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LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameLANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

LANDMARK HEALTH, LLC 401(K) RETIREMENT 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.
  • Plan covering Self-Employed individuals.
  • 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

LANDMARK HEALTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:LANDMARK HEALTH, LLC
Employer identification number (EIN):463015502
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about LANDMARK HEALTH, LLC

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 2017-05-11
Company Identification Number: 000753475
Legal Registered Office Address: 382 NE 191ST STREET
#43485
MIAMI
United States of America (USA)
33179

More information about LANDMARK HEALTH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID E. STRAUSS2023-09-07
0012021-01-01DAVID E. STRAUSS2022-09-09
0012020-01-01DAVID E. STRAUSS2021-10-07
0012019-01-01
0012018-01-01
0012017-01-01ALISON SARDARIAN
0012016-02-01ALISON SARDARIAN

Plan Statistics for LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2022: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,792
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,450
Total number of active participants reported on line 7a of the Form 55002021-01-011,587
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01205
Total of all active and inactive participants2021-01-011,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,792
Number of participants with account balances2021-01-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,131
Total number of active participants reported on line 7a of the Form 55002020-01-011,345
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-011,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,450
Number of participants with account balances2020-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01935
Total number of active participants reported on line 7a of the Form 55002019-01-011,022
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,131
Number of participants with account balances2019-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01541
Total number of active participants reported on line 7a of the Form 55002018-01-01765
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01826
Number of participants with account balances2018-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01346
Total number of active participants reported on line 7a of the Form 55002017-01-01486
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01541
Number of participants with account balances2017-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-010
Total number of active participants reported on line 7a of the Form 55002016-02-01294
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-0143
Total of all active and inactive participants2016-02-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-01337
Number of participants with account balances2016-02-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010

Financial Data on LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-01$0
Total transfer of assets from this plan2022-11-01$43,626,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-01$0
Total income from all sources (including contributions)2022-11-01$-5,206,538
Total loss/gain on sale of assets2022-11-01$0
Total of all expenses incurred2022-11-01$9,923,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-01$9,774,599
Value of total corrective distributions2022-11-01$19,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-01$6,658,857
Value of total assets at end of year2022-11-01$0
Value of total assets at beginning of year2022-11-01$58,756,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-01$130,307
Total interest from all sources2022-11-01$57,802
Total dividends received (eg from common stock, registered investment company shares)2022-11-01$606,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-01$606,251
Was this plan covered by a fidelity bond2022-11-01Yes
Value of fidelity bond cover2022-11-01$500,000
If this is an individual account plan, was there a blackout period2022-11-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-11-01No
Contributions received from participants2022-11-01$4,120,177
Participant contributions at end of year2022-11-01$0
Participant contributions at beginning of year2022-11-01$988,477
Participant contributions at end of year2022-11-01$0
Participant contributions at beginning of year2022-11-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-11-01$1,242,261
Administrative expenses (other) incurred2022-11-01$130,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-01No
Value of net income/loss2022-11-01$-15,130,450
Value of net assets at end of year (total assets less liabilities)2022-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-01$58,756,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-01No
Were any leases to which the plan was party in default or uncollectible2022-11-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-01$53,137,456
Value of interest in pooled separate accounts at end of year2022-11-01$0
Value of interest in pooled separate accounts at beginning of year2022-11-01$3,562,468
Interest on participant loans2022-11-01$46,142
Interest earned on other investments2022-11-01$11,660
Value of interest in common/collective trusts at end of year2022-11-01$0
Value of interest in common/collective trusts at beginning of year2022-11-01$334,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-01$734,085
Net investment gain/loss from pooled separate accounts2022-11-01$-928,870
Net investment gain or loss from common/collective trusts2022-11-01$-16,657
Net gain/loss from 103.12 investment entities2022-11-01$-11,583,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-01No
Was there a failure to transmit to the plan any participant contributions2022-11-01Yes
Has the plan failed to provide any benefit when due under the plan2022-11-01No
Contributions received in cash from employer2022-11-01$1,296,419
Employer contributions (assets) at end of year2022-11-01$0
Employer contributions (assets) at beginning of year2022-11-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-01$9,774,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-01Yes
Did the plan have assets held for investment2022-11-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-01Yes
Opinion of an independent qualified public accountant for this plan2022-11-01Unqualified
Accountancy firm name2022-11-01BAKER TILLY US, LLP
Accountancy firm EIN2022-11-01390859910
2021 : LANDMARK HEALTH, LLC 401(K) RETIREMENT 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$24,478,558
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,705,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,518,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,140,878
Value of total assets at end of year2021-12-31$58,756,687
Value of total assets at beginning of year2021-12-31$40,983,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$186,863
Total interest from all sources2021-12-31$61,933
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$969,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$969,100
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,605,490
Participant contributions at end of year2021-12-31$988,477
Participant contributions at beginning of year2021-12-31$917,008
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$139
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,232,202
Administrative expenses (other) incurred2021-12-31$186,863
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$17,773,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,756,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,983,584
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,137,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,687,153
Value of interest in pooled separate accounts at end of year2021-12-31$3,562,468
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,727,789
Interest on participant loans2021-12-31$54,482
Interest earned on other investments2021-12-31$7,451
Value of interest in common/collective trusts at end of year2021-12-31$334,201
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$734,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$651,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,606,314
Net investment gain/loss from pooled separate accounts2021-12-31$679,247
Net investment gain or loss from common/collective trusts2021-12-31$21,086
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,303,186
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$69
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,518,592
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : LANDMARK HEALTH, LLC 401(K) RETIREMENT 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$18,885,060
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,962,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,811,759
Value of total corrective distributions2020-12-31$5,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,110,312
Value of total assets at end of year2020-12-31$40,983,584
Value of total assets at beginning of year2020-12-31$25,061,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$145,299
Total interest from all sources2020-12-31$56,418
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$540,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$540,637
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$8,002,372
Participant contributions at end of year2020-12-31$917,008
Participant contributions at beginning of year2020-12-31$513,986
Participant contributions at end of year2020-12-31$139
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,500,892
Administrative expenses (other) incurred2020-12-31$145,299
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$15,922,220
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,983,584
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,061,364
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,687,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,297,092
Value of interest in pooled separate accounts at end of year2020-12-31$2,727,789
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,995,700
Interest on participant loans2020-12-31$45,840
Interest earned on other investments2020-12-31$10,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$651,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$254,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,625,679
Net investment gain or loss from common/collective trusts2020-12-31$552,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,607,048
Employer contributions (assets) at end of year2020-12-31$69
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,811,759
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : LANDMARK HEALTH, LLC 401(K) RETIREMENT 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$14,319,422
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,411,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,222,786
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$64,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,440,091
Value of total assets at end of year2019-12-31$25,061,364
Value of total assets at beginning of year2019-12-31$13,153,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,768
Total interest from all sources2019-12-31$28,553
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$466,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$466,688
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$5,810,366
Participant contributions at end of year2019-12-31$513,986
Participant contributions at beginning of year2019-12-31$345,552
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$148,812
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,769,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$63,188
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$9,102
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$11,908,132
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,061,364
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,153,232
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,297,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,561,937
Value of interest in pooled separate accounts at end of year2019-12-31$1,995,700
Value of interest in pooled separate accounts at beginning of year2019-12-31$916,063
Interest on participant loans2019-12-31$25,470
Interest earned on other investments2019-12-31$3,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$254,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$140,553
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,992,434
Net investment gain/loss from pooled separate accounts2019-12-31$391,656
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Contributions received in cash from employer2019-12-31$1,860,293
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$40,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,159,598
Contract administrator fees2019-12-31$114,666
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 name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,379,340
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,767,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,695,236
Value of total corrective distributions2018-12-31$2,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,232,189
Value of total assets at end of year2018-12-31$13,153,232
Value of total assets at beginning of year2018-12-31$8,541,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,582
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$16,229
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Administrative expenses professional fees incurred2018-12-31$66,428
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$4,460,227
Participant contributions at end of year2018-12-31$345,552
Participant contributions at beginning of year2018-12-31$208,556
Participant contributions at end of year2018-12-31$148,812
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,379,364
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$17,043
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,154
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$4,611,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,153,232
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,541,707
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,561,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,678,257
Value of interest in pooled separate accounts at end of year2018-12-31$916,063
Value of interest in pooled separate accounts at beginning of year2018-12-31$547,859
Interest on participant loans2018-12-31$16,229
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$140,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$107,035
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-869,078
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,392,598
Employer contributions (assets) at end of year2018-12-31$40,315
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,678,193
Contract administrator fees2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
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 name2018-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2018-12-31300840934
2017 : LANDMARK HEALTH, LLC 401(K) RETIREMENT 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$4,885,486
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$764,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$716,250
Expenses. Certain deemed distributions of participant loans2017-12-31$6,287
Value of total corrective distributions2017-12-31$25,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,863,822
Value of total assets at end of year2017-12-31$8,541,707
Value of total assets at beginning of year2017-12-31$4,420,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,388
Total interest from all sources2017-12-31$5,369
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,254
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$63,254
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$2,578,997
Participant contributions at end of year2017-12-31$208,556
Participant contributions at beginning of year2017-12-31$132,046
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$492,897
Other income not declared elsewhere2017-12-31$99
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$4,121,394
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,541,707
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,420,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,678,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$547,859
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,242,521
Interest on participant loans2017-12-31$5,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$107,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$948,646
Net investment gain/loss from pooled separate accounts2017-12-31$4,296
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$791,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$716,250
Contract administrator fees2017-12-31$16,388
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 name2017-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2017-12-31300840934
2016 : LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$2,146,479
Total income from all sources (including contributions)2016-12-31$2,463,978
Total of all expenses incurred2016-12-31$190,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$180,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,264,764
Value of total assets at end of year2016-12-31$4,420,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,961
Total interest from all sources2016-12-31$3,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,455,239
Participant contributions at end of year2016-12-31$132,046
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$351,906
Other income not declared elsewhere2016-12-31$242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,273,834
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,420,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,242,521
Interest on participant loans2016-12-31$3,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,746
Net investment gain/loss from pooled separate accounts2016-12-31$195,706
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
Contributions received in cash from employer2016-12-31$457,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$180,183
Contract administrator fees2016-12-31$9,961
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 name2016-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2016-12-31300840934

Form 5500 Responses for LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN

2022: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LANDMARK HEALTH, LLC 401(K) RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LANDMARK HEALTH, LLC 401(K) RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LANDMARK HEALTH, LLC 401(K) RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LANDMARK HEALTH, LLC 401(K) RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LANDMARK HEALTH, LLC 401(K) RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LANDMARK HEALTH, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01First time form 5500 has been submittedYes
2016-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531193
Policy instance 2
Insurance contract or identification number531193
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,251
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 fees1251
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $406
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees406
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531193
Policy instance 2
Insurance contract or identification number531193
Number of Individuals Covered1792
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,528
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 $0
Amount paid for insurance broker fees1528
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1792
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $288
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees288
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531193
Policy instance 2
Insurance contract or identification number531193
Number of Individuals Covered1450
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $989
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 $0
Amount paid for insurance broker fees989
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1450
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $267
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees267
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1150
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 $855
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees766
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered894
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 $40
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered565
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807098-000
Policy instance 1
Insurance contract or identification number807098-000
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,481
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,111
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC

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