401k Plan data: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN plan

HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 401k Plan overview

Plan Name	HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN
Plan identification number	512

HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

HEIN & ASSOCIATES LLP has sponsored the creation of one or more 401k plans.

Company Name: HEIN & ASSOCIATES LLP

Employer identification number (EIN): 840749233

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
512 2017-07-01 JILL RODRIGUEZ
512 2016-07-01 JILL RODRIGUEZ
512 2015-07-01 JILL RODRIGUEZ
512 2014-07-01 JILL RODRIGUEZ
512 2013-07-01 JILL RODRIGUEZ
512 2012-07-01 JILL RODRIGUEZ

Plan id#	Filing Submission Date	Name of Administrator
512	2017-07-01	JILL RODRIGUEZ
512	2016-07-01	JILL RODRIGUEZ
512	2015-07-01	JILL RODRIGUEZ
512	2014-07-01	JILL RODRIGUEZ
512	2013-07-01	JILL RODRIGUEZ
512	2012-07-01	JILL RODRIGUEZ

Plan Statistics for HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN

401k plan membership statisitcs for HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN

Measure Date Value
2017: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 258
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 244
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 244
2016: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 258
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 258
2015: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 266
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 289
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 289
2014: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 262
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 266
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 266
2013: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 238
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 262
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 262
2012: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 238
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 238
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 238

Measure	Date	Value
2017: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	258
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	244
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	244
2016: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	258
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	258
2015: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	266
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	289
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	289
2014: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	262
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	266
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	266
2013: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	238
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	262
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	262
2012: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	238
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	238
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	238

Form 5500 Responses for HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN

2017: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM CARE PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

297993

Policy instance

Insurance contract or identification number	297993
Number of Individuals Covered	244
Insurance policy start date	2017-07-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,176
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LONG TERM CARE
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $19,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,176
Insurance broker organization code?	3
Insurance broker name	COBIZ INSURANCE

Potentially related plans

HEIN & ELLEN HETTINGA DAIRIES [EIN = 860609643]

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Company Name:	HEIN & ASSOCIATES LLP
Employer identification number (EIN):	840749233
NAIC Classification:	541600