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SENTINEL HEALTH PARTNERS, PA 401K PLAN 401k Plan overview

Plan NameSENTINEL HEALTH PARTNERS, PA 401K PLAN
Plan identification number 001

SENTINEL HEALTH PARTNERS, PA 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SENTINEL HEALTH PARTNERS PA has sponsored the creation of one or more 401k plans.

Company Name:SENTINEL HEALTH PARTNERS PA
Employer identification number (EIN):582292456
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENTINEL HEALTH PARTNERS, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JACK F. SCHEUER, JR.2021-02-04
0012019-01-01
0012018-01-01
0012017-01-01JACK F. SCHEUER, JR.
0012016-01-01JACK F. SCHEUER, JR.
0012015-01-01JACK F. SCHEUER, JR.
0012014-01-01JACK F. SCHEUER, JR.
0012013-01-01JACK F. SCHEUER, JR.
0012012-01-01JAMES MCALPINE
0012011-01-01JAMES MCALPINE
0012009-01-01JAMES MCALPINE JAMES MCALPINE2010-09-23
0012009-01-01JAMES MCALPINE JAMES MCALPINE2010-09-23

Plan Statistics for SENTINEL HEALTH PARTNERS, PA 401K PLAN

401k plan membership statisitcs for SENTINEL HEALTH PARTNERS, PA 401K PLAN

Measure Date Value
2019: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0177
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01129
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01135
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01130
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01125
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01141
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SENTINEL HEALTH PARTNERS, PA 401K PLAN

Measure Date Value
2019 : SENTINEL HEALTH PARTNERS, PA 401K 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$7,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,082
Total income from all sources (including contributions)2019-12-31$3,213,089
Total income from all sources (including contributions)2019-12-31$3,213,089
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$24,174,847
Total of all expenses incurred2019-12-31$24,174,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,073,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,073,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$291,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$291,942
Value of total assets at end of year2019-12-31$6,415,279
Value of total assets at end of year2019-12-31$6,415,279
Value of total assets at beginning of year2019-12-31$27,415,860
Value of total assets at beginning of year2019-12-31$27,415,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,307
Total interest from all sources2019-12-31$15,410
Total interest from all sources2019-12-31$15,410
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$233,478
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$233,478
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
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$267,667
Contributions received from participants2019-12-31$267,667
Participant contributions at end of year2019-12-31$19,530
Participant contributions at end of year2019-12-31$19,530
Participant contributions at beginning of year2019-12-31$174,466
Participant contributions at beginning of year2019-12-31$174,466
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$23,385
Participant contributions at beginning of year2019-12-31$23,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,187
Total non interest bearing cash at end of year2019-12-31$13,655
Total non interest bearing cash at end of year2019-12-31$13,655
Total non interest bearing cash at beginning of year2019-12-31$46,082
Total non interest bearing cash at beginning of year2019-12-31$46,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-20,961,758
Value of net income/loss2019-12-31$-20,961,758
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,408,020
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,369,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,369,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Investment advisory and management fees2019-12-31$101,307
Investment advisory and management fees2019-12-31$101,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,769,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,769,529
Interest on participant loans2019-12-31$6,142
Interest on participant loans2019-12-31$6,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,084,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,084,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,127,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,127,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,127,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,127,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$298,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$298,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$269,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$269,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,672,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,672,259
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
Contributions received in cash from employer2019-12-31$24,275
Contributions received in cash from employer2019-12-31$24,275
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,518
Employer contributions (assets) at beginning of year2019-12-31$5,518
Income. Dividends from common stock2019-12-31$233,478
Income. Dividends from common stock2019-12-31$233,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,073,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,073,540
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,259
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,259
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$39,895
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31J.W. HUNT AND COMPANY
Accountancy firm name2019-12-31J.W. HUNT AND COMPANY
Accountancy firm EIN2019-12-31570138290
Accountancy firm EIN2019-12-31570138290
2018 : SENTINEL HEALTH PARTNERS, PA 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$13,750
Total unrealized appreciation/depreciation of assets2018-12-31$13,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$89
Total income from all sources (including contributions)2018-12-31$-1,580,398
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$586,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$442,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$526,105
Value of total assets at end of year2018-12-31$27,415,860
Value of total assets at beginning of year2018-12-31$29,537,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$144,156
Total interest from all sources2018-12-31$11,524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,573,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$394,905
Participant contributions at end of year2018-12-31$174,466
Participant contributions at beginning of year2018-12-31$161,184
Participant contributions at end of year2018-12-31$23,385
Participant contributions at beginning of year2018-12-31$26,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$81
Total non interest bearing cash at end of year2018-12-31$46,082
Total non interest bearing cash at beginning of year2018-12-31$306,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,167,394
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,369,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,537,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$144,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,769,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,336,900
Interest on participant loans2018-12-31$6,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,127,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,328,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,328,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$269,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$255,670
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$6,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,705,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$131,200
Employer contributions (assets) at end of year2018-12-31$5,518
Employer contributions (assets) at beginning of year2018-12-31$121,435
Income. Dividends from common stock2018-12-31$1,573,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$436,840
Liabilities. Value of benefit claims payable at end of year2018-12-31$39,895
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$8
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31J.W. HUNT AND COMPANY
Accountancy firm EIN2018-12-31570138290
2017 : SENTINEL HEALTH PARTNERS, PA 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,746
Total unrealized appreciation/depreciation of assets2017-12-31$13,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$89
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6
Total income from all sources (including contributions)2017-12-31$4,272,835
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,150,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,016,913
Expenses. Certain deemed distributions of participant loans2017-12-31$20,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$932,518
Value of total assets at end of year2017-12-31$29,537,261
Value of total assets at beginning of year2017-12-31$26,415,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$113,055
Total interest from all sources2017-12-31$9,031
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,209,194
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$1,209,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$373,930
Participant contributions at end of year2017-12-31$161,184
Participant contributions at beginning of year2017-12-31$198,691
Participant contributions at end of year2017-12-31$26,899
Participant contributions at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$81
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$306,814
Total non interest bearing cash at beginning of year2017-12-31$345,089
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$3,121,924
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,537,172
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,415,248
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
Investment advisory and management fees2017-12-31$113,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,336,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,687,398
Interest on participant loans2017-12-31$7,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,328,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,831,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,831,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$255,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$241,925
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$6,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,108,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$558,588
Employer contributions (assets) at end of year2017-12-31$121,435
Employer contributions (assets) at beginning of year2017-12-31$111,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,010,913
Liabilities. Value of benefit claims payable at end of year2017-12-31$8
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31J.W. HUNT AND COMPANY
Accountancy firm EIN2017-12-31570138290
2016 : SENTINEL HEALTH PARTNERS, PA 401K 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$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$352
Total income from all sources (including contributions)2016-12-31$2,519,435
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$883,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$778,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$893,642
Value of total assets at end of year2016-12-31$26,415,254
Value of total assets at beginning of year2016-12-31$24,779,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,946
Total interest from all sources2016-12-31$9,578
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$896,757
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$896,757
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$337,310
Participant contributions at end of year2016-12-31$198,691
Participant contributions at beginning of year2016-12-31$221,676
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,602
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$336
Total non interest bearing cash at end of year2016-12-31$345,089
Total non interest bearing cash at beginning of year2016-12-31$596,343
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$1,636,371
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,415,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,778,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$104,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,687,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,590,327
Income. Interest from loans (other than to participants)2016-12-31$9,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,831,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,026,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,026,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$241,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$237,642
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$719,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$550,730
Employer contributions (assets) at end of year2016-12-31$111,134
Employer contributions (assets) at beginning of year2016-12-31$107,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$772,118
Liabilities. Value of benefit claims payable at end of year2016-12-31$6
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$16
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31J.W. HUNT AND COMPANY
Accountancy firm EIN2016-12-31570138290
2015 : SENTINEL HEALTH PARTNERS, PA 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$14,447
Total unrealized appreciation/depreciation of assets2015-12-31$14,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16
Total income from all sources (including contributions)2015-12-31$692,580
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$950,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$842,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$920,399
Value of total assets at end of year2015-12-31$24,779,229
Value of total assets at beginning of year2015-12-31$25,037,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$108,048
Total interest from all sources2015-12-31$9,235
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$939,977
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$939,977
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$339,511
Participant contributions at end of year2015-12-31$221,676
Participant contributions at beginning of year2015-12-31$199,631
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$20,508
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,609
Liabilities. Value of operating payables at end of year2015-12-31$336
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$596,343
Total non interest bearing cash at beginning of year2015-12-31$324,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-258,229
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,778,877
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,037,106
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
Investment advisory and management fees2015-12-31$108,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,590,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,121,965
Interest on participant loans2015-12-31$9,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,026,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,040,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,040,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$237,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$223,195
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,191,478
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
Contributions received in cash from employer2015-12-31$548,546
Employer contributions (assets) at end of year2015-12-31$107,180
Employer contributions (assets) at beginning of year2015-12-31$103,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$836,425
Liabilities. Value of benefit claims payable at end of year2015-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$16
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31J.W. HUNT AND COMPANY
Accountancy firm EIN2015-12-31570138290
2014 : SENTINEL HEALTH PARTNERS, PA 401K 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$16
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$1,811,203
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$189,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$87,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$905,282
Value of total assets at end of year2014-12-31$25,037,122
Value of total assets at beginning of year2014-12-31$23,415,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,894
Total interest from all sources2014-12-31$1,209,841
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$349,830
Participant contributions at end of year2014-12-31$199,631
Participant contributions at beginning of year2014-12-31$213,528
Participant contributions at end of year2014-12-31$20,508
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$578
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$324,793
Total non interest bearing cash at beginning of year2014-12-31$433,921
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$1,621,896
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,037,106
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,415,210
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
Investment advisory and management fees2014-12-31$101,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,121,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,270,032
Interest on participant loans2014-12-31$9,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,040,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,194,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,194,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,200,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$223,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$208,982
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-303,920
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
Contributions received in cash from employer2014-12-31$554,874
Employer contributions (assets) at end of year2014-12-31$103,918
Employer contributions (assets) at beginning of year2014-12-31$94,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$81,077
Liabilities. Value of benefit claims payable at end of year2014-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31THE BRITTINGHAM GROUP, LLP
Accountancy firm EIN2014-12-31464116137
2013 : SENTINEL HEALTH PARTNERS, PA 401K 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$4,720,098
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$632,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$533,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$978,843
Value of total assets at end of year2013-12-31$23,415,210
Value of total assets at beginning of year2013-12-31$19,327,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,044
Total interest from all sources2013-12-31$5,109
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$689,558
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$689,558
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$362,459
Participant contributions at end of year2013-12-31$213,528
Participant contributions at beginning of year2013-12-31$86,333
Assets. Other investments not covered elsewhere at end of year2013-12-31$208,982
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$195,206
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,907
Other income not declared elsewhere2013-12-31$10,340
Total non interest bearing cash at end of year2013-12-31$433,921
Total non interest bearing cash at beginning of year2013-12-31$391,395
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$4,087,318
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,415,210
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,327,892
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$99,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,270,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,239,744
Interest on participant loans2013-12-31$4,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,194,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,334,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,334,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$132
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,036,248
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
Contributions received in cash from employer2013-12-31$575,477
Employer contributions (assets) at end of year2013-12-31$94,306
Employer contributions (assets) at beginning of year2013-12-31$80,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$527,400
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31THE BRITTINGHAM GROUP, LLP
Accountancy firm EIN2013-12-31464116137
2012 : SENTINEL HEALTH PARTNERS, PA 401K 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$3,248,641
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,294,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,193,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$862,239
Value of total assets at end of year2012-12-31$19,327,892
Value of total assets at beginning of year2012-12-31$17,373,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100,308
Total interest from all sources2012-12-31$4,427
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$543,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$543,483
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$295,853
Participant contributions at end of year2012-12-31$86,333
Participant contributions at beginning of year2012-12-31$104,369
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$24,643
Assets. Other investments not covered elsewhere at end of year2012-12-31$195,206
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$181,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$13,893
Administrative expenses (other) incurred2012-12-31$6,336
Total non interest bearing cash at end of year2012-12-31$391,395
Total non interest bearing cash at beginning of year2012-12-31$370,389
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$1,954,481
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,327,892
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,373,411
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$93,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,239,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,540,613
Interest on participant loans2012-12-31$3,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,334,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,086,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,086,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,824,599
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
Contributions received in cash from employer2012-12-31$566,386
Employer contributions (assets) at end of year2012-12-31$80,469
Employer contributions (assets) at beginning of year2012-12-31$65,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,193,852
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BRITTINGHAM, BROWN, PRINCE & HANCOC
Accountancy firm EIN2012-12-31201128912
2011 : SENTINEL HEALTH PARTNERS, PA 401K 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$30,563
Total income from all sources (including contributions)2011-12-31$-469,883
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$765,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$759,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$870,074
Value of total assets at end of year2011-12-31$17,373,411
Value of total assets at beginning of year2011-12-31$18,639,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,336
Total interest from all sources2011-12-31$4,557
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$500,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$298,354
Participant contributions at end of year2011-12-31$104,369
Participant contributions at beginning of year2011-12-31$94,668
Participant contributions at end of year2011-12-31$24,643
Participant contributions at beginning of year2011-12-31$23,750
Assets. Other investments not covered elsewhere at end of year2011-12-31$181,360
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$167,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$30,563
Other income not declared elsewhere2011-12-31$13,578
Administrative expenses (other) incurred2011-12-31$6,336
Total non interest bearing cash at end of year2011-12-31$370,389
Total non interest bearing cash at beginning of year2011-12-31$228,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,235,725
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,373,411
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,609,136
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,540,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,759,103
Interest on participant loans2011-12-31$4,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,086,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,315,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,315,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,358,092
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
Contributions received in cash from employer2011-12-31$571,720
Employer contributions (assets) at end of year2011-12-31$65,177
Employer contributions (assets) at beginning of year2011-12-31$49,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$759,506
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BRITTINGHAM, BROWN, PRINCE & HANCOC
Accountancy firm EIN2011-12-31201128912
2010 : SENTINEL HEALTH PARTNERS, PA 401K 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$30,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,981
Total income from all sources (including contributions)2010-12-31$3,127,241
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$865,413
Value of total assets at end of year2010-12-31$18,639,699
Value of total assets at beginning of year2010-12-31$15,512,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,336
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$5,490
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
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$314,297
Participant contributions at end of year2010-12-31$94,668
Participant contributions at beginning of year2010-12-31$106,184
Participant contributions at end of year2010-12-31$23,750
Participant contributions at beginning of year2010-12-31$20,475
Assets. Other investments not covered elsewhere at end of year2010-12-31$167,782
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$153,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$30,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$14,645
Other income not declared elsewhere2010-12-31$13,853
Administrative expenses (other) incurred2010-12-31$6,336
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$336
Total non interest bearing cash at end of year2010-12-31$228,527
Total non interest bearing cash at beginning of year2010-12-31$47,141
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$3,111,209
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,609,136
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,497,927
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,759,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,953,544
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$5,342
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,315,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,231,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,231,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$148
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,242,485
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$551,116
Employer contributions (assets) at end of year2010-12-31$49,873
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,696
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BRITTINGHAM, BROWN, PRINCE & HANCOC
Accountancy firm EIN2010-12-31201128912

Form 5500 Responses for SENTINEL HEALTH PARTNERS, PA 401K PLAN

2019: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SENTINEL HEALTH PARTNERS, PA 401K 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SENTINEL HEALTH PARTNERS, PA 401K 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SENTINEL HEALTH PARTNERS, PA 401K 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SENTINEL HEALTH PARTNERS, PA 401K 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SENTINEL HEALTH PARTNERS, PA 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Insurance broker organization code?3
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
Insurance broker organization code?3
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2635283
Policy instance 2
Insurance contract or identification number2635283
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2635283
Policy instance 2
Insurance contract or identification number2635283
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJAMES L. RAINEY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2635283
Policy instance 2
Insurance contract or identification number2635283
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2635283
Policy instance 2
Insurance contract or identification number2635283
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2592225
Policy instance 1
Insurance contract or identification number2592225
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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