TULLIS HEALTH INVESTORS OF FLORIDA, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TULLIS HEALTH INVESTORS 401(K) PLAN
Measure | Date | Value |
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2021: TULLIS HEALTH INVESTORS 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TULLIS HEALTH INVESTORS 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TULLIS HEALTH INVESTORS 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 14 |
Number of participants with account balances | 2019-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TULLIS HEALTH INVESTORS 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 15 |
Number of participants with account balances | 2018-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TULLIS HEALTH INVESTORS 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2021 : TULLIS HEALTH INVESTORS 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $365,381 |
Expenses. Total of all expenses incurred | 2021-12-31 | $223,129 |
Benefits paid (including direct rollovers) | 2021-12-31 | $210,613 |
Total plan assets at end of year | 2021-12-31 | $2,336,392 |
Total plan assets at beginning of year | 2021-12-31 | $2,194,140 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $54,604 |
Other income received | 2021-12-31 | $310,777 |
Net income (gross income less expenses) | 2021-12-31 | $142,252 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,336,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,194,140 |
Assets. Value of participant loans | 2021-12-31 | $64,534 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,516 |
2020 : TULLIS HEALTH INVESTORS 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $118,008 |
Expenses. Total of all expenses incurred | 2020-12-31 | $112,939 |
Benefits paid (including direct rollovers) | 2020-12-31 | $101,431 |
Total plan assets at end of year | 2020-12-31 | $2,194,140 |
Total plan assets at beginning of year | 2020-12-31 | $2,189,071 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $41,687 |
Other income received | 2020-12-31 | $76,321 |
Net income (gross income less expenses) | 2020-12-31 | $5,069 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,194,140 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,189,071 |
Assets. Value of participant loans | 2020-12-31 | $86,570 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $11,508 |
2019 : TULLIS HEALTH INVESTORS 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $441,301 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,377 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,377 |
Total plan assets at end of year | 2019-12-31 | $2,189,071 |
Total plan assets at beginning of year | 2019-12-31 | $1,751,147 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $65,652 |
Other income received | 2019-12-31 | $375,649 |
Net income (gross income less expenses) | 2019-12-31 | $437,924 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,189,071 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,751,147 |
Assets. Value of participant loans | 2019-12-31 | $14,181 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $138,502 |
2018 : TULLIS HEALTH INVESTORS 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-81,881 |
Expenses. Total of all expenses incurred | 2018-12-31 | $102,129 |
Benefits paid (including direct rollovers) | 2018-12-31 | $102,129 |
Total plan assets at end of year | 2018-12-31 | $1,751,147 |
Total plan assets at beginning of year | 2018-12-31 | $1,935,157 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $52,582 |
Other income received | 2018-12-31 | $-134,463 |
Net income (gross income less expenses) | 2018-12-31 | $-184,010 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,751,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,935,157 |
Assets. Value of participant loans | 2018-12-31 | $24,476 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $140,311 |
2017 : TULLIS HEALTH INVESTORS 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $284,102 |
Expenses. Total of all expenses incurred | 2017-12-31 | $299,855 |
Benefits paid (including direct rollovers) | 2017-12-31 | $293,018 |
Total plan assets at end of year | 2017-12-31 | $1,935,157 |
Total plan assets at beginning of year | 2017-12-31 | $1,950,910 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $59,193 |
Other income received | 2017-12-31 | $224,909 |
Net income (gross income less expenses) | 2017-12-31 | $-15,753 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,935,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,950,910 |
Assets. Value of participant loans | 2017-12-31 | $34,319 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $176,541 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,837 |
2021: TULLIS HEALTH INVESTORS 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TULLIS HEALTH INVESTORS 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TULLIS HEALTH INVESTORS 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TULLIS HEALTH INVESTORS 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TULLIS HEALTH INVESTORS 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 83188-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 83188-1 | Number of Individuals Covered | 11 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,843 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,843 | Insurance broker organization code? | 3 |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 83188-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 83188-1 | Number of Individuals Covered | 9 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,719 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,719 | Insurance broker organization code? | 3 |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 83188-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 83188-1 | Number of Individuals Covered | 12 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $4,100 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,100 | Insurance broker organization code? | 3 |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 83188-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 83188-1 | Number of Individuals Covered | 12 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,538 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,538 | Insurance broker organization code? | 3 |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 83188-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 83188-1 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,680 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,680 | Insurance broker organization code? | 3 | Insurance broker name | PETER HART |
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