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BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 401k Plan overview

Plan NameBETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN
Plan identification number 003

BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BETHESDA HEALTH GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:BETHESDA HEALTH GROUP INC.
Employer identification number (EIN):430666738
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about BETHESDA HEALTH GROUP INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2009-01-06
Company Identification Number: C3177405
Legal Registered Office Address: 740 S Western Ave #211

Los Angeles
United States of America (USA)
90005

More information about BETHESDA HEALTH GROUP INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ROGER BYRNE
0032016-01-01ROGER T BYRNE ROGER T BYRNE2017-10-16
0032015-01-01ROGER T BYRNE ROGER T BYRNE2016-10-17
0032014-01-01KATHERINE JOSLIN ROGER T BYRNE2015-10-15
0032013-01-01KATHERINE E. JOSLIN ROGER T. BYRNE2014-10-14
0032012-01-01KATHERINE JOSLIN KATHERINE JOSLIN2013-10-14
0032011-01-01TIMOTHY L. VOSSE
0032010-01-01TIMOTHY L. VOSSE
0032009-01-01TIMOTHY L. VOSSE

Plan Statistics for BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN

401k plan membership statisitcs for BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN

Measure Date Value
2022: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,753
Total number of active participants reported on line 7a of the Form 55002022-01-011,065
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01668
Total of all active and inactive participants2022-01-011,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,748
Number of participants with account balances2022-01-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01164
2021: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,861
Total number of active participants reported on line 7a of the Form 55002021-01-011,218
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01521
Total of all active and inactive participants2021-01-011,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,753
Number of participants with account balances2021-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,486
Total number of active participants reported on line 7a of the Form 55002020-01-011,501
Number of retired or separated participants receiving benefits2020-01-0153
Number of other retired or separated participants entitled to future benefits2020-01-01304
Total of all active and inactive participants2020-01-011,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,861
Number of participants with account balances2020-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,395
Total number of active participants reported on line 7a of the Form 55002019-01-011,131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01355
Total of all active and inactive participants2019-01-011,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,486
Number of participants with account balances2019-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01129
2018: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,397
Total number of active participants reported on line 7a of the Form 55002018-01-011,189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01225
Total of all active and inactive participants2018-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,414
Number of participants with account balances2018-01-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,371
Total number of active participants reported on line 7a of the Form 55002017-01-011,163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-011,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,357
Number of participants with account balances2017-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0150
2016: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,298
Total number of active participants reported on line 7a of the Form 55002016-01-011,132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01228
Total of all active and inactive participants2016-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,360
Number of participants with account balances2016-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0161
2015: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,352
Total number of active participants reported on line 7a of the Form 55002015-01-011,278
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01155
Total of all active and inactive participants2015-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,433
Number of participants with account balances2015-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,125
Total number of active participants reported on line 7a of the Form 55002014-01-01847
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01132
Total of all active and inactive participants2014-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01979
Number of participants with account balances2014-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,108
Total number of active participants reported on line 7a of the Form 55002013-01-011,276
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,311
Number of participants with account balances2013-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,160
Total number of active participants reported on line 7a of the Form 55002012-01-011,086
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,100
Number of participants with account balances2012-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01743
Total number of active participants reported on line 7a of the Form 55002011-01-01345
Number of retired or separated participants receiving benefits2011-01-0129
Number of other retired or separated participants entitled to future benefits2011-01-01375
Total of all active and inactive participants2011-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01755
Number of participants with account balances2011-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01776
Total number of active participants reported on line 7a of the Form 55002010-01-01689
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0151
Total of all active and inactive participants2010-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01743
Number of participants with account balances2010-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01726
Total number of active participants reported on line 7a of the Form 55002009-01-01719
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01776
Number of participants with account balances2009-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN

Measure Date Value
2022 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-625,530
Total of all expenses incurred2022-12-31$2,598,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,504,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,118,957
Value of total assets at end of year2022-12-31$20,886,846
Value of total assets at beginning of year2022-12-31$24,110,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,193
Total interest from all sources2022-12-31$174,766
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$328,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$328,429
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,464,513
Participant contributions at end of year2022-12-31$210,209
Participant contributions at beginning of year2022-12-31$230,048
Participant contributions at end of year2022-12-31$108,971
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$544,356
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,929
Other income not declared elsewhere2022-12-31$995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,224,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,886,846
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,110,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,536,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,206,207
Interest on participant loans2022-12-31$6,880
Interest earned on other investments2022-12-31$167,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,434,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,674,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,248,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$649,515
Employer contributions (assets) at end of year2022-12-31$52,086
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,504,277
Contract administrator fees2022-12-31$94,193
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,076,870
Total of all expenses incurred2021-12-31$2,526,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,425,162
Expenses. Certain deemed distributions of participant loans2021-12-31$6,666
Value of total corrective distributions2021-12-31$5,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,677,085
Value of total assets at end of year2021-12-31$24,110,846
Value of total assets at beginning of year2021-12-31$22,560,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,793
Total interest from all sources2021-12-31$184,723
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,299,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,299,898
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,133,705
Participant contributions at end of year2021-12-31$230,048
Participant contributions at beginning of year2021-12-31$285,743
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,961
Administrative expenses (other) incurred2021-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,550,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,110,846
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,560,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,206,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,817,940
Interest on participant loans2021-12-31$9,611
Interest earned on other investments2021-12-31$175,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,674,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,456,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$915,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$507,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,425,162
Contract administrator fees2021-12-31$69,035
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$23,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$101,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,784,933
Total of all expenses incurred2020-12-31$1,629,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,513,279
Expenses. Certain deemed distributions of participant loans2020-12-31$22,280
Value of total corrective distributions2020-12-31$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,688,090
Value of total assets at end of year2020-12-31$22,384,233
Value of total assets at beginning of year2020-12-31$20,103,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,520
Total interest from all sources2020-12-31$181,923
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$369,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$369,470
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,121,056
Participant contributions at end of year2020-12-31$226,852
Participant contributions at beginning of year2020-12-31$374,329
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,492
Administrative expenses (other) incurred2020-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,155,854
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,282,388
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,103,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,817,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,556,428
Interest on participant loans2020-12-31$14,672
Interest earned on other investments2020-12-31$167,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,339,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,172,704
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$635,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,545,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$551,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$877,653
Contract administrator fees2020-12-31$61,376
Liabilities. Value of benefit claims payable at end of year2020-12-31$101,845
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,199,857
Total income from all sources (including contributions)2019-12-31$4,199,857
Total of all expenses incurred2019-12-31$2,555,297
Total of all expenses incurred2019-12-31$2,555,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,495,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,495,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,499,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,499,220
Value of total assets at end of year2019-12-31$20,103,461
Value of total assets at end of year2019-12-31$20,103,461
Value of total assets at beginning of year2019-12-31$18,458,901
Value of total assets at beginning of year2019-12-31$18,458,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,267
Total interest from all sources2019-12-31$17,372
Total interest from all sources2019-12-31$17,372
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$503,038
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$503,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$503,038
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$503,038
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,051,307
Contributions received from participants2019-12-31$1,051,307
Participant contributions at end of year2019-12-31$374,329
Participant contributions at end of year2019-12-31$374,329
Participant contributions at beginning of year2019-12-31$389,960
Participant contributions at beginning of year2019-12-31$389,960
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,931
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,931
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
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$1,644,560
Value of net income/loss2019-12-31$1,644,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,103,461
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,103,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,458,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,458,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,556,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,556,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,291,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,291,683
Interest earned on other investments2019-12-31$17,372
Interest earned on other investments2019-12-31$17,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,172,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,172,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,777,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,777,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,180,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,180,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$419,982
Contributions received in cash from employer2019-12-31$419,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,495,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,495,030
Contract administrator fees2019-12-31$60,267
Contract administrator fees2019-12-31$60,267
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,058,458
Total of all expenses incurred2018-12-31$1,686,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,618,499
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,601,590
Value of total assets at end of year2018-12-31$18,458,901
Value of total assets at beginning of year2018-12-31$19,087,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,058
Total interest from all sources2018-12-31$104,458
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$337,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$337,537
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,038,427
Participant contributions at end of year2018-12-31$389,960
Participant contributions at beginning of year2018-12-31$296,921
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$171,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-628,099
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,458,901
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,087,000
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$10,291,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,699,762
Interest on participant loans2018-12-31$14,650
Interest earned on other investments2018-12-31$89,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,777,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,090,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-911,099
Net investment gain/loss from pooled separate accounts2018-12-31$-74,028
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$391,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,618,499
Contract administrator fees2018-12-31$68,058
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,772,469
Total of all expenses incurred2017-12-31$1,439,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,347,419
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,927,178
Value of total assets at end of year2017-12-31$19,087,000
Value of total assets at beginning of year2017-12-31$16,753,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,615
Total interest from all sources2017-12-31$214,421
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$246,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$246,002
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,108,136
Participant contributions at end of year2017-12-31$296,921
Participant contributions at beginning of year2017-12-31$296,572
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$309,706
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$2,333,435
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,087,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,753,565
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$10,699,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,834,075
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,026,362
Interest on participant loans2017-12-31$10,816
Interest earned on other investments2017-12-31$203,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,090,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,596,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$966,076
Net investment gain/loss from pooled separate accounts2017-12-31$418,792
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$509,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,347,419
Contract administrator fees2017-12-31$91,615
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,237,188
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$834,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$765,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,287,692
Value of total assets at end of year2016-12-31$16,753,565
Value of total assets at beginning of year2016-12-31$14,350,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,141
Total interest from all sources2016-12-31$193,336
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$186,029
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,127,953
Participant contributions at end of year2016-12-31$296,572
Participant contributions at beginning of year2016-12-31$233,356
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$353,599
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$2,402,666
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,753,565
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,350,899
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$6,834,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,314,196
Value of interest in pooled separate accounts at end of year2016-12-31$2,026,362
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,927,918
Interest on participant loans2016-12-31$8,704
Interest earned on other investments2016-12-31$184,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,596,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,875,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$395,387
Net investment gain/loss from pooled separate accounts2016-12-31$174,744
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$806,140
Income. Dividends from common stock2016-12-31$186,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$765,381
Contract administrator fees2016-12-31$69,141
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,810,074
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,264,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,206,447
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,725,084
Value of total assets at end of year2015-12-31$14,350,899
Value of total assets at beginning of year2015-12-31$13,804,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,689
Total interest from all sources2015-12-31$181,238
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$206,509
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$206,509
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$910,083
Participant contributions at end of year2015-12-31$233,356
Participant contributions at beginning of year2015-12-31$175,794
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$125,099
Administrative expenses (other) incurred2015-12-31$1,683
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$545,938
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,350,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,804,961
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,314,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,920,838
Value of interest in pooled separate accounts at end of year2015-12-31$1,927,918
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,158,866
Interest on participant loans2015-12-31$8,474
Interest earned on other investments2015-12-31$172,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,875,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,549,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-302,757
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$689,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,206,447
Contract administrator fees2015-12-31$56,006
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 name2015-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,546
Total income from all sources (including contributions)2014-12-31$2,093,599
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,780,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,705,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,434,282
Value of total assets at end of year2014-12-31$13,804,961
Value of total assets at beginning of year2014-12-31$13,511,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,439
Total interest from all sources2014-12-31$307,643
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$197,840
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$197,840
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$750,399
Participant contributions at end of year2014-12-31$175,794
Participant contributions at beginning of year2014-12-31$106,399
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$72,936
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$313,324
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,804,961
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,491,637
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$22,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,920,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,547,665
Value of interest in pooled separate accounts at end of year2014-12-31$2,158,866
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,217,479
Interest on participant loans2014-12-31$5,482
Interest earned on other investments2014-12-31$302,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,549,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,639,640
Net investment gain/loss from pooled separate accounts2014-12-31$153,834
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$610,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,705,836
Contract administrator fees2014-12-31$52,410
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$19,546
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 name2014-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,223
Total income from all sources (including contributions)2013-12-31$4,060,620
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,126,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,045,040
Value of total corrective distributions2013-12-31$19,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,669,580
Value of total assets at end of year2013-12-31$13,511,183
Value of total assets at beginning of year2013-12-31$10,568,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,541
Total interest from all sources2013-12-31$285,408
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$752,544
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$752,544
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$846,423
Participant contributions at end of year2013-12-31$106,399
Participant contributions at beginning of year2013-12-31$90,413
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,192,154
Administrative expenses (other) incurred2013-12-31$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$2,934,493
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,491,637
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,557,144
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,547,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,615,796
Value of interest in pooled separate accounts at end of year2013-12-31$2,217,479
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,242,134
Interest on participant loans2013-12-31$5,337
Interest earned on other investments2013-12-31$280,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,639,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,620,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$353,088
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$631,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,045,040
Contract administrator fees2013-12-31$61,541
Liabilities. Value of benefit claims payable at end of year2013-12-31$19,546
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$11,223
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 name2013-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,146
Total income from all sources (including contributions)2012-12-31$2,153,807
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,908,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,794,444
Value of total corrective distributions2012-12-31$11,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,357,685
Value of total assets at end of year2012-12-31$10,568,367
Value of total assets at beginning of year2012-12-31$10,319,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102,603
Total interest from all sources2012-12-31$198,225
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$55,589
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$55,589
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$687,901
Participant contributions at end of year2012-12-31$90,413
Participant contributions at beginning of year2012-12-31$94,556
Participant contributions at beginning of year2012-12-31$21,101
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$173,078
Administrative expenses (other) incurred2012-12-31$85,279
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$245,537
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,557,144
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,311,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,615,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$358,616
Value of interest in pooled separate accounts at end of year2012-12-31$2,242,134
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,753,690
Interest on participant loans2012-12-31$7,255
Interest earned on other investments2012-12-31$190,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,620,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,075,304
Net investment gain/loss from pooled separate accounts2012-12-31$542,308
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$496,706
Employer contributions (assets) at beginning of year2012-12-31$16,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,794,444
Contract administrator fees2012-12-31$17,324
Liabilities. Value of benefit claims payable at end of year2012-12-31$11,223
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$8,146
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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$8,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,995
Total income from all sources (including contributions)2011-12-31$1,050,717
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,057,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,025,317
Value of total corrective distributions2011-12-31$8,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,049,050
Value of total assets at end of year2011-12-31$10,319,753
Value of total assets at beginning of year2011-12-31$10,327,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,604
Total interest from all sources2011-12-31$8,385
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,463
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$6,463
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Contributions received from participants2011-12-31$583,819
Participant contributions at end of year2011-12-31$94,556
Participant contributions at beginning of year2011-12-31$128,022
Participant contributions at end of year2011-12-31$21,101
Participant contributions at beginning of year2011-12-31$47,048
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,751
Other income not declared elsewhere2011-12-31$140,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,350
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,311,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,317,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$358,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$462,873
Value of interest in pooled separate accounts at end of year2011-12-31$4,753,690
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,102,078
Interest on participant loans2011-12-31$8,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,075,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,557,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,725
Net investment gain/loss from pooled separate accounts2011-12-31$-150,365
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
Contributions received in cash from employer2011-12-31$394,480
Employer contributions (assets) at end of year2011-12-31$16,486
Employer contributions (assets) at beginning of year2011-12-31$30,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,025,317
Contract administrator fees2011-12-31$23,604
Liabilities. Value of benefit claims payable at end of year2011-12-31$8,146
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$9,995
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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$9,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,060
Total income from all sources (including contributions)2010-12-31$1,771,279
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$875,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$845,329
Value of total corrective distributions2010-12-31$9,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$971,287
Value of total assets at end of year2010-12-31$10,327,952
Value of total assets at beginning of year2010-12-31$9,435,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,391
Total interest from all sources2010-12-31$9,669
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,462
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$6,462
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Contributions received from participants2010-12-31$567,146
Participant contributions at end of year2010-12-31$128,022
Participant contributions at beginning of year2010-12-31$93,781
Participant contributions at end of year2010-12-31$47,048
Participant contributions at beginning of year2010-12-31$19,427
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,981
Other income not declared elsewhere2010-12-31$127,289
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$895,564
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,317,957
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,422,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$462,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$433,316
Value of interest in pooled separate accounts at end of year2010-12-31$5,102,078
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,327,208
Interest on participant loans2010-12-31$9,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,557,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,550,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$57,624
Net investment gain/loss from pooled separate accounts2010-12-31$598,948
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$348,160
Employer contributions (assets) at end of year2010-12-31$30,638
Employer contributions (assets) at beginning of year2010-12-31$11,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$845,329
Contract administrator fees2010-12-31$20,391
Liabilities. Value of benefit claims payable at end of year2010-12-31$9,995
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$13,060
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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 BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN

2022: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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: BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) 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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered1245
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered27
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,600
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,600
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered1021
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered30
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,276
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,276
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered215
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered34
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,399
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,399
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered909
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered876
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered35
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,318
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,318
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered230
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST OPTION
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered706
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered38
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,776
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,776
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered241
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered667
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered42
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,080
Insurance broker organization code?4
Insurance broker nameLINCOLN -APS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered274
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered285
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 3
Insurance contract or identification number70736
Number of Individuals Covered598
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered46
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,346
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,346
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 1
Insurance contract or identification number70736
Number of Individuals Covered488
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered49
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,183
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,183
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 3
Insurance contract or identification number071464
Number of Individuals Covered305
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,528
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,528
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 1
Insurance contract or identification number70736
Number of Individuals Covered466
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 3
Insurance contract or identification number071464
Number of Individuals Covered334
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $-778
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $-778
Insurance broker organization code?3
Insurance broker nameAXA ADVISORS, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered63
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,257
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,257
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 3
Insurance contract or identification number071464
Number of Individuals Covered375
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $20,769
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,769
Insurance broker organization code?3
Insurance broker nameAXA ADVISORS, LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70736
Policy instance 1
Insurance contract or identification number70736
Number of Individuals Covered409
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered72
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,513
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered617
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33,768
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR05554
Policy instance 2
Insurance contract or identification numberCR05554
Number of Individuals Covered76
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,368
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number071464
Policy instance 1
Insurance contract or identification number071464
Number of Individuals Covered611
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,265
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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