390
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$94,797
Participant contributions at end of year2017-12-31$30,985
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$40,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,993
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$747
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$323,954
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,435,581
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,111,627
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$6,384
Value of interest in pooled separate accounts at end of year2017-12-31$1,392,217
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,096,871
Interest on participant loans2017-12-31$1,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,730
Net investment gain/loss from pooled separate accounts2017-12-31$211,555
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,642
Employer contributions (assets) at end of year2017-12-31$21,642
Employer contributions (assets) at beginning of year2017-12-31$11,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,589
Contract administrator fees2017-12-31$4,747
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 name2017-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2017-12-31362897372
2016 : MED EX 401K PLAN 2016 401k financial data
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$246,716
Total of all expenses incurred2016-12-31$76,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$166,367
Value of total assets at end of year2016-12-31$1,111,627
Value of total assets at beginning of year2016-12-31$941,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,479
Total interest from all sources2016-12-31$63
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
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$64,869
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,518
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$89,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$747
Total non interest bearing cash at beginning of year2016-12-31$262
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$170,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,111,627
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$941,067
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$4,811
Value of interest in pooled separate accounts at end of year2016-12-31$1,096,871
Value of interest in pooled separate accounts at beginning of year2016-12-31$925,700
Interest on participant loans2016-12-31$54
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9
Net investment gain/loss from pooled separate accounts2016-12-31$80,286
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,511
Employer contributions (assets) at end of year2016-12-31$11,511
Employer contributions (assets) at beginning of year2016-12-31$10,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66,677
Contract administrator fees2016-12-31$4,268
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 name2016-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2016-12-31362897372
2015 : MED EX 401K PLAN 2015 401k financial data
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$0
Total income from all sources (including contributions)2015-12-31$63,220
Total of all expenses incurred2015-12-31$14,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$66,900
Value of total assets at end of year2015-12-31$941,067
Value of total assets at beginning of year2015-12-31$892,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,010
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$27
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$75,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$56,230
Participant contributions at end of year2015-12-31$2,518
Participant contributions at beginning of year2015-12-31$3,484
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$262
Total non interest bearing cash at beginning of year2015-12-31$160
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$48,424
Value of net assets at end of year (total assets less liabilities)2015-12-31$941,067
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$892,643
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$4,568
Value of interest in pooled separate accounts at end of year2015-12-31$925,700
Value of interest in pooled separate accounts at beginning of year2015-12-31$876,484
Interest on participant loans2015-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Net investment gain/loss from pooled separate accounts2015-12-31$-3,707
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$10,323
Employer contributions (assets) at end of year2015-12-31$10,323
Employer contributions (assets) at beginning of year2015-12-31$10,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,786
Contract administrator fees2015-12-31$4,142
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 name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : MED EX 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$127,517
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$78,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$69,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$65,978
Value of total assets at end of year2014-12-31$892,643
Value of total assets at beginning of year2014-12-31$843,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,981
Total interest from all sources2014-12-31$593
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$525
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$75,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$55,554
Participant contributions at end of year2014-12-31$3,484
Participant contributions at beginning of year2014-12-31$8,705
Total non interest bearing cash at end of year2014-12-31$160
Total non interest bearing cash at beginning of year2014-12-31$234
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$48,701
Value of net assets at end of year (total assets less liabilities)2014-12-31$892,643
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$843,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,679
Value of interest in pooled separate accounts at end of year2014-12-31$876,484
Value of interest in pooled separate accounts at beginning of year2014-12-31$821,735
Interest on participant loans2014-12-31$590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Net investment gain/loss from pooled separate accounts2014-12-31$60,946
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$10,424
Employer contributions (assets) at end of year2014-12-31$10,424
Employer contributions (assets) at beginning of year2014-12-31$11,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$69,835
Contract administrator fees2014-12-31$4,777
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 name2014-12-31FROST RUTTENBERG & BLATT P.C.
Accountancy firm EIN2014-12-31363402398
2013 : MED EX 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$234,245
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$69,090
Value of total assets at end of year2013-12-31$843,942
Value of total assets at beginning of year2013-12-31$624,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,569
Total interest from all sources2013-12-31$507
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$75,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$57,768
Participant contributions at end of year2013-12-31$8,705
Participant contributions at beginning of year2013-12-31$14,609
Total non interest bearing cash at end of year2013-12-31$234
Total non interest bearing cash at beginning of year2013-12-31$337
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$219,085
Value of net assets at end of year (total assets less liabilities)2013-12-31$843,942
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$624,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$821,735
Value of interest in pooled separate accounts at beginning of year2013-12-31$597,542
Interest on participant loans2013-12-31$502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Net investment gain/loss from pooled separate accounts2013-12-31$164,648
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$11,322
Employer contributions (assets) at end of year2013-12-31$11,322
Employer contributions (assets) at beginning of year2013-12-31$10,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,591
Contract administrator fees2013-12-31$7,419
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 name2013-12-31FROST, RUTTENBERG & ROTHBLATT, P.C.
Accountancy firm EIN2013-12-31363402398
2012 : MED EX 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$141,529
Total of all expenses incurred2012-12-31$54,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$47,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$62,698
Value of total assets at end of year2012-12-31$624,857
Value of total assets at beginning of year2012-12-31$537,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,675
Total interest from all sources2012-12-31$782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$225
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$52,009
Participant contributions at end of year2012-12-31$14,609
Participant contributions at beginning of year2012-12-31$20,438
Total non interest bearing cash at end of year2012-12-31$337
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$87,300
Value of net assets at end of year (total assets less liabilities)2012-12-31$624,857
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$537,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$597,542
Value of interest in pooled separate accounts at beginning of year2012-12-31$505,589
Interest on participant loans2012-12-31$775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from pooled separate accounts2012-12-31$78,049
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$10,689
Employer contributions (assets) at end of year2012-12-31$10,574
Employer contributions (assets) at beginning of year2012-12-31$9,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,554
Contract administrator fees2012-12-31$6,450
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 name2012-12-31FROST, RUTTENBERG & ROTHBLATT, P.C.
Accountancy firm EIN2012-12-31363402398
2011 : MED EX 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$52,799
Total of all expenses incurred2011-12-31$13,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$59,127
Value of total assets at end of year2011-12-31$537,557
Value of total assets at beginning of year2011-12-31$498,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,953
Total interest from all sources2011-12-31$1,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$180
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$49,255
Participant contributions at end of year2011-12-31$20,438
Participant contributions at beginning of year2011-12-31$28,126
Total non interest bearing cash at beginning of year2011-12-31$131
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$39,274
Value of net assets at end of year (total assets less liabilities)2011-12-31$537,557
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$498,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$505,589
Value of interest in pooled separate accounts at beginning of year2011-12-31$456,440
Interest on participant loans2011-12-31$1,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Net investment gain/loss from pooled separate accounts2011-12-31$-7,456
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$9,872
Employer contributions (assets) at end of year2011-12-31$9,872
Employer contributions (assets) at beginning of year2011-12-31$11,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,572
Contract administrator fees2011-12-31$5,773
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 name2011-12-31FROST, RUTTENBERG & ROTHBLATT, P.C.
Accountancy firm EIN2011-12-31363402398
2010 : MED EX 401K PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$488
Total income from all sources (including contributions)2010-12-31$127,420
Total of all expenses incurred2010-12-31$34,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$65,541
Value of total assets at end of year2010-12-31$498,283
Value of total assets at beginning of year2010-12-31$405,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,507
Total interest from all sources2010-12-31$537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$600
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$53,776
Participant contributions at end of year2010-12-31$28,126
Participant contributions at beginning of year2010-12-31$5,218
Total non interest bearing cash at end of year2010-12-31$131
Total non interest bearing cash at beginning of year2010-12-31$680
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$92,885
Value of net assets at end of year (total assets less liabilities)2010-12-31$498,283
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$405,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$456,440
Value of interest in pooled separate accounts at beginning of year2010-12-31$388,380
Interest on participant loans2010-12-31$508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$29
Net investment gain/loss from pooled separate accounts2010-12-31$61,342
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
Contributions received in cash from employer2010-12-31$11,765
Employer contributions (assets) at end of year2010-12-31$11,765
Employer contributions (assets) at beginning of year2010-12-31$9,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,028
Contract administrator fees2010-12-31$4,907
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$488
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 name2010-12-31FROST, RUTTENBERG & ROTHBLATT, P.C.
Accountancy firm EIN2010-12-31363402398
2009 : MED EX 401K 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 MED EX 401K PLAN

2022: MED EX 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MED EX 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MED EX 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MED EX 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MED EX 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MED EX 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MED EX 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MED EX 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MED EX 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MED EX 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MED EX 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MED EX 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MED EX 401K 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered71
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,170
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1170
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered66
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,141
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
Amount paid for insurance broker fees1141
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered59
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,062
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1062
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSAITON
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered57
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,198
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
Amount paid for insurance broker fees1198
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered54
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,512
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1512
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered56
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,018
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
Amount paid for insurance broker fees1018
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker nameBKD, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered44
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $5,252
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
Amount paid for insurance broker fees2677
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker nameBKD LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,040
Total amount of fees paid to insurance companyUSD $4,204
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3679
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Commission paid to Insurance BrokerUSD $1,040
Insurance broker nameWOLF FINANCIAL MANAGEMENT LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,529
Total amount of fees paid to insurance companyUSD $176
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,529
Insurance broker organization code?4
Amount paid for insurance broker fees176
Additional information about fees paid to insurance brokerTPA FEEES AND COMPENSATION
Insurance broker nameWOLF FINANCIAL MANAGEMENT LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered44
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,965
Total amount of fees paid to insurance companyUSD $522
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
Commission paid to Insurance BrokerUSD $2,965
Insurance broker organization code?4
Amount paid for insurance broker fees522
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameWOLF FINANCIAL MANAGEMENT LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered44
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,572
Total amount of fees paid to insurance companyUSD $473
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73938
Policy instance 1
Insurance contract or identification number73938
Number of Individuals Covered43
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,047
Total amount of fees paid to insurance companyUSD $768
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
Commission paid to Insurance BrokerUSD $2,047
Insurance broker organization code?4
Amount paid for insurance broker fees768
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameWOLF FINANCIAL MANAGEMENT LLC

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