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PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 401k Plan overview

Plan NamePRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN
Plan identification number 001

PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN Benefits

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

401k Sponsoring company profile

PRIORITY HEALTH MANAGED BENEFITS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRIORITY HEALTH MANAGED BENEFITS, INC.
Employer identification number (EIN):383085182
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01PAMELA RIES PAMELA RIES2015-08-12
0012013-01-01PAMELA RIES PAMELA RIES2014-10-10
0012012-01-01PAMELA RIES PAMELA RIES2013-10-08
0012011-01-01RIES PAMELA RIES PAMELA2012-10-11
0012010-01-01DEBORAH PHILLIPS DEBORAH PHILLIPS2011-10-06
0012009-01-01DEBORAH A PHILLIPS DEBORAH A PHILLIPS2010-10-01

Plan Statistics for PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN

401k plan membership statisitcs for PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN

Measure Date Value
2014: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,080
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,148
Total number of active participants reported on line 7a of the Form 55002013-01-011,003
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,083
Number of participants with account balances2013-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,140
Total number of active participants reported on line 7a of the Form 55002012-01-011,049
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,146
Number of participants with account balances2012-01-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,110
Total number of active participants reported on line 7a of the Form 55002011-01-011,038
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,138
Number of participants with account balances2011-01-011,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2010: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,012
Total number of active participants reported on line 7a of the Form 55002010-01-011,015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0192
Total of all active and inactive participants2010-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,107
Number of participants with account balances2010-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0130
2009: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01989
Total number of active participants reported on line 7a of the Form 55002009-01-01915
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01163
Total of all active and inactive participants2009-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,078
Number of participants with account balances2009-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN

Measure Date Value
2014 : PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-10-07$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-07$0
Total unrealized appreciation/depreciation of assets2014-10-07$0
Total transfer of assets to this plan2014-10-07$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-07$0
Total income from all sources (including contributions)2014-10-07$3,227,532
Total loss/gain on sale of assets2014-10-07$0
Total of all expenses incurred2014-10-07$80,423,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-07$80,365,672
Expenses. Certain deemed distributions of participant loans2014-10-07$0
Value of total corrective distributions2014-10-07$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-07$0
Value of total assets at end of year2014-10-07$0
Value of total assets at beginning of year2014-10-07$77,196,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-07$58,185
Total income from rents2014-10-07$0
Total interest from all sources2014-10-07$224,051
Total dividends received (eg from common stock, registered investment company shares)2014-10-07$256,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-10-07$0
Total dividends received from registered investment company shares (eg mutual funds)2014-10-07$256,755
Administrative expenses professional fees incurred2014-10-07$0
Was this plan covered by a fidelity bond2014-10-07Yes
Value of fidelity bond cover2014-10-07$10,000,000
If this is an individual account plan, was there a blackout period2014-10-07No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-07$0
Were there any nonexempt tranactions with any party-in-interest2014-10-07No
Amount of non-exempt transactions with any party-in-interest2014-10-07$0
Contributions received from participants2014-10-07$0
Participant contributions at end of year2014-10-07$0
Participant contributions at beginning of year2014-10-07$1,484,266
Participant contributions at end of year2014-10-07$0
Participant contributions at beginning of year2014-10-07$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-07$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-07$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-07$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-07$0
Other income not declared elsewhere2014-10-07$0
Administrative expenses (other) incurred2014-10-07$0
Liabilities. Value of operating payables at beginning of year2014-10-07$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-07No
Value of net income/loss2014-10-07$-77,196,325
Value of net assets at end of year (total assets less liabilities)2014-10-07$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-07$77,196,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-07No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-07No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-10-07$0
Were any leases to which the plan was party in default or uncollectible2014-10-07No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-10-07$0
Investment advisory and management fees2014-10-07$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-07$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-07$62,286,498
Interest on participant loans2014-10-07$39,984
Income. Interest from loans (other than to participants)2014-10-07$0
Interest earned on other investments2014-10-07$184,067
Income. Interest from US Government securities2014-10-07$0
Income. Interest from corporate debt instruments2014-10-07$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-07$13,425,561
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-07$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-07$2,746,726
Net investment gain/loss from pooled separate accounts2014-10-07$0
Net investment gain or loss from common/collective trusts2014-10-07$0
Net gain/loss from 103.12 investment entities2014-10-07$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-07No
Was there a failure to transmit to the plan any participant contributions2014-10-07No
Has the plan failed to provide any benefit when due under the plan2014-10-07No
Contributions received in cash from employer2014-10-07$0
Employer contributions (assets) at end of year2014-10-07$0
Employer contributions (assets) at beginning of year2014-10-07$0
Income. Dividends from preferred stock2014-10-07$0
Income. Dividends from common stock2014-10-07$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-07$80,365,672
Contract administrator fees2014-10-07$58,185
Liabilities. Value of benefit claims payable at beginning of year2014-10-07$0
Did the plan have assets held for investment2014-10-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-07Yes
Aggregate proceeds on sale of assets2014-10-07$0
Aggregate carrying amount (costs) on sale of assets2014-10-07$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-10-07$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-07Yes
Opinion of an independent qualified public accountant for this plan2014-10-07Disclaimer
Accountancy firm name2014-10-07BEENE GARTER LLP
Accountancy firm EIN2014-10-07381337372
2013 : PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,994,197
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,507,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,467,718
Expenses. Certain deemed distributions of participant loans2013-12-31$14,254
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,750
Value of total assets at end of year2013-12-31$77,196,325
Value of total assets at beginning of year2013-12-31$71,709,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,549
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$387,467
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$744,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$744,996
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$1,484,266
Participant contributions at beginning of year2013-12-31$2,375,343
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,750
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,486,676
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,196,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,709,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$62,286,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,460,384
Interest on participant loans2013-12-31$99,180
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$288,287
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,425,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,265,094
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,841,984
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,608,828
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,467,718
Contract administrator fees2013-12-31$25,549
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEENE GARTER LLP
Accountancy firm EIN2013-12-31381337372
2012 : PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,447,286
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,343,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,311,316
Expenses. Certain deemed distributions of participant loans2012-12-31$9,154
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,283,291
Value of total assets at end of year2012-12-31$71,709,649
Value of total assets at beginning of year2012-12-31$61,606,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,416
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$391,141
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$844,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$844,628
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$4,195,761
Participant contributions at end of year2012-12-31$2,375,343
Participant contributions at beginning of year2012-12-31$1,997,556
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,005,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,103,400
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,709,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,606,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,460,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$47,524,508
Interest on participant loans2012-12-31$114,778
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$276,363
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,265,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,558,176
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,928,226
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,082,347
Employer contributions (assets) at end of year2012-12-31$1,608,828
Employer contributions (assets) at beginning of year2012-12-31$1,526,009
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,311,283
Contract administrator fees2012-12-31$23,416
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEENE GARTER LLP
Accountancy firm EIN2012-12-31381337372
2011 : PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$7,514,923
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,984,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,961,828
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,665,619
Value of total assets at end of year2011-12-31$61,606,249
Value of total assets at beginning of year2011-12-31$59,076,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,972
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$283,158
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$643,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$643,925
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$4,169,113
Participant contributions at end of year2011-12-31$1,997,556
Participant contributions at beginning of year2011-12-31$1,921,406
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$400
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$648,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$65
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$4,328
Administrative expenses (other) incurred2011-12-31$56
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,530,123
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,606,249
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,076,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$47,524,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$52,821,276
Interest on participant loans2011-12-31$109,320
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$173,838
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,558,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,332,889
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,082,107
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,848,215
Employer contributions (assets) at end of year2011-12-31$1,526,009
Employer contributions (assets) at beginning of year2011-12-31$155
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,961,763
Contract administrator fees2011-12-31$22,916
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEENE GARTER LLP
Accountancy firm EIN2011-12-31381337372
2010 : PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$0
Total income from all sources (including contributions)2010-12-31$13,936,998
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,894,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,868,360
Expenses. Certain deemed distributions of participant loans2010-12-31$4,323
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,903,724
Value of total assets at end of year2010-12-31$59,076,126
Value of total assets at beginning of year2010-12-31$49,033,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,623
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$227,575
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$987,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$987,136
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$4,089,686
Participant contributions at end of year2010-12-31$1,921,406
Participant contributions at beginning of year2010-12-31$1,471,974
Participant contributions at end of year2010-12-31$400
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$291,954
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$3,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$50
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,042,692
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,076,126
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,033,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$52,821,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,623,966
Interest on participant loans2010-12-31$105,175
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$122,400
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,332,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,679,406
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,818,513
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,522,084
Employer contributions (assets) at end of year2010-12-31$155
Employer contributions (assets) at beginning of year2010-12-31$1,258,088
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,865,267
Contract administrator fees2010-12-31$21,623
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEENE GARTER LLP
Accountancy firm EIN2010-12-31381337372
2009 : PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN

2014: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRIORITY HEALTH MANAGED BENEFITS, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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