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HOME HEALTH HOLDINGS, INC. 401(K) PLAN 401k Plan overview

Plan NameHOME HEALTH HOLDINGS, INC. 401(K) PLAN
Plan identification number 001

HOME HEALTH HOLDINGS, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

HOME HEALTH HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME HEALTH HOLDINGS, INC.
Employer identification number (EIN):800436242
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOME HEALTH HOLDINGS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-07-22
Company Identification Number: 0801149722
Legal Registered Office Address: 3010 LYNDON B JOHNSON FWY STE 1100

DALLAS
United States of America (USA)
75234

More information about HOME HEALTH HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEALTH HOLDINGS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01ANGELA HOLLINGSWORTH2019-10-14 ANGELA HOLLINGSWORTH2019-10-14
0012018-01-01ANGELA HOLLINGSWORTH2020-05-01 ANGELA HOLLINGSWORTH2020-05-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MAGGIE HOEFLEIN
0012011-01-01MAGGIE HOEFLEIN

Plan Statistics for HOME HEALTH HOLDINGS, INC. 401(K) PLAN

401k plan membership statisitcs for HOME HEALTH HOLDINGS, INC. 401(K) PLAN

Measure Date Value
2018: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01763
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01579
Total number of active participants reported on line 7a of the Form 55002017-01-01468
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01267
Total of all active and inactive participants2017-01-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01735
Number of participants with account balances2017-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01424
Total number of active participants reported on line 7a of the Form 55002016-01-01347
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01152
Total of all active and inactive participants2016-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01499
Number of participants with account balances2016-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01341
Total number of active participants reported on line 7a of the Form 55002015-01-01294
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01403
Number of participants with account balances2015-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01323
Number of participants with account balances2014-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01349
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01256
Number of participants with account balances2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01293
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01137
Total of all active and inactive participants2012-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01285
Number of participants with account balances2012-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01378
Total number of active participants reported on line 7a of the Form 55002011-01-01151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01214
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122

Financial Data on HOME HEALTH HOLDINGS, INC. 401(K) PLAN

Measure Date Value
2018 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$67,385
Total of all expenses incurred2018-12-31$2,619,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,545,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$177,746
Value of total assets at end of year2018-12-31$2,171
Value of total assets at beginning of year2018-12-31$2,554,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,169
Total interest from all sources2018-12-31$818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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$177,746
Participant contributions at beginning of year2018-12-31$60,402
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$25,711
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,171
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,412,310
Other income not declared elsewhere2018-12-31$-111,179
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,552,136
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,171
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,554,307
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
Interest on participant loans2018-12-31$818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
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
Employer contributions (assets) at beginning of year2018-12-31$54,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,545,352
Contract administrator fees2018-12-31$74,169
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49
Total income from all sources (including contributions)2017-12-31$1,076,525
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$287,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$258,966
Value of total corrective distributions2017-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$708,455
Value of total assets at end of year2017-12-31$2,554,307
Value of total assets at beginning of year2017-12-31$1,765,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,938
Total interest from all sources2017-12-31$1,325
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$636,464
Participant contributions at end of year2017-12-31$60,402
Participant contributions at end of year2017-12-31$25,711
Participant contributions at beginning of year2017-12-31$14
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,412,310
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,749,387
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,991
Other income not declared elsewhere2017-12-31$366,745
Administrative expenses (other) incurred2017-12-31$10,215
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$788,556
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,554,307
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,765,751
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
Interest on participant loans2017-12-31$1,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,899
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$54,000
Employer contributions (assets) at end of year2017-12-31$54,000
Employer contributions (assets) at beginning of year2017-12-31$14,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$258,966
Contract administrator fees2017-12-31$18,723
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$49
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2017-12-31752919818
2016 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$662,378
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$265,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$247,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$559,217
Value of total assets at end of year2016-12-31$1,765,800
Value of total assets at beginning of year2016-12-31$1,368,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,992
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$180,000
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$494,611
Participant contributions at end of year2016-12-31$14
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,749,387
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,335,378
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,106
Other income not declared elsewhere2016-12-31$103,161
Administrative expenses (other) incurred2016-12-31$7,304
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$397,367
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,765,751
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,368,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,006
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,500
Employer contributions (assets) at end of year2016-12-31$14,500
Employer contributions (assets) at beginning of year2016-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$247,019
Contract administrator fees2016-12-31$10,688
Liabilities. Value of benefit claims payable at end of year2016-12-31$49
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2016-12-31752919818
2015 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$498,907
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$366,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$334,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$528,287
Value of total assets at end of year2015-12-31$1,368,384
Value of total assets at beginning of year2015-12-31$1,235,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,064
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$140,000
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$454,755
Participant contributions at beginning of year2015-12-31$1,170
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,335,378
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,219,850
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,532
Other income not declared elsewhere2015-12-31$-29,380
Administrative expenses (other) incurred2015-12-31$19,201
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$132,417
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,368,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,235,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$30,000
Employer contributions (assets) at end of year2015-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$334,426
Contract administrator fees2015-12-31$12,863
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2015-12-31752919818
2014 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$626,634
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$161,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$148,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$556,926
Value of total assets at end of year2014-12-31$1,235,967
Value of total assets at beginning of year2014-12-31$771,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,906
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$125,000
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$354,737
Participant contributions at end of year2014-12-31$1,170
Participant contributions at beginning of year2014-12-31$606
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,219,850
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$755,020
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$202,189
Other income not declared elsewhere2014-12-31$69,708
Administrative expenses (other) incurred2014-12-31$3,936
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$464,675
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,235,967
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$771,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,666
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$148,053
Contract administrator fees2014-12-31$9,970
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2014-12-31752919818
2013 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$416,523
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$351,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$331,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$276,462
Value of total assets at end of year2013-12-31$771,292
Value of total assets at beginning of year2013-12-31$705,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,479
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$270,898
Participant contributions at end of year2013-12-31$606
Participant contributions at beginning of year2013-12-31$74
Assets. Other investments not covered elsewhere at end of year2013-12-31$755,020
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$674,216
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$924
Other income not declared elsewhere2013-12-31$140,061
Administrative expenses (other) incurred2013-12-31$8,701
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$65,327
Value of net assets at end of year (total assets less liabilities)2013-12-31$771,292
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$705,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,640
Employer contributions (assets) at beginning of year2013-12-31$20,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$331,717
Contract administrator fees2013-12-31$10,778
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2013-12-31752919818
2012 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$380,493
Total of all expenses incurred2012-12-31$104,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$89,751
Value of total corrective distributions2012-12-31$253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$317,695
Value of total assets at end of year2012-12-31$705,965
Value of total assets at beginning of year2012-12-31$429,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,428
Participant contributions at end of year2012-12-31$74
Participant contributions at beginning of year2012-12-31$9,542
Assets. Other investments not covered elsewhere at end of year2012-12-31$674,216
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$340,546
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,430
Other income not declared elsewhere2012-12-31$62,798
Administrative expenses (other) incurred2012-12-31$5,339
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$276,420
Value of net assets at end of year (total assets less liabilities)2012-12-31$705,965
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$429,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,511
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,837
Employer contributions (assets) at end of year2012-12-31$20,837
Employer contributions (assets) at beginning of year2012-12-31$73,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,751
Contract administrator fees2012-12-31$8,730
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2012-12-31752919818
2011 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$347,173
Total of all expenses incurred2011-12-31$120,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$113,089
Value of total corrective distributions2011-12-31$386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$358,551
Value of total assets at end of year2011-12-31$429,545
Value of total assets at beginning of year2011-12-31$202,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$284,605
Participant contributions at end of year2011-12-31$9,542
Participant contributions at beginning of year2011-12-31$9,546
Assets. Other investments not covered elsewhere at end of year2011-12-31$340,546
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$160,414
Other income not declared elsewhere2011-12-31$-11,378
Administrative expenses (other) incurred2011-12-31$2,800
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$226,587
Value of net assets at end of year (total assets less liabilities)2011-12-31$429,545
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$202,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$353
Net investment gain/loss from pooled separate accounts2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,946
Employer contributions (assets) at end of year2011-12-31$73,946
Employer contributions (assets) at beginning of year2011-12-31$32,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$113,089
Contract administrator fees2011-12-31$4,311
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2011-12-31752919818
2010 : HOME HEALTH HOLDINGS, INC. 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$28,975
Total income from all sources (including contributions)2010-12-31$175,496
Total of all expenses incurred2010-12-31$1,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$165,335
Value of total assets at end of year2010-12-31$202,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$132,690
Participant contributions at end of year2010-12-31$9,546
Assets. Other investments not covered elsewhere at end of year2010-12-31$160,414
Other income not declared elsewhere2010-12-31$2
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$173,983
Value of net assets at end of year (total assets less liabilities)2010-12-31$202,958
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
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$353
Net investment gain/loss from pooled separate accounts2010-12-31$10,159
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$32,645
Employer contributions (assets) at end of year2010-12-31$32,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,120
Contract administrator fees2010-12-31$393
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

Form 5500 Responses for HOME HEALTH HOLDINGS, INC. 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,636
Total amount of fees paid to insurance companyUSD $925
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,636
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered687
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,280
Total amount of fees paid to insurance companyUSD $1,035
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,280
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered403
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,703
Total amount of fees paid to insurance companyUSD $653
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,703
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,942
Total amount of fees paid to insurance companyUSD $479
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,942
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered216
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,646
Total amount of fees paid to insurance companyUSD $354
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,646
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered276
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,662
Total amount of fees paid to insurance companyUSD $248
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,662
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered171
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,362
Total amount of fees paid to insurance companyUSD $862
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801557-000
Policy instance 1
Insurance contract or identification number801557-000
Number of Individuals Covered139
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $158
Total amount of fees paid to insurance companyUSD $167
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $158
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICE

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