Logo

BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameBEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEACON OCCUPATIONAL HEALTH AND has sponsored the creation of one or more 401k plans.

Company Name:BEACON OCCUPATIONAL HEALTH AND
Employer identification number (EIN):920166824
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about BEACON OCCUPATIONAL HEALTH AND

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1999-04-23
Company Identification Number: 66464D
Legal Registered Office Address: 800 CORDOVA STREET

ANCHORAGE
United States of America (USA)
99501

More information about BEACON OCCUPATIONAL HEALTH AND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANTHONY FRENCH
0012016-01-01ANTHONY FRENCH
0012015-01-01ANTHONY FRENCH
0012014-01-01MARK HYLEN
0012013-01-01HOLLY HYLEN
0012012-01-01HOLLY HYLEN
0012011-01-01HOLLY HYLEN
0012010-01-01HOLLY HYLEN2011-10-14

Plan Statistics for BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01363
Total number of active participants reported on line 7a of the Form 55002022-01-01196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01273
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01337
Total number of active participants reported on line 7a of the Form 55002021-01-01271
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01348
Number of participants with account balances2021-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01288
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01336
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01286
Total number of active participants reported on line 7a of the Form 55002019-01-01257
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01306
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01271
Total number of active participants reported on line 7a of the Form 55002018-01-01237
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01289
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01239
Total number of active participants reported on line 7a of the Form 55002017-01-01208
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01264
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01299
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01242
Number of participants with account balances2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01230
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01296
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01285
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01289
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01252
Total number of active participants reported on line 7a of the Form 55002013-01-01258
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01298
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01250
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01264
Number of participants with account balances2012-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01263
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$1,959,448
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$0
Total income from all sources (including contributions)2022-12-31$-1,049,562
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,902,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,745,337
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$34,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,579,586
Value of total assets at end of year2022-12-31$10,852,457
Value of total assets at beginning of year2022-12-31$15,763,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$122,099
Total interest from all sources2022-12-31$6,819
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
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$14,350
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$1,056,525
Participant contributions at end of year2022-12-31$188,200
Participant contributions at beginning of year2022-12-31$213,481
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$120,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,951,759
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,852,457
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,763,664
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
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$45,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,838,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,045,715
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,772
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$7,822,302
Value of interest in common/collective trusts at beginning of year2022-12-31$10,493,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$47
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,635,967
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$402,117
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$1,745,337
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$61,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PORTER & ALLISON, INC
Accountancy firm EIN2022-12-31475223460
2021 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$3,435,571
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,643,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,530,010
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,589,273
Value of total assets at end of year2021-12-31$15,763,664
Value of total assets at beginning of year2021-12-31$13,971,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,182
Total interest from all sources2021-12-31$7,083
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$898
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$898
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,204,948
Participant contributions at end of year2021-12-31$213,481
Participant contributions at beginning of year2021-12-31$154,740
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at beginning 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$1,792,379
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,763,664
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,971,285
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
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$51,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,045,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,806,923
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$7,082
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$10,493,641
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,838,317
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$376,167
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$1,530,010
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$62,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PORTER & ALLISON, INC
Accountancy firm EIN2021-12-31475223460
2019 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total transfer of assets from this plan2019-12-31$280,134
Total transfer of assets from this plan2019-12-31$280,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$420
Total income from all sources (including contributions)2019-12-31$3,771,511
Total income from all sources (including contributions)2019-12-31$3,771,511
Total of all expenses incurred2019-12-31$1,069,192
Total of all expenses incurred2019-12-31$1,069,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,000,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,000,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,362,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,362,259
Value of total assets at end of year2019-12-31$13,263,632
Value of total assets at end of year2019-12-31$13,263,632
Value of total assets at beginning of year2019-12-31$10,841,867
Value of total assets at beginning of year2019-12-31$10,841,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,852
Total interest from all sources2019-12-31$30,597
Total interest from all sources2019-12-31$30,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$26,825
Administrative expenses professional fees incurred2019-12-31$26,825
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$939,190
Contributions received from participants2019-12-31$939,190
Participant contributions at end of year2019-12-31$130,336
Participant contributions at end of year2019-12-31$130,336
Participant contributions at beginning of year2019-12-31$99,541
Participant contributions at beginning of year2019-12-31$99,541
Assets. Other investments not covered elsewhere at end of year2019-12-31$241,768
Assets. Other investments not covered elsewhere at end of year2019-12-31$241,768
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$140,949
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$140,949
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,372
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,372
Other income not declared elsewhere2019-12-31$76
Other income not declared elsewhere2019-12-31$76
Total non interest bearing cash at end of year2019-12-31$27,386
Total non interest bearing cash at end of year2019-12-31$27,386
Total non interest bearing cash at beginning of year2019-12-31$7,914
Total non interest bearing cash at beginning of year2019-12-31$7,914
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
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$2,702,319
Value of net income/loss2019-12-31$2,702,319
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,263,632
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,263,632
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,841,447
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,841,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$12,371,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,371,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,097,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,097,800
Interest on participant loans2019-12-31$5,705
Interest on participant loans2019-12-31$5,705
Interest earned on other investments2019-12-31$24,892
Interest earned on other investments2019-12-31$24,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$157,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$157,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$154,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$154,021
Net investment gain/loss from pooled separate accounts2019-12-31$2,378,579
Net investment gain/loss from pooled separate accounts2019-12-31$2,378,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$334,697
Contributions received in cash from employer2019-12-31$334,697
Employer contributions (assets) at end of year2019-12-31$334,697
Employer contributions (assets) at end of year2019-12-31$334,697
Employer contributions (assets) at beginning of year2019-12-31$341,642
Employer contributions (assets) at beginning of year2019-12-31$341,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,000,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,000,340
Contract administrator fees2019-12-31$42,027
Contract administrator fees2019-12-31$42,027
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$420
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$420
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PORTER & ALLISON, INC.
Accountancy firm name2019-12-31PORTER & ALLISON, INC.
Accountancy firm EIN2019-12-31475223460
Accountancy firm EIN2019-12-31475223460
2018 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$420
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$419,333
Total of all expenses incurred2018-12-31$684,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$613,370
Expenses. Certain deemed distributions of participant loans2018-12-31$611
Value of total corrective distributions2018-12-31$1,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,283,034
Value of total assets at end of year2018-12-31$10,841,867
Value of total assets at beginning of year2018-12-31$11,106,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,529
Total interest from all sources2018-12-31$28,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$29,092
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$908,659
Participant contributions at end of year2018-12-31$99,541
Participant contributions at beginning of year2018-12-31$148,239
Assets. Other investments not covered elsewhere at end of year2018-12-31$140,949
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$40,600
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,456
Total non interest bearing cash at end of year2018-12-31$7,914
Total non interest bearing cash at beginning of year2018-12-31$10,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-264,910
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,841,447
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,106,357
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$10,097,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,466,098
Interest on participant loans2018-12-31$5,284
Interest earned on other investments2018-12-31$23,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$154,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$149,163
Net investment gain/loss from pooled separate accounts2018-12-31$-892,284
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$342,919
Employer contributions (assets) at end of year2018-12-31$341,642
Employer contributions (assets) at beginning of year2018-12-31$291,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$613,370
Contract administrator fees2018-12-31$39,437
Liabilities. Value of benefit claims payable at end of year2018-12-31$420
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
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$6,000
Total income from all sources (including contributions)2017-12-31$3,173,736
Total of all expenses incurred2017-12-31$2,146,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,086,606
Value of total corrective distributions2017-12-31$11,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,322,124
Value of total assets at end of year2017-12-31$11,106,357
Value of total assets at beginning of year2017-12-31$10,084,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,470
Total interest from all sources2017-12-31$27,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$819,718
Participant contributions at end of year2017-12-31$148,239
Participant contributions at beginning of year2017-12-31$116,070
Assets. Other investments not covered elsewhere at end of year2017-12-31$40,600
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$90,106
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$210,556
Total non interest bearing cash at end of year2017-12-31$10,407
Total non interest bearing cash at beginning of year2017-12-31$43,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,027,513
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,106,357
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,078,844
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$10,466,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,561,219
Interest on participant loans2017-12-31$5,707
Interest earned on other investments2017-12-31$21,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$149,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$159,892
Net investment gain/loss from pooled separate accounts2017-12-31$1,824,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$291,850
Employer contributions (assets) at end of year2017-12-31$291,850
Employer contributions (assets) at beginning of year2017-12-31$113,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,086,606
Contract administrator fees2017-12-31$35,845
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,000
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,000
Total income from all sources (including contributions)2016-12-31$1,686,348
Total of all expenses incurred2016-12-31$2,169,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,063,370
Value of total corrective distributions2016-12-31$25,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,027,458
Value of total assets at end of year2016-12-31$10,084,844
Value of total assets at beginning of year2016-12-31$10,561,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,699
Total interest from all sources2016-12-31$27,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$45,821
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$861,234
Participant contributions at end of year2016-12-31$116,070
Participant contributions at beginning of year2016-12-31$197,955
Participant contributions at beginning of year2016-12-31$5,734
Assets. Other investments not covered elsewhere at end of year2016-12-31$90,106
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$47,793
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,450
Other income not declared elsewhere2016-12-31$-1,855
Total non interest bearing cash at end of year2016-12-31$43,783
Total non interest bearing cash at beginning of year2016-12-31$26,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-482,813
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,078,844
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,561,657
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$9,561,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,795,184
Interest on participant loans2016-12-31$6,416
Interest earned on other investments2016-12-31$20,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$159,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$138,802
Net investment gain/loss from pooled separate accounts2016-12-31$633,708
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$113,774
Employer contributions (assets) at end of year2016-12-31$113,774
Employer contributions (assets) at beginning of year2016-12-31$349,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,063,370
Contract administrator fees2016-12-31$34,878
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,000
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,939,560
Total of all expenses incurred2015-12-31$2,271,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,213,183
Value of total corrective distributions2015-12-31$10,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,091,371
Value of total assets at end of year2015-12-31$10,561,657
Value of total assets at beginning of year2015-12-31$10,893,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,310
Total interest from all sources2015-12-31$21,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,075
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,169,037
Participant contributions at end of year2015-12-31$197,955
Participant contributions at beginning of year2015-12-31$270,088
Participant contributions at end of year2015-12-31$5,734
Participant contributions at beginning of year2015-12-31$132
Assets. Other investments not covered elsewhere at end of year2015-12-31$47,793
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$232,887
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$571,433
Total non interest bearing cash at end of year2015-12-31$26,527
Total non interest bearing cash at beginning of year2015-12-31$8,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-332,236
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,561,657
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,893,893
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$9,795,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,806,618
Interest on participant loans2015-12-31$8,873
Interest earned on other investments2015-12-31$12,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$138,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$119,550
Net investment gain/loss from pooled separate accounts2015-12-31$-173,429
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$350,901
Employer contributions (assets) at end of year2015-12-31$349,662
Employer contributions (assets) at beginning of year2015-12-31$456,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,213,183
Contract administrator fees2015-12-31$45,235
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,373,441
Total of all expenses incurred2014-12-31$1,144,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$937,677
Expenses. Certain deemed distributions of participant loans2014-12-31$36,479
Value of total corrective distributions2014-12-31$93,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,965,395
Value of total assets at end of year2014-12-31$10,893,893
Value of total assets at beginning of year2014-12-31$9,665,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,469
Total interest from all sources2014-12-31$22,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$30,408
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,330,926
Participant contributions at end of year2014-12-31$270,088
Participant contributions at beginning of year2014-12-31$251,143
Participant contributions at end of year2014-12-31$132
Assets. Other investments not covered elsewhere at end of year2014-12-31$232,887
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$284,248
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$177,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,691
Other income not declared elsewhere2014-12-31$-7
Total non interest bearing cash at end of year2014-12-31$8,612
Total non interest bearing cash at beginning of year2014-12-31$3,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,228,822
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,893,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,665,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,806,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,574,657
Interest on participant loans2014-12-31$11,520
Interest earned on other investments2014-12-31$10,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$119,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$84,357
Net investment gain/loss from pooled separate accounts2014-12-31$386,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$457,245
Employer contributions (assets) at end of year2014-12-31$456,006
Employer contributions (assets) at beginning of year2014-12-31$464,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$937,677
Contract administrator fees2014-12-31$46,061
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,349,849
Total of all expenses incurred2013-12-31$787,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$733,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,938,352
Value of total assets at end of year2013-12-31$9,665,071
Value of total assets at beginning of year2013-12-31$7,103,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,654
Total interest from all sources2013-12-31$3,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$21,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,175,022
Participant contributions at end of year2013-12-31$251,143
Participant contributions at beginning of year2013-12-31$29,954
Assets. Other investments not covered elsewhere at end of year2013-12-31$284,248
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$208,362
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$296,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,691
Administrative expenses (other) incurred2013-12-31$32,804
Total non interest bearing cash at end of year2013-12-31$3,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,561,957
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,665,071
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,103,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,574,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,405,304
Interest on participant loans2013-12-31$3,067
Interest earned on other investments2013-12-31$407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$84,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$41,634
Net investment gain/loss from pooled separate accounts2013-12-31$1,408,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$466,792
Employer contributions (assets) at end of year2013-12-31$464,103
Employer contributions (assets) at beginning of year2013-12-31$417,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$733,238
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-23
Total unrealized appreciation/depreciation of assets2012-12-31$-23
Total income from all sources (including contributions)2012-12-31$2,256,898
Total of all expenses incurred2012-12-31$377,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$353,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,446,427
Value of total assets at end of year2012-12-31$7,103,114
Value of total assets at beginning of year2012-12-31$5,223,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,005
Total interest from all sources2012-12-31$199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$75
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$979,038
Participant contributions at end of year2012-12-31$29,954
Participant contributions at beginning of year2012-12-31$30,166
Assets. Other investments not covered elsewhere at end of year2012-12-31$208,362
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$66,170
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$49,529
Administrative expenses (other) incurred2012-12-31$23,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,879,340
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,103,114
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,223,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,405,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,952,754
Interest earned on other investments2012-12-31$199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$41,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,068
Net investment gain/loss from pooled separate accounts2012-12-31$810,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$417,860
Employer contributions (assets) at end of year2012-12-31$417,860
Employer contributions (assets) at beginning of year2012-12-31$166,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$353,553
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MIKUNDA, COTTRELL, AND CO., INC.
Accountancy firm EIN2012-12-31920088037
2011 : BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,438,210
Total of all expenses incurred2011-12-31$351,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$328,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,731,557
Value of total assets at end of year2011-12-31$5,223,774
Value of total assets at beginning of year2011-12-31$4,137,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,774
Total interest from all sources2011-12-31$99
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$867,054
Participant contributions at end of year2011-12-31$30,166
Participant contributions at beginning of year2011-12-31$23,066
Assets. Other investments not covered elsewhere at end of year2011-12-31$66,170
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$21,201
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$471,592
Administrative expenses (other) incurred2011-12-31$22,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,086,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,223,774
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,137,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,952,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,817,071
Interest earned on other investments2011-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,605
Net investment gain/loss from pooled separate accounts2011-12-31$-293,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$392,911
Employer contributions (assets) at end of year2011-12-31$166,616
Employer contributions (assets) at beginning of year2011-12-31$272,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$328,936
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MIKUNDA, COTTRELL, AND CO., INC.
Accountancy firm EIN2011-12-31920088037

Form 5500 Responses for BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST

2022: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 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: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 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 filingYes
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: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered183
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $40,979
Total amount of fees paid to insurance companyUSD $26,825
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 $40,979
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees26825
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered196
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $39,163
Total amount of fees paid to insurance companyUSD $30,010
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 $39,163
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees30010
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered174
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $52,515
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 fees22040
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered200
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $45,632
Total amount of fees paid to insurance companyUSD $3,075
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 $28,520
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees3075
Insurance broker nameARCTIC PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $44,988
Total amount of fees paid to insurance companyUSD $30,408
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 $28,118
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees30408
Insurance broker nameARCTIC PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered183
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34,813
Total amount of fees paid to insurance companyUSD $22,127
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 $21,758
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees21850
Insurance broker nameARCTIC PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered146
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,191
Total amount of fees paid to insurance companyUSD $2,827
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 $16,369
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees15
Insurance broker nameVANGUARD GROUP, INC,
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48562
Policy instance 1
Insurance contract or identification number48562
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,653
Total amount of fees paid to insurance companyUSD $25
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1