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CARETEL 401K PLAN 401k Plan overview

Plan NameCARETEL 401K PLAN
Plan identification number 001

CARETEL 401K PLAN Benefits

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

401k Sponsoring company profile

CARETEL INNS OF AMERICA, INC has sponsored the creation of one or more 401k plans.

Company Name:CARETEL INNS OF AMERICA, INC
Employer identification number (EIN):383320718
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARETEL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY TACKETT
0012016-01-01KIMBERLY TACKETT
0012015-01-01KIMBERLY TACKETT
0012014-01-01KIMBERLY TACKETT
0012013-01-01KIMBERLY TACKETT
0012012-01-01KIMBERLY TACKETT
0012011-01-01KIMBERLY TACKETT
0012010-01-01KIMBERLY TACKETT
0012009-01-01KIMBERLY TACKETT

Plan Statistics for CARETEL 401K PLAN

401k plan membership statisitcs for CARETEL 401K PLAN

Measure Date Value
2019: CARETEL 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01683
Total number of active participants reported on line 7a of the Form 55002019-01-01459
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01577
Number of participants with account balances2019-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARETEL 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01758
Total number of active participants reported on line 7a of the Form 55002018-01-01552
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01664
Number of participants with account balances2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CARETEL 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01541
Total number of active participants reported on line 7a of the Form 55002017-01-01671
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01758
Number of participants with account balances2017-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARETEL 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01434
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01527
Total participants2016-01-01527
Number of participants with account balances2016-01-01236
2015: CARETEL 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01483
Total number of active participants reported on line 7a of the Form 55002015-01-01436
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01514
Total participants2015-01-01514
Number of participants with account balances2015-01-01189
2014: CARETEL 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01463
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01497
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARETEL 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01477
Total number of active participants reported on line 7a of the Form 55002013-01-01395
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01452
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARETEL 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01424
Total number of active participants reported on line 7a of the Form 55002012-01-01407
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01442
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARETEL 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01571
Total number of active participants reported on line 7a of the Form 55002011-01-01524
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01539
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CARETEL 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01556
Total number of active participants reported on line 7a of the Form 55002010-01-01531
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01544
Number of participants with account balances2010-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARETEL 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01479
Total number of active participants reported on line 7a of the Form 55002009-01-01504
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01520
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARETEL 401K PLAN

Measure Date Value
2019 : CARETEL 401K PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$1,436
Total income from all sources (including contributions)2019-12-31$1,619,548
Total of all expenses incurred2019-12-31$513,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$487,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$734,708
Value of total assets at end of year2019-12-31$5,577,131
Value of total assets at beginning of year2019-12-31$4,469,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,257
Total interest from all sources2019-12-31$16,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$451,578
Participant contributions at end of year2019-12-31$151,213
Participant contributions at beginning of year2019-12-31$124,330
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,101
Administrative expenses (other) incurred2019-12-31$25,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,106,504
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,577,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,469,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,867,771
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,817,124
Interest on participant loans2019-12-31$6,290
Interest earned on other investments2019-12-31$10,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$558,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$527,737
Net investment gain/loss from pooled separate accounts2019-12-31$868,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$282,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$487,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REHMANN ROBSON LLC
Accountancy firm EIN2019-12-31383635706
2018 : CARETEL 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$642,570
Total of all expenses incurred2018-12-31$631,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$598,639
Expenses. Certain deemed distributions of participant loans2018-12-31$12,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$806,138
Value of total assets at end of year2018-12-31$4,469,191
Value of total assets at beginning of year2018-12-31$4,458,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,927
Total interest from all sources2018-12-31$11,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$479,673
Participant contributions at end of year2018-12-31$124,330
Participant contributions at beginning of year2018-12-31$136,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,085
Administrative expenses (other) incurred2018-12-31$20,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$10,699
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,469,191
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,458,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,817,124
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,873,239
Interest on participant loans2018-12-31$5,328
Interest earned on other investments2018-12-31$6,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$527,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$448,941
Net investment gain/loss from pooled separate accounts2018-12-31$-175,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$292,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$598,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REHMANN ROBSON LLC
Accountancy firm EIN2018-12-31383635706
2017 : CARETEL 401K PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$16,703
Total income from all sources (including contributions)2017-12-31$1,309,474
Total of all expenses incurred2017-12-31$698,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$655,715
Expenses. Certain deemed distributions of participant loans2017-12-31$23,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$735,347
Value of total assets at end of year2017-12-31$4,458,492
Value of total assets at beginning of year2017-12-31$3,830,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,054
Total interest from all sources2017-12-31$10,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$455,800
Participant contributions at end of year2017-12-31$136,312
Participant contributions at beginning of year2017-12-31$144,020
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,909
Administrative expenses (other) incurred2017-12-31$19,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$611,221
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,458,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,830,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,873,239
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,276,536
Interest on participant loans2017-12-31$5,663
Interest earned on other investments2017-12-31$4,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$448,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$410,012
Net investment gain/loss from pooled separate accounts2017-12-31$563,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$276,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$655,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REHMANN ROBSON LLC
Accountancy firm EIN2017-12-31383635706
2016 : CARETEL 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$984,613
Total of all expenses incurred2016-12-31$228,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$207,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$750,013
Value of total assets at end of year2016-12-31$3,830,568
Value of total assets at beginning of year2016-12-31$3,074,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,651
Total interest from all sources2016-12-31$4,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$469,013
Participant contributions at end of year2016-12-31$144,020
Participant contributions at beginning of year2016-12-31$102,353
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,228
Other income not declared elsewhere2016-12-31$4,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$756,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,830,568
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,074,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,276,536
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,603,467
Interest on participant loans2016-12-31$4,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$410,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$368,291
Net investment gain/loss from pooled separate accounts2016-12-31$224,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$276,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$207,505
Contract administrator fees2016-12-31$20,651
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REHMANN ROBSON LLC
Accountancy firm EIN2016-12-31383635706
2015 : CARETEL 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$641,954
Total of all expenses incurred2015-12-31$220,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$198,083
Expenses. Certain deemed distributions of participant loans2015-12-31$2,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$683,705
Value of total assets at end of year2015-12-31$3,074,111
Value of total assets at beginning of year2015-12-31$2,652,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,906
Total interest from all sources2015-12-31$4,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$418,266
Participant contributions at end of year2015-12-31$102,353
Participant contributions at beginning of year2015-12-31$108,733
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,236
Other income not declared elsewhere2015-12-31$4,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$421,883
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,074,111
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,652,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,006
Value of interest in pooled separate accounts at end of year2015-12-31$2,603,467
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,221,988
Interest on participant loans2015-12-31$4,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$368,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$321,507
Net investment gain/loss from pooled separate accounts2015-12-31$-50,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$247,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$198,083
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REHMANN ROBSON LLC
Accountancy firm EIN2015-12-31383635706
2014 : CARETEL 401K PLAN 2014 401k financial data
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$791,883
Total of all expenses incurred2014-12-31$228,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$201,855
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$666,739
Value of total assets at end of year2014-12-31$2,652,228
Value of total assets at beginning of year2014-12-31$2,088,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,796
Total interest from all sources2014-12-31$3,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,810
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$397,141
Participant contributions at end of year2014-12-31$108,733
Participant contributions at beginning of year2014-12-31$71,534
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$3,989
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$563,232
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,652,228
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,088,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$23,986
Value of interest in pooled separate accounts at end of year2014-12-31$2,221,988
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,747,254
Interest on participant loans2014-12-31$3,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$321,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$270,208
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$117,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$242,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$201,855
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2014-12-31383635706
2013 : CARETEL 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$942,838
Total of all expenses incurred2013-12-31$89,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$69,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$636,098
Value of total assets at end of year2013-12-31$2,088,996
Value of total assets at beginning of year2013-12-31$1,235,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,045
Total interest from all sources2013-12-31$1,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,065
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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
Contributions received from participants2013-12-31$374,504
Participant contributions at end of year2013-12-31$71,534
Participant contributions at beginning of year2013-12-31$15,867
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,853
Other income not declared elsewhere2013-12-31$1,988
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$853,398
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,088,996
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,235,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,980
Value of interest in pooled separate accounts at end of year2013-12-31$1,747,254
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,122,635
Interest on participant loans2013-12-31$1,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$270,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$97,096
Net investment gain/loss from pooled separate accounts2013-12-31$303,029
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$240,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$69,395
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REHMANN ROBSON LLC
Accountancy firm EIN2013-12-31383635706
2012 : CARETEL 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$94,076
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$633,662
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$48,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$537,318
Value of total assets at end of year2012-12-31$1,235,598
Value of total assets at beginning of year2012-12-31$744,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,293
Total interest from all sources2012-12-31$892
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$650
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
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
Contributions received from participants2012-12-31$334,137
Participant contributions at end of year2012-12-31$15,867
Participant contributions at beginning of year2012-12-31$25,337
Other income not declared elsewhere2012-12-31$1,249
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$585,606
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,235,598
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$744,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$11,643
Value of interest in pooled separate accounts at end of year2012-12-31$1,122,635
Value of interest in pooled separate accounts at beginning of year2012-12-31$644,975
Interest on participant loans2012-12-31$892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$97,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$73,756
Net investment gain/loss from pooled separate accounts2012-12-31$94,203
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$203,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,763
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REHMANN ACCOUNTING, LLC
Accountancy firm EIN2012-12-31383635706
2011 : CARETEL 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$129,993
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$72,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,008
Value of total corrective distributions2011-12-31$2,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$139,245
Value of total assets at end of year2011-12-31$744,068
Value of total assets at beginning of year2011-12-31$686,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,853
Total interest from all sources2011-12-31$1,197
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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$650
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
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
Contributions received from participants2011-12-31$139,245
Participant contributions at end of year2011-12-31$25,337
Participant contributions at beginning of year2011-12-31$24,944
Other income not declared elsewhere2011-12-31$1,609
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$57,750
Value of net assets at end of year (total assets less liabilities)2011-12-31$744,068
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$686,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,203
Value of interest in pooled separate accounts at end of year2011-12-31$644,975
Value of interest in pooled separate accounts at beginning of year2011-12-31$601,280
Interest on participant loans2011-12-31$1,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$73,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$60,094
Net investment gain/loss from pooled separate accounts2011-12-31$-12,058
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,008
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REHMANN ROBSON
Accountancy firm EIN2011-12-31382775013
2010 : CARETEL 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$198,245
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$109,602
Value of total assets at end of year2010-12-31$686,318
Value of total assets at beginning of year2010-12-31$498,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,201
Total interest from all sources2010-12-31$1,133
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$850
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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
Contributions received from participants2010-12-31$109,602
Participant contributions at end of year2010-12-31$24,944
Participant contributions at beginning of year2010-12-31$17,564
Other income not declared elsewhere2010-12-31$1,453
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$187,595
Value of net assets at end of year (total assets less liabilities)2010-12-31$686,318
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$498,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,351
Value of interest in pooled separate accounts at end of year2010-12-31$601,280
Value of interest in pooled separate accounts at beginning of year2010-12-31$431,161
Interest on participant loans2010-12-31$1,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$60,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$49,998
Net investment gain/loss from pooled separate accounts2010-12-31$86,057
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,449
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REHMANN GROUP
Accountancy firm EIN2010-12-31383567911
2009 : CARETEL 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARETEL 401K PLAN

2019: CARETEL 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARETEL 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARETEL 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARETEL 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARETEL 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARETEL 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: CARETEL 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: CARETEL 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARETEL 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARETEL 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: CARETEL 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424
Policy instance 1
Insurance contract or identification number985424
Number of Individuals Covered261
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,991
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 BrokerUSD $24,991
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424
Policy instance 1
Insurance contract or identification number985424
Number of Individuals Covered263
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,768
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 BrokerUSD $22,768
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424
Policy instance 1
Insurance contract or identification number985424
Number of Individuals Covered252
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,369
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 BrokerUSD $20,369
Insurance broker organization code?3
Insurance broker nameHANTZ AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424-000
Policy instance 1
Insurance contract or identification number985424-000
Number of Individuals Covered189
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,822
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 BrokerUSD $7,454
Insurance broker organization code?3
Insurance broker nameHANTZ AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424-000
Policy instance 1
Insurance contract or identification number985424-000
Number of Individuals Covered192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,704
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 BrokerUSD $14,704
Insurance broker organization code?3
Insurance broker nameMARIA T MORABITO
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424-000
Policy instance 1
Insurance contract or identification number985424-000
Number of Individuals Covered176
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,332
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 BrokerUSD $10,332
Insurance broker organization code?3
Insurance broker nameMARIA T MORABITO/HANTZ AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424-000
Policy instance 1
Insurance contract or identification number985424-000
Number of Individuals Covered145
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,850
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,983
Insurance broker organization code?3
Insurance broker nameMARIA T MORABITO/HANTZ AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424-000
Policy instance 1
Insurance contract or identification number985424-000
Number of Individuals Covered81
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number985424-000
Policy instance 1
Insurance contract or identification number985424-000
Number of Individuals Covered59
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,542
Insurance broker organization code?3
Insurance broker nameLISA C MCCLAIN/HANTZ AGENCY LLC

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