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SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 401k Plan overview

Plan NameSENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN
Plan identification number 101

SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN Benefits

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

401k Sponsoring company profile

SENIOR CARE PHARMACY OF JOPLIN has sponsored the creation of one or more 401k plans.

Company Name:SENIOR CARE PHARMACY OF JOPLIN
Employer identification number (EIN):631234127
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1012017-01-01PHIL TISUE
1012016-01-01PHIL TISUE
1012016-01-01
1012015-01-01PHIL TISUE
1012014-01-01PHIL TISUE
1012013-01-01PHIL TISUE2014-07-21
1012012-01-01PHIL TISUE2013-10-11

Plan Statistics for SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN

401k plan membership statisitcs for SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN

Measure Date Value
2017: SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01180
Number of participants with account balances2014-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN

Measure Date Value
2017 : SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-03$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-03$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-03$0
Total income from all sources (including contributions)2017-10-03$126,375
Total loss/gain on sale of assets2017-10-03$0
Total of all expenses incurred2017-10-03$2,219,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-03$2,200,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-03$0
Value of total assets at end of year2017-10-03$0
Value of total assets at beginning of year2017-10-03$2,093,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-03$19,321
Total interest from all sources2017-10-03$864
Total dividends received (eg from common stock, registered investment company shares)2017-10-03$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-03Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-10-03$0
Was this plan covered by a fidelity bond2017-10-03Yes
Value of fidelity bond cover2017-10-03$500,000
If this is an individual account plan, was there a blackout period2017-10-03No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-10-03$0
Were there any nonexempt tranactions with any party-in-interest2017-10-03No
Participant contributions at end of year2017-10-03$0
Participant contributions at beginning of year2017-10-03$31,673
Participant contributions at end of year2017-10-03$0
Participant contributions at beginning of year2017-10-03$5,821
Income. Received or receivable in cash from other sources (including rollovers)2017-10-03$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-03$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-03$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-03No
Value of net income/loss2017-10-03$-2,093,516
Value of net assets at end of year (total assets less liabilities)2017-10-03$0
Value of net assets at beginning of year (total assets less liabilities)2017-10-03$2,093,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-03No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-03No
Were any leases to which the plan was party in default or uncollectible2017-10-03No
Value of interest in pooled separate accounts at end of year2017-10-03$0
Value of interest in pooled separate accounts at beginning of year2017-10-03$2,008,637
Interest on participant loans2017-10-03$637
Interest earned on other investments2017-10-03$227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-03$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-03$44,088
Net investment gain/loss from pooled separate accounts2017-10-03$125,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-03No
Was there a failure to transmit to the plan any participant contributions2017-10-03No
Has the plan failed to provide any benefit when due under the plan2017-10-03No
Employer contributions (assets) at end of year2017-10-03$0
Employer contributions (assets) at beginning of year2017-10-03$3,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-03$2,200,570
Contract administrator fees2017-10-03$19,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-03No
Did the plan have assets held for investment2017-10-03No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-03Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-03Yes
Opinion of an independent qualified public accountant for this plan2017-10-03Disclaimer
Accountancy firm name2017-10-03COULTER & JUSTUS
Accountancy firm EIN2017-10-03621532536
2016 : SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$764,307
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$643,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$622,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$645,465
Value of total assets at end of year2016-12-31$2,093,516
Value of total assets at beginning of year2016-12-31$1,972,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,633
Total interest from all sources2016-12-31$3,330
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 year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
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$420,976
Participant contributions at end of year2016-12-31$31,673
Participant contributions at beginning of year2016-12-31$64,453
Participant contributions at end of year2016-12-31$5,821
Participant contributions at beginning of year2016-12-31$15,459
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$120,539
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,093,516
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,972,977
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 pooled separate accounts at end of year2016-12-31$2,008,637
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,687,681
Interest on participant loans2016-12-31$2,483
Interest earned on other investments2016-12-31$847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$198,115
Net investment gain/loss from pooled separate accounts2016-12-31$115,512
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$218,591
Employer contributions (assets) at end of year2016-12-31$3,297
Employer contributions (assets) at beginning of year2016-12-31$7,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$622,135
Contract administrator fees2016-12-31$21,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : SENIOR CARE PHARMACY OF JOPLIN 401(K) 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$491,953
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$84,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$65,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$517,821
Value of total assets at end of year2015-12-31$1,972,977
Value of total assets at beginning of year2015-12-31$1,565,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,998
Total interest from all sources2015-12-31$5,403
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$325,094
Participant contributions at end of year2015-12-31$64,453
Participant contributions at beginning of year2015-12-31$62,048
Participant contributions at end of year2015-12-31$15,459
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$407,492
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,972,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,565,485
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 pooled separate accounts at end of year2015-12-31$1,687,681
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,332,894
Interest on participant loans2015-12-31$2,581
Interest earned on other investments2015-12-31$2,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$198,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$170,543
Net investment gain/loss from pooled separate accounts2015-12-31$-31,271
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$192,727
Employer contributions (assets) at end of year2015-12-31$7,269
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$65,463
Contract administrator fees2015-12-31$18,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : SENIOR CARE PHARMACY OF JOPLIN 401(K) 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$504,203
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$183,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$168,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$435,995
Value of total assets at end of year2014-12-31$1,565,485
Value of total assets at beginning of year2014-12-31$1,244,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,095
Total interest from all sources2014-12-31$3,318
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$287,618
Participant contributions at end of year2014-12-31$62,048
Participant contributions at beginning of year2014-12-31$22,408
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$321,179
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,565,485
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,244,306
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 pooled separate accounts at end of year2014-12-31$1,332,894
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,073,848
Interest on participant loans2014-12-31$806
Interest earned on other investments2014-12-31$2,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$170,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$144,610
Net investment gain/loss from pooled separate accounts2014-12-31$64,890
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$148,377
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$168,929
Contract administrator fees2014-12-31$14,095
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 name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536

Form 5500 Responses for SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN

2017: SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SENIOR CARE PHARMACY OF JOPLIN 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: SENIOR CARE PHARMACY OF JOPLIN 401(K) 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: SENIOR CARE PHARMACY OF JOPLIN 401(K) 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-388
Policy instance 1
Insurance contract or identification number931061-388
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-10-03
Total amount of commissions paid to insurance brokerUSD $3,122
Total amount of fees paid to insurance companyUSD $67
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 $3,122
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0.00
Insurance broker organization code?3
Insurance broker nameTAG RESOURCES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-388
Policy instance 1
Insurance contract or identification number931061-388
Number of Individuals Covered183
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,753
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,753
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0.00
Insurance broker organization code?3
Insurance broker nameCOMPUPAY INSURANCE SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-388
Policy instance 1
Insurance contract or identification number931061-388
Number of Individuals Covered180
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,517
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,517
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0.00
Insurance broker organization code?3
Insurance broker nameCOMPUPAY INSURANCE SERVICES, INC.

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