401k Plan data: HP CHOICE 401(K) PLAN plan

HP CHOICE 401(K) PLAN 401k Plan overview

Plan Name	HP CHOICE 401(K) PLAN
Plan identification number	001

HP CHOICE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALTH PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: HEALTH PARTNERS, INC.

Employer identification number (EIN): 382950579

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about HEALTH PARTNERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1983-03-22

Company Identification Number: G28767

Legal Registered Office Address: 205 SO. HOOVER

TAMPA

33609

More information about HEALTH PARTNERS, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ROSEMARIE P. TORRENTO 2022-10-05
001 2020-01-01 ROSEMARIE P. TORRENTO 2021-10-12
001 2019-01-01 ROSEMARIE P. TORRENTO 2020-10-13
001 2018-01-01 ROSEMARIE P. TORRENTO 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CYNTHIA TACHENY - AS PRACTITIONER
001 2011-01-01 CYNTHIA TACHENY - AS PRACTITIONER
001 2009-01-01 ROSEMARIE TORRENTO

Plan Statistics for HP CHOICE 401(K) PLAN

401k plan membership statisitcs for HP CHOICE 401(K) PLAN

Measure Date Value
2021: HP CHOICE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 255
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 95
Total of all active and inactive participants 2021-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 350
Number of participants with account balances 2021-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HP CHOICE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 459
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 111
Total of all active and inactive participants 2020-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 570
Number of participants with account balances 2020-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HP CHOICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 689
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 499
Number of other retired or separated participants entitled to future benefits 2019-01-01 83
Total of all active and inactive participants 2019-01-01 582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 582
Number of participants with account balances 2019-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HP CHOICE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 550
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 139
Total of all active and inactive participants 2018-01-01 689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 689
Number of participants with account balances 2018-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HP CHOICE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 806
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 612
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 135
Total of all active and inactive participants 2017-01-01 747
Total participants 2017-01-01 747
Number of participants with account balances 2017-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HP CHOICE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 871
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 699
Number of other retired or separated participants entitled to future benefits 2016-01-01 107
Total of all active and inactive participants 2016-01-01 806
Total participants 2016-01-01 806
Number of participants with account balances 2016-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HP CHOICE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 874
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 733
Number of retired or separated participants receiving benefits 2015-01-01 138
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 871
Number of participants with account balances 2015-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HP CHOICE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 775
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 741
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 133
Total of all active and inactive participants 2014-01-01 874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 874
Number of participants with account balances 2014-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HP CHOICE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 771
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 618
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 155
Total of all active and inactive participants 2013-01-01 773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 773
Number of participants with account balances 2013-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HP CHOICE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 805
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 646
Number of other retired or separated participants entitled to future benefits 2012-01-01 125
Total of all active and inactive participants 2012-01-01 771
Total participants 2012-01-01 771
Number of participants with account balances 2012-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HP CHOICE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 782
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 674
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 118
Total of all active and inactive participants 2011-01-01 792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 792
Number of participants with account balances 2011-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HP CHOICE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 906
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 629
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 90
Total of all active and inactive participants 2009-01-01 719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 719
Number of participants with account balances 2009-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: HP CHOICE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	255
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	95
Total of all active and inactive participants	2021-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	350
Number of participants with account balances	2021-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HP CHOICE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	459
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	111
Total of all active and inactive participants	2020-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	570
Number of participants with account balances	2020-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HP CHOICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	689
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	499
Number of other retired or separated participants entitled to future benefits	2019-01-01	83
Total of all active and inactive participants	2019-01-01	582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	582
Number of participants with account balances	2019-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HP CHOICE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	550
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	139
Total of all active and inactive participants	2018-01-01	689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	689
Number of participants with account balances	2018-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HP CHOICE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	806
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	612
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	135
Total of all active and inactive participants	2017-01-01	747
Total participants	2017-01-01	747
Number of participants with account balances	2017-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HP CHOICE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	871
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	699
Number of other retired or separated participants entitled to future benefits	2016-01-01	107
Total of all active and inactive participants	2016-01-01	806
Total participants	2016-01-01	806
Number of participants with account balances	2016-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HP CHOICE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	874
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	733
Number of retired or separated participants receiving benefits	2015-01-01	138
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	871
Number of participants with account balances	2015-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HP CHOICE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	775
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	741
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	133
Total of all active and inactive participants	2014-01-01	874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	874
Number of participants with account balances	2014-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HP CHOICE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	771
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	618
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	155
Total of all active and inactive participants	2013-01-01	773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	773
Number of participants with account balances	2013-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HP CHOICE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	805
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	646
Number of other retired or separated participants entitled to future benefits	2012-01-01	125
Total of all active and inactive participants	2012-01-01	771
Total participants	2012-01-01	771
Number of participants with account balances	2012-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HP CHOICE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	782
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	674
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	118
Total of all active and inactive participants	2011-01-01	792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	792
Number of participants with account balances	2011-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HP CHOICE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	906
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	629
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	90
Total of all active and inactive participants	2009-01-01	719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	719
Number of participants with account balances	2009-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HP CHOICE 401(K) PLAN

Measure	Date	Value
2021 : HP CHOICE 401(K) PLAN 2021 401k financial data
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	$915,981
Total of all expenses incurred	2021-12-31	$1,214,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,173,434
Value of total corrective distributions	2021-12-31	$699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$445,699
Value of total assets at end of year	2021-12-31	$2,913,510
Value of total assets at beginning of year	2021-12-31	$3,211,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,023
Total interest from all sources	2021-12-31	$3,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$321,169
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$385,226
Participant contributions at end of year	2021-12-31	$62,131
Participant contributions at beginning of year	2021-12-31	$78,870
Participant contributions at beginning of year	2021-12-31	$8,122
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$60,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$25,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-298,175
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,913,510
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,211,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,768,595
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,035,802
Interest on participant loans	2021-12-31	$3,040
Interest earned on other investments	2021-12-31	$915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$82,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$88,891
Net investment gain/loss from pooled separate accounts	2021-12-31	$440,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,173,434
Contract administrator fees	2021-12-31	$40,023
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
2020 : HP CHOICE 401(K) 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	$0
Total income from all sources (including contributions)	2020-12-31	$715,597
Total of all expenses incurred	2020-12-31	$120,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$83,203
Expenses. Certain deemed distributions of participant loans	2020-12-31	$933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$292,164
Value of total assets at end of year	2020-12-31	$3,211,685
Value of total assets at beginning of year	2020-12-31	$2,616,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$35,949
Total interest from all sources	2020-12-31	$4,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$291,293
Participant contributions at end of year	2020-12-31	$78,870
Participant contributions at beginning of year	2020-12-31	$47,113
Participant contributions at end of year	2020-12-31	$8,122
Participant contributions at beginning of year	2020-12-31	$2,588
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$6,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$595,512
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,211,685
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,616,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,035,802
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,477,090
Interest on participant loans	2020-12-31	$3,351
Interest earned on other investments	2020-12-31	$1,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$88,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$89,382
Net investment gain/loss from pooled separate accounts	2020-12-31	$412,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$83,203
Contract administrator fees	2020-12-31	$35,949
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2020-12-31	381944367
2019 : HP CHOICE 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$21,071
Total income from all sources (including contributions)	2019-12-31	$776,847
Total of all expenses incurred	2019-12-31	$383,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$339,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$310,368
Value of total assets at end of year	2019-12-31	$2,616,173
Value of total assets at beginning of year	2019-12-31	$2,244,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,969
Total interest from all sources	2019-12-31	$3,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$303,145
Participant contributions at end of year	2019-12-31	$47,113
Participant contributions at beginning of year	2019-12-31	$50,564
Participant contributions at end of year	2019-12-31	$2,588
Participant contributions at beginning of year	2019-12-31	$7,216
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$21,071
Other income not declared elsewhere	2019-12-31	$8,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$392,925
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,616,173
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,223,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,477,090
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,088,752
Interest on participant loans	2019-12-31	$2,324
Interest earned on other investments	2019-12-31	$1,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$89,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$97,787
Net investment gain/loss from pooled separate accounts	2019-12-31	$453,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$339,953
Contract administrator fees	2019-12-31	$43,969
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2019-12-31	381944367
2018 : HP CHOICE 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$21,071
Total income from all sources (including contributions)	2018-12-31	$175,792
Total of all expenses incurred	2018-12-31	$393,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$333,132
Expenses. Certain deemed distributions of participant loans	2018-12-31	$6,778
Value of total corrective distributions	2018-12-31	$14,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$317,832
Value of total assets at end of year	2018-12-31	$2,244,319
Value of total assets at beginning of year	2018-12-31	$2,440,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$38,938
Total interest from all sources	2018-12-31	$7,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$244,060
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$317,832
Participant contributions at end of year	2018-12-31	$50,564
Participant contributions at beginning of year	2018-12-31	$67,150
Participant contributions at end of year	2018-12-31	$7,216
Participant contributions at beginning of year	2018-12-31	$11,871
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$21,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-217,348
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,223,248
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,440,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,985
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,088,752
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,269,524
Interest on participant loans	2018-12-31	$3,271
Interest earned on other investments	2018-12-31	$3,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$97,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$92,051
Net investment gain/loss from pooled separate accounts	2018-12-31	$-149,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$333,132
Contract administrator fees	2018-12-31	$11,953
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2018-12-31	381944367
2017 : HP CHOICE 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$673,137
Total of all expenses incurred	2017-12-31	$296,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$260,955
Value of total corrective distributions	2017-12-31	$1,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$355,793
Value of total assets at end of year	2017-12-31	$2,440,596
Value of total assets at beginning of year	2017-12-31	$2,064,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,099
Total interest from all sources	2017-12-31	$2,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$8,773
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$331,192
Participant contributions at end of year	2017-12-31	$67,150
Participant contributions at beginning of year	2017-12-31	$69,441
Participant contributions at end of year	2017-12-31	$11,871
Participant contributions at beginning of year	2017-12-31	$9,232
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$24,601
Administrative expenses (other) incurred	2017-12-31	$695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$376,531
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,440,596
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,064,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$24,631
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,269,524
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,890,665
Interest on participant loans	2017-12-31	$1,217
Interest earned on other investments	2017-12-31	$1,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$92,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$94,727
Net investment gain/loss from pooled separate accounts	2017-12-31	$314,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$260,955
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2017-12-31	381944367
2016 : HP CHOICE 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$445,588
Total of all expenses incurred	2016-12-31	$282,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$245,033
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,367
Value of total corrective distributions	2016-12-31	$3,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$315,998
Value of total assets at end of year	2016-12-31	$2,064,065
Value of total assets at beginning of year	2016-12-31	$1,901,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,815
Total interest from all sources	2016-12-31	$3,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$7,221
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$309,099
Participant contributions at end of year	2016-12-31	$69,441
Participant contributions at beginning of year	2016-12-31	$68,861
Participant contributions at end of year	2016-12-31	$9,232
Participant contributions at beginning of year	2016-12-31	$3,056
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,899
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	$162,897
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,064,065
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,901,168
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	$24,594
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,890,665
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,740,124
Income. Interest from loans (other than to participants)	2016-12-31	$2,458
Interest earned on other investments	2016-12-31	$1,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$94,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$89,127
Net investment gain/loss from pooled separate accounts	2016-12-31	$125,665
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$245,033
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	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2016-12-31	381944367
2015 : HP CHOICE 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$422,230
Total of all expenses incurred	2015-12-31	$333,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$299,410
Value of total corrective distributions	2015-12-31	$2,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$453,800
Value of total assets at end of year	2015-12-31	$1,901,168
Value of total assets at beginning of year	2015-12-31	$1,812,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,094
Total interest from all sources	2015-12-31	$2,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$8,231
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$293,344
Participant contributions at end of year	2015-12-31	$68,861
Participant contributions at beginning of year	2015-12-31	$57,777
Participant contributions at end of year	2015-12-31	$3,056
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$160,456
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	$88,550
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,901,168
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,812,618
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
Investment advisory and management fees	2015-12-31	$23,863
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,740,124
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,627,853
Interest on participant loans	2015-12-31	$1,542
Interest earned on other investments	2015-12-31	$1,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$89,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$126,988
Net investment gain/loss from pooled separate accounts	2015-12-31	$-34,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$299,410
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	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2015-12-31	381944367
2014 : HP CHOICE 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$328,743
Total of all expenses incurred	2014-12-31	$327,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$293,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$255,136
Value of total assets at end of year	2014-12-31	$1,812,618
Value of total assets at beginning of year	2014-12-31	$1,810,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,311
Total interest from all sources	2014-12-31	$6,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$8,771
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$255,136
Participant contributions at end of year	2014-12-31	$57,777
Participant contributions at beginning of year	2014-12-31	$66,945
Participant contributions at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,696
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,812,618
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,810,922
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	$24,540
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,627,853
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,613,146
Interest on participant loans	2014-12-31	$4,226
Interest earned on other investments	2014-12-31	$2,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$126,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$130,831
Net investment gain/loss from pooled separate accounts	2014-12-31	$67,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$293,736
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	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2014-12-31	381944367
2013 : HP CHOICE 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$489,929
Total of all expenses incurred	2013-12-31	$407,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$376,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$196,689
Value of total assets at end of year	2013-12-31	$1,810,922
Value of total assets at beginning of year	2013-12-31	$1,728,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,476
Total interest from all sources	2013-12-31	$5,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$180,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$187,724
Participant contributions at end of year	2013-12-31	$66,945
Participant contributions at beginning of year	2013-12-31	$69,863
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$3,393
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,965
Administrative expenses (other) incurred	2013-12-31	$8,370
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	$82,435
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,810,922
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,728,487
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
Investment advisory and management fees	2013-12-31	$23,106
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,613,146
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,538,990
Interest on participant loans	2013-12-31	$3,572
Interest earned on other investments	2013-12-31	$1,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$130,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$116,241
Net investment gain/loss from pooled separate accounts	2013-12-31	$287,776
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$376,018
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	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2013-12-31	381944367
2012 : HP CHOICE 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$422,881
Total of all expenses incurred	2012-12-31	$174,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$144,559
Value of total corrective distributions	2012-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$240,428
Value of total assets at end of year	2012-12-31	$1,728,487
Value of total assets at beginning of year	2012-12-31	$1,479,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$28,764
Total interest from all sources	2012-12-31	$4,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$211,365
Participant contributions at end of year	2012-12-31	$69,863
Participant contributions at beginning of year	2012-12-31	$61,352
Participant contributions at end of year	2012-12-31	$3,393
Participant contributions at beginning of year	2012-12-31	$5,648
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$29,063
Administrative expenses (other) incurred	2012-12-31	$7,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$248,558
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,728,487
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,479,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$21,329
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,538,990
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,349,679
Interest on participant loans	2012-12-31	$2,782
Interest earned on other investments	2012-12-31	$1,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$116,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$63,250
Net investment gain/loss from pooled separate accounts	2012-12-31	$178,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$144,559
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2012-12-31	381944367
2011 : HP CHOICE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$182,251
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$119,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$91,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$231,076
Value of total assets at end of year	2011-12-31	$1,479,929
Value of total assets at beginning of year	2011-12-31	$1,417,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$28,051
Total interest from all sources	2011-12-31	$4,212
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$231,076
Participant contributions at end of year	2011-12-31	$61,352
Participant contributions at beginning of year	2011-12-31	$53,825
Participant contributions at end of year	2011-12-31	$5,648
Participant contributions at beginning of year	2011-12-31	$5,777
Administrative expenses (other) incurred	2011-12-31	$23,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$62,616
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,479,929
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,417,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$4,430
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,349,679
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,300,459
Interest on participant loans	2011-12-31	$2,586
Interest earned on other investments	2011-12-31	$1,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$63,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$57,252
Net investment gain/loss from pooled separate accounts	2011-12-31	$-53,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$91,584
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2011-12-31	381944367
2010 : HP CHOICE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$221
Total income from all sources (including contributions)	2010-12-31	$378,858
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$105,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$79,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$222,769
Value of total assets at end of year	2010-12-31	$1,418,247
Value of total assets at beginning of year	2010-12-31	$1,144,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$25,692
Total interest from all sources	2010-12-31	$3,682
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$221,436
Participant contributions at end of year	2010-12-31	$53,825
Participant contributions at beginning of year	2010-12-31	$38,994
Participant contributions at end of year	2010-12-31	$6,711
Participant contributions at beginning of year	2010-12-31	$6,125
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$221
Administrative expenses (other) incurred	2010-12-31	$6,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$273,803
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,418,247
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,144,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$19,667
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,300,459
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,059,344
Interest on participant loans	2010-12-31	$2,123
Interest earned on other investments	2010-12-31	$1,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$57,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$40,202
Net investment gain/loss from pooled separate accounts	2010-12-31	$152,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$79,363
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DERDERIAN KANN SEYFERTH & SALUCCI
Accountancy firm EIN	2010-12-31	381944367

Form 5500 Responses for HP CHOICE 401(K) PLAN

2021: HP CHOICE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HP CHOICE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HP CHOICE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HP CHOICE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HP CHOICE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
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: HP CHOICE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: HP CHOICE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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: HP CHOICE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
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: HP CHOICE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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
2012: HP CHOICE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HP CHOICE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HP CHOICE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	36
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,258
Total amount of fees paid to insurance company	USD $1,341
Commission paid to Insurance Broker	USD $4,258
Amount paid for insurance broker fees	1341
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	165
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,633
Total amount of fees paid to insurance company	USD $2,089
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,633
Amount paid for insurance broker fees	2089
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	204
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,034
Total amount of fees paid to insurance company	USD $1,586
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $5,034
Amount paid for insurance broker fees	1586
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	198
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,759
Total amount of fees paid to insurance company	USD $2,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,759
Amount paid for insurance broker fees	1499
Additional information about fees paid to insurance broker	MISC FEES
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	229
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,820
Total amount of fees paid to insurance company	USD $1,820
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $2,447
Amount paid for insurance broker fees	771
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	257
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,161
Total amount of fees paid to insurance company	USD $2,309
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $4,161
Amount paid for insurance broker fees	1311
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	4
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	218
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,464
Total amount of fees paid to insurance company	USD $2,845
Commission paid to Insurance Broker	USD $3,464
Amount paid for insurance broker fees	1113
Insurance broker organization code?	4
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	256
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,505
Total amount of fees paid to insurance company	USD $2,883
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,505
Amount paid for insurance broker fees	1131
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker organization code?	4
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	278
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,459
Total amount of fees paid to insurance company	USD $2,391
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,459
Amount paid for insurance broker fees	794
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE AND NON-MONETARY COMP
Insurance broker organization code?	4
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 51841

Policy instance

Insurance contract or identification number	GP 51841
Number of Individuals Covered	298
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,033
Total amount of fees paid to insurance company	USD $2,491
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,033
Amount paid for insurance broker fees	974
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE AND NON-MONETARY COMPENSATION
Insurance broker organization code?	4
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP51841

Policy instance

Insurance contract or identification number	GP51841
Number of Individuals Covered	251
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,808
Total amount of fees paid to insurance company	USD $2,325
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP51841

Policy instance

Insurance contract or identification number	GP51841
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,298
Total amount of fees paid to insurance company	USD $1,887
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HEALTH PARTNERS, INC.
Employer identification number (EIN):	382950579
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1983-03-22
Company Identification Number:	G28767
Legal Registered Office Address:	205 SO. HOOVER TAMPA 33609

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	ROSEMARIE P. TORRENTO	2022-10-05
001	2020-01-01	ROSEMARIE P. TORRENTO	2021-10-12
001	2019-01-01	ROSEMARIE P. TORRENTO	2020-10-13
001	2018-01-01	ROSEMARIE P. TORRENTO	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CYNTHIA TACHENY - AS PRACTITIONER
001	2011-01-01	CYNTHIA TACHENY - AS PRACTITIONER
001	2009-01-01	ROSEMARIE TORRENTO