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TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

TRILLIUM HEALTHCARE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRILLIUM HEALTHCARE GROUP, LLC
Employer identification number (EIN):451347752
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about TRILLIUM HEALTHCARE GROUP, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2006-08-24
Company Identification Number: 20061348673
Legal Registered Office Address: 956 Castle Ridge Road

Golden
United States of America (USA)
80401

More information about TRILLIUM HEALTHCARE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01LOUIS COLLIER2022-10-18
0012020-01-01LOUIS COLLIER2021-10-12
0012019-01-01RICHARD MASON2020-09-16
0012018-01-01RICHARD MASON2019-09-11
0012017-01-01RICHARD MASON
0012016-01-01RICHARD MASON
0012015-01-01RICHARD MASON
0012014-01-01RICHARD MASON
0012013-01-01RICHARD MASON
0012012-10-01RICHARD MASON

Plan Statistics for TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01991
Total number of active participants reported on line 7a of the Form 55002021-01-01979
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,030
Number of participants with account balances2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,069
Total number of active participants reported on line 7a of the Form 55002020-01-01947
Number of retired or separated participants receiving benefits2020-01-0140
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01988
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,718
Total number of active participants reported on line 7a of the Form 55002019-01-011,012
Number of retired or separated participants receiving benefits2019-01-0155
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,067
Number of participants with account balances2019-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,292
Total number of active participants reported on line 7a of the Form 55002018-01-011,593
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-011,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,632
Number of participants with account balances2018-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,479
Total number of active participants reported on line 7a of the Form 55002017-01-011,202
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,292
Number of participants with account balances2017-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01971
Total number of active participants reported on line 7a of the Form 55002016-01-011,309
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01164
Total of all active and inactive participants2016-01-011,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,475
Number of participants with account balances2016-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01606
Total number of active participants reported on line 7a of the Form 55002015-01-01912
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01968
Number of participants with account balances2015-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01335
Total number of active participants reported on line 7a of the Form 55002014-01-01573
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01605
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01425
Total number of active participants reported on line 7a of the Form 55002013-01-01330
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01335
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01371
Total number of active participants reported on line 7a of the Form 55002012-10-01422
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-013
Total of all active and inactive participants2012-10-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01425
Number of participants with account balances2012-10-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010

Financial Data on TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$849,653
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$300,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$256,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$499,217
Value of total assets at end of year2021-12-31$2,984,640
Value of total assets at beginning of year2021-12-31$2,435,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,712
Total interest from all sources2021-12-31$2,368
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
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$356,491
Participant contributions at end of year2021-12-31$52,186
Participant contributions at beginning of year2021-12-31$42,906
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$142,726
Total non interest bearing cash at end of year2021-12-31$428
Total non interest bearing cash at beginning of year2021-12-31$2,880
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$549,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,984,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,435,636
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$13,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,932,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,389,850
Interest on participant loans2021-12-31$2,368
Net investment gain/loss from pooled separate accounts2021-12-31$348,068
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$256,937
Contract administrator fees2021-12-31$30,143
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 name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$652,701
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$390,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$345,982
Expenses. Certain deemed distributions of participant loans2020-12-31$3,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$351,381
Value of total assets at end of year2020-12-31$2,435,636
Value of total assets at beginning of year2020-12-31$2,173,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,612
Total interest from all sources2020-12-31$2,997
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$338,452
Participant contributions at end of year2020-12-31$42,906
Participant contributions at beginning of year2020-12-31$55,480
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,929
Total non interest bearing cash at end of year2020-12-31$2,880
Total non interest bearing cash at beginning of year2020-12-31$428
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$262,138
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,435,636
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,173,498
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$10,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,389,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,117,590
Interest on participant loans2020-12-31$2,997
Net investment gain/loss from pooled separate accounts2020-12-31$298,323
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$345,982
Contract administrator fees2020-12-31$30,022
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$878,417
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$609,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$555,800
Expenses. Certain deemed distributions of participant loans2019-12-31$4,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$458,442
Value of total assets at end of year2019-12-31$2,173,498
Value of total assets at beginning of year2019-12-31$1,905,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,371
Total interest from all sources2019-12-31$3,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$452,036
Participant contributions at end of year2019-12-31$55,480
Participant contributions at beginning of year2019-12-31$67,701
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,406
Total non interest bearing cash at end of year2019-12-31$428
Total non interest bearing cash at beginning of year2019-12-31$4,221
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$268,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,173,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,905,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,117,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,833,121
Income. Interest from loans (other than to participants)2019-12-31$3,643
Net investment gain/loss from pooled separate accounts2019-12-31$416,332
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$555,800
Contract administrator fees2019-12-31$39,090
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$540,960
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$556,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$494,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$593,348
Value of total assets at end of year2018-12-31$1,905,043
Value of total assets at beginning of year2018-12-31$1,920,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,368
Total interest from all sources2018-12-31$1,840
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$56
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$56
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$593,348
Participant contributions at end of year2018-12-31$67,701
Participant contributions at beginning of year2018-12-31$10,810
Other income not declared elsewhere2018-12-31$3,832
Administrative expenses (other) incurred2018-12-31$225
Total non interest bearing cash at end of year2018-12-31$4,221
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,905,043
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,920,510
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
Investment advisory and management fees2018-12-31$11,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,833,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,909,700
Interest on participant loans2018-12-31$1,840
Net investment gain/loss from pooled separate accounts2018-12-31$-58,116
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$494,059
Contract administrator fees2018-12-31$50,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$964,485
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$506,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$407,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$770,906
Value of total assets at end of year2017-12-31$1,920,510
Value of total assets at beginning of year2017-12-31$1,462,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$98,499
Total interest from all sources2017-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$64,247
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$64,247
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$753,319
Participant contributions at end of year2017-12-31$10,810
Participant contributions at beginning of year2017-12-31$7,870
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$181
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,587
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$458,097
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,920,510
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,462,413
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
Investment advisory and management fees2017-12-31$25,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,909,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,454,362
Interest on participant loans2017-12-31$423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$128,909
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$407,889
Contract administrator fees2017-12-31$73,134
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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$1,098,596
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$253,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$169,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,021,341
Value of total assets at end of year2016-12-31$1,462,413
Value of total assets at beginning of year2016-12-31$617,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,079
Total interest from all sources2016-12-31$238
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$43,602
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$785,678
Participant contributions at end of year2016-12-31$7,870
Participant contributions at beginning of year2016-12-31$5,750
Participant contributions at end of year2016-12-31$181
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$235,663
Administrative expenses (other) incurred2016-12-31$75
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$844,626
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,462,413
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$617,787
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
Investment advisory and management fees2016-12-31$16,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,454,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$610,887
Interest on participant loans2016-12-31$238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,415
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$169,891
Contract administrator fees2016-12-31$67,126
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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$365,883
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$131,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$102,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$372,028
Value of total assets at end of year2015-12-31$617,787
Value of total assets at beginning of year2015-12-31$383,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,183
Total interest from all sources2015-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$266,937
Participant contributions at end of year2015-12-31$5,750
Participant contributions at beginning of year2015-12-31$2,477
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,091
Administrative expenses (other) incurred2015-12-31$25
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$234,262
Value of net assets at end of year (total assets less liabilities)2015-12-31$617,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$383,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$610,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$380,047
Interest on participant loans2015-12-31$189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,680
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from preferred stock2015-12-31$20,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$102,438
Contract administrator fees2015-12-31$21,771
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2014-12-31$186,240
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$70,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$53,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$165,712
Value of total assets at end of year2014-12-31$383,525
Value of total assets at beginning of year2014-12-31$268,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,829
Total interest from all sources2014-12-31$151
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$165,712
Participant contributions at end of year2014-12-31$2,477
Participant contributions at beginning of year2014-12-31$4,261
Administrative expenses (other) incurred2014-12-31$25
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$115,313
Value of net assets at end of year (total assets less liabilities)2014-12-31$383,525
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$268,212
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$5,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$380,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$263,554
Interest on participant loans2014-12-31$151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,479
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
Income. Dividends from preferred stock2014-12-31$16,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$53,098
Contract administrator fees2014-12-31$12,793
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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$120,597
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$87,129
Value of total assets at end of year2013-12-31$268,212
Value of total assets at beginning of year2013-12-31$167,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,898
Total interest from all sources2013-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,159
Was this plan covered by a fidelity bond2013-12-31No
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$85,061
Participant contributions at end of year2013-12-31$4,261
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,068
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$100,221
Value of net assets at end of year (total assets less liabilities)2013-12-31$268,212
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$167,991
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$3,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$263,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$167,649
Income. Interest from loans (other than to participants)2013-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,294
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,478
Contract administrator fees2013-12-31$4,573
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 name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$183,987
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$181,729
Value of total assets at end of year2012-12-31$167,991
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,617
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,806
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$23,228
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$158,501
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$167,991
Value of net assets at end of year (total assets less liabilities)2012-12-31$167,991
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$617
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$167,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-2,548
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,379
Contract administrator fees2012-12-31$1,000
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

Form 5500 Responses for TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN

2021: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRILLIUM HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number132753
Policy instance 1
Insurance contract or identification number132753
Number of Individuals Covered1939
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,361
Total amount of fees paid to insurance companyUSD $7,211
Are there contracts with allocated funds for individual policies?0
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 $1,361
Amount paid for insurance broker fees7176
Additional information about fees paid to insurance brokerTPA FEES & COMMISSION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number132753
Policy instance 1
Insurance contract or identification number132753
Number of Individuals Covered988
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,077
Total amount of fees paid to insurance companyUSD $10,177
Are there contracts with allocated funds for individual policies?0
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 $1,077
Amount paid for insurance broker fees10177
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number132753
Policy instance 1
Insurance contract or identification number132753
Number of Individuals Covered1976
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,129
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees18129
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number132753
Policy instance 1
Insurance contract or identification number132753
Number of Individuals Covered2097
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34,672
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees34672
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5

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