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PARTNERS IN HOME CARE RETIREMENT PLAN 401k Plan overview

Plan NamePARTNERS IN HOME CARE RETIREMENT PLAN
Plan identification number 001

PARTNERS IN HOME CARE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

PARTNERS IN HOME CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARTNERS IN HOME CARE, INC.
Employer identification number (EIN):810425934
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN HOME CARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER DIERINGER
0012016-01-01MARK J. SHERBINE
0012015-01-01MARK J. SHERBINE
0012014-01-01MARK J. SHERBINE
0012013-01-01MARK J. SHERBINE
0012012-01-01MARK J. SHERBINE
0012011-01-01MARK SHERBINE RANDALL CAMBRIDGE2012-07-31
0012009-01-01MARK SHERBINE RANDALL CAMBRIDGE2010-09-28

Plan Statistics for PARTNERS IN HOME CARE RETIREMENT PLAN

401k plan membership statisitcs for PARTNERS IN HOME CARE RETIREMENT PLAN

Measure Date Value
2022: PARTNERS IN HOME CARE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01285
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01333
Number of participants with account balances2022-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PARTNERS IN HOME CARE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01243
Total number of active participants reported on line 7a of the Form 55002021-01-01188
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01282
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: PARTNERS IN HOME CARE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01236
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: PARTNERS IN HOME CARE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: PARTNERS IN HOME CARE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01181
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: PARTNERS IN HOME CARE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: PARTNERS IN HOME CARE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01159
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01161
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PARTNERS IN HOME CARE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01153
Number of participants with account balances2015-01-0196
2014: PARTNERS IN HOME CARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PARTNERS IN HOME CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01115
Number of participants with account balances2013-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: PARTNERS IN HOME CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: PARTNERS IN HOME CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PARTNERS IN HOME CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01190
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01122
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PARTNERS IN HOME CARE RETIREMENT PLAN

Measure Date Value
2022 : PARTNERS IN HOME CARE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$110
Total income from all sources (including contributions)2022-12-31$-347,500
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$753,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$700,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,269,425
Value of total assets at end of year2022-12-31$9,029,485
Value of total assets at beginning of year2022-12-31$10,130,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,048
Total interest from all sources2022-12-31$6,374
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,710
Administrative expenses professional fees incurred2022-12-31$53,048
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$913,175
Participant contributions at end of year2022-12-31$144,279
Participant contributions at beginning of year2022-12-31$155,950
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,242
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$110
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,100,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,029,485
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,130,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,531,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,570,862
Interest on participant loans2022-12-31$6,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,857,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$325,008
Employer contributions (assets) at end of year2022-12-31$353,705
Employer contributions (assets) at beginning of year2022-12-31$403,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$700,401
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : PARTNERS IN HOME CARE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,379,375
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,694,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,645,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,251,642
Value of total assets at end of year2021-12-31$10,130,544
Value of total assets at beginning of year2021-12-31$9,445,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,622
Total interest from all sources2021-12-31$3,980
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,211,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,211,352
Administrative expenses professional fees incurred2021-12-31$48,622
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$756,654
Participant contributions at end of year2021-12-31$155,950
Participant contributions at beginning of year2021-12-31$102,884
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$91,366
Liabilities. Value of operating payables at end of year2021-12-31$110
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$110
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$685,027
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,130,434
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,445,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,570,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,946,872
Interest on participant loans2021-12-31$3,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-87,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$403,622
Employer contributions (assets) at end of year2021-12-31$403,622
Employer contributions (assets) at beginning of year2021-12-31$395,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,645,726
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : PARTNERS IN HOME CARE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$973
Total income from all sources (including contributions)2020-12-31$2,412,710
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$591,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$537,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,213,284
Value of total assets at end of year2020-12-31$9,445,407
Value of total assets at beginning of year2020-12-31$7,624,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,555
Total interest from all sources2020-12-31$3,690
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$295,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$295,162
Administrative expenses professional fees incurred2020-12-31$53,555
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$733,234
Participant contributions at end of year2020-12-31$102,884
Participant contributions at beginning of year2020-12-31$87,549
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$84,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$973
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$26,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,821,590
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,445,407
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,623,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,946,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,164,172
Interest on participant loans2020-12-31$3,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$900,574
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$395,651
Employer contributions (assets) at end of year2020-12-31$395,651
Employer contributions (assets) at beginning of year2020-12-31$346,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$537,565
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : PARTNERS IN HOME CARE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,469,495
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$650,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$609,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,289,275
Value of total assets at end of year2019-12-31$7,624,790
Value of total assets at beginning of year2019-12-31$5,805,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,733
Total interest from all sources2019-12-31$5,283
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,524
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$591,911
Participant contributions at end of year2019-12-31$87,549
Participant contributions at beginning of year2019-12-31$89,263
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$351,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$41,733
Total non interest bearing cash at end of year2019-12-31$26,954
Total non interest bearing cash at beginning of year2019-12-31$21,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,818,590
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,623,817
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,805,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,164,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,392,152
Interest on participant loans2019-12-31$5,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$990,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$346,115
Employer contributions (assets) at end of year2019-12-31$346,115
Employer contributions (assets) at beginning of year2019-12-31$301,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$609,172
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : PARTNERS IN HOME CARE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$524,378
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$478,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$440,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$837,753
Value of total assets at end of year2018-12-31$5,805,227
Value of total assets at beginning of year2018-12-31$5,759,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,429
Total interest from all sources2018-12-31$4,977
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$169,668
Administrative expenses professional fees incurred2018-12-31$38,429
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$530,682
Participant contributions at end of year2018-12-31$89,263
Participant contributions at beginning of year2018-12-31$92,376
Participant contributions at end of year2018-12-31$301,964
Participant contributions at beginning of year2018-12-31$18,427
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,354
Total non interest bearing cash at end of year2018-12-31$21,848
Total non interest bearing cash at beginning of year2018-12-31$61
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$45,594
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,805,227
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,759,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,392,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,397,809
Interest on participant loans2018-12-31$4,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-488,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$302,717
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$250,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$440,355
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
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : PARTNERS IN HOME CARE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,586,018
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$298,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$285,684
Value of total corrective distributions2017-12-31$2,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$908,205
Value of total assets at end of year2017-12-31$5,759,633
Value of total assets at beginning of year2017-12-31$4,472,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,688
Total interest from all sources2017-12-31$3,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,090
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$384,672
Participant contributions at end of year2017-12-31$92,376
Participant contributions at beginning of year2017-12-31$75,084
Participant contributions at end of year2017-12-31$18,427
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$71,604
Total non interest bearing cash at end of year2017-12-31$61
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,287,532
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,759,633
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,472,101
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$10,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,397,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,753,886
Interest on participant loans2017-12-31$3,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$643,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$549,900
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$451,929
Employer contributions (assets) at end of year2017-12-31$250,960
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$285,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : PARTNERS IN HOME CARE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$805,863
Total of all expenses incurred2016-12-31$87,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,121
Expenses. Certain deemed distributions of participant loans2016-12-31$3,859
Value of total corrective distributions2016-12-31$3,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$497,460
Value of total assets at end of year2016-12-31$4,472,101
Value of total assets at beginning of year2016-12-31$3,753,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,282
Total interest from all sources2016-12-31$2,713
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$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$295,369
Participant contributions at end of year2016-12-31$75,084
Participant contributions at beginning of year2016-12-31$44,876
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,061
Other income not declared elsewhere2016-12-31$2,748
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$718,417
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,472,101
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,753,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,753,886
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,244,029
Interest on participant loans2016-12-31$2,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$643,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$464,779
Net investment gain/loss from pooled separate accounts2016-12-31$302,942
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$176,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,121
Contract administrator fees2016-12-31$9,282
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : PARTNERS IN HOME CARE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$295,114
Total of all expenses incurred2015-12-31$226,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$212,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$370,551
Value of total assets at end of year2015-12-31$3,753,684
Value of total assets at beginning of year2015-12-31$3,685,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,020
Total interest from all sources2015-12-31$2,654
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$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$263,362
Participant contributions at end of year2015-12-31$44,876
Participant contributions at beginning of year2015-12-31$55,147
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,967
Other income not declared elsewhere2015-12-31$2,222
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$68,487
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,753,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,685,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,244,029
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,087,337
Interest on participant loans2015-12-31$2,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$464,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$422,245
Net investment gain/loss from pooled separate accounts2015-12-31$-80,313
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$222
Employer contributions (assets) at beginning of year2015-12-31$120,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$212,607
Contract administrator fees2015-12-31$14,020
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : PARTNERS IN HOME CARE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$531,430
Total of all expenses incurred2014-12-31$267,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$257,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$296,230
Value of total assets at end of year2014-12-31$3,685,197
Value of total assets at beginning of year2014-12-31$3,420,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,078
Total interest from all sources2014-12-31$2,966
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$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$175,762
Participant contributions at end of year2014-12-31$55,147
Participant contributions at beginning of year2014-12-31$56,761
Other income not declared elsewhere2014-12-31$2,047
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$264,389
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,685,197
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,420,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,087,337
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,848,626
Interest on participant loans2014-12-31$2,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$422,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$394,615
Net investment gain/loss from pooled separate accounts2014-12-31$230,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$120,468
Employer contributions (assets) at end of year2014-12-31$120,468
Employer contributions (assets) at beginning of year2014-12-31$120,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$257,963
Contract administrator fees2014-12-31$9,078
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : PARTNERS IN HOME CARE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$910,215
Total of all expenses incurred2013-12-31$131,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$122,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,897
Value of total assets at end of year2013-12-31$3,420,808
Value of total assets at beginning of year2013-12-31$2,642,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,558
Total interest from all sources2013-12-31$3,396
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$264,218
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$176,942
Participant contributions at end of year2013-12-31$56,761
Participant contributions at beginning of year2013-12-31$62,962
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,761
Other income not declared elsewhere2013-12-31$1,936
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$778,627
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,420,808
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,642,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,848,626
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,103,922
Interest on participant loans2013-12-31$3,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$394,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$362,542
Net investment gain/loss from pooled separate accounts2013-12-31$547,986
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$121,194
Employer contributions (assets) at end of year2013-12-31$120,806
Employer contributions (assets) at beginning of year2013-12-31$112,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$122,030
Contract administrator fees2013-12-31$9,558
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 name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : PARTNERS IN HOME CARE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$562,122
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$281,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$275,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$305,456
Value of total assets at end of year2012-12-31$2,642,181
Value of total assets at beginning of year2012-12-31$2,361,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,347
Total interest from all sources2012-12-31$3,209
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$265,000
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$172,673
Participant contributions at end of year2012-12-31$62,962
Participant contributions at beginning of year2012-12-31$27,043
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,028
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$280,670
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,642,181
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,361,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,946,603
Value of interest in pooled separate accounts at end of year2012-12-31$2,103,922
Interest on participant loans2012-12-31$2,081
Interest earned on other investments2012-12-31$1,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$362,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$279,774
Net investment gain/loss from pooled separate accounts2012-12-31$253,457
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$112,755
Employer contributions (assets) at end of year2012-12-31$112,755
Employer contributions (assets) at beginning of year2012-12-31$108,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$275,105
Contract administrator fees2012-12-31$6,347
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
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : PARTNERS IN HOME CARE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$271,382
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$259,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$256,894
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$2,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$293,450
Value of total assets at end of year2011-12-31$2,361,511
Value of total assets at beginning of year2011-12-31$2,347,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$578
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$9,228
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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$185,359
Participant contributions at end of year2011-12-31$27,043
Participant contributions at beginning of year2011-12-31$9,614
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$578
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$11,552
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,361,511
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,347,522
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,946,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,011,613
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$1,063
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,165
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$279,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$226,014
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,296
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$108,091
Employer contributions (assets) at end of year2011-12-31$108,091
Employer contributions (assets) at beginning of year2011-12-31$100,281
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$256,894
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
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$0
Contract administrator fees2011-12-31$0
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$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : PARTNERS IN HOME CARE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$488,501
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$260,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$253,026
Expenses. Certain deemed distributions of participant loans2010-12-31$3,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$275,021
Value of total assets at end of year2010-12-31$2,347,522
Value of total assets at beginning of year2010-12-31$2,119,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,120
Total interest from all sources2010-12-31$7,624
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$234,752
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$174,542
Participant contributions at end of year2010-12-31$9,614
Participant contributions at beginning of year2010-12-31$7,142
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$198
Administrative expenses (other) incurred2010-12-31$4,120
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$228,132
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,347,522
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,119,390
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 interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,011,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,764,688
Interest on participant loans2010-12-31$425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$226,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$237,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$205,856
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$100,281
Employer contributions (assets) at end of year2010-12-31$100,281
Employer contributions (assets) at beginning of year2010-12-31$110,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$253,026
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN, LLP
Accountancy firm EIN2010-12-31410746749
2009 : PARTNERS IN HOME CARE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PARTNERS IN HOME CARE RETIREMENT PLAN

2022: PARTNERS IN HOME CARE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PARTNERS IN HOME CARE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PARTNERS IN HOME CARE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARTNERS IN HOME CARE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARTNERS IN HOME CARE RETIREMENT 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PARTNERS IN HOME CARE RETIREMENT 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARTNERS IN HOME CARE RETIREMENT PLAN 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 benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARTNERS IN HOME CARE RETIREMENT PLAN 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 benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARTNERS IN HOME CARE RETIREMENT PLAN 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 benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARTNERS IN HOME CARE RETIREMENT PLAN 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 benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNERS IN HOME CARE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARTNERS IN HOME CARE RETIREMENT 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PARTNERS IN HOME CARE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802768
Policy instance 1
Insurance contract or identification number802768
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTMENT SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802768
Policy instance 1
Insurance contract or identification number802768
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,686
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 $11,686
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTMENT SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802768
Policy instance 1
Insurance contract or identification number802768
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,873
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 $9,873
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTMENT SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802768
Policy instance 1
Insurance contract or identification number802768
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,956
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 $8,956
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTMENT SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802768
Policy instance 1
Insurance contract or identification number802768
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,348
Insurance broker organization code?3
Insurance broker nameSYMETRA INVESTMENT SERVICES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG32784
Policy instance 1
Insurance contract or identification numberG32784
Number of Individuals Covered98
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,690
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG32784
Policy instance 1
Insurance contract or identification numberG32784
Number of Individuals Covered95
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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