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BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameBIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN
Plan identification number 001

BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:BIG SANDY HEALTH CARE, INC.
Employer identification number (EIN):610849776
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEAN SHOFNER
0012016-01-01DEAN SHOFNER
0012015-01-01DEAN SHOFNER
0012014-01-01DEAN SHOFNER
0012013-01-01DEAN SHOFNER
0012012-01-01DEAN SHOFNER DEAN SHOFNER2013-06-06
0012011-02-01BOYCE SHOFNER

Plan Statistics for BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01397
Total number of active participants reported on line 7a of the Form 55002022-01-01333
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01411
Number of participants with account balances2022-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01355
Total number of active participants reported on line 7a of the Form 55002021-01-01324
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01397
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01325
Total number of active participants reported on line 7a of the Form 55002020-01-01290
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01354
Number of participants with account balances2020-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01281
Total number of active participants reported on line 7a of the Form 55002019-01-01271
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01326
Number of participants with account balances2019-01-01223
2018: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01261
Total number of active participants reported on line 7a of the Form 55002018-01-01231
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01285
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01261
Number of participants with account balances2017-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01212
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01159
Number of participants with account balances2012-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01133
Total number of active participants reported on line 7a of the Form 55002011-02-01100
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-0139
Total of all active and inactive participants2011-02-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01139
Number of participants with account balances2011-02-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010

Financial Data on BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-435,867
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$377,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$365,159
Value of total corrective distributions2022-12-31$939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,265,788
Value of total assets at end of year2022-12-31$13,041,378
Value of total assets at beginning of year2022-12-31$13,855,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,899
Total interest from all sources2022-12-31$159,629
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$833,249
Participant contributions at end of year2022-12-31$267,148
Participant contributions at beginning of year2022-12-31$225,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-813,864
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,041,378
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,855,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,978,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,158,850
Interest earned on other investments2022-12-31$159,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,795,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,471,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,861,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$432,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$365,159
Contract administrator fees2022-12-31$11,899
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2022-12-31611129886
2021 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,436,732
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$480,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$472,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,144,663
Value of total assets at end of year2021-12-31$13,855,242
Value of total assets at beginning of year2021-12-31$11,898,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,497
Total interest from all sources2021-12-31$156,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$758,890
Participant contributions at end of year2021-12-31$225,196
Participant contributions at beginning of year2021-12-31$212,215
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$86,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,956,394
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,855,242
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,898,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,158,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,161,549
Interest earned on other investments2021-12-31$156,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,471,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,525,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,135,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$299,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$472,841
Contract administrator fees2021-12-31$7,497
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2021-12-31611129886
2020 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,030,237
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$505,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$497,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,021,141
Value of total assets at end of year2020-12-31$11,898,848
Value of total assets at beginning of year2020-12-31$10,373,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,849
Total interest from all sources2020-12-31$156,003
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$721,925
Participant contributions at end of year2020-12-31$212,215
Participant contributions at beginning of year2020-12-31$263,736
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,525,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,898,848
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,373,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,161,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,682,557
Interest earned on other investments2020-12-31$156,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,525,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,427,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$853,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$287,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$497,322
Contract administrator fees2020-12-31$7,849
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2020-12-31611129886
2019 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,090,484
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$693,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$682,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,017,240
Value of total assets at end of year2019-12-31$10,373,782
Value of total assets at beginning of year2019-12-31$8,976,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,590
Total interest from all sources2019-12-31$160,840
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$665,418
Participant contributions at end of year2019-12-31$263,736
Participant contributions at beginning of year2019-12-31$249,359
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$63,365
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$1,397,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,373,782
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,976,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,682,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,234,438
Interest earned on other investments2019-12-31$160,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,427,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,492,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$912,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$288,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$682,423
Contract administrator fees2019-12-31$10,590
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2019-12-31611129886
2018 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$820,782
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$372,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$366,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,012,495
Value of total assets at end of year2018-12-31$8,976,311
Value of total assets at beginning of year2018-12-31$8,528,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,408
Total interest from all sources2018-12-31$149,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$587,410
Participant contributions at end of year2018-12-31$249,359
Participant contributions at beginning of year2018-12-31$162,868
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$174,850
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$447,877
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,976,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,528,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,234,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,014,892
Interest earned on other investments2018-12-31$149,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,492,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,350,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-341,336
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$250,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$366,497
Contract administrator fees2018-12-31$6,408
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2018-12-31611129886
2017 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,431,212
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$342,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$333,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$743,955
Value of total assets at end of year2017-12-31$8,528,434
Value of total assets at beginning of year2017-12-31$7,439,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,831
Total interest from all sources2017-12-31$142,573
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$521,340
Participant contributions at end of year2017-12-31$162,868
Participant contributions at beginning of year2017-12-31$108,508
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,915
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$1,089,183
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,528,434
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,439,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,014,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,271,427
Interest earned on other investments2017-12-31$142,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,350,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,059,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$544,684
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$216,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$333,198
Contract administrator fees2017-12-31$8,831
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2017-12-31611129886
2016 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,038,574
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$422,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$416,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$743,642
Value of total assets at end of year2016-12-31$7,439,251
Value of total assets at beginning of year2016-12-31$6,823,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,249
Total interest from all sources2016-12-31$131,936
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$453,395
Participant contributions at end of year2016-12-31$108,508
Participant contributions at beginning of year2016-12-31$92,633
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,370
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$616,052
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,439,251
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,823,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,271,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,888,191
Interest earned on other investments2016-12-31$131,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,059,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,842,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$162,996
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$186,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$416,273
Contract administrator fees2016-12-31$6,249
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RFH, PLLC
Accountancy firm EIN2016-12-31201518594
2015 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$725,913
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$299,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$294,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$715,281
Value of total assets at end of year2015-12-31$6,823,199
Value of total assets at beginning of year2015-12-31$6,397,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,324
Total interest from all sources2015-12-31$126,506
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$373,834
Participant contributions at end of year2015-12-31$92,633
Participant contributions at beginning of year2015-12-31$104,437
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$183,965
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$426,111
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,823,199
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,397,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,888,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,629,485
Interest earned on other investments2015-12-31$126,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,842,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,663,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-115,874
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$157,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$294,478
Contract administrator fees2015-12-31$5,324
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RFH, PLLC
Accountancy firm EIN2015-12-31201518594
2014 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$741,200
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$130,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$509,283
Value of total assets at end of year2014-12-31$6,397,088
Value of total assets at beginning of year2014-12-31$5,790,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,932
Total interest from all sources2014-12-31$121,021
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$362,014
Participant contributions at end of year2014-12-31$104,437
Participant contributions at beginning of year2014-12-31$124,353
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$606,869
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,397,088
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,790,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,629,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,240,087
Interest earned on other investments2014-12-31$121,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,663,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,425,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$110,896
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$147,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$130,399
Contract administrator fees2014-12-31$3,932
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RFH, PLLC
Accountancy firm EIN2014-12-31201518594
2013 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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$881,954
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$207,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$201,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$441,213
Value of total assets at end of year2013-12-31$5,790,219
Value of total assets at beginning of year2013-12-31$5,115,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,184
Total interest from all sources2013-12-31$114,899
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$307,174
Participant contributions at end of year2013-12-31$124,353
Participant contributions at beginning of year2013-12-31$116,680
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$674,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,790,219
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,115,744
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,240,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,802,843
Interest earned on other investments2013-12-31$114,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,425,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,196,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$325,842
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$134,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$201,295
Contract administrator fees2013-12-31$6,184
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KELLEY GALLOWAY & COMPANY, PSC
Accountancy firm EIN2013-12-31611129886
2012 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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$666,534
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$153,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$148,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$382,542
Value of total assets at end of year2012-12-31$5,115,744
Value of total assets at beginning of year2012-12-31$4,603,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,180
Total interest from all sources2012-12-31$110,127
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$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$264,375
Participant contributions at end of year2012-12-31$116,680
Participant contributions at beginning of year2012-12-31$96,577
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$512,536
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,115,744
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,603,208
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,802,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,560,999
Interest earned on other investments2012-12-31$110,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,196,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,945,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$173,865
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$118,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$148,818
Contract administrator fees2012-12-31$5,180
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KELLEY GALLOWAY & COMPANY, PSC
Accountancy firm EIN2012-12-31611129886
2011 : BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$403,064
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$256,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$251,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$353,707
Value of total assets at end of year2011-12-31$4,603,208
Value of total assets at beginning of year2011-12-31$4,456,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,182
Total interest from all sources2011-12-31$95,330
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$243,413
Participant contributions at end of year2011-12-31$96,577
Participant contributions at beginning of year2011-12-31$65,438
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,394
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$146,733
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,603,208
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,456,475
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$1,560,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,474,719
Interest earned on other investments2011-12-31$95,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,945,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,916,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-45,973
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$107,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$251,149
Contract administrator fees2011-12-31$5,182
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KELLEY GALLOWAY & COMPANY, PSC
Accountancy firm EIN2011-12-31611129886
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$704,327
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$93,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$90,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$382,579
Value of total assets at end of year2011-01-31$4,456,475
Value of total assets at beginning of year2011-01-31$3,845,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$2,731
Total interest from all sources2011-01-31$100,361
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31No
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$255,398
Participant contributions at end of year2011-01-31$65,438
Participant contributions at beginning of year2011-01-31$55,970
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$610,816
Value of net assets at end of year (total assets less liabilities)2011-01-31$4,456,475
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$3,845,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$1,474,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$1,188,058
Interest earned on other investments2011-01-31$100,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$2,916,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$2,601,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$221,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$126,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$90,780
Contract administrator fees2011-01-31$2,731
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31KELLEY, GALLOWAY & COMPANY PSC
Accountancy firm EIN2011-01-31611129886

Form 5500 Responses for BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN

2022: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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 planYes
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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY 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: BIG SANDY HEALTH CARE, INC TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP26184
Policy instance 1
Insurance contract or identification numberGP26184
Number of Individuals Covered252
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $27,878
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,878
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP26184
Policy instance 1
Insurance contract or identification numberGP26184
Number of Individuals Covered249
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,294
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,294
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP26184
Policy instance 1
Insurance contract or identification numberGP26184
Number of Individuals Covered236
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,298
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP26184
Policy instance 1
Insurance contract or identification numberGP26184
Number of Individuals Covered223
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,032
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,032
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP26184
Policy instance 1
Insurance contract or identification numberGP26184
Number of Individuals Covered208
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,203
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,203
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP26184
Policy instance 1
Insurance contract or identification numberGP26184
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,739
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,739
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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