401k Plan data: WELLBOUND 401(K) PLAN plan

WELLBOUND 401(K) PLAN 401k Plan overview

Plan Name	WELLBOUND 401(K) PLAN
Plan identification number	003

WELLBOUND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WELLBOUND, LLC has sponsored the creation of one or more 401k plans.

Company Name: WELLBOUND, LLC

Employer identification number (EIN): 364510754

NAIC Classification: 621492
NAIC Description: Kidney Dialysis Centers

Additional information about WELLBOUND, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3567106

More information about WELLBOUND, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 ERIC YOUNG
003 2017-01-01 ERIC YOUNG
003 2016-01-01 ERIC YOUNG
003 2015-01-01 DIANA THOMASSON
003 2014-01-01 MARIANNE STRICKLAND
003 2014-01-01 MARIANNE STRICKLAND
003 2013-01-01 MARIANNE STRICKLAND
003 2012-01-01 MARIANNE STRICKLAND 2013-10-14
003 2011-01-01 DAVE SLESNICK 2012-10-10
003 2010-01-01 DAVE SLESNICK 2011-10-05
003 2009-01-01 DAVID SLESNICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01	ERIC YOUNG
003	2017-01-01	ERIC YOUNG
003	2016-01-01	ERIC YOUNG
003	2015-01-01	DIANA THOMASSON
003	2014-01-01	MARIANNE STRICKLAND
003	2014-01-01	MARIANNE STRICKLAND
003	2013-01-01	MARIANNE STRICKLAND
003	2012-01-01	MARIANNE STRICKLAND	2013-10-14
003	2011-01-01	DAVE SLESNICK	2012-10-10
003	2010-01-01	DAVE SLESNICK	2011-10-05
003	2009-01-01	DAVID SLESNICK

Plan Statistics for WELLBOUND 401(K) PLAN

401k plan membership statisitcs for WELLBOUND 401(K) PLAN

Measure Date Value
2017: WELLBOUND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WELLBOUND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 162
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 199
Number of participants with account balances 2016-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WELLBOUND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 142
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 162
Number of participants with account balances 2015-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WELLBOUND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 138
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 158
Number of participants with account balances 2014-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WELLBOUND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 134
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 150
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: WELLBOUND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 89
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 98
Number of participants with account balances 2009-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: WELLBOUND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WELLBOUND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	162
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	199
Number of participants with account balances	2016-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WELLBOUND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	142
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	162
Number of participants with account balances	2015-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WELLBOUND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	138
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	158
Number of participants with account balances	2014-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WELLBOUND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	134
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	150
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: WELLBOUND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	89
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	98
Number of participants with account balances	2009-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WELLBOUND 401(K) PLAN

Measure	Date	Value
2017 : WELLBOUND 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-10-10	$740,451
Total of all expenses incurred	2017-10-10	$11,896,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-10-10	$11,864,961
Value of total assets at end of year	2017-10-10	$0
Value of total assets at beginning of year	2017-10-10	$11,156,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-10-10	$31,711
Total interest from all sources	2017-10-10	$3,036
Total dividends received (eg from common stock, registered investment company shares)	2017-10-10	$56,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-10-10	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-10-10	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-10-10	$56,083
Administrative expenses professional fees incurred	2017-10-10	$1,119
Was this plan covered by a fidelity bond	2017-10-10	Yes
Value of fidelity bond cover	2017-10-10	$1,000,000
If this is an individual account plan, was there a blackout period	2017-10-10	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-10-10	$0
Were there any nonexempt tranactions with any party-in-interest	2017-10-10	No
Participant contributions at end of year	2017-10-10	$0
Participant contributions at beginning of year	2017-10-10	$170,579
Participant contributions at beginning of year	2017-10-10	$28,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-10-10	$99
Administrative expenses (other) incurred	2017-10-10	$24,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-10	No
Value of net income/loss	2017-10-10	$-11,156,221
Value of net assets at end of year (total assets less liabilities)	2017-10-10	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-10-10	$11,156,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-10-10	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-10-10	No
Were any leases to which the plan was party in default or uncollectible	2017-10-10	No
Investment advisory and management fees	2017-10-10	$5,891
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-10-10	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-10-10	$8,492,311
Value of interest in pooled separate accounts at end of year	2017-10-10	$0
Value of interest in pooled separate accounts at beginning of year	2017-10-10	$2,447,207
Interest on participant loans	2017-10-10	$3,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-10-10	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-10-10	$5,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-10-10	$643,425
Net investment gain/loss from pooled separate accounts	2017-10-10	$37,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-10-10	No
Was there a failure to transmit to the plan any participant contributions	2017-10-10	Yes
Has the plan failed to provide any benefit when due under the plan	2017-10-10	No
Employer contributions (assets) at beginning of year	2017-10-10	$12,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-10-10	$11,864,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-10-10	Yes
Did the plan have assets held for investment	2017-10-10	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-10	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-10-10	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-10-10	Yes
Opinion of an independent qualified public accountant for this plan	2017-10-10	Disclaimer
Accountancy firm name	2017-10-10	MOSS ADAMS LLP
Accountancy firm EIN	2017-10-10	910189318
2016 : WELLBOUND 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,349,621
Total of all expenses incurred	2016-12-31	$1,125,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,073,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,652,915
Value of total assets at end of year	2016-12-31	$11,156,221
Value of total assets at beginning of year	2016-12-31	$9,932,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$51,939
Total interest from all sources	2016-12-31	$7,068
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$163,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$163,804
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,039,967
Participant contributions at end of year	2016-12-31	$170,579
Participant contributions at beginning of year	2016-12-31	$105,173
Participant contributions at end of year	2016-12-31	$28,175
Participant contributions at beginning of year	2016-12-31	$35,101
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$88,680
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$99
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$160
Administrative expenses (other) incurred	2016-12-31	$36,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,223,685
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,156,221
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,932,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$15,399
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,492,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,673,585
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,447,207
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,091,838
Interest on participant loans	2016-12-31	$7,018
Interest earned on other investments	2016-12-31	$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$501,502
Net investment gain/loss from pooled separate accounts	2016-12-31	$24,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$524,268
Employer contributions (assets) at end of year	2016-12-31	$12,107
Employer contributions (assets) at beginning of year	2016-12-31	$17,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,073,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : WELLBOUND 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,073,398
Total of all expenses incurred	2015-12-31	$2,343,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,307,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,948,686
Value of total assets at end of year	2015-12-31	$9,932,536
Value of total assets at beginning of year	2015-12-31	$10,202,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$35,457
Total interest from all sources	2015-12-31	$5,345
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$135,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$135,085
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$921,651
Participant contributions at end of year	2015-12-31	$105,173
Participant contributions at beginning of year	2015-12-31	$163,729
Participant contributions at end of year	2015-12-31	$35,101
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$192,701
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$564,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$14,724
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$160
Other income not declared elsewhere	2015-12-31	$6,784
Administrative expenses (other) incurred	2015-12-31	$35,457
Total non interest bearing cash at beginning of year	2015-12-31	$3,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-269,985
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,932,536
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,202,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,673,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,830,707
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,091,838
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,012,121
Interest on participant loans	2015-12-31	$5,309
Interest earned on other investments	2015-12-31	$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-46,327
Net investment gain/loss from pooled separate accounts	2015-12-31	$23,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$462,583
Employer contributions (assets) at end of year	2015-12-31	$17,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,293,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : WELLBOUND 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,006,315
Total of all expenses incurred	2014-12-31	$987,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$969,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,359,395
Value of total assets at end of year	2014-12-31	$10,202,521
Value of total assets at beginning of year	2014-12-31	$9,184,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,114
Total interest from all sources	2014-12-31	$7,658
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$176,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$176,061
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$879,231
Participant contributions at end of year	2014-12-31	$163,729
Participant contributions at beginning of year	2014-12-31	$159,520
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$192,701
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$150,627
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$21,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$60
Other income not declared elsewhere	2014-12-31	$20,381
Administrative expenses (other) incurred	2014-12-31	$15,764
Total non interest bearing cash at end of year	2014-12-31	$3,263
Total non interest bearing cash at beginning of year	2014-12-31	$1,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,018,376
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,202,521
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,184,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$2,350
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,830,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,122,950
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,012,121
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,749,883
Interest on participant loans	2014-12-31	$7,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$420,004
Net investment gain/loss from pooled separate accounts	2014-12-31	$22,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$458,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$969,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : WELLBOUND 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$12,987
Total income from all sources (including contributions)	2013-12-31	$2,976,464
Total of all expenses incurred	2013-12-31	$479,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$478,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,572,275
Value of total assets at end of year	2013-12-31	$9,184,145
Value of total assets at beginning of year	2013-12-31	$6,674,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$650
Total interest from all sources	2013-12-31	$7,869
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$111,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$111,694
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$883,879
Participant contributions at end of year	2013-12-31	$159,520
Participant contributions at beginning of year	2013-12-31	$135,017
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$150,627
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$90,861
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$263,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$103
Other income not declared elsewhere	2013-12-31	$38,088
Administrative expenses (other) incurred	2013-12-31	$650
Total non interest bearing cash at end of year	2013-12-31	$1,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,496,909
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,184,145
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,674,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,122,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,149,856
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,749,883
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,298,412
Interest on participant loans	2013-12-31	$7,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,224,851
Net investment gain/loss from pooled separate accounts	2013-12-31	$21,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$425,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$478,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ARMANINO LLP
Accountancy firm EIN	2013-12-31	946214841
2009 : WELLBOUND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WELLBOUND 401(K) PLAN

2017: WELLBOUND 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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 funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELLBOUND 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELLBOUND 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELLBOUND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELLBOUND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: WELLBOUND 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080268

Policy instance

Insurance contract or identification number	TT080268
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-10-10
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080268

Policy instance

Insurance contract or identification number	TT080268
Number of Individuals Covered	137
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080268

Policy instance

Insurance contract or identification number	TT080268
Number of Individuals Covered	131
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,088
Insurance broker organization code?	3
Insurance broker name	CITIGROUP MSSB

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080268

Policy instance

Insurance contract or identification number	TT080268
Number of Individuals Covered	119
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,232
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,232
Insurance broker organization code?	3
Insurance broker name	CITIGROUP MSSB

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Company Name:	WELLBOUND, LLC
Employer identification number (EIN):	364510754
NAIC Classification:	621492
NAIC Description:	Kidney Dialysis Centers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3567106