401k Plan data: ACCESS HEALTH LOUISIANA 403(B) PLAN plan

ACCESS HEALTH LOUISIANA 403(B) PLAN 401k Plan overview

Plan Name	ACCESS HEALTH LOUISIANA 403(B) PLAN
Plan identification number	001

ACCESS HEALTH LOUISIANA 403(B) 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

ACCESS HEALTH LOUISIANA has sponsored the creation of one or more 401k plans.

Company Name: ACCESS HEALTH LOUISIANA

Employer identification number (EIN): 470852944

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS HEALTH LOUISIANA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01
001 2021-03-01 CHENISE HAMILTON 2022-12-15
001 2020-03-01
001 2019-03-01 CHENISE N HAMILTON 2021-02-15 CHENISE N HAMILTON 2021-02-15
001 2018-03-01 PETER TORSCH 2019-12-16 PETER TORSCH 2019-12-16
001 2017-03-01
001 2016-03-01
001 2015-03-01
001 2014-03-01
001 2013-03-01
001 2012-03-01 TRENTON BUSSEY TRENTON BUSSEY 2013-12-16
001 2011-03-01 TRENTON BUSSEY TRENTON BUSSEY 2012-12-17
001 2010-03-01 TRENTON BUSSEY TRENTON BUSSEY 2011-12-15
001 2009-03-01 GRETCHEN HELMSTETTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-03-01
001	2021-03-01	CHENISE HAMILTON	2022-12-15
001	2020-03-01
001	2019-03-01	CHENISE N HAMILTON	2021-02-15	CHENISE N HAMILTON	2021-02-15
001	2018-03-01	PETER TORSCH	2019-12-16	PETER TORSCH	2019-12-16
001	2017-03-01
001	2016-03-01
001	2015-03-01
001	2014-03-01
001	2013-03-01
001	2012-03-01	TRENTON BUSSEY		TRENTON BUSSEY	2013-12-16
001	2011-03-01	TRENTON BUSSEY		TRENTON BUSSEY	2012-12-17
001	2010-03-01	TRENTON BUSSEY		TRENTON BUSSEY	2011-12-15
001	2009-03-01	GRETCHEN HELMSTETTER

Plan Statistics for ACCESS HEALTH LOUISIANA 403(B) PLAN

401k plan membership statisitcs for ACCESS HEALTH LOUISIANA 403(B) PLAN

Measure Date Value
2022: ACCESS HEALTH LOUISIANA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 365
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 412
Number of retired or separated participants receiving benefits 2022-03-01 0
Number of other retired or separated participants entitled to future benefits 2022-03-01 0
Total of all active and inactive participants 2022-03-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 0
Total participants 2022-03-01 412
Number of participants with account balances 2022-03-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 0
2021: ACCESS HEALTH LOUISIANA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 418
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 365
Number of retired or separated participants receiving benefits 2021-03-01 0
Number of other retired or separated participants entitled to future benefits 2021-03-01 92
Total of all active and inactive participants 2021-03-01 457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 0
Total participants 2021-03-01 457
Number of participants with account balances 2021-03-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 17
2020: ACCESS HEALTH LOUISIANA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 410
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 340
Number of other retired or separated participants entitled to future benefits 2020-03-01 78
Total of all active and inactive participants 2020-03-01 418
Total participants 2020-03-01 418
Number of participants with account balances 2020-03-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 22
2019: ACCESS HEALTH LOUISIANA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-01 355
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 324
Number of other retired or separated participants entitled to future benefits 2019-03-01 86
Total of all active and inactive participants 2019-03-01 410
Total participants 2019-03-01 410
Number of participants with account balances 2019-03-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 17
2018: ACCESS HEALTH LOUISIANA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 315
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 283
Number of other retired or separated participants entitled to future benefits 2018-03-01 72
Total of all active and inactive participants 2018-03-01 355
Total participants 2018-03-01 355
Number of participants with account balances 2018-03-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 16
2017: ACCESS HEALTH LOUISIANA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 320
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 247
Number of other retired or separated participants entitled to future benefits 2017-03-01 68
Total of all active and inactive participants 2017-03-01 315
Total participants 2017-03-01 315
Number of participants with account balances 2017-03-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 23
2016: ACCESS HEALTH LOUISIANA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 292
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 257
Number of other retired or separated participants entitled to future benefits 2016-03-01 63
Total of all active and inactive participants 2016-03-01 320
Total participants 2016-03-01 320
Number of participants with account balances 2016-03-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 13
2015: ACCESS HEALTH LOUISIANA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 253
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 239
Number of other retired or separated participants entitled to future benefits 2015-03-01 53
Total of all active and inactive participants 2015-03-01 292
Total participants 2015-03-01 292
Number of participants with account balances 2015-03-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 13
2014: ACCESS HEALTH LOUISIANA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 243
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 214
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 39
Total of all active and inactive participants 2014-03-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 253
Number of participants with account balances 2014-03-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 7
2013: ACCESS HEALTH LOUISIANA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 227
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 212
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 31
Total of all active and inactive participants 2013-03-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 243
Number of participants with account balances 2013-03-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 9
2012: ACCESS HEALTH LOUISIANA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 211
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 192
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 35
Total of all active and inactive participants 2012-03-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 227
Number of participants with account balances 2012-03-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 14
2011: ACCESS HEALTH LOUISIANA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 144
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 195
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 16
Total of all active and inactive participants 2011-03-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 211
Number of participants with account balances 2011-03-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 11
2010: ACCESS HEALTH LOUISIANA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-03-01 147
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 136
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 8
Total of all active and inactive participants 2010-03-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 144
Number of participants with account balances 2010-03-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 6
2009: ACCESS HEALTH LOUISIANA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 97
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 140
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 7
Total of all active and inactive participants 2009-03-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 147
Number of participants with account balances 2009-03-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 4

Measure	Date	Value
2022: ACCESS HEALTH LOUISIANA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	365
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	412
Number of retired or separated participants receiving benefits	2022-03-01	0
Number of other retired or separated participants entitled to future benefits	2022-03-01	0
Total of all active and inactive participants	2022-03-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	0
Total participants	2022-03-01	412
Number of participants with account balances	2022-03-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	0
2021: ACCESS HEALTH LOUISIANA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	418
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	365
Number of retired or separated participants receiving benefits	2021-03-01	0
Number of other retired or separated participants entitled to future benefits	2021-03-01	92
Total of all active and inactive participants	2021-03-01	457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	0
Total participants	2021-03-01	457
Number of participants with account balances	2021-03-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	17
2020: ACCESS HEALTH LOUISIANA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	410
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	340
Number of other retired or separated participants entitled to future benefits	2020-03-01	78
Total of all active and inactive participants	2020-03-01	418
Total participants	2020-03-01	418
Number of participants with account balances	2020-03-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	22
2019: ACCESS HEALTH LOUISIANA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-01	355
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	324
Number of other retired or separated participants entitled to future benefits	2019-03-01	86
Total of all active and inactive participants	2019-03-01	410
Total participants	2019-03-01	410
Number of participants with account balances	2019-03-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	17
2018: ACCESS HEALTH LOUISIANA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	315
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	283
Number of other retired or separated participants entitled to future benefits	2018-03-01	72
Total of all active and inactive participants	2018-03-01	355
Total participants	2018-03-01	355
Number of participants with account balances	2018-03-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	16
2017: ACCESS HEALTH LOUISIANA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	320
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	247
Number of other retired or separated participants entitled to future benefits	2017-03-01	68
Total of all active and inactive participants	2017-03-01	315
Total participants	2017-03-01	315
Number of participants with account balances	2017-03-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	23
2016: ACCESS HEALTH LOUISIANA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	292
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	257
Number of other retired or separated participants entitled to future benefits	2016-03-01	63
Total of all active and inactive participants	2016-03-01	320
Total participants	2016-03-01	320
Number of participants with account balances	2016-03-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	13
2015: ACCESS HEALTH LOUISIANA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	253
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	239
Number of other retired or separated participants entitled to future benefits	2015-03-01	53
Total of all active and inactive participants	2015-03-01	292
Total participants	2015-03-01	292
Number of participants with account balances	2015-03-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	13
2014: ACCESS HEALTH LOUISIANA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	243
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	214
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	39
Total of all active and inactive participants	2014-03-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	253
Number of participants with account balances	2014-03-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	7
2013: ACCESS HEALTH LOUISIANA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	227
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	212
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	31
Total of all active and inactive participants	2013-03-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	243
Number of participants with account balances	2013-03-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	9
2012: ACCESS HEALTH LOUISIANA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	211
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	192
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	35
Total of all active and inactive participants	2012-03-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	227
Number of participants with account balances	2012-03-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	14
2011: ACCESS HEALTH LOUISIANA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	144
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	195
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	16
Total of all active and inactive participants	2011-03-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	211
Number of participants with account balances	2011-03-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	11
2010: ACCESS HEALTH LOUISIANA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-03-01	147
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	136
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	8
Total of all active and inactive participants	2010-03-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	144
Number of participants with account balances	2010-03-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	6
2009: ACCESS HEALTH LOUISIANA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	97
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	140
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	7
Total of all active and inactive participants	2009-03-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	147
Number of participants with account balances	2009-03-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	4

Financial Data on ACCESS HEALTH LOUISIANA 403(B) PLAN

Measure	Date	Value
2023 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total income from all sources (including contributions)	2023-02-28	$1,142,868
Total loss/gain on sale of assets	2023-02-28	$0
Total of all expenses incurred	2023-02-28	$794,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-28	$697,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-28	$1,815,126
Value of total assets at end of year	2023-02-28	$10,146,432
Value of total assets at beginning of year	2023-02-28	$9,797,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-28	$97,131
Total interest from all sources	2023-02-28	$27,272
Total dividends received (eg from common stock, registered investment company shares)	2023-02-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-28	No
Was this plan covered by a fidelity bond	2023-02-28	Yes
Value of fidelity bond cover	2023-02-28	$500,000
If this is an individual account plan, was there a blackout period	2023-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2023-02-28	No
Contributions received from participants	2023-02-28	$892,237
Participant contributions at end of year	2023-02-28	$188,041
Participant contributions at beginning of year	2023-02-28	$166,672
Participant contributions at end of year	2023-02-28	$0
Participant contributions at beginning of year	2023-02-28	$1,843
Income. Received or receivable in cash from other sources (including rollovers)	2023-02-28	$460,352
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-02-28	$65,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Value of net income/loss	2023-02-28	$348,473
Value of net assets at end of year (total assets less liabilities)	2023-02-28	$10,146,432
Value of net assets at beginning of year (total assets less liabilities)	2023-02-28	$9,797,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-28	No
Were any leases to which the plan was party in default or uncollectible	2023-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-28	$8,601,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-28	$8,294,613
Income. Interest from loans (other than to participants)	2023-02-28	$4,376
Interest earned on other investments	2023-02-28	$22,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-02-28	$1,356,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-02-28	$1,268,993
Net investment gain/loss from pooled separate accounts	2023-02-28	$-699,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-28	Yes
Was there a failure to transmit to the plan any participant contributions	2023-02-28	No
Has the plan failed to provide any benefit when due under the plan	2023-02-28	No
Contributions received in cash from employer	2023-02-28	$462,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-28	$697,264
Contract administrator fees	2023-02-28	$97,131
Did the plan have assets held for investment	2023-02-28	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	2023-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-28	No
Opinion of an independent qualified public accountant for this plan	2023-02-28	Disclaimer
Accountancy firm name	2023-02-28	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2023-02-28	721396621
2022 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total income from all sources (including contributions)	2022-02-28	$1,808,432
Total loss/gain on sale of assets	2022-02-28	$0
Total of all expenses incurred	2022-02-28	$569,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-28	$441,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-28	$1,339,559
Value of total assets at end of year	2022-02-28	$9,797,959
Value of total assets at beginning of year	2022-02-28	$8,559,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-28	$128,495
Total interest from all sources	2022-02-28	$11,296
Total dividends received (eg from common stock, registered investment company shares)	2022-02-28	$703,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-02-28	$703,799
Was this plan covered by a fidelity bond	2022-02-28	Yes
Value of fidelity bond cover	2022-02-28	$500,000
If this is an individual account plan, was there a blackout period	2022-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2022-02-28	No
Contributions received from participants	2022-02-28	$800,737
Participant contributions at end of year	2022-02-28	$166,672
Participant contributions at beginning of year	2022-02-28	$204,075
Participant contributions at end of year	2022-02-28	$1,843
Participant contributions at beginning of year	2022-02-28	$922
Income. Received or receivable in cash from other sources (including rollovers)	2022-02-28	$51,002
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Value of net income/loss	2022-02-28	$1,238,554
Value of net assets at end of year (total assets less liabilities)	2022-02-28	$9,797,959
Value of net assets at beginning of year (total assets less liabilities)	2022-02-28	$8,559,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-28	No
Were any leases to which the plan was party in default or uncollectible	2022-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-28	$8,294,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-28	$7,417,777
Interest on participant loans	2022-02-28	$11,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-02-28	$1,268,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-02-28	$936,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-28	$-246,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-28	No
Was there a failure to transmit to the plan any participant contributions	2022-02-28	No
Has the plan failed to provide any benefit when due under the plan	2022-02-28	No
Contributions received in cash from employer	2022-02-28	$487,820
Employer contributions (assets) at end of year	2022-02-28	$65,838
Employer contributions (assets) at beginning of year	2022-02-28	$74
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-28	$441,383
Contract administrator fees	2022-02-28	$128,495
Did the plan have assets held for investment	2022-02-28	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	2022-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-28	No
Opinion of an independent qualified public accountant for this plan	2022-02-28	Disclaimer
Accountancy firm name	2022-02-28	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-02-28	721396621
2021 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total income from all sources (including contributions)	2021-02-28	$2,801,548
Total loss/gain on sale of assets	2021-02-28	$0
Total of all expenses incurred	2021-02-28	$590,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$497,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$1,295,812
Value of total assets at end of year	2021-02-28	$8,559,405
Value of total assets at beginning of year	2021-02-28	$6,348,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$93,045
Total interest from all sources	2021-02-28	$15,825
Total dividends received (eg from common stock, registered investment company shares)	2021-02-28	$379,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-02-28	$379,051
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$500,000
If this is an individual account plan, was there a blackout period	2021-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Contributions received from participants	2021-02-28	$726,660
Participant contributions at end of year	2021-02-28	$204,075
Participant contributions at beginning of year	2021-02-28	$266,502
Participant contributions at end of year	2021-02-28	$922
Participant contributions at beginning of year	2021-02-28	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-02-28	$156,898
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Value of net income/loss	2021-02-28	$2,211,039
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$8,559,405
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$6,348,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$7,417,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$5,357,357
Interest on participant loans	2021-02-28	$15,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-02-28	$936,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-02-28	$724,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-02-28	$1,110,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	No
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Contributions received in cash from employer	2021-02-28	$412,254
Employer contributions (assets) at end of year	2021-02-28	$74
Employer contributions (assets) at beginning of year	2021-02-28	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$497,464
Contract administrator fees	2021-02-28	$93,045
Did the plan have assets held for investment	2021-02-28	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	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	No
Opinion of an independent qualified public accountant for this plan	2021-02-28	Disclaimer
Accountancy firm name	2021-02-28	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2021-02-28	721396621
2020 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-02-29	$1,237,389
Total of all expenses incurred	2020-02-29	$336,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-02-29	$254,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-02-29	$972,194
Value of total assets at end of year	2020-02-29	$6,348,366
Value of total assets at beginning of year	2020-02-29	$5,447,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-02-29	$82,403
Total interest from all sources	2020-02-29	$12,613
Total dividends received (eg from common stock, registered investment company shares)	2020-02-29	$312,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-02-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-02-29	$312,441
Was this plan covered by a fidelity bond	2020-02-29	Yes
Value of fidelity bond cover	2020-02-29	$500,000
If this is an individual account plan, was there a blackout period	2020-02-29	No
Were there any nonexempt tranactions with any party-in-interest	2020-02-29	No
Contributions received from participants	2020-02-29	$600,755
Participant contributions at end of year	2020-02-29	$266,502
Participant contributions at beginning of year	2020-02-29	$120,008
Participant contributions at end of year	2020-02-29	$0
Participant contributions at beginning of year	2020-02-29	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-02-29	$3,889
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-02-29	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-02-29	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-29	No
Value of net income/loss	2020-02-29	$900,979
Value of net assets at end of year (total assets less liabilities)	2020-02-29	$6,348,366
Value of net assets at beginning of year (total assets less liabilities)	2020-02-29	$5,447,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-02-29	No
Were any leases to which the plan was party in default or uncollectible	2020-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-02-29	$5,357,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-02-29	$4,573,438
Interest on participant loans	2020-02-29	$12,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-02-29	$724,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-02-29	$753,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-02-29	$-59,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-02-29	No
Was there a failure to transmit to the plan any participant contributions	2020-02-29	Yes
Has the plan failed to provide any benefit when due under the plan	2020-02-29	No
Contributions received in cash from employer	2020-02-29	$367,550
Employer contributions (assets) at end of year	2020-02-29	$0
Employer contributions (assets) at beginning of year	2020-02-29	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-02-29	$254,007
Contract administrator fees	2020-02-29	$82,403
Did the plan have assets held for investment	2020-02-29	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	2020-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2020-02-29	Disclaimer
Accountancy firm name	2020-02-29	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2020-02-29	721396621
2019 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-02-28	$993,883
Total of all expenses incurred	2019-02-28	$350,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-02-28	$277,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-02-28	$901,861
Value of total assets at end of year	2019-02-28	$5,447,387
Value of total assets at beginning of year	2019-02-28	$4,803,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-02-28	$72,783
Total interest from all sources	2019-02-28	$5,865
Total dividends received (eg from common stock, registered investment company shares)	2019-02-28	$312,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-02-28	$312,258
Was this plan covered by a fidelity bond	2019-02-28	Yes
Value of fidelity bond cover	2019-02-28	$500,000
If this is an individual account plan, was there a blackout period	2019-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2019-02-28	No
Contributions received from participants	2019-02-28	$481,521
Participant contributions at end of year	2019-02-28	$120,008
Participant contributions at beginning of year	2019-02-28	$132,009
Income. Received or receivable in cash from other sources (including rollovers)	2019-02-28	$110,017
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Value of net income/loss	2019-02-28	$643,840
Value of net assets at end of year (total assets less liabilities)	2019-02-28	$5,447,387
Value of net assets at beginning of year (total assets less liabilities)	2019-02-28	$4,803,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-02-28	No
Were any leases to which the plan was party in default or uncollectible	2019-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-02-28	$4,573,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-02-28	$3,988,112
Interest on participant loans	2019-02-28	$5,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-02-28	$753,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-02-28	$683,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-02-28	$-226,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-02-28	No
Was there a failure to transmit to the plan any participant contributions	2019-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2019-02-28	No
Contributions received in cash from employer	2019-02-28	$310,323
Employer contributions (assets) at end of year	2019-02-28	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-02-28	$277,260
Contract administrator fees	2019-02-28	$72,783
Did the plan have assets held for investment	2019-02-28	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	2019-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2019-02-28	Disclaimer
Accountancy firm name	2019-02-28	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2019-02-28	721396621
2018 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-02-28	$1,253,715
Total of all expenses incurred	2018-02-28	$427,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$367,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-02-28	$842,641
Value of total assets at end of year	2018-02-28	$4,803,547
Value of total assets at beginning of year	2018-02-28	$3,977,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-02-28	$60,743
Total interest from all sources	2018-02-28	$8,703
Total dividends received (eg from common stock, registered investment company shares)	2018-02-28	$236,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-02-28	$236,774
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$500,000
If this is an individual account plan, was there a blackout period	2018-02-28	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Contributions received from participants	2018-02-28	$457,051
Participant contributions at end of year	2018-02-28	$132,009
Participant contributions at beginning of year	2018-02-28	$218,372
Participant contributions at beginning of year	2018-02-28	$54,101
Income. Received or receivable in cash from other sources (including rollovers)	2018-02-28	$92,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-02-28	$70,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$825,862
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$4,803,547
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$3,977,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-02-28	$3,988,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-02-28	$3,183,914
Income. Interest from loans (other than to participants)	2018-02-28	$8,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-02-28	$683,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-02-28	$415,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-02-28	$165,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2018-02-28	No
Contributions received in cash from employer	2018-02-28	$293,158
Employer contributions (assets) at beginning of year	2018-02-28	$35,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$367,110
Contract administrator fees	2018-02-28	$60,743
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	2018-02-28	Yes
Did the plan have assets held for investment	2018-02-28	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	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2018-02-28	Disclaimer
Accountancy firm name	2018-02-28	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2018-02-28	721396621
2017 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-02-28	$1,259,842
Total of all expenses incurred	2017-02-28	$592,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-02-28	$582,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-02-28	$759,262
Value of total assets at end of year	2017-02-28	$3,977,685
Value of total assets at beginning of year	2017-02-28	$3,310,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-02-28	$9,284
Total interest from all sources	2017-02-28	$13,457
Total dividends received (eg from common stock, registered investment company shares)	2017-02-28	$95,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-02-28	$95,558
Was this plan covered by a fidelity bond	2017-02-28	Yes
Value of fidelity bond cover	2017-02-28	$500,000
If this is an individual account plan, was there a blackout period	2017-02-28	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-02-28	No
Contributions received from participants	2017-02-28	$471,604
Participant contributions at end of year	2017-02-28	$218,372
Participant contributions at beginning of year	2017-02-28	$176,827
Participant contributions at end of year	2017-02-28	$54,101
Participant contributions at beginning of year	2017-02-28	$29,264
Income. Received or receivable in cash from other sources (including rollovers)	2017-02-28	$31,585
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-02-28	$70,878
Other income not declared elsewhere	2017-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Value of net income/loss	2017-02-28	$667,617
Value of net assets at end of year (total assets less liabilities)	2017-02-28	$3,977,685
Value of net assets at beginning of year (total assets less liabilities)	2017-02-28	$3,310,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-28	No
Were any leases to which the plan was party in default or uncollectible	2017-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-02-28	$3,183,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-28	$2,711,291
Interest on participant loans	2017-02-28	$13,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-02-28	$415,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-02-28	$373,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-02-28	$391,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-28	No
Was there a failure to transmit to the plan any participant contributions	2017-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2017-02-28	No
Contributions received in cash from employer	2017-02-28	$256,073
Employer contributions (assets) at end of year	2017-02-28	$35,367
Employer contributions (assets) at beginning of year	2017-02-28	$18,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-02-28	$582,941
Contract administrator fees	2017-02-28	$9,284
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	2017-02-28	Yes
Did the plan have assets held for investment	2017-02-28	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	2017-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2017-02-28	Disclaimer
Accountancy firm name	2017-02-28	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-02-28	721396621
2016 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-02-29	$475,151
Total of all expenses incurred	2016-02-29	$214,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-02-29	$208,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-02-29	$732,350
Value of total assets at end of year	2016-02-29	$3,310,068
Value of total assets at beginning of year	2016-02-29	$3,049,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-02-29	$6,654
Total interest from all sources	2016-02-29	$5,159
Total dividends received (eg from common stock, registered investment company shares)	2016-02-29	$138,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-02-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-02-29	$138,181
Was this plan covered by a fidelity bond	2016-02-29	Yes
Value of fidelity bond cover	2016-02-29	$500,000
If this is an individual account plan, was there a blackout period	2016-02-29	No
Were there any nonexempt tranactions with any party-in-interest	2016-02-29	No
Contributions received from participants	2016-02-29	$370,784
Participant contributions at end of year	2016-02-29	$176,827
Participant contributions at beginning of year	2016-02-29	$112,044
Participant contributions at end of year	2016-02-29	$29,264
Participant contributions at beginning of year	2016-02-29	$25,289
Income. Received or receivable in cash from other sources (including rollovers)	2016-02-29	$113,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-02-29	No
Value of net income/loss	2016-02-29	$260,418
Value of net assets at end of year (total assets less liabilities)	2016-02-29	$3,310,068
Value of net assets at beginning of year (total assets less liabilities)	2016-02-29	$3,049,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-02-29	No
Were any leases to which the plan was party in default or uncollectible	2016-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-02-29	$2,711,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-02-29	$2,566,105
Interest on participant loans	2016-02-29	$5,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-02-29	$373,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-02-29	$330,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-02-29	$-400,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-02-29	No
Was there a failure to transmit to the plan any participant contributions	2016-02-29	No
Has the plan failed to provide any benefit when due under the plan	2016-02-29	No
Contributions received in cash from employer	2016-02-29	$247,803
Employer contributions (assets) at end of year	2016-02-29	$18,963
Employer contributions (assets) at beginning of year	2016-02-29	$15,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-02-29	$208,079
Contract administrator fees	2016-02-29	$6,654
Did the plan have assets held for investment	2016-02-29	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	2016-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2016-02-29	Disclaimer
Accountancy firm name	2016-02-29	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2016-02-29	721396621
2015 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-02-28	$343
Total income from all sources (including contributions)	2015-02-28	$626,127
Total of all expenses incurred	2015-02-28	$106,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-02-28	$101,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-02-28	$476,151
Value of total assets at end of year	2015-02-28	$3,049,650
Value of total assets at beginning of year	2015-02-28	$2,530,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-02-28	$4,438
Total interest from all sources	2015-02-28	$3,656
Total dividends received (eg from common stock, registered investment company shares)	2015-02-28	$146,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-02-28	$146,593
Was this plan covered by a fidelity bond	2015-02-28	Yes
Value of fidelity bond cover	2015-02-28	$200,000
If this is an individual account plan, was there a blackout period	2015-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2015-02-28	No
Contributions received from participants	2015-02-28	$297,940
Participant contributions at end of year	2015-02-28	$112,044
Participant contributions at beginning of year	2015-02-28	$73,307
Participant contributions at end of year	2015-02-28	$25,289
Participant contributions at beginning of year	2015-02-28	$11,741
Income. Received or receivable in cash from other sources (including rollovers)	2015-02-28	$47,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-02-28	$343
Other income not declared elsewhere	2015-02-28	$5,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-02-28	No
Value of net income/loss	2015-02-28	$519,773
Value of net assets at end of year (total assets less liabilities)	2015-02-28	$3,049,650
Value of net assets at beginning of year (total assets less liabilities)	2015-02-28	$2,529,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-02-28	No
Were any leases to which the plan was party in default or uncollectible	2015-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-02-28	$2,566,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-02-28	$2,205,481
Interest on participant loans	2015-02-28	$3,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-02-28	$330,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-02-28	$233,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-02-28	$-5,667
Net investment gain or loss from common/collective trusts	2015-02-28	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-02-28	No
Was there a failure to transmit to the plan any participant contributions	2015-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2015-02-28	No
Contributions received in cash from employer	2015-02-28	$130,770
Employer contributions (assets) at end of year	2015-02-28	$15,474
Employer contributions (assets) at beginning of year	2015-02-28	$6,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-02-28	$101,916
Contract administrator fees	2015-02-28	$4,438
Did the plan have assets held for investment	2015-02-28	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	2015-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2015-02-28	Disclaimer
Accountancy firm name	2015-02-28	LAPORTE, APAC
Accountancy firm EIN	2015-02-28	721088864
2014 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-02-28	$343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-02-28	$40,066
Total income from all sources (including contributions)	2014-02-28	$697,315
Total of all expenses incurred	2014-02-28	$95,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-02-28	$92,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-02-28	$453,938
Value of total assets at end of year	2014-02-28	$2,530,220
Value of total assets at beginning of year	2014-02-28	$1,968,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-02-28	$3,899
Total interest from all sources	2014-02-28	$1,526
Total dividends received (eg from common stock, registered investment company shares)	2014-02-28	$85,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-02-28	$85,484
Was this plan covered by a fidelity bond	2014-02-28	Yes
Value of fidelity bond cover	2014-02-28	$200,000
If this is an individual account plan, was there a blackout period	2014-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2014-02-28	No
Contributions received from participants	2014-02-28	$258,987
Participant contributions at end of year	2014-02-28	$73,307
Participant contributions at beginning of year	2014-02-28	$44,430
Participant contributions at end of year	2014-02-28	$11,741
Participant contributions at beginning of year	2014-02-28	$17,679
Income. Received or receivable in cash from other sources (including rollovers)	2014-02-28	$21,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-02-28	$343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-02-28	$40,066
Other income not declared elsewhere	2014-02-28	$4,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-02-28	No
Value of net income/loss	2014-02-28	$601,341
Value of net assets at end of year (total assets less liabilities)	2014-02-28	$2,529,877
Value of net assets at beginning of year (total assets less liabilities)	2014-02-28	$1,928,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-02-28	No
Were any leases to which the plan was party in default or uncollectible	2014-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-02-28	$2,205,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-02-28	$1,717,305
Interest on participant loans	2014-02-28	$1,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-02-28	$233,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-02-28	$178,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-02-28	$151,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-02-28	No
Was there a failure to transmit to the plan any participant contributions	2014-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2014-02-28	No
Contributions received in cash from employer	2014-02-28	$173,142
Employer contributions (assets) at end of year	2014-02-28	$6,480
Employer contributions (assets) at beginning of year	2014-02-28	$10,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-02-28	$92,075
Contract administrator fees	2014-02-28	$3,899
Did the plan have assets held for investment	2014-02-28	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	2014-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2014-02-28	Disclaimer
Accountancy firm name	2014-02-28	LAPORTE, APAC
Accountancy firm EIN	2014-02-28	721088864
2013 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-02-28	$40,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-02-28	$19,558
Total income from all sources (including contributions)	2013-02-28	$507,909
Total of all expenses incurred	2013-02-28	$25,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-02-28	$23,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-02-28	$389,159
Value of total assets at end of year	2013-02-28	$1,968,602
Value of total assets at beginning of year	2013-02-28	$1,465,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-02-28	$2,144
Total interest from all sources	2013-02-28	$1,259
Total dividends received (eg from common stock, registered investment company shares)	2013-02-28	$50,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-02-28	$50,649
Was this plan covered by a fidelity bond	2013-02-28	Yes
Value of fidelity bond cover	2013-02-28	$200,000
If this is an individual account plan, was there a blackout period	2013-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2013-02-28	No
Contributions received from participants	2013-02-28	$270,666
Participant contributions at end of year	2013-02-28	$44,430
Participant contributions at beginning of year	2013-02-28	$17,317
Participant contributions at end of year	2013-02-28	$17,679
Participant contributions at beginning of year	2013-02-28	$12,092
Income. Received or receivable in cash from other sources (including rollovers)	2013-02-28	$436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-02-28	$40,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-02-28	$19,558
Other income not declared elsewhere	2013-02-28	$4,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Value of net income/loss	2013-02-28	$482,107
Value of net assets at end of year (total assets less liabilities)	2013-02-28	$1,928,536
Value of net assets at beginning of year (total assets less liabilities)	2013-02-28	$1,446,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-02-28	No
Were any leases to which the plan was party in default or uncollectible	2013-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-02-28	$1,717,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-02-28	$1,287,704
Interest on participant loans	2013-02-28	$1,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-02-28	$178,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-02-28	$143,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-02-28	$62,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-02-28	No
Was there a failure to transmit to the plan any participant contributions	2013-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2013-02-28	No
Contributions received in cash from employer	2013-02-28	$118,057
Employer contributions (assets) at end of year	2013-02-28	$10,364
Employer contributions (assets) at beginning of year	2013-02-28	$5,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-02-28	$23,658
Contract administrator fees	2013-02-28	$2,144
Did the plan have assets held for investment	2013-02-28	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	2013-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2013-02-28	Disclaimer
Accountancy firm name	2013-02-28	LAPORTE, APAC
Accountancy firm EIN	2013-02-28	721088864
2012 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-02-29	$19,558
Total income from all sources (including contributions)	2012-02-29	$513,243
Total of all expenses incurred	2012-02-29	$92,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-02-29	$85,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-02-29	$486,579
Value of total assets at end of year	2012-02-29	$1,465,987
Value of total assets at beginning of year	2012-02-29	$1,025,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-02-29	$6,834
Total interest from all sources	2012-02-29	$823
Total dividends received (eg from common stock, registered investment company shares)	2012-02-29	$24,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-02-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-02-29	$24,422
Was this plan covered by a fidelity bond	2012-02-29	Yes
Value of fidelity bond cover	2012-02-29	$200,000
If this is an individual account plan, was there a blackout period	2012-02-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-29	$0
Were there any nonexempt tranactions with any party-in-interest	2012-02-29	No
Contributions received from participants	2012-02-29	$275,367
Participant contributions at end of year	2012-02-29	$17,317
Participant contributions at beginning of year	2012-02-29	$21,970
Participant contributions at end of year	2012-02-29	$12,092
Participant contributions at beginning of year	2012-02-29	$23,793
Income. Received or receivable in cash from other sources (including rollovers)	2012-02-29	$64,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-02-29	$19,558
Other income not declared elsewhere	2012-02-29	$2,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-02-29	No
Value of net income/loss	2012-02-29	$420,629
Value of net assets at end of year (total assets less liabilities)	2012-02-29	$1,446,429
Value of net assets at beginning of year (total assets less liabilities)	2012-02-29	$1,025,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-02-29	No
Were any leases to which the plan was party in default or uncollectible	2012-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-02-29	$1,287,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-02-29	$966,561
Interest on participant loans	2012-02-29	$823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-02-29	$143,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-02-29	$-1,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-02-29	No
Was there a failure to transmit to the plan any participant contributions	2012-02-29	Yes
Has the plan failed to provide any benefit when due under the plan	2012-02-29	No
Contributions received in cash from employer	2012-02-29	$146,906
Employer contributions (assets) at end of year	2012-02-29	$5,720
Employer contributions (assets) at beginning of year	2012-02-29	$13,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-02-29	$85,780
Contract administrator fees	2012-02-29	$6,834
Did the plan have assets held for investment	2012-02-29	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	2012-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2012-02-29	Disclaimer
Accountancy firm name	2012-02-29	LAPORTE, APAC
Accountancy firm EIN	2012-02-29	721088864
2011 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-02-28	$442,409
Total of all expenses incurred	2011-02-28	$195,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-02-28	$178,417
Value of total corrective distributions	2011-02-28	$11,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-02-28	$329,931
Value of total assets at end of year	2011-02-28	$1,025,800
Value of total assets at beginning of year	2011-02-28	$779,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-02-28	$5,271
Total interest from all sources	2011-02-28	$1,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-02-28	No
Was this plan covered by a fidelity bond	2011-02-28	No
If this is an individual account plan, was there a blackout period	2011-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2011-02-28	No
Contributions received from participants	2011-02-28	$212,555
Participant contributions at end of year	2011-02-28	$21,970
Participant contributions at beginning of year	2011-02-28	$25,351
Participant contributions at end of year	2011-02-28	$23,793
Income. Received or receivable in cash from other sources (including rollovers)	2011-02-28	$1,278
Administrative expenses (other) incurred	2011-02-28	$5,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-02-28	No
Value of net income/loss	2011-02-28	$246,759
Value of net assets at end of year (total assets less liabilities)	2011-02-28	$1,025,800
Value of net assets at beginning of year (total assets less liabilities)	2011-02-28	$779,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-02-28	No
Were any leases to which the plan was party in default or uncollectible	2011-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-02-28	$966,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-02-28	$753,690
Interest on participant loans	2011-02-28	$1,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-02-28	$111,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-02-28	No
Was there a failure to transmit to the plan any participant contributions	2011-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2011-02-28	No
Contributions received in cash from employer	2011-02-28	$116,098
Employer contributions (assets) at end of year	2011-02-28	$13,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-02-28	$178,417
Did the plan have assets held for investment	2011-02-28	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	2011-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2011-02-28	Disclaimer
Accountancy firm name	2011-02-28	LAPORTE SEHRT ROMIG HAND
Accountancy firm EIN	2011-02-28	721088864
2010 : ACCESS HEALTH LOUISIANA 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for ACCESS HEALTH LOUISIANA 403(B) PLAN

2022: ACCESS HEALTH LOUISIANA 403(B) PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Submission has been amended	No
2022-03-01	This submission is the final filing	No
2022-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Insurance	Yes
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement – Insurance	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: ACCESS HEALTH LOUISIANA 403(B) PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Insurance	Yes
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement – Insurance	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: ACCESS HEALTH LOUISIANA 403(B) PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Submission has been amended	No
2020-03-01	This submission is the final filing	No
2020-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-03-01	Plan is a collectively bargained plan	No
2020-03-01	Plan funding arrangement – Insurance	Yes
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement – Insurance	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: ACCESS HEALTH LOUISIANA 403(B) PLAN 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Submission has been amended	No
2019-03-01	This submission is the final filing	No
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-03-01	Plan is a collectively bargained plan	No
2019-03-01	Plan funding arrangement – Insurance	Yes
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement – Insurance	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: ACCESS HEALTH LOUISIANA 403(B) PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Insurance	Yes
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement – Insurance	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: ACCESS HEALTH LOUISIANA 403(B) PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Insurance	Yes
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement – Insurance	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: ACCESS HEALTH LOUISIANA 403(B) PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Insurance	Yes
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement – Insurance	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: ACCESS HEALTH LOUISIANA 403(B) PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Insurance	Yes
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement – Insurance	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: ACCESS HEALTH LOUISIANA 403(B) PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Insurance	Yes
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement – Insurance	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: ACCESS HEALTH LOUISIANA 403(B) PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Insurance	Yes
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement – Insurance	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: ACCESS HEALTH LOUISIANA 403(B) PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Insurance	Yes
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement – Insurance	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: ACCESS HEALTH LOUISIANA 403(B) PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: ACCESS HEALTH LOUISIANA 403(B) PLAN 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	No
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: ACCESS HEALTH LOUISIANA 403(B) PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	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

MR 62422 - 1

Policy instance

Insurance contract or identification number	MR 62422 - 1
Number of Individuals Covered	412
Insurance policy start date	2022-03-01
Insurance policy end date	2023-02-28
Total amount of commissions paid to insurance broker	USD $8,170
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,170
Insurance broker organization code?	1

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

Policy contract number

MR 62422 - 1

Policy instance

Insurance contract or identification number	MR 62422 - 1
Number of Individuals Covered	163
Insurance policy start date	2021-03-01
Insurance policy end date	2022-02-28
Total amount of commissions paid to insurance broker	USD $9,532
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,532
Amount paid for insurance broker fees	0
Insurance broker organization code?	1

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

Policy contract number

MR 62422 - 1

Policy instance

Insurance contract or identification number	MR 62422 - 1
Number of Individuals Covered	156
Insurance policy start date	2020-03-01
Insurance policy end date	2021-02-28
Total amount of commissions paid to insurance broker	USD $6,270
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,270
Amount paid for insurance broker fees	0
Insurance broker organization code?	1

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

Policy contract number

MR 62422 - 1

Policy instance

Insurance contract or identification number	MR 62422 - 1
Number of Individuals Covered	130
Insurance policy start date	2019-03-01
Insurance policy end date	2020-02-29
Total amount of commissions paid to insurance broker	USD $6,005
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $6,005
Insurance broker organization code?	1

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

Policy contract number

MR 62422 - 1

Policy instance

Insurance contract or identification number	MR 62422 - 1
Number of Individuals Covered	130
Insurance policy start date	2018-03-01
Insurance policy end date	2019-02-28
Total amount of commissions paid to insurance broker	USD $6,042
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,042
Insurance broker organization code?	1

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

Policy contract number

MR 62422 - 1

Policy instance

Insurance contract or identification number	MR 62422 - 1
Number of Individuals Covered	208
Insurance policy start date	2017-03-01
Insurance policy end date	2018-02-28
Total amount of commissions paid to insurance broker	USD $6,324
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,324
Insurance broker organization code?	1
Insurance broker name	AMERITAS INVESTMENT CORP

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200198

Policy instance

Insurance contract or identification number	200198
Number of Individuals Covered	94
Insurance policy start date	2015-03-01
Insurance policy end date	2016-02-28
Total amount of commissions paid to insurance broker	USD $2,861
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,861
Insurance broker organization code?	7
Insurance broker name	CAMBRIDGE INVESTMENT RPA

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200198

Policy instance

Insurance contract or identification number	200198
Number of Individuals Covered	95
Insurance policy start date	2014-03-01
Insurance policy end date	2015-02-28
Total amount of commissions paid to insurance broker	USD $2,514
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,514
Insurance broker organization code?	7
Insurance broker name	CAMBRIDGE INVESTMENT RPA

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200198

Policy instance

Insurance contract or identification number	200198
Number of Individuals Covered	42
Insurance policy start date	2013-03-01
Insurance policy end date	2014-02-28
Total amount of commissions paid to insurance broker	USD $1,522
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,522
Insurance broker organization code?	7
Insurance broker name	CAMBRIDGE INVESTMENT RPA

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200198

Policy instance

Insurance contract or identification number	200198
Number of Individuals Covered	30
Insurance policy start date	2012-03-01
Insurance policy end date	2013-02-28
Total amount of commissions paid to insurance broker	USD $1,124
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,124
Insurance broker organization code?	7
Insurance broker name	CAMBRIDGE INVESTMENT RPA

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200518

Policy instance

Insurance contract or identification number	200518
Number of Individuals Covered	91
Insurance policy start date	2011-03-01
Insurance policy end date	2012-02-29

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Company Name:	ACCESS HEALTH LOUISIANA
Employer identification number (EIN):	470852944
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers