401k Plan data: CHE & AFFILIATES 401(K) PLAN plan

CHE & AFFILIATES 401(K) PLAN 401k Plan overview

Plan Name	CHE & AFFILIATES 401(K) PLAN
Plan identification number	001

CHE & AFFILIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

NCN MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: NCN MANAGEMENT LLC

Employer identification number (EIN): 472971832

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHE & AFFILIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 VICTOR COHEN VICTOR COHEN 2018-09-30
001 2016-01-01 VICTOR COHEN VICTOR COHEN 2017-10-16
001 2015-09-01 LAUREL LOCASTRO 2016-10-17 LAUREL LOCASTRO 2016-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	VICTOR COHEN		VICTOR COHEN	2018-09-30
001	2016-01-01	VICTOR COHEN		VICTOR COHEN	2017-10-16
001	2015-09-01	LAUREL LOCASTRO	2016-10-17	LAUREL LOCASTRO	2016-10-17

Plan Statistics for CHE & AFFILIATES 401(K) PLAN

401k plan membership statisitcs for CHE & AFFILIATES 401(K) PLAN

Measure Date Value
2023: CHE & AFFILIATES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 827
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 543
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 136
Total of all active and inactive participants 2023-01-01 679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 679
Number of participants with account balances 2023-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 32
2022: CHE & AFFILIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 767
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 704
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 114
Total of all active and inactive participants 2022-01-01 818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 818
Number of participants with account balances 2022-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: CHE & AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 651
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 620
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 88
Total of all active and inactive participants 2021-01-01 708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 708
Number of participants with account balances 2021-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: CHE & AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 684
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 580
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 67
Total of all active and inactive participants 2020-01-01 647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 647
Number of participants with account balances 2020-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: CHE & AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 650
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 667
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 716
Number of participants with account balances 2019-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: CHE & AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 725
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 708
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 730
Number of participants with account balances 2018-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: CHE & AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 568
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 704
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 725
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: CHE & AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 568
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 568
Number of participants with account balances 2016-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3

Measure	Date	Value
2023: CHE & AFFILIATES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	827
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	543
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	136
Total of all active and inactive participants	2023-01-01	679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	679
Number of participants with account balances	2023-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	32
2022: CHE & AFFILIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	767
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	704
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	114
Total of all active and inactive participants	2022-01-01	818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	818
Number of participants with account balances	2022-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: CHE & AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	651
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	620
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	88
Total of all active and inactive participants	2021-01-01	708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	708
Number of participants with account balances	2021-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: CHE & AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	684
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	580
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	67
Total of all active and inactive participants	2020-01-01	647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	647
Number of participants with account balances	2020-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: CHE & AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	650
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	667
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	716
Number of participants with account balances	2019-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: CHE & AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	725
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	708
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	730
Number of participants with account balances	2018-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: CHE & AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	568
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	704
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	725
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: CHE & AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	568
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	568
Number of participants with account balances	2016-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3

Financial Data on CHE & AFFILIATES 401(K) PLAN

Measure	Date	Value
2023 : CHE & AFFILIATES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$21,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,089,385
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,611,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,539,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,098,378
Value of total assets at end of year	2023-12-31	$13,056,373
Value of total assets at beginning of year	2023-12-31	$11,556,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$71,706
Total interest from all sources	2023-12-31	$3,751
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,691,248
Participant contributions at end of year	2023-12-31	$89,357
Participant contributions at beginning of year	2023-12-31	$34,678
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$45,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$21,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,478,091
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,034,987
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,556,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in pooled separate accounts at end of year	2023-12-31	$12,967,016
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$11,522,218
Interest on participant loans	2023-12-31	$3,751
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,987,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$361,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,539,588
Contract administrator fees	2023-12-31	$71,706
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MILLER, COOPER & CO, LTD.
Accountancy firm EIN	2023-12-31	362897372
2022 : CHE & AFFILIATES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$201,313
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,273,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,193,960
Expenses. Certain deemed distributions of participant loans	2022-12-31	$24,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,238,137
Value of total assets at end of year	2022-12-31	$11,556,896
Value of total assets at beginning of year	2022-12-31	$12,628,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$54,999
Total interest from all sources	2022-12-31	$3,600
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$503,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$503,585
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,813,983
Participant contributions at end of year	2022-12-31	$34,678
Participant contributions at beginning of year	2022-12-31	$75,630
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$126,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,071,739
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,556,896
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,628,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,553,005
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,522,218
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$3,600
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,544,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$298,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,193,960
Contract administrator fees	2022-12-31	$54,999
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GORFINE SCHILLER GARDYN
Accountancy firm EIN	2022-12-31	521231901
2021 : CHE & AFFILIATES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,850,722
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$666,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$623,299
Value of total corrective distributions	2021-12-31	$3,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,382,280
Value of total assets at end of year	2021-12-31	$12,628,635
Value of total assets at beginning of year	2021-12-31	$9,444,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,457
Total interest from all sources	2021-12-31	$2,758
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$501,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$501,349
Administrative expenses professional fees incurred	2021-12-31	$40,457
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,504,317
Participant contributions at end of year	2021-12-31	$75,630
Participant contributions at beginning of year	2021-12-31	$41,571
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$553,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,183,773
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,628,635
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,444,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,553,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,293,755
Interest on participant loans	2021-12-31	$2,758
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$109,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$964,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$324,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$623,299
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GORFINE SCHILLER GARDYN
Accountancy firm EIN	2021-12-31	521231901
2020 : CHE & AFFILIATES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,251,968
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$412,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$384,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,104,458
Value of total assets at end of year	2020-12-31	$9,444,862
Value of total assets at beginning of year	2020-12-31	$6,605,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,139
Total interest from all sources	2020-12-31	$3,734
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$475,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$475,486
Administrative expenses professional fees incurred	2020-12-31	$28,139
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,412,509
Participant contributions at end of year	2020-12-31	$41,571
Participant contributions at beginning of year	2020-12-31	$52,445
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$400,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,839,657
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,444,862
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,605,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,293,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,482,254
Interest on participant loans	2020-12-31	$3,734
Value of interest in common/collective trusts at end of year	2020-12-31	$109,536
Value of interest in common/collective trusts at beginning of year	2020-12-31	$70,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$668,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$291,087
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$384,172
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GORFINE SCHILLER GARDYN
Accountancy firm EIN	2020-12-31	521231901
2019 : CHE & AFFILIATES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,269,181
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$610,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$590,628
Value of total corrective distributions	2019-12-31	$840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,316,516
Value of total assets at end of year	2019-12-31	$6,605,205
Value of total assets at beginning of year	2019-12-31	$3,946,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,405
Total interest from all sources	2019-12-31	$3,445
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$550,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$550,254
Administrative expenses professional fees incurred	2019-12-31	$19,405
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,175,306
Participant contributions at end of year	2019-12-31	$52,445
Participant contributions at beginning of year	2019-12-31	$4,291
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$19,426
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$852,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,658,308
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,605,205
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,946,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,482,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,876,210
Interest on participant loans	2019-12-31	$3,445
Value of interest in common/collective trusts at end of year	2019-12-31	$70,506
Value of interest in common/collective trusts at beginning of year	2019-12-31	$44,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$398,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$288,575
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$2,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$590,628
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GORFINE SCHILLER GARDYN
Accountancy firm EIN	2019-12-31	521231901
2018 : CHE & AFFILIATES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,254,456
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$206,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$192,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,599,468
Value of total assets at end of year	2018-12-31	$3,946,897
Value of total assets at beginning of year	2018-12-31	$2,898,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,643
Total interest from all sources	2018-12-31	$523
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$252,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$252,100
Administrative expenses professional fees incurred	2018-12-31	$13,643
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$969,495
Participant contributions at end of year	2018-12-31	$4,291
Participant contributions at beginning of year	2018-12-31	$9,690
Participant contributions at end of year	2018-12-31	$19,426
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$484,918
Other income not declared elsewhere	2018-12-31	$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$1,048,385
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,946,897
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,898,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,876,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,871,534
Interest on participant loans	2018-12-31	$523
Value of interest in common/collective trusts at end of year	2018-12-31	$44,047
Value of interest in common/collective trusts at beginning of year	2018-12-31	$17,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-597,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$145,055
Employer contributions (assets) at end of year	2018-12-31	$2,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$192,428
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	472971832
2017 : CHE & AFFILIATES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,634,623
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$30,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$23,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,313,821
Value of total assets at end of year	2017-12-31	$2,898,512
Value of total assets at beginning of year	2017-12-31	$1,294,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,320
Total interest from all sources	2017-12-31	$202
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$320,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$320,600
Administrative expenses professional fees incurred	2017-12-31	$7,320
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$738,113
Participant contributions at end of year	2017-12-31	$9,690
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$465,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,603,844
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,898,512
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,294,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,871,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,288,556
Interest on participant loans	2017-12-31	$202
Value of interest in common/collective trusts at end of year	2017-12-31	$17,288
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$110,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$23,459
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	472971832
2016 : CHE & AFFILIATES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$993,337
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$12,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$933,281
Value of total assets at end of year	2016-12-31	$1,294,668
Value of total assets at beginning of year	2016-12-31	$313,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,230
Total interest from all sources	2016-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$38,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$38,957
Administrative expenses professional fees incurred	2016-12-31	$4,230
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$590,822
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$217,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$980,682
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,294,668
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$313,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,288,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$312,573
Income. Interest from loans (other than to participants)	2016-12-31	$20
Value of interest in common/collective trusts at end of year	2016-12-31	$6,112
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$21,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$125,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,425
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	472971832

Form 5500 Responses for CHE & AFFILIATES 401(K) PLAN

2023: CHE & AFFILIATES 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CHE & AFFILIATES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHE & AFFILIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHE & AFFILIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHE & AFFILIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHE & AFFILIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHE & AFFILIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHE & AFFILIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

747280-01

Policy instance

Insurance contract or identification number	747280-01
Number of Individuals Covered	307
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $29,862
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

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

Policy contract number

747280-01

Policy instance

Insurance contract or identification number	747280-01
Number of Individuals Covered	319
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $21,679
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 $21,679
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

836608

Policy instance

Insurance contract or identification number	836608
Number of Individuals Covered	271
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $25,856
Total amount of fees paid to insurance company	USD $5,171
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 $25,856
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

836608

Policy instance

Insurance contract or identification number	836608
Number of Individuals Covered	231
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $16,954
Total amount of fees paid to insurance company	USD $3,385
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 $16,954
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

836608

Policy instance

Insurance contract or identification number	836608
Number of Individuals Covered	212
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,028
Total amount of fees paid to insurance company	USD $2,294
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 $9,028
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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Company Name:	NCN MANAGEMENT LLC
Employer identification number (EIN):	472971832
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners