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COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 401k Plan overview

Plan NameCOMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN
Plan identification number 001

COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

COMMONWEALTH HOME HEALTH CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH HOME HEALTH CARE, INC.
Employer identification number (EIN):541216573
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about COMMONWEALTH HOME HEALTH CARE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1982-10-28
Company Identification Number: 0235066
Legal Registered Office Address: 479 PINEY FOREST ROAD

DANVILLE
United States of America (USA)
24540

More information about COMMONWEALTH HOME HEALTH CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANNY JONES DANNY JONES2018-10-15
0012016-01-01DANNY JONES DANNY JONES2017-10-13
0012015-01-01MICHELE ALDERSON2016-06-24 BRIAN P. WILSON2016-06-24
0012014-01-01MICHELE ALDERSON2015-07-28 ROBERT MCFARLAND2015-07-28
0012013-01-01MICHELE ALDERSON2014-05-02 ROBERT MCFARLAND2014-05-02
0012012-01-01MICHELE ALDERSON2013-10-07 ROBERT MCFARLAND2013-10-07
0012011-01-01MICHELE ALDERSON ROBERT MCFARLAND2012-10-11
0012009-01-01ROBERT MCFARLAND ROBERT MCFARLAND2010-07-29

Plan Statistics for COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN

401k plan membership statisitcs for COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN

Measure Date Value
2022: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01135
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01158
Number of participants with account balances2022-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01159
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01183
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01131
Number of participants with account balances2019-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01259
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01251
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01235
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01220
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2011: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01109
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN

Measure Date Value
2022 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-797,390
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$293,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$249,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$332,226
Value of total assets at end of year2022-12-31$5,146,950
Value of total assets at beginning of year2022-12-31$6,238,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,202
Total interest from all sources2022-12-31$3,467
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$38,029
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$226,697
Participant contributions at end of year2022-12-31$70,831
Participant contributions at beginning of year2022-12-31$84,617
Participant contributions at end of year2022-12-31$18
Participant contributions at beginning of year2022-12-31$590
Assets. Loans (other than to participants) at end of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$21,998
Total non interest bearing cash at beginning of year2022-12-31$21,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,091,357
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,146,950
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,238,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$5,053,691
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,131,424
Interest on participant loans2022-12-31$3,467
Interest earned on other investments2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,133,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$105,529
Employer contributions (assets) at end of year2022-12-31$412
Employer contributions (assets) at beginning of year2022-12-31$159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$249,765
Contract administrator fees2022-12-31$6,173
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2022-12-31540643136
2021 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2021 401k financial data
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$1,302,912
Total of all expenses incurred2021-12-31$1,387,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,332,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$334,981
Value of total assets at end of year2021-12-31$6,238,307
Value of total assets at beginning of year2021-12-31$6,323,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,987
Total interest from all sources2021-12-31$5,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,785
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$229,649
Participant contributions at end of year2021-12-31$84,617
Participant contributions at beginning of year2021-12-31$94,908
Participant contributions at end of year2021-12-31$590
Participant contributions at beginning of year2021-12-31$174
Total non interest bearing cash at end of year2021-12-31$21,517
Total non interest bearing cash at beginning of year2021-12-31$19,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-85,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,238,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,323,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$6,131,424
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,207,407
Interest on participant loans2021-12-31$5,037
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$962,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$105,332
Employer contributions (assets) at end of year2021-12-31$159
Employer contributions (assets) at beginning of year2021-12-31$1,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,332,929
Contract administrator fees2021-12-31$47,202
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2021-12-31540643136
2020 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,375
Total income from all sources (including contributions)2020-12-31$1,395,487
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$116,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$65,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$337,614
Value of total assets at end of year2020-12-31$6,323,311
Value of total assets at beginning of year2020-12-31$5,045,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,333
Total interest from all sources2020-12-31$4,011
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$13,594
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$230,849
Participant contributions at end of year2020-12-31$94,908
Participant contributions at beginning of year2020-12-31$62,170
Participant contributions at end of year2020-12-31$174
Participant contributions at beginning of year2020-12-31$76
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,375
Total non interest bearing cash at end of year2020-12-31$19,515
Total non interest bearing cash at beginning of year2020-12-31$18,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,278,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,323,311
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,044,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,207,407
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,964,710
Interest on participant loans2020-12-31$4,011
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,053,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$106,765
Employer contributions (assets) at end of year2020-12-31$1,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$65,256
Contract administrator fees2020-12-31$37,739
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2020-12-31540643136
2019 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$611
Total income from all sources (including contributions)2019-12-31$1,222,372
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$255,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$220,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$285,238
Value of total assets at end of year2019-12-31$5,045,981
Value of total assets at beginning of year2019-12-31$4,078,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,656
Total interest from all sources2019-12-31$3,468
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$195,372
Participant contributions at end of year2019-12-31$62,439
Participant contributions at beginning of year2019-12-31$76,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$611
Total non interest bearing cash at end of year2019-12-31$18,832
Total non interest bearing cash at beginning of year2019-12-31$8,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$967,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,045,370
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,078,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,964,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,994,043
Interest on participant loans2019-12-31$3,468
Net investment gain/loss from pooled separate accounts2019-12-31$933,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$89,866
Employer contributions (assets) at end of year2019-12-31$76
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$220,688
Contract administrator fees2019-12-31$34,656
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2019-12-31541637030
2018 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$56
Total income from all sources (including contributions)2018-12-31$178,544
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,241,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,241,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$401,558
Value of total assets at end of year2018-12-31$4,078,953
Value of total assets at beginning of year2018-12-31$5,141,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34
Total interest from all sources2018-12-31$2,721
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$272,792
Participant contributions at end of year2018-12-31$76,180
Participant contributions at beginning of year2018-12-31$53,214
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$10,626
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$56
Total non interest bearing cash at end of year2018-12-31$8,730
Total non interest bearing cash at beginning of year2018-12-31$1,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,063,132
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,078,342
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,141,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,994,043
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,070,931
Interest on participant loans2018-12-31$2,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-225,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$127,238
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,241,642
Contract administrator fees2018-12-31$34
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SELLS HOGG & ASSOCIATES CPAS PC
Accountancy firm EIN2018-12-31541681507
2017 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56
Total income from all sources (including contributions)2017-12-31$1,218,749
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$361,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$327,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$439,226
Value of total assets at end of year2017-12-31$5,141,530
Value of total assets at beginning of year2017-12-31$4,284,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,659
Total interest from all sources2017-12-31$1,722
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$297,876
Participant contributions at end of year2017-12-31$53,214
Participant contributions at beginning of year2017-12-31$38,823
Participant contributions at end of year2017-12-31$10,626
Participant contributions at beginning of year2017-12-31$369
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$56
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$56
Total non interest bearing cash at end of year2017-12-31$1,577
Total non interest bearing cash at beginning of year2017-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$857,032
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,141,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,284,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,070,931
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,243,370
Interest on participant loans2017-12-31$1,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$777,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$141,350
Employer contributions (assets) at end of year2017-12-31$5,182
Employer contributions (assets) at beginning of year2017-12-31$1,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$327,058
Contract administrator fees2017-12-31$34,659
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SELLS HOGG & ASSOCIATES CPAS PC
Accountancy firm EIN2017-12-31541681507
2016 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56
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$710,271
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$793,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$763,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$368,770
Value of total assets at end of year2016-12-31$4,284,498
Value of total assets at beginning of year2016-12-31$4,367,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,967
Total interest from all sources2016-12-31$2,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$428,444
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$248,250
Participant contributions at end of year2016-12-31$38,823
Participant contributions at beginning of year2016-12-31$54,257
Participant contributions at end of year2016-12-31$369
Participant contributions at beginning of year2016-12-31$4,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$56
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$56
Total non interest bearing cash at beginning of year2016-12-31$37
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-82,771
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,284,442
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,367,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,948
Value of interest in pooled separate accounts at end of year2016-12-31$4,243,370
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,305,845
Interest on participant loans2016-12-31$2,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$338,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$120,520
Employer contributions (assets) at end of year2016-12-31$1,880
Employer contributions (assets) at beginning of year2016-12-31$2,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$763,075
Contract administrator fees2016-12-31$19
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SELLS HOGG & ASSOCIATES CPAS PC
Accountancy firm EIN2016-12-31541681507
2011 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$245,456
Expenses. Total of all expenses incurred2011-12-31$507,721
Benefits paid (including direct rollovers)2011-12-31$490,965
Total plan assets at end of year2011-12-31$4,155,766
Total plan assets at beginning of year2011-12-31$4,418,031
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$331,550
Contributions received from other sources (not participants or employers)2011-12-31$832
Other income received2011-12-31$-214,761
Net income (gross income less expenses)2011-12-31$-262,265
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,155,766
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,418,031
Assets. Value of participant loans2011-12-31$62,533
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$27,644
Total contributions received or receivable from employer(s)2011-12-31$127,835
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$875,073
Expenses. Total of all expenses incurred2010-12-31$94,471
Benefits paid (including direct rollovers)2010-12-31$76,608
Total plan assets at end of year2010-12-31$4,418,031
Total plan assets at beginning of year2010-12-31$3,637,429
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$342,954
Expenses. Other expenses not covered elsewhere2010-12-31$720
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$390,644
Net income (gross income less expenses)2010-12-31$780,602
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,418,031
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,637,429
Assets. Value of participant loans2010-12-31$91,681
Total contributions received or receivable from employer(s)2010-12-31$141,475
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$17,143
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN

2022: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2011: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMONWEALTH HOME HEALTH CARE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125288
Policy instance 1
Insurance contract or identification number125288
Number of Individuals Covered83
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,294
Total amount of fees paid to insurance companyUSD $10,302
Commission paid to Insurance BrokerUSD $13,294
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees10302
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125288
Policy instance 1
Insurance contract or identification number125288
Number of Individuals Covered83
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,948
Total amount of fees paid to insurance companyUSD $11,025
Commission paid to Insurance BrokerUSD $7,948
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125288
Policy instance 1
Insurance contract or identification number125288
Number of Individuals Covered111
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,727
Total amount of fees paid to insurance companyUSD $16,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,727
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125288
Policy instance 1
Insurance contract or identification number125288
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,561
Total amount of fees paid to insurance companyUSD $3,722
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,553
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125288
Policy instance 1
Insurance contract or identification number125288
Number of Individuals Covered103
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,632
Total amount of fees paid to insurance companyUSD $4,479
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,632
Insurance broker organization code?4
Amount paid for insurance broker fees4479
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125288
Policy instance 1
Insurance contract or identification number125288
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,009
Total amount of fees paid to insurance companyUSD $7,279
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,009
Insurance broker organization code?4
Amount paid for insurance broker fees7279
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameGILLESPIE AND COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-801061
Policy instance 1
Insurance contract or identification numberGA-801061
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-801061
Policy instance 1
Insurance contract or identification numberGA-801061
Number of Individuals Covered112
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,993
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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