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PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 401k Plan overview

Plan NamePARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN
Plan identification number 004

PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ATLANTIC MEDICAL MANAGEMENT LLC
Employer identification number (EIN):560894904
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ATLANTIC MEDICAL MANAGEMENT LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0166498

More information about ATLANTIC MEDICAL MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MICHAEL O'CONNOR
0042016-01-01MICHAEL O'CONNOR
0042015-01-01MICHAEL O'CONNOR
0042014-01-01MICHAEL O'CONNOR
0042013-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2014-10-15
0042012-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2013-10-15
0042011-01-01MICHAEL O'CONNOR MICHAEL O'CONNOR2012-10-15

Plan Statistics for PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

401k plan membership statisitcs for PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

Measure Date Value
2022: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01261
Total number of active participants reported on line 7a of the Form 55002022-01-01134
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01251
Number of participants with account balances2022-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01261
Number of participants with account balances2021-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01265
Number of participants with account balances2020-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01279
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01110
Total of all active and inactive participants2019-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01272
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01294
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01110
Total of all active and inactive participants2018-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01279
Number of participants with account balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01306
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01294
Number of participants with account balances2017-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01313
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01306
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01326
Total number of active participants reported on line 7a of the Form 55002015-01-01199
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01313
Number of participants with account balances2015-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01347
Total number of active participants reported on line 7a of the Form 55002014-01-01282
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01326
Number of participants with account balances2014-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01392
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01347
Number of participants with account balances2013-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01408
Total number of active participants reported on line 7a of the Form 55002012-01-01237
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01154
Total of all active and inactive participants2012-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01392
Number of participants with account balances2012-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01443
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01158
Total of all active and inactive participants2011-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01408
Number of participants with account balances2011-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

Measure Date Value
2022 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-193,149
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$76,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$62,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,031,810
Value of total assets at beginning of year2022-12-31$1,301,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,036
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,851
Administrative expenses professional fees incurred2022-12-31$13,600
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,923
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$11,437
Other income not declared elsewhere2022-12-31$-8,513
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$-269,819
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,031,810
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,301,629
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
Investment advisory and management fees2022-12-31$436
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$143,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$187,967
Value of interest in pooled separate accounts at end of year2022-12-31$29,484
Value of interest in pooled separate accounts at beginning of year2022-12-31$247
Value of interest in common/collective trusts at end of year2022-12-31$770,174
Value of interest in common/collective trusts at beginning of year2022-12-31$1,015,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,079
Net investment gain/loss from pooled separate accounts2022-12-31$1,023
Net investment gain or loss from common/collective trusts2022-12-31$-169,431
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
Employer contributions (assets) at end of year2022-12-31$86,000
Employer contributions (assets) at beginning of year2022-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$62,634
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREERWALKER
Accountancy firm EIN2022-12-31561434747
2021 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$115,088
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$31,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$31,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,301,629
Value of total assets at beginning of year2021-12-31$1,218,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$278
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,452
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,437
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,547
Other income not declared elsewhere2021-12-31$889
Administrative expenses (other) incurred2021-12-31$278
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$83,295
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,301,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,218,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$187,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$152,460
Value of interest in pooled separate accounts at end of year2021-12-31$247
Value of interest in common/collective trusts at end of year2021-12-31$1,015,978
Value of interest in common/collective trusts at beginning of year2021-12-31$969,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,630
Net investment gain/loss from pooled separate accounts2021-12-31$1
Net investment gain or loss from common/collective trusts2021-12-31$103,116
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$86,000
Employer contributions (assets) at beginning of year2021-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$31,515
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREERWALKER
Accountancy firm EIN2021-12-31561434747
2020 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$152,824
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$79,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$79,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,218,334
Value of total assets at beginning of year2020-12-31$1,145,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$245
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,804
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,547
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,725
Other income not declared elsewhere2020-12-31$7,822
Administrative expenses (other) incurred2020-12-31$245
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$73,032
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,218,334
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,145,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$152,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,625
Value of interest in common/collective trusts at end of year2020-12-31$969,327
Value of interest in common/collective trusts at beginning of year2020-12-31$954,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$21,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$21,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,517
Net investment gain or loss from common/collective trusts2020-12-31$134,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$86,000
Employer contributions (assets) at beginning of year2020-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$79,547
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 name2020-12-31GREERWALKER
Accountancy firm EIN2020-12-31561434747
2019 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$186,643
Total income from all sources (including contributions)2019-12-31$186,643
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$50,644
Total of all expenses incurred2019-12-31$50,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,145,302
Value of total assets at end of year2019-12-31$1,145,302
Value of total assets at beginning of year2019-12-31$1,009,303
Value of total assets at beginning of year2019-12-31$1,009,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$154
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$154
Total interest from all sources2019-12-31$373
Total interest from all sources2019-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,134
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,134
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,134
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,725
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,725
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,338
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,338
Other income not declared elsewhere2019-12-31$1,387
Other income not declared elsewhere2019-12-31$1,387
Administrative expenses (other) incurred2019-12-31$154
Administrative expenses (other) incurred2019-12-31$154
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
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$135,999
Value of net income/loss2019-12-31$135,999
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,145,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,145,302
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,009,303
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,009,303
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,059
Value of interest in common/collective trusts at end of year2019-12-31$954,614
Value of interest in common/collective trusts at end of year2019-12-31$954,614
Value of interest in common/collective trusts at beginning of year2019-12-31$850,395
Value of interest in common/collective trusts at beginning of year2019-12-31$850,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,267
Net investment gain or loss from common/collective trusts2019-12-31$172,482
Net investment gain or loss from common/collective trusts2019-12-31$172,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$86,000
Employer contributions (assets) at end of year2019-12-31$86,000
Employer contributions (assets) at beginning of year2019-12-31$86,000
Employer contributions (assets) at beginning of year2019-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,490
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREERWALKER
Accountancy firm name2019-12-31GREERWALKER
Accountancy firm EIN2019-12-31561434747
Accountancy firm EIN2019-12-31561434747
2018 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-55,070
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$62,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$62,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,009,303
Value of total assets at beginning of year2018-12-31$1,127,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$283
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,828
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,338
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$21,093
Other income not declared elsewhere2018-12-31$-4,222
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
Value of net income/loss2018-12-31$-117,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,009,303
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,127,248
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$52,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$959,733
Value of interest in common/collective trusts at end of year2018-12-31$850,395
Value of interest in common/collective trusts at beginning of year2018-12-31$40,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$5,686
Net investment gain or loss from common/collective trusts2018-12-31$-60,645
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
Employer contributions (assets) at end of year2018-12-31$86,000
Employer contributions (assets) at beginning of year2018-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$62,875
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 name2018-12-31GREERWALKER
Accountancy firm EIN2018-12-31561434747
2017 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$149,292
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$42,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,127,248
Value of total assets at beginning of year2017-12-31$1,020,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$59,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$59,609
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$21,093
Other income not declared elsewhere2017-12-31$308
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$106,567
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,127,248
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,020,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$959,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$883,312
Value of interest in common/collective trusts at end of year2017-12-31$40,248
Value of interest in common/collective trusts at beginning of year2017-12-31$31,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$84,700
Net investment gain or loss from common/collective trusts2017-12-31$4,571
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
Employer contributions (assets) at end of year2017-12-31$86,000
Employer contributions (assets) at beginning of year2017-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,725
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 name2017-12-31GRAY, CALLISON & CO, PA
Accountancy firm EIN2017-12-31561285792
2016 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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$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$66,366
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$48,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,020,681
Value of total assets at beginning of year2016-12-31$1,002,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,410
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$34,351
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$265
Administrative expenses (other) incurred2016-12-31$8,410
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$17,736
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,020,681
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,002,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$883,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$877,701
Value of interest in common/collective trusts at end of year2016-12-31$31,570
Value of interest in common/collective trusts at beginning of year2016-12-31$12,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$26,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$26,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,543
Net investment gain or loss from common/collective trusts2016-12-31$1,207
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
Employer contributions (assets) at end of year2016-12-31$86,000
Employer contributions (assets) at beginning of year2016-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,220
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 name2016-12-31GRAY, CALLISON & CO, PA
Accountancy firm EIN2016-12-31561285792
2015 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-448
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$57,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,002,945
Value of total assets at beginning of year2015-12-31$1,061,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$48,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$48,772
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-58,202
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,002,945
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,061,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$877,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$949,440
Value of interest in common/collective trusts at end of year2015-12-31$12,562
Value of interest in common/collective trusts at beginning of year2015-12-31$5,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$26,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$20,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$20,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,629
Net investment gain or loss from common/collective trusts2015-12-31$135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$86,000
Employer contributions (assets) at beginning of year2015-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,754
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRAY, CALLISON & CO, PA
Accountancy firm EIN2015-12-31561285792
2014 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$53,633
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$94,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$94,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,061,147
Value of total assets at beginning of year2014-12-31$1,102,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$95,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$95,281
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-40,903
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,061,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,102,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$949,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$996,851
Value of interest in common/collective trusts at end of year2014-12-31$5,377
Value of interest in common/collective trusts at beginning of year2014-12-31$3,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-42,399
Net investment gain or loss from common/collective trusts2014-12-31$527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$86,000
Employer contributions (assets) at beginning of year2014-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$94,536
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRAY, CALLISON & CO, PA
Accountancy firm EIN2014-12-31561285792
2013 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$130,644
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$89,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$81,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,102,050
Value of total assets at beginning of year2013-12-31$1,061,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,022
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$622
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$40,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,102,050
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,061,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$996,851
Value of interest in pooled separate accounts at beginning of year2013-12-31$975,110
Value of interest in common/collective trusts at end of year2013-12-31$3,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$78,704
Net investment gain/loss from pooled separate accounts2013-12-31$51,044
Net investment gain or loss from common/collective trusts2013-12-31$274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$86,000
Employer contributions (assets) at beginning of year2013-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$81,682
Contract administrator fees2013-12-31$8,022
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2013-12-31561285792
2012 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$65,170
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$51,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$38,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$1,061,110
Value of total assets at beginning of year2012-12-31$1,047,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,353
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$5,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,061,110
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,047,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,296
Value of interest in pooled separate accounts at end of year2012-12-31$975,110
Value of interest in pooled separate accounts at beginning of year2012-12-31$961,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$65,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$86,000
Employer contributions (assets) at beginning of year2012-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$38,100
Contract administrator fees2012-12-31$640
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2012-12-31561285792
2011 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-4,446
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$78,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$64,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$1,047,393
Value of total assets at beginning of year2011-12-31$1,130,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,360
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$5,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-83,214
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,047,393
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,130,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,628
Value of interest in pooled separate accounts at end of year2011-12-31$961,393
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,044,607
Net investment gain/loss from pooled separate accounts2011-12-31$-4,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$86,000
Employer contributions (assets) at beginning of year2011-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$64,408
Contract administrator fees2011-12-31$1,240
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2011-12-31561285792
2010 : PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$64,850
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$42,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$1,130,607
Value of total assets at beginning of year2010-12-31$1,108,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,096
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$4,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,383
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,130,607
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,108,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,613
Value of interest in pooled separate accounts at end of year2010-12-31$1,044,607
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,022,224
Net investment gain/loss from pooled separate accounts2010-12-31$64,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$86,000
Employer contributions (assets) at beginning of year2010-12-31$86,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,371
Contract administrator fees2010-12-31$800
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRAY, CALLISON & CO., PA
Accountancy firm EIN2010-12-31561285792

Form 5500 Responses for PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

2022: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 - TrustYes
2021: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 - TrustYes
2020: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION 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 - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32173
Policy instance 1
Insurance contract or identification numberGA32173
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32125
Policy instance 1
Insurance contract or identification numberGA32125
Number of Individuals Covered4
Insurance policy start date2021-04-16
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51484
Policy instance 1
Insurance contract or identification numberFL 51484
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,668
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
Commission paid to Insurance BrokerUSD $1,238
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51484
Policy instance 1
Insurance contract or identification numberFL 51484
Number of Individuals Covered392
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,089
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
Commission paid to Insurance BrokerUSD $18,189
Insurance broker organization code?3
Insurance broker nameNICHOLAS B GAVALAS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51484
Policy instance 1
Insurance contract or identification numberFL 51484
Number of Individuals Covered408
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,012
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51484
Policy instance 1
Insurance contract or identification numberFL 51484
Number of Individuals Covered443
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,023
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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