401k Plan data: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN plan

SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN
Plan identification number	001

SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SOVEREIGN MEDICAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOVEREIGN MEDICAL SERVICES, INC.

Employer identification number (EIN): 462214614

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DR. JOHN HAJJAR
001 2017-01-01 WILLIAM WALLER
001 2016-01-01 BARBARA LAMBOS
001 2015-01-01 BARBARA LAMBOS
001 2014-01-01 BARBARA LAMBOS

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	DR. JOHN HAJJAR
001	2017-01-01	WILLIAM WALLER
001	2016-01-01	BARBARA LAMBOS
001	2015-01-01	BARBARA LAMBOS
001	2014-01-01	BARBARA LAMBOS

Plan Statistics for SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2017: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 661
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 718
Total participants 2017-01-01 718
Number of participants with account balances 2017-01-01 397
2016: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 786
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 721
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 758
Total participants 2016-01-01 758
Number of participants with account balances 2016-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 696
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 762
Number of other retired or separated participants entitled to future benefits 2015-01-01 55
Total of all active and inactive participants 2015-01-01 817
Total participants 2015-01-01 817
Number of participants with account balances 2015-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 508
Number of other retired or separated participants entitled to future benefits 2014-01-01 55
Total of all active and inactive participants 2014-01-01 563
Total participants 2014-01-01 563
Number of participants with account balances 2014-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2017: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	661
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	718
Total participants	2017-01-01	718
Number of participants with account balances	2017-01-01	397
2016: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	786
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	721
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	758
Total participants	2016-01-01	758
Number of participants with account balances	2016-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	696
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	762
Number of other retired or separated participants entitled to future benefits	2015-01-01	55
Total of all active and inactive participants	2015-01-01	817
Total participants	2015-01-01	817
Number of participants with account balances	2015-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	508
Number of other retired or separated participants entitled to future benefits	2014-01-01	55
Total of all active and inactive participants	2014-01-01	563
Total participants	2014-01-01	563
Number of participants with account balances	2014-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2017 : SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$20,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$10,564
Total income from all sources (including contributions)	2017-12-31	$3,087,183
Total of all expenses incurred	2017-12-31	$1,380,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,301,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,553,967
Value of total assets at end of year	2017-12-31	$10,992,386
Value of total assets at beginning of year	2017-12-31	$9,274,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$78,418
Total interest from all sources	2017-12-31	$9,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,336,599
Participant contributions at end of year	2017-12-31	$190,776
Participant contributions at beginning of year	2017-12-31	$213,415
Participant contributions at end of year	2017-12-31	$388
Participant contributions at beginning of year	2017-12-31	$169
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$217,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$20,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$10,564
Other income not declared elsewhere	2017-12-31	$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,707,148
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,971,402
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,264,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,638,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,752,271
Interest on participant loans	2017-12-31	$9,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$163,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$308,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,524,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,301,617
Contract administrator fees	2017-12-31	$78,418
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	NISIVOCCIA LLP
Accountancy firm EIN	2017-12-31	221914888
2016 : SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$36,014
Total transfer of assets from this plan	2016-12-31	$21,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$10,564
Total income from all sources (including contributions)	2016-12-31	$2,362,473
Total of all expenses incurred	2016-12-31	$2,808,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,808,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,588,752
Value of total assets at end of year	2016-12-31	$9,274,818
Value of total assets at beginning of year	2016-12-31	$9,695,494
Total interest from all sources	2016-12-31	$10,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,384,789
Participant contributions at end of year	2016-12-31	$213,415
Participant contributions at beginning of year	2016-12-31	$205,399
Participant contributions at end of year	2016-12-31	$169
Participant contributions at beginning of year	2016-12-31	$67,669
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$203,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$10,564
Other income not declared elsewhere	2016-12-31	$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-445,821
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,264,254
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,695,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,752,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,157,863
Interest on participant loans	2016-12-31	$10,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$308,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$264,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$763,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,808,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	NISIVOCCIA LLP
Accountancy firm EIN	2016-12-31	221914888
2015 : SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,925,100
Total of all expenses incurred	2015-12-31	$573,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$573,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,161,777
Value of total assets at end of year	2015-12-31	$9,695,494
Value of total assets at beginning of year	2015-12-31	$8,343,713
Total interest from all sources	2015-12-31	$7,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,302,502
Participant contributions at end of year	2015-12-31	$205,399
Participant contributions at beginning of year	2015-12-31	$133,072
Participant contributions at end of year	2015-12-31	$67,669
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$859,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,351,781
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,695,494
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,343,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,157,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,122,329
Interest on participant loans	2015-12-31	$7,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$264,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$88,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-244,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$573,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	NISIVOCCIA LLP
Accountancy firm EIN	2015-12-31	221914888
2014 : SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$5,296,271
Total income from all sources (including contributions)	2014-12-31	$833,875
Total of all expenses incurred	2014-12-31	$160,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$160,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$715,040
Value of total assets at end of year	2014-12-31	$8,343,713
Value of total assets at beginning of year	2014-12-31	$2,374,240
Total interest from all sources	2014-12-31	$4,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$672,542
Participant contributions at end of year	2014-12-31	$133,072
Participant contributions at beginning of year	2014-12-31	$77,734
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$42,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$673,202
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,343,713
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,374,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,122,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,238,952
Interest on participant loans	2014-12-31	$4,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$88,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$57,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$114,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$160,673
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SKC & CO. CPA'S LLC
Accountancy firm EIN	2014-12-31	223319692

Form 5500 Responses for SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN

2017: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOVEREIGN MEDICAL SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61911

Policy instance

Insurance contract or identification number	61911
Number of Individuals Covered	397
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

350-80192

Policy instance

Insurance contract or identification number	350-80192
Number of Individuals Covered	288
Total amount of commissions paid to insurance broker	USD $261
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $261
Insurance broker organization code?	4
Insurance broker name	TRIAD ADVISORS INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61911

Policy instance

Insurance contract or identification number	61911
Number of Individuals Covered	288
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

350-80192

Policy instance

Insurance contract or identification number	350-80192
Total amount of commissions paid to insurance broker	USD $180
Commission paid to Insurance Broker	USD $180
Insurance broker organization code?	4
Insurance broker name	TRIAD ADVISORS INC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOVEREIGN MEDICAL SERVICES, INC.
Employer identification number (EIN):	462214614
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners