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PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NamePIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN
Plan identification number 001

PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN Benefits

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

401k Sponsoring company profile

PIPELINE HEALTH SYSTEM, LLC has sponsored the creation of one or more 401k plans.

Company Name:PIPELINE HEALTH SYSTEM, LLC
Employer identification number (EIN):832843667
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELAINE STEPHENSON2024-10-15
0012022-01-01STEVEN R. BLAKE2023-10-11 STEVEN R. BLAKE2023-10-11
0012022-01-01ELAINE STEPHENSON2024-10-15
0012021-01-01TRACI BOWEN2022-10-13
0012021-01-01STEVEN R. BLAKE2023-06-16
0012020-01-01STEVEN R. BLAKE2021-10-12
0012019-01-01PAUL J. CELUCH2020-10-14
0012019-01-01PAUL CELUCH2021-02-17

Plan Statistics for PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN

Measure Date Value
2023: PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,120
Total number of active participants reported on line 7a of the Form 55002023-01-011,683
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01754
Total of all active and inactive participants2023-01-012,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012,437
Number of participants with account balances2023-01-011,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,344
Total number of active participants reported on line 7a of the Form 55002022-01-013,885
Number of other retired or separated participants entitled to future benefits2022-01-01446
Total of all active and inactive participants2022-01-014,331
Total participants2022-01-014,331
Number of participants with account balances2022-01-011,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
2021: PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,224
Total number of active participants reported on line 7a of the Form 55002021-01-014,196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01595
Total of all active and inactive participants2021-01-014,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,791
Number of participants with account balances2021-01-012,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,645
Total number of active participants reported on line 7a of the Form 55002020-01-013,675
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01704
Total of all active and inactive participants2020-01-014,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,379
Number of participants with account balances2020-01-012,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01124
2019: PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,008
Total number of active participants reported on line 7a of the Form 55002019-01-012,342
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01178
Total of all active and inactive participants2019-01-012,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,520
Number of participants with account balances2019-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129

Financial Data on PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN

Measure Date Value
2023 : PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$191,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$17,199,308
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$16,048,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$15,347,947
Value of total corrective distributions2023-12-31$58,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,777,675
Value of total assets at end of year2023-12-31$75,669,576
Value of total assets at beginning of year2023-12-31$74,327,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$642,210
Total interest from all sources2023-12-31$246,718
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$6,315,780
Participant contributions at end of year2023-12-31$2,372,039
Participant contributions at beginning of year2023-12-31$2,669,309
Participant contributions at end of year2023-12-31$284,509
Participant contributions at beginning of year2023-12-31$284,509
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$461,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$191,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,150,589
Value of net assets at end of year (total assets less liabilities)2023-12-31$75,478,025
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$74,327,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$67,710,889
Value of interest in pooled separate accounts at beginning of year2023-12-31$65,482,655
Interest on participant loans2023-12-31$132,128
Interest earned on other investments2023-12-31$114,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$5,302,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,890,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,174,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,347,947
Contract administrator fees2023-12-31$642,210
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2023-12-31472718509
2022 : PIPELINE HEALTHCARE MANAGEMENT 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$8,757
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,859,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,125,652
Expenses. Certain deemed distributions of participant loans2022-12-31$291,322
Value of total corrective distributions2022-12-31$4,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,455,214
Value of total assets at end of year2022-12-31$74,347,924
Value of total assets at beginning of year2022-12-31$84,198,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$437,637
Total interest from all sources2022-12-31$202,460
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$11,794,206
Participant contributions at end of year2022-12-31$2,689,797
Participant contributions at beginning of year2022-12-31$2,592,173
Participant contributions at end of year2022-12-31$284,509
Participant contributions at beginning of year2022-12-31$44,795
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$661,008
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,850,345
Value of net assets at end of year (total assets less liabilities)2022-12-31$74,347,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,198,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$437,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$65,482,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$77,551,533
Value of interest in pooled separate accounts at end of year2022-12-31$65,482,655
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$118,921
Interest earned on other investments2022-12-31$83,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,890,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,009,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,648,917
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,125,652
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 name2022-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31472718509
2021 : PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total income from all sources (including contributions)2021-12-31$23,309,583
Total of all expenses incurred2021-12-31$11,989,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,457,848
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,724,481
Value of total assets at end of year2021-12-31$84,153,474
Value of total assets at beginning of year2021-12-31$72,833,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$531,685
Total interest from all sources2021-12-31$129,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$12,392,803
Participant contributions at end of year2021-12-31$2,592,173
Participant contributions at beginning of year2021-12-31$2,278,396
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,331,678
Other income not declared elsewhere2021-12-31$175,156
Total non interest bearing cash at end of year2021-12-31$0
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$11,320,050
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,153,474
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,833,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$531,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$77,551,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$66,254,823
Interest on participant loans2021-12-31$129,439
Interest earned on other investments2021-12-31$60,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,009,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,300,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,300,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,009,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,300,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,280,507
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,457,848
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$49,741,078
Total transfer of assets from this plan2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,461,174
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,934,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,735,837
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$11,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,806,845
Value of total assets at end of year2020-12-31$72,833,424
Value of total assets at beginning of year2020-12-31$15,565,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$187,258
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$20,261
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Administrative expenses professional fees incurred2020-12-31$0
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$6,227,725
Participant contributions at end of year2020-12-31$2,278,396
Participant contributions at beginning of year2020-12-31$424,911
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$201,146
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$579,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$232,826
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,527,070
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,833,424
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,565,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,254,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,507,106
Interest on participant loans2020-12-31$20,261
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,300,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$432,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$432,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,401,242
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,735,837
Contract administrator fees2020-12-31$187,258
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,058,012
Total of all expenses incurred2019-12-31$2,957,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,882,306
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$5,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,186,287
Value of total assets at end of year2019-12-31$15,565,276
Value of total assets at beginning of year2019-12-31$6,464,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,823
Total interest from all sources2019-12-31$18,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
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$6,805,914
Participant contributions at end of year2019-12-31$424,911
Participant contributions at beginning of year2019-12-31$196,380
Participant contributions at end of year2019-12-31$201,146
Participant contributions at beginning of year2019-12-31$127,579
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,380,373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$8,225
Administrative expenses (other) incurred2019-12-31$4,079
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$9,101,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,565,276
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,464,273
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
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,507,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,578,877
Interest on participant loans2019-12-31$16,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$432,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$154,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$154,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,494
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,844,758
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$406,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,882,306
Contract administrator fees2019-12-31$64,744
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590

Form 5500 Responses for PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN

2023: PIPELINE HEALTHCARE MANAGEMENT 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PIPELINE HEALTHCARE MANAGEMENT 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIPELINE HEALTHCARE MANAGEMENT 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIPELINE HEALTHCARE MANAGEMENT 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PIPELINE HEALTHCARE MANAGEMENT 401(K) 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510
Policy instance 1
Insurance contract or identification number932510
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitYes
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510
Policy instance 1
Insurance contract or identification number932510
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitYes
Number of Individuals Covered0
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
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510
Policy instance 1
Insurance contract or identification number932510
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510
Policy instance 1
Insurance contract or identification number932510
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-006
Policy instance 7
Insurance contract or identification number932510-006
Number of Individuals Covered58
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $215
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
Amount paid for insurance broker fees215
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-007
Policy instance 5
Insurance contract or identification number932510-007
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19
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 $0
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-005
Policy instance 4
Insurance contract or identification number932510-005
Number of Individuals Covered446
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $975
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 $0
Amount paid for insurance broker fees975
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-003
Policy instance 2
Insurance contract or identification number932510-003
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
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 $0
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-004
Policy instance 1
Insurance contract or identification number932510-004
Number of Individuals Covered282
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $668
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 $0
Amount paid for insurance broker fees668
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-005
Policy instance 7
Insurance contract or identification number932510-005
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $975
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?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees975
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-002
Policy instance 6
Insurance contract or identification number932510-002
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $49
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?Yes
Number of Individuals Covered22
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees49
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-004
Policy instance 5
Insurance contract or identification number932510-004
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $668
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?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees668
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-003
Policy instance 4
Insurance contract or identification number932510-003
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
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?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number932510-001
Policy instance 3
Insurance contract or identification number932510-001
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,486
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?Yes
Number of Individuals Covered302
Amount paid for insurance broker fees3486
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-006
Policy instance 2
Insurance contract or identification number932510-006
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $215
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?Yes
Amount paid for insurance broker fees215
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932510-007
Policy instance 1
Insurance contract or identification number932510-007
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19
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?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5

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