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UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameUNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

UNIVERSAL HEALTHCARE CONSULTIN has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL HEALTHCARE CONSULTIN
Employer identification number (EIN):651126044
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST

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
0012018-01-01ERIC CONN
0012017-01-01ERIC CONN
0012016-01-01ERIC CONN
0012015-01-01ERIC CONN
0012014-01-01
0012013-01-01ERIC CONN2014-05-12
0012012-01-01ERIC CONN2014-04-29
0012011-01-01ERIC CONN2012-03-20

Plan Statistics for UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-77,040
Expenses. Total of all expenses incurred2022-12-31$1,877
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$671,062
Total plan assets at beginning of year2022-12-31$749,979
Value of fidelity bond covering the plan2022-12-31$74,998
Total contributions received or receivable from participants2022-12-31$56,610
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-146,290
Net income (gross income less expenses)2022-12-31$-78,917
Net plan assets at end of year (total assets less liabilities)2022-12-31$671,062
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$749,979
Total contributions received or receivable from employer(s)2022-12-31$12,640
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,877
2021 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$183,021
Expenses. Total of all expenses incurred2021-12-31$231,638
Benefits paid (including direct rollovers)2021-12-31$229,925
Total plan assets at end of year2021-12-31$749,979
Total plan assets at beginning of year2021-12-31$798,596
Value of fidelity bond covering the plan2021-12-31$79,860
Total contributions received or receivable from participants2021-12-31$57,034
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$114,355
Net income (gross income less expenses)2021-12-31$-48,617
Net plan assets at end of year (total assets less liabilities)2021-12-31$749,979
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$798,596
Total contributions received or receivable from employer(s)2021-12-31$11,632
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$71,329
Expenses. Total of all expenses incurred2020-12-31$1,360
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$798,596
Total plan assets at beginning of year2020-12-31$728,627
Value of fidelity bond covering the plan2020-12-31$72,863
Total contributions received or receivable from participants2020-12-31$56,233
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$3,026
Net income (gross income less expenses)2020-12-31$69,969
Net plan assets at end of year (total assets less liabilities)2020-12-31$798,596
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$728,627
Total contributions received or receivable from employer(s)2020-12-31$12,070
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,360
2019 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$134,031
Expenses. Total of all expenses incurred2019-12-31$4,130
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$728,627
Total plan assets at beginning of year2019-12-31$598,726
Value of fidelity bond covering the plan2019-12-31$70,000
Total contributions received or receivable from participants2019-12-31$52,172
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$71,848
Net income (gross income less expenses)2019-12-31$129,901
Net plan assets at end of year (total assets less liabilities)2019-12-31$728,627
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$598,726
Total contributions received or receivable from employer(s)2019-12-31$10,011
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,130
2018 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$38,191
Expenses. Total of all expenses incurred2018-12-31$5,070
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$598,726
Total plan assets at beginning of year2018-12-31$565,605
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$51,007
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-22,367
Net income (gross income less expenses)2018-12-31$33,121
Net plan assets at end of year (total assets less liabilities)2018-12-31$598,726
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$565,605
Total contributions received or receivable from employer(s)2018-12-31$9,551
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,070
2017 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$65,323
Expenses. Total of all expenses incurred2017-12-31$5,952
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$565,605
Total plan assets at beginning of year2017-12-31$506,234
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$49,123
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$7,861
Net income (gross income less expenses)2017-12-31$59,371
Net plan assets at end of year (total assets less liabilities)2017-12-31$565,605
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$506,234
Total contributions received or receivable from employer(s)2017-12-31$8,339
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,952
2016 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$22,405
Expenses. Total of all expenses incurred2016-12-31$1,870
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$506,234
Total plan assets at beginning of year2016-12-31$485,699
Value of fidelity bond covering the plan2016-12-31$0
Total contributions received or receivable from participants2016-12-31$48,630
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-33,861
Net income (gross income less expenses)2016-12-31$20,535
Net plan assets at end of year (total assets less liabilities)2016-12-31$506,234
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$485,699
Total contributions received or receivable from employer(s)2016-12-31$7,636
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,870
2015 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$489,335
Expenses. Total of all expenses incurred2015-12-31$3,636
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$485,699
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$54,859
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$423,268
Net income (gross income less expenses)2015-12-31$485,699
Net plan assets at end of year (total assets less liabilities)2015-12-31$485,699
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$11,208
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,636
2010 : UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$235,786
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$235,786
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$33,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$199,213
Net income (gross income less expenses)2010-12-31$235,786
Net plan assets at end of year (total assets less liabilities)2010-12-31$235,786
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$3,573
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST

2022: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSAL HEALTHCARE CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number210662
Policy instance 1
Insurance contract or identification number210662
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $615
Total amount of fees paid to insurance companyUSD $888
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $615
Amount paid for insurance broker fees888
Additional information about fees paid to insurance brokerCONTRACT SERVICE FEES
Insurance broker organization code?4
Insurance broker namePAYCHEX SECURITIES CORP

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