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BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameBENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number 001

BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:BENEFICIAL IN-HOME CARE, INC.
Employer identification number (EIN):912031999
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARRIE PIERPOINT CARRIE PIERPOINT2018-10-17
0012016-01-01
0012015-01-01

Plan Statistics for BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2023: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01385
Total number of active participants reported on line 7a of the Form 55002023-01-01270
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0167
Total of all active and inactive participants2023-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01337
Number of participants with account balances2023-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01422
Total number of active participants reported on line 7a of the Form 55002022-01-01298
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01360
Number of participants with account balances2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01476
Total number of active participants reported on line 7a of the Form 55002021-01-01357
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01408
Number of participants with account balances2021-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01487
Total number of active participants reported on line 7a of the Form 55002020-01-01420
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01462
Number of participants with account balances2020-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01427
Total number of active participants reported on line 7a of the Form 55002019-01-01414
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01446
Number of participants with account balances2019-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01380
Total number of active participants reported on line 7a of the Form 55002018-01-01395
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01414
Number of participants with account balances2018-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01363
Total number of active participants reported on line 7a of the Form 55002017-01-01351
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01370
Number of participants with account balances2017-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01267
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01275
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01198
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01201
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2023 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
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$497,465
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$186,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$184,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$255,963
Value of total assets at end of year2023-12-31$1,671,264
Value of total assets at beginning of year2023-12-31$1,360,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,853
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$69,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$69,362
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$137,000
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$152,438
Other income not declared elsewhere2023-12-31$160
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$310,630
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,671,264
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,360,634
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
Investment advisory and management fees2023-12-31$173
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,580,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,297,899
Value of interest in common/collective trusts at end of year2023-12-31$91,102
Value of interest in common/collective trusts at beginning of year2023-12-31$62,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$159,880
Net investment gain or loss from common/collective trusts2023-12-31$12,100
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$103,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$184,982
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 name2023-12-31HMA CPA PS
Accountancy firm EIN2023-12-31470888689
2022 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-12,581
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$159,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$157,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$269,373
Value of total assets at end of year2022-12-31$1,360,634
Value of total assets at beginning of year2022-12-31$1,532,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,729
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$105,566
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$105,566
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$154,000
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$161,411
Administrative expenses (other) incurred2022-12-31$1,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-172,112
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,360,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,532,746
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$1,297,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,496,191
Value of interest in common/collective trusts at end of year2022-12-31$62,735
Value of interest in common/collective trusts at beginning of year2022-12-31$36,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-382,641
Net investment gain or loss from common/collective trusts2022-12-31$-4,879
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$107,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$157,802
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 name2022-12-31HMA CPA PS
Accountancy firm EIN2022-12-31470888689
2021 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$475,880
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$125,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$295,214
Value of total assets at end of year2021-12-31$1,532,746
Value of total assets at beginning of year2021-12-31$1,181,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,117
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$111,015
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$111,015
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$119,000
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$174,678
Administrative expenses (other) incurred2021-12-31$1,117
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$350,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,532,746
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,181,948
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$1,496,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,166,252
Value of interest in common/collective trusts at end of year2021-12-31$36,555
Value of interest in common/collective trusts at beginning of year2021-12-31$15,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$66,805
Net investment gain or loss from common/collective trusts2021-12-31$2,846
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$120,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$123,965
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 name2021-12-31HMA CPA PS
Accountancy firm EIN2021-12-31470888689
2020 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$444,492
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$127,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$126,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$274,619
Value of total assets at end of year2020-12-31$1,181,948
Value of total assets at beginning of year2020-12-31$865,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,059
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,982
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$53,982
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$87,000
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$161,247
Administrative expenses (other) incurred2020-12-31$1,059
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$316,824
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,181,948
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$865,124
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$1,166,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$861,216
Value of interest in common/collective trusts at end of year2020-12-31$15,696
Value of interest in common/collective trusts at beginning of year2020-12-31$3,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$114,811
Net investment gain or loss from common/collective trusts2020-12-31$1,080
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$113,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$126,609
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 name2020-12-31HMA CPA, PS
Accountancy firm EIN2020-12-31470888689
2019 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$376,313
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$38,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,331
Value of total assets at end of year2019-12-31$865,124
Value of total assets at beginning of year2019-12-31$527,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$715
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,731
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$41,731
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$53,000
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$137,751
Administrative expenses (other) incurred2019-12-31$715
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$337,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$865,124
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$527,134
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$861,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$525,015
Value of interest in common/collective trusts at end of year2019-12-31$3,908
Value of interest in common/collective trusts at beginning of year2019-12-31$2,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,856
Net investment gain or loss from common/collective trusts2019-12-31$395
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$104,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,608
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 name2019-12-31HMA CPA, PS
Accountancy firm EIN2019-12-31470888689
2018 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$173,544
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$98,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$97,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$212,979
Value of total assets at end of year2018-12-31$527,134
Value of total assets at beginning of year2018-12-31$452,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,100
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$38,306
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$38,306
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$46,000
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$111,642
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,335
Administrative expenses (other) incurred2018-12-31$1,100
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$74,802
Value of net assets at end of year (total assets less liabilities)2018-12-31$527,134
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$452,332
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$525,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$451,341
Value of interest in common/collective trusts at end of year2018-12-31$2,119
Value of interest in common/collective trusts at beginning of year2018-12-31$991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-77,586
Net investment gain or loss from common/collective trusts2018-12-31$-155
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$88,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$97,642
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 name2018-12-31HMA CPA, PS
Accountancy firm EIN2018-12-31470888689
2017 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$254,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$202,049
Value of total assets at end of year2017-12-31$452,332
Value of total assets at beginning of year2017-12-31$217,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$720
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,646
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$15,646
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$22,000
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$112,560
Administrative expenses (other) incurred2017-12-31$720
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$234,605
Value of net assets at end of year (total assets less liabilities)2017-12-31$452,332
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$217,727
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$451,341
Value of interest in pooled separate accounts at beginning of year2017-12-31$203,118
Value of interest in common/collective trusts at end of year2017-12-31$991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,308
Net investment gain or loss from common/collective trusts2017-12-31$29
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$89,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,707
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 name2017-12-31HMA CPA, PS
Accountancy firm EIN2017-12-31470888689
2016 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$148,093
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$139,902
Value of total assets at end of year2016-12-31$217,727
Value of total assets at beginning of year2016-12-31$77,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000
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$77,910
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$139,842
Value of net assets at end of year (total assets less liabilities)2016-12-31$217,727
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,885
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$203,118
Value of interest in pooled separate accounts at beginning of year2016-12-31$70,371
Interest earned on other investments2016-12-31$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,514
Net investment gain/loss from pooled separate accounts2016-12-31$8,110
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$61,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,251
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 name2016-12-31SCHOEDEL & SCHOEDEL CPA'S, PLLC
Accountancy firm EIN2016-12-31910614823
2015 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$81,186
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$84,028
Value of total assets at end of year2015-12-31$77,885
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000
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$45,657
Other income not declared elsewhere2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$77,885
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,885
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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$70,371
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-2,857
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$38,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,301
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 name2015-12-31SHOEDEL & SHOEDEL CPA'S, PLLC
Accountancy firm EIN2015-12-31910614823

Form 5500 Responses for BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN

2023: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS 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: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37599
Policy instance 1
Insurance contract or identification numberG37599
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37599
Policy instance 1
Insurance contract or identification numberG37599
Number of Individuals Covered51
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $191
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
Commission paid to Insurance BrokerUSD $191
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT

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