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HPFFA MEDICAL TRUST 341 401k Plan overview

Plan NameHPFFA MEDICAL TRUST 341
Plan identification number 501

HPFFA MEDICAL TRUST 341 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

HPFFA MEDICAL TRUST 341 has sponsored the creation of one or more 401k plans.

Company Name:HPFFA MEDICAL TRUST 341
Employer identification number (EIN):760131118
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HPFFA MEDICAL TRUST 341

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01PATRICK LANCTON2023-10-16
5012021-01-01PATRICK LANCTON2022-10-13
5012020-01-01PATRICK LANCTON2021-10-15
5012019-01-01PATRICK LANCTON2020-10-15
5012018-01-01PATRICK LANCTON2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01BRYAN SKY-EAGLE
5012011-01-01JEFF CAYNON
5012008-01-01JOHN BJORNGJELD JOHN BJORNGJELD2012-02-03

Plan Statistics for HPFFA MEDICAL TRUST 341

401k plan membership statisitcs for HPFFA MEDICAL TRUST 341

Measure Date Value
2022: HPFFA MEDICAL TRUST 341 2022 401k membership
Total participants, beginning-of-year2022-01-013,686
Total number of active participants reported on line 7a of the Form 55002022-01-011,640
Number of retired or separated participants receiving benefits2022-01-012,000
Total of all active and inactive participants2022-01-013,640
2021: HPFFA MEDICAL TRUST 341 2021 401k membership
Total participants, beginning-of-year2021-01-013,702
Total number of active participants reported on line 7a of the Form 55002021-01-011,667
Number of retired or separated participants receiving benefits2021-01-012,019
Total of all active and inactive participants2021-01-013,686
2020: HPFFA MEDICAL TRUST 341 2020 401k membership
Total participants, beginning-of-year2020-01-013,823
Total number of active participants reported on line 7a of the Form 55002020-01-011,657
Number of retired or separated participants receiving benefits2020-01-012,045
Total of all active and inactive participants2020-01-013,702
2019: HPFFA MEDICAL TRUST 341 2019 401k membership
Total participants, beginning-of-year2019-01-013,772
Total number of active participants reported on line 7a of the Form 55002019-01-012,216
Number of retired or separated participants receiving benefits2019-01-011,607
Total of all active and inactive participants2019-01-013,823
2018: HPFFA MEDICAL TRUST 341 2018 401k membership
Total participants, beginning-of-year2018-01-013,366
Total number of active participants reported on line 7a of the Form 55002018-01-011,785
Number of retired or separated participants receiving benefits2018-01-011,987
Total of all active and inactive participants2018-01-013,772
2017: HPFFA MEDICAL TRUST 341 2017 401k membership
Total participants, beginning-of-year2017-01-013,366
Total number of active participants reported on line 7a of the Form 55002017-01-011,670
Number of retired or separated participants receiving benefits2017-01-011,696
Total of all active and inactive participants2017-01-013,366
2016: HPFFA MEDICAL TRUST 341 2016 401k membership
Total participants, beginning-of-year2016-01-013,343
Total number of active participants reported on line 7a of the Form 55002016-01-011,647
Number of retired or separated participants receiving benefits2016-01-011,696
Total of all active and inactive participants2016-01-013,343
2015: HPFFA MEDICAL TRUST 341 2015 401k membership
Total participants, beginning-of-year2015-01-013,343
Total number of active participants reported on line 7a of the Form 55002015-01-011,647
Number of retired or separated participants receiving benefits2015-01-011,696
Total of all active and inactive participants2015-01-013,343
2014: HPFFA MEDICAL TRUST 341 2014 401k membership
Total participants, beginning-of-year2014-01-013,358
Total number of active participants reported on line 7a of the Form 55002014-01-011,720
Number of retired or separated participants receiving benefits2014-01-011,623
Total of all active and inactive participants2014-01-013,343
2013: HPFFA MEDICAL TRUST 341 2013 401k membership
Total participants, beginning-of-year2013-01-013,328
Total number of active participants reported on line 7a of the Form 55002013-01-011,780
Number of retired or separated participants receiving benefits2013-01-011,578
Total of all active and inactive participants2013-01-013,358
2012: HPFFA MEDICAL TRUST 341 2012 401k membership
Total participants, beginning-of-year2012-01-013,331
Total number of active participants reported on line 7a of the Form 55002012-01-011,839
Number of retired or separated participants receiving benefits2012-01-011,489
Total of all active and inactive participants2012-01-013,328
2011: HPFFA MEDICAL TRUST 341 2011 401k membership
Total participants, beginning-of-year2011-01-013,235
Total number of active participants reported on line 7a of the Form 55002011-01-011,910
Number of retired or separated participants receiving benefits2011-01-011,421
Total of all active and inactive participants2011-01-013,331
2008: HPFFA MEDICAL TRUST 341 2008 401k membership
Total participants, beginning-of-year2008-01-014,465
Total number of active participants reported on line 7a of the Form 55002008-01-011,932
Number of retired or separated participants receiving benefits2008-01-011,191
Total of all active and inactive participants2008-01-013,123

Financial Data on HPFFA MEDICAL TRUST 341

Measure Date Value
2022 : HPFFA MEDICAL TRUST 341 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-475,970
Total unrealized appreciation/depreciation of assets2022-12-31$-475,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$586,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$615,793
Total income from all sources (including contributions)2022-12-31$1,715,124
Total of all expenses incurred2022-12-31$2,490,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,122,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,110,781
Value of total assets at end of year2022-12-31$2,181,734
Value of total assets at beginning of year2022-12-31$2,985,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$367,910
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$43,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$45,563
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$150,000
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$2,110,781
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$82,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$98,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$84,657
Other income not declared elsewhere2022-12-31$37,272
Administrative expenses (other) incurred2022-12-31$292,074
Liabilities. Value of operating payables at end of year2022-12-31$167,695
Liabilities. Value of operating payables at beginning of year2022-12-31$167,408
Total non interest bearing cash at end of year2022-12-31$93,288
Total non interest bearing cash at beginning of year2022-12-31$242,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-775,224
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,594,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,370,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,046,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,613,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$47,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$47,262
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,260,219
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
Income. Dividends from common stock2022-12-31$43,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$862,219
Contract administrator fees2022-12-31$2,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$320,661
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$363,728
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31MELTON & MELTON LLP
Accountancy firm EIN2022-12-31741550819
2021 : HPFFA MEDICAL TRUST 341 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$93,544
Total unrealized appreciation/depreciation of assets2021-12-31$93,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$615,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$466,128
Total income from all sources (including contributions)2021-12-31$2,374,803
Total of all expenses incurred2021-12-31$2,466,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,089,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,100,262
Value of total assets at end of year2021-12-31$2,985,853
Value of total assets at beginning of year2021-12-31$2,928,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$377,434
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$26,410
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$150,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,100,262
Participant contributions at end of year2021-12-31$82,543
Participant contributions at beginning of year2021-12-31$80,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$84,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,781
Other income not declared elsewhere2021-12-31$131,033
Administrative expenses (other) incurred2021-12-31$316,106
Liabilities. Value of operating payables at end of year2021-12-31$167,408
Liabilities. Value of operating payables at beginning of year2021-12-31$165,530
Total non interest bearing cash at end of year2021-12-31$242,439
Total non interest bearing cash at beginning of year2021-12-31$109,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-91,866
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,370,060
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,461,926
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
Investment advisory and management fees2021-12-31$31,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,613,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,683,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$47,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$54,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$54,266
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,244,084
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
Income. Dividends from common stock2021-12-31$49,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$845,151
Contract administrator fees2021-12-31$3,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$363,728
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$292,817
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31MELTON & MELTON, LLP
Accountancy firm EIN2021-12-31741550819
2020 : HPFFA MEDICAL TRUST 341 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$128,253
Total unrealized appreciation/depreciation of assets2020-12-31$128,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$466,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$713,925
Total income from all sources (including contributions)2020-12-31$2,388,143
Total of all expenses incurred2020-12-31$2,419,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,079,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,146,708
Value of total assets at end of year2020-12-31$2,928,054
Value of total assets at beginning of year2020-12-31$3,207,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$340,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$55,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$17,082
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,146,708
Participant contributions at end of year2020-12-31$80,833
Participant contributions at beginning of year2020-12-31$79,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$63,587
Other income not declared elsewhere2020-12-31$57,725
Administrative expenses (other) incurred2020-12-31$289,219
Liabilities. Value of operating payables at end of year2020-12-31$165,530
Liabilities. Value of operating payables at beginning of year2020-12-31$293,757
Total non interest bearing cash at end of year2020-12-31$109,849
Total non interest bearing cash at beginning of year2020-12-31$302,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-31,692
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,461,926
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,493,618
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
Investment advisory and management fees2020-12-31$29,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,683,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,784,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$54,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$41,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$41,080
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,231,154
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$0
Income. Dividends from common stock2020-12-31$55,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$848,663
Contract administrator fees2020-12-31$3,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$292,817
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$356,581
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MELTON & MELTON LLP
Accountancy firm EIN2020-12-31741550819
2019 : HPFFA MEDICAL TRUST 341 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$321,454
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$321,454
Total unrealized appreciation/depreciation of assets2019-12-31$321,454
Total unrealized appreciation/depreciation of assets2019-12-31$321,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$713,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$713,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$538,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$538,379
Total income from all sources (including contributions)2019-12-31$2,870,077
Total income from all sources (including contributions)2019-12-31$2,870,077
Total of all expenses incurred2019-12-31$2,672,653
Total of all expenses incurred2019-12-31$2,672,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,316,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,316,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,424,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,424,707
Value of total assets at end of year2019-12-31$3,207,543
Value of total assets at end of year2019-12-31$3,207,543
Value of total assets at beginning of year2019-12-31$2,834,573
Value of total assets at beginning of year2019-12-31$2,834,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$355,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$355,915
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$48,237
Administrative expenses professional fees incurred2019-12-31$48,237
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,157,779
Contributions received from participants2019-12-31$2,157,779
Participant contributions at end of year2019-12-31$79,727
Participant contributions at end of year2019-12-31$79,727
Participant contributions at beginning of year2019-12-31$76,295
Participant contributions at beginning of year2019-12-31$76,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$59,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$59,711
Other income not declared elsewhere2019-12-31$48,778
Other income not declared elsewhere2019-12-31$48,778
Administrative expenses (other) incurred2019-12-31$268,034
Administrative expenses (other) incurred2019-12-31$268,034
Liabilities. Value of operating payables at end of year2019-12-31$293,757
Liabilities. Value of operating payables at end of year2019-12-31$293,757
Liabilities. Value of operating payables at beginning of year2019-12-31$153,794
Liabilities. Value of operating payables at beginning of year2019-12-31$153,794
Total non interest bearing cash at end of year2019-12-31$302,036
Total non interest bearing cash at end of year2019-12-31$302,036
Total non interest bearing cash at beginning of year2019-12-31$96,377
Total non interest bearing cash at beginning of year2019-12-31$96,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$197,424
Value of net income/loss2019-12-31$197,424
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,493,618
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,493,618
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,296,194
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,296,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,784,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,784,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,640,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,640,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,048
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,208,290
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,208,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$266,928
Contributions received in cash from employer2019-12-31$266,928
Income. Dividends from common stock2019-12-31$75,138
Income. Dividends from common stock2019-12-31$75,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,108,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,108,448
Contract administrator fees2019-12-31$8,153
Contract administrator fees2019-12-31$8,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$356,581
Liabilities. Value of benefit claims payable at end of year2019-12-31$356,581
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$324,874
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$324,874
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MELTON & MELTON LLP
Accountancy firm name2019-12-31MELTON & MELTON LLP
Accountancy firm EIN2019-12-31741550819
Accountancy firm EIN2019-12-31741550819
2018 : HPFFA MEDICAL TRUST 341 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-261,043
Total unrealized appreciation/depreciation of assets2018-12-31$-261,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$538,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$570,002
Total income from all sources (including contributions)2018-12-31$1,964,347
Total of all expenses incurred2018-12-31$2,483,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,204,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,094,431
Value of total assets at end of year2018-12-31$2,834,573
Value of total assets at beginning of year2018-12-31$3,385,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$278,993
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$21,630
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,094,431
Participant contributions at end of year2018-12-31$76,295
Participant contributions at beginning of year2018-12-31$152,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$59,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$46,211
Other income not declared elsewhere2018-12-31$64,268
Administrative expenses (other) incurred2018-12-31$214,534
Liabilities. Value of operating payables at end of year2018-12-31$153,794
Liabilities. Value of operating payables at beginning of year2018-12-31$117,036
Total non interest bearing cash at end of year2018-12-31$96,377
Total non interest bearing cash at beginning of year2018-12-31$409,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-519,539
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,296,194
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,815,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,640,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,771,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$21,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$53,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$53,092
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,103,313
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
Income. Dividends from common stock2018-12-31$66,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,101,580
Contract administrator fees2018-12-31$10,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$324,874
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$406,755
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MELTON & MELTON, LLP
Accountancy firm EIN2018-12-31741550819
2017 : HPFFA MEDICAL TRUST 341 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$222,351
Total unrealized appreciation/depreciation of assets2017-12-31$222,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$570,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$427,995
Total income from all sources (including contributions)2017-12-31$2,565,153
Total of all expenses incurred2017-12-31$2,438,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,119,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,236,560
Value of total assets at end of year2017-12-31$3,385,735
Value of total assets at beginning of year2017-12-31$3,117,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$319,217
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$52,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$18,252
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$268,929
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,958,550
Participant contributions at end of year2017-12-31$152,242
Participant contributions at beginning of year2017-12-31$58,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$146,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$46,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$26,968
Other income not declared elsewhere2017-12-31$53,436
Administrative expenses (other) incurred2017-12-31$261,546
Liabilities. Value of operating payables at end of year2017-12-31$117,036
Liabilities. Value of operating payables at beginning of year2017-12-31$50,382
Total non interest bearing cash at end of year2017-12-31$409,032
Total non interest bearing cash at beginning of year2017-12-31$243,644
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$126,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,815,733
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,689,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,771,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,492,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$53,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,167
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$991,267
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$278,010
Employer contributions (assets) at beginning of year2017-12-31$142,080
Income. Dividends from common stock2017-12-31$52,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,128,228
Contract administrator fees2017-12-31$8,595
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$406,755
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$350,645
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MELTON & MELTON, L.L.P
Accountancy firm EIN2017-12-31741550819
2016 : HPFFA MEDICAL TRUST 341 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$86,082
Total unrealized appreciation/depreciation of assets2016-12-31$86,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$427,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$530,436
Total income from all sources (including contributions)2016-12-31$2,437,865
Total of all expenses incurred2016-12-31$2,099,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,887,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,261,915
Value of total assets at end of year2016-12-31$3,117,287
Value of total assets at beginning of year2016-12-31$2,880,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$211,647
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$48,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$40,993
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,682,405
Participant contributions at end of year2016-12-31$58,397
Participant contributions at beginning of year2016-12-31$113,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$146,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$26,968
Other income not declared elsewhere2016-12-31$41,372
Administrative expenses (other) incurred2016-12-31$139,073
Liabilities. Value of operating payables at end of year2016-12-31$50,382
Liabilities. Value of operating payables at beginning of year2016-12-31$220,550
Total non interest bearing cash at end of year2016-12-31$243,644
Total non interest bearing cash at beginning of year2016-12-31$271,932
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$338,848
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,689,292
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,350,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,492,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,339,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$38,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$38,047
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$787,167
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$579,510
Employer contributions (assets) at end of year2016-12-31$142,080
Employer contributions (assets) at beginning of year2016-12-31$99,960
Income. Dividends from common stock2016-12-31$48,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,100,203
Contract administrator fees2016-12-31$4,260
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
Liabilities. Value of benefit claims payable at end of year2016-12-31$350,645
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$309,886
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2016-12-31741550819
2015 : HPFFA MEDICAL TRUST 341 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-142,831
Total unrealized appreciation/depreciation of assets2015-12-31$-142,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$530,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$438,043
Total income from all sources (including contributions)2015-12-31$2,262,144
Total of all expenses incurred2015-12-31$1,961,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,809,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,298,359
Value of total assets at end of year2015-12-31$2,880,880
Value of total assets at beginning of year2015-12-31$2,487,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$151,487
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$40,912
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$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,689,869
Participant contributions at end of year2015-12-31$113,015
Participant contributions at beginning of year2015-12-31$54,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$17,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,627
Other income not declared elsewhere2015-12-31$65,704
Administrative expenses (other) incurred2015-12-31$120,719
Liabilities. Value of operating payables at end of year2015-12-31$220,550
Liabilities. Value of operating payables at beginning of year2015-12-31$47,679
Total non interest bearing cash at end of year2015-12-31$271,932
Total non interest bearing cash at beginning of year2015-12-31$152,315
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$300,999
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,350,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,049,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,339,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,184,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$38,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$43,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$43,758
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$798,942
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$608,490
Employer contributions (assets) at end of year2015-12-31$99,960
Employer contributions (assets) at beginning of year2015-12-31$52,020
Income. Dividends from common stock2015-12-31$40,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,010,716
Contract administrator fees2015-12-31$6,298
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$309,886
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$358,737
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2015-12-31741550819
2014 : HPFFA MEDICAL TRUST 341 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,871
Total unrealized appreciation/depreciation of assets2014-12-31$-3,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$438,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$476,706
Total income from all sources (including contributions)2014-12-31$2,389,107
Total of all expenses incurred2014-12-31$2,071,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,901,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,291,681
Value of total assets at end of year2014-12-31$2,487,488
Value of total assets at beginning of year2014-12-31$2,208,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$169,997
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$41,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$21,610
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,657,121
Participant contributions at end of year2014-12-31$54,475
Participant contributions at beginning of year2014-12-31$105,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$32,464
Other income not declared elsewhere2014-12-31$60,063
Administrative expenses (other) incurred2014-12-31$123,274
Liabilities. Value of operating payables at end of year2014-12-31$47,679
Liabilities. Value of operating payables at beginning of year2014-12-31$111,920
Total non interest bearing cash at end of year2014-12-31$152,315
Total non interest bearing cash at beginning of year2014-12-31$149,960
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$317,549
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,049,445
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,731,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,184,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,866,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$43,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,432
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$734,824
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$634,560
Employer contributions (assets) at end of year2014-12-31$52,020
Employer contributions (assets) at beginning of year2014-12-31$54,150
Income. Dividends from common stock2014-12-31$41,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,166,737
Contract administrator fees2014-12-31$4,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$358,737
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$332,322
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2014-12-31741550819
2013 : HPFFA MEDICAL TRUST 341 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$61,932
Total unrealized appreciation/depreciation of assets2013-12-31$61,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$476,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$544,819
Total income from all sources (including contributions)2013-12-31$2,452,924
Total loss/gain on sale of assets2013-12-31$28,584
Total of all expenses incurred2013-12-31$2,118,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,953,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,312,153
Value of total assets at end of year2013-12-31$2,208,602
Value of total assets at beginning of year2013-12-31$1,942,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,603
Total interest from all sources2013-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$27,693
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,651,253
Participant contributions at end of year2013-12-31$105,578
Participant contributions at beginning of year2013-12-31$50,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$32,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$29,458
Other income not declared elsewhere2013-12-31$29,487
Administrative expenses (other) incurred2013-12-31$122,239
Liabilities. Value of operating payables at end of year2013-12-31$111,920
Liabilities. Value of operating payables at beginning of year2013-12-31$121,277
Total non interest bearing cash at end of year2013-12-31$149,960
Total non interest bearing cash at beginning of year2013-12-31$1,180,893
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$334,138
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,731,896
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,397,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,866,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$639,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$728,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$660,900
Employer contributions (assets) at end of year2013-12-31$54,150
Employer contributions (assets) at beginning of year2013-12-31$55,410
Income. Dividends from common stock2013-12-31$20,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,224,712
Contract administrator fees2013-12-31$6,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$332,322
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$394,084
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
Aggregate proceeds on sale of assets2013-12-31$385,566
Aggregate carrying amount (costs) on sale of assets2013-12-31$356,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2013-12-31741550819
2012 : HPFFA MEDICAL TRUST 341 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$37,401
Total unrealized appreciation/depreciation of assets2012-12-31$37,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$544,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$486,447
Total income from all sources (including contributions)2012-12-31$2,385,636
Total loss/gain on sale of assets2012-12-31$653
Total of all expenses incurred2012-12-31$2,252,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,081,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,313,618
Value of total assets at end of year2012-12-31$1,942,577
Value of total assets at beginning of year2012-12-31$1,750,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$170,833
Total interest from all sources2012-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$33,421
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,637,538
Participant contributions at end of year2012-12-31$50,869
Participant contributions at beginning of year2012-12-31$95,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$29,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$60,181
Other income not declared elsewhere2012-12-31$16,375
Administrative expenses (other) incurred2012-12-31$121,026
Liabilities. Value of operating payables at end of year2012-12-31$121,277
Liabilities. Value of operating payables at beginning of year2012-12-31$68,567
Total non interest bearing cash at end of year2012-12-31$1,180,893
Total non interest bearing cash at beginning of year2012-12-31$1,007,174
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$133,380
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,397,758
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,264,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$639,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$572,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$18,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$18,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$25
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$719,453
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$676,080
Employer contributions (assets) at end of year2012-12-31$55,410
Employer contributions (assets) at beginning of year2012-12-31$57,540
Income. Dividends from common stock2012-12-31$17,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,361,970
Contract administrator fees2012-12-31$8,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$394,084
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$357,699
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
Aggregate proceeds on sale of assets2012-12-31$65,902
Aggregate carrying amount (costs) on sale of assets2012-12-31$65,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2012-12-31741550819
2011 : HPFFA MEDICAL TRUST 341 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$14,612
Total unrealized appreciation/depreciation of assets2011-12-31$14,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$486,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$490,589
Total income from all sources (including contributions)2011-12-31$2,302,969
Total loss/gain on sale of assets2011-12-31$-33,228
Total of all expenses incurred2011-12-31$2,234,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,027,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,293,849
Value of total assets at end of year2011-12-31$1,750,825
Value of total assets at beginning of year2011-12-31$1,686,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$207,891
Total interest from all sources2011-12-31$12,917
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,602,709
Participant contributions at end of year2011-12-31$95,179
Participant contributions at beginning of year2011-12-31$86,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$60,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,162
Administrative expenses (other) incurred2011-12-31$174,656
Liabilities. Value of operating payables at end of year2011-12-31$68,567
Liabilities. Value of operating payables at beginning of year2011-12-31$84,577
Total non interest bearing cash at end of year2011-12-31$1,007,174
Total non interest bearing cash at beginning of year2011-12-31$896,286
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$68,032
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,264,378
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,196,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$572,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Income. Interest from US Government securities2011-12-31$4,024
Income. Interest from corporate debt instruments2011-12-31$8,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$18,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$36
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$696,679
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$122,538
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$691,140
Employer contributions (assets) at end of year2011-12-31$57,540
Employer contributions (assets) at beginning of year2011-12-31$112,170
Income. Dividends from common stock2011-12-31$14,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,330,367
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$132,152
Contract administrator fees2011-12-31$8,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$315,376
Liabilities. Value of benefit claims payable at end of year2011-12-31$357,699
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$390,850
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
Aggregate proceeds on sale of assets2011-12-31$731,756
Aggregate carrying amount (costs) on sale of assets2011-12-31$764,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2011-12-31741550819
2010 : HPFFA MEDICAL TRUST 341 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$61,648
Total unrealized appreciation/depreciation of assets2010-12-31$61,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$320,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$364,329
Total income from all sources (including contributions)2010-12-31$2,564,282
Total loss/gain on sale of assets2010-12-31$12,555
Total of all expenses incurred2010-12-31$2,136,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,974,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,471,540
Value of total assets at end of year2010-12-31$1,768,673
Value of total assets at beginning of year2010-12-31$1,411,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$162,050
Total interest from all sources2010-12-31$18,539
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$20,100
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,471,540
Participant contributions at end of year2010-12-31$144,322
Participant contributions at beginning of year2010-12-31$144,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,500
Administrative expenses (other) incurred2010-12-31$132,651
Liabilities. Value of operating payables at end of year2010-12-31$58,528
Liabilities. Value of operating payables at beginning of year2010-12-31$28,115
Total non interest bearing cash at end of year2010-12-31$1,032,773
Total non interest bearing cash at beginning of year2010-12-31$722,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$427,875
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,448,213
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,046,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,299
Income. Interest from US Government securities2010-12-31$4,661
Income. Interest from corporate debt instruments2010-12-31$8,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18,539
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$643,542
Asset value of US Government securities at end of year2010-12-31$122,538
Asset value of US Government securities at beginning of year2010-12-31$127,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$692,160
Employer contributions (assets) at end of year2010-12-31$112,170
Employer contributions (assets) at beginning of year2010-12-31$171,180
Income. Dividends from common stock2010-12-31$5,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,330,815
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$132,152
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$117,740
Contract administrator fees2010-12-31$16,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$583,545
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$536,504
Liabilities. Value of benefit claims payable at end of year2010-12-31$261,932
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$336,214
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$312,991
Aggregate carrying amount (costs) on sale of assets2010-12-31$300,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2010-12-31741550819
2009 : HPFFA MEDICAL TRUST 341 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2009-12-31$94,773
Total unrealized appreciation/depreciation of assets2009-12-31$94,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$396,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$426,922
Total income from all sources (including contributions)2009-12-31$2,272,610
Total loss/gain on sale of assets2009-12-31$-24,723
Total of all expenses incurred2009-12-31$1,958,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,826,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$2,185,424
Value of total assets at end of year2009-12-31$1,502,085
Value of total assets at beginning of year2009-12-31$1,218,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$132,238
Total interest from all sources2009-12-31$11,609
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$5,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Administrative expenses professional fees incurred2009-12-31$776
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$150,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$1,493,354
Participant contributions at end of year2009-12-31$40,717
Participant contributions at beginning of year2009-12-31$77,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$35,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$38,344
Administrative expenses (other) incurred2009-12-31$123,149
Liabilities. Value of operating payables at end of year2009-12-31$24,515
Liabilities. Value of operating payables at beginning of year2009-12-31$34,219
Total non interest bearing cash at end of year2009-12-31$745,725
Total non interest bearing cash at beginning of year2009-12-31$562,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$313,713
Value of net assets at end of year (total assets less liabilities)2009-12-31$1,105,398
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$791,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Investment advisory and management fees2009-12-31$8,313
Income. Interest from US Government securities2009-12-31$2,016
Income. Interest from corporate debt instruments2009-12-31$9,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$20,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$34,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$34,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$193
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$624,980
Asset value of US Government securities at end of year2009-12-31$127,092
Asset value of US Government securities at beginning of year2009-12-31$122,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$692,070
Employer contributions (assets) at end of year2009-12-31$171,180
Employer contributions (assets) at beginning of year2009-12-31$112,680
Income. Dividends from common stock2009-12-31$5,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,201,679
Asset. Corporate debt instrument debt (other) at end of year2009-12-31$117,740
Asset. Corporate debt instrument debt (other) at beginning of year2009-12-31$99,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2009-12-31$279,467
Assets. Corporate common stocks other than exployer securities at beginning of year2009-12-31$209,203
Liabilities. Value of benefit claims payable at end of year2009-12-31$336,214
Liabilities. Value of benefit claims payable at beginning of year2009-12-31$354,359
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Aggregate proceeds on sale of assets2009-12-31$259,301
Aggregate carrying amount (costs) on sale of assets2009-12-31$284,024
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Unqualified
Accountancy firm name2009-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2009-12-31741550819
2008 : HPFFA MEDICAL TRUST 341 2008 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$-110,999
Total unrealized appreciation/depreciation of assets2008-12-31$-110,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$426,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$463,584
Total income from all sources (including contributions)2008-12-31$2,054,263
Total loss/gain on sale of assets2008-12-31$-31,050
Total of all expenses incurred2008-12-31$1,936,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$1,801,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$2,174,120
Value of total assets at end of year2008-12-31$1,218,607
Value of total assets at beginning of year2008-12-31$1,137,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$135,561
Total interest from all sources2008-12-31$13,637
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$8,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$2,160
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$150,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$1,485,710
Participant contributions at end of year2008-12-31$77,920
Participant contributions at beginning of year2008-12-31$112,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$38,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$25,258
Administrative expenses (other) incurred2008-12-31$124,023
Liabilities. Value of operating payables at end of year2008-12-31$34,219
Liabilities. Value of operating payables at beginning of year2008-12-31$37,009
Total non interest bearing cash at end of year2008-12-31$562,406
Total non interest bearing cash at beginning of year2008-12-31$374,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$117,404
Value of net assets at end of year (total assets less liabilities)2008-12-31$791,685
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$674,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Investment advisory and management fees2008-12-31$9,378
Income. Interest from US Government securities2008-12-31$1,770
Income. Interest from corporate debt instruments2008-12-31$11,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$34,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$24,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$24,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$139
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$632,934
Asset value of US Government securities at end of year2008-12-31$122,512
Asset value of US Government securities at beginning of year2008-12-31$144,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$688,410
Employer contributions (assets) at end of year2008-12-31$112,680
Employer contributions (assets) at beginning of year2008-12-31$56,340
Income. Dividends from common stock2008-12-31$8,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$1,168,364
Asset. Corporate debt instrument debt (other) at end of year2008-12-31$99,849
Asset. Corporate debt instrument debt (other) at beginning of year2008-12-31$86,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2008-12-31$209,203
Assets. Corporate common stocks other than exployer securities at beginning of year2008-12-31$339,288
Liabilities. Value of benefit claims payable at end of year2008-12-31$354,359
Liabilities. Value of benefit claims payable at beginning of year2008-12-31$401,317
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Aggregate proceeds on sale of assets2008-12-31$397,780
Aggregate carrying amount (costs) on sale of assets2008-12-31$428,830
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2008-12-31741550819

Form 5500 Responses for HPFFA MEDICAL TRUST 341

2022: HPFFA MEDICAL TRUST 341 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: HPFFA MEDICAL TRUST 341 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: HPFFA MEDICAL TRUST 341 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: HPFFA MEDICAL TRUST 341 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: HPFFA MEDICAL TRUST 341 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: HPFFA MEDICAL TRUST 341 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: HPFFA MEDICAL TRUST 341 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: HPFFA MEDICAL TRUST 341 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: HPFFA MEDICAL TRUST 341 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: HPFFA MEDICAL TRUST 341 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: HPFFA MEDICAL TRUST 341 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: HPFFA MEDICAL TRUST 341 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2008: HPFFA MEDICAL TRUST 341 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan funding arrangement – General assets of the sponsorYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2008-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number
Policy instance 4
Number of Individuals Covered1383
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $22,482
Total amount of fees paid to insurance companyUSD $1,171
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $225,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,482
Insurance broker organization code?3
Amount paid for insurance broker fees1171
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number
Policy instance 3
Number of Individuals Covered726
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $73,292
Total amount of fees paid to insurance companyUSD $504
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $678,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,292
Insurance broker organization code?3
Amount paid for insurance broker fees504
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3065
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $5,474
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,474
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 95161 )
Policy contract number
Policy instance 1
Number of Individuals Covered961
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $23,348
Total amount of fees paid to insurance companyUSD $667
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $285,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,348
Insurance broker organization code?3
Amount paid for insurance broker fees667
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 )
Policy contract number33551
Policy instance 3
Insurance contract or identification number33551
Number of Individuals Covered3365
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $10,253
Total amount of fees paid to insurance companyUSD $10,258
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $225,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10258
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $10,253
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3093
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $2,278
Total amount of fees paid to insurance companyUSD $2,264
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,278
Insurance broker organization code?3
Amount paid for insurance broker fees2264
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered1676
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $79,056
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $940,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,056
Insurance broker organization code?3
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered1734
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $93,314
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,024,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,314
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3158
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $5,557
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,557
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 )
Policy contract number33551
Policy instance 3
Insurance contract or identification number33551
Number of Individuals Covered3376
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $26,339
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $265,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,339
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 )
Policy contract number33551
Policy instance 3
Insurance contract or identification number33551
Number of Individuals Covered3168
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $22,770
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $229,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,770
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3157
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $4,630
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,630
Insurance broker organization code?3
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered1734
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $93,314
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,024,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,314
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 )
Policy contract number33551
Policy instance 3
Insurance contract or identification number33551
Number of Individuals Covered2987
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $18,260
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $182,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,260
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3200
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $6,705
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,705
Insurance broker organization code?3
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered1670
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $61,840
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $829,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,840
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number33551
Policy instance 3
Insurance contract or identification number33551
Number of Individuals Covered2754
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $24,036
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $168,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,036
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3317
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $4,997
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,997
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered19455
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $61,840
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $829,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,840
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered3343
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $118,836
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $585,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $118,836
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3309
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $5,019
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,019
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $121,579
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $694,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121,579
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $40,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $120,915
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $688,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120,915
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $40,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $119,886
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $679,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $119,886
Insurance broker organization code?3
Insurance broker nameEPSI BENEFITS, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $119,905
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $657,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $38,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $115,935
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $605,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered3191
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $113,511
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $586,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3191
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $38,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number
Policy instance 1
Number of Individuals Covered3123
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $590,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number617069
Policy instance 2
Insurance contract or identification number617069
Number of Individuals Covered3123
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $111,162
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $42,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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