401k Plan data: MEDICALERT 401(K) PLAN plan

MEDICALERT 401(K) PLAN 401k Plan overview

Plan Name	MEDICALERT 401(K) PLAN
Plan identification number	002

MEDICALERT 401(K) PLAN Benefits

401k Plan Type

Defined 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

MEDICALERT FOUNDATION UNITED STATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MEDICALERT FOUNDATION UNITED STATES, INC.

Employer identification number (EIN): 941494446

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICALERT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KATHY KOO 2023-10-10
002 2021-01-01 MICHAEL GEHB 2022-07-07
002 2020-01-01 MICHAEL GEHB 2021-08-27
002 2019-01-01 MICHAEL GEHB 2020-10-14
002 2018-01-01 BRIAN GRAVES 2019-09-18
002 2017-01-01 BRIAN GRAVES
002 2016-01-01 ELIZABETH MARTINEZ
002 2015-01-01 ELIZABETH MARTINEZ
002 2014-01-01 ELIZABETH MARTINEZ
002 2013-01-01 ELIZABETH MARTINEZ
002 2012-01-01 BRIAN GRAVES BRIAN GRAVES 2013-10-10
002 2011-01-01 SHILPUN PATEL SHILPUN PATEL 2012-08-22
002 2009-01-01 SHILPUN PATEL SHILPUN PATEL 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KATHY KOO	2023-10-10
002	2021-01-01	MICHAEL GEHB	2022-07-07
002	2020-01-01	MICHAEL GEHB	2021-08-27
002	2019-01-01	MICHAEL GEHB	2020-10-14
002	2018-01-01	BRIAN GRAVES	2019-09-18
002	2017-01-01	BRIAN GRAVES
002	2016-01-01	ELIZABETH MARTINEZ
002	2015-01-01	ELIZABETH MARTINEZ
002	2014-01-01	ELIZABETH MARTINEZ
002	2013-01-01	ELIZABETH MARTINEZ
002	2012-01-01	BRIAN GRAVES		BRIAN GRAVES	2013-10-10
002	2011-01-01	SHILPUN PATEL		SHILPUN PATEL	2012-08-22
002	2009-01-01	SHILPUN PATEL		SHILPUN PATEL	2010-07-30

Plan Statistics for MEDICALERT 401(K) PLAN

401k plan membership statisitcs for MEDICALERT 401(K) PLAN

Measure Date Value
2017: MEDICALERT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 90
Number of participants with account balances 2017-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MEDICALERT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 55
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 101
Total participants 2016-01-01 101
Number of participants with account balances 2016-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MEDICALERT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 61
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 106
Total participants 2015-01-01 106
Number of participants with account balances 2015-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: MEDICALERT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 87
Number of other retired or separated participants entitled to future benefits 2014-01-01 45
Total of all active and inactive participants 2014-01-01 132
Total participants 2014-01-01 132
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: MEDICALERT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of other retired or separated participants entitled to future benefits 2013-01-01 42
Total of all active and inactive participants 2013-01-01 142
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: MEDICALERT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 56
Total of all active and inactive participants 2012-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 179
Number of participants with account balances 2012-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: MEDICALERT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 126
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 42
Total of all active and inactive participants 2011-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 168
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: MEDICALERT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 42
Total of all active and inactive participants 2009-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 161
Number of participants with account balances 2009-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2017: MEDICALERT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	90
Number of participants with account balances	2017-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MEDICALERT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	55
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	101
Total participants	2016-01-01	101
Number of participants with account balances	2016-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MEDICALERT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	61
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	106
Total participants	2015-01-01	106
Number of participants with account balances	2015-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: MEDICALERT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	87
Number of other retired or separated participants entitled to future benefits	2014-01-01	45
Total of all active and inactive participants	2014-01-01	132
Total participants	2014-01-01	132
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: MEDICALERT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of other retired or separated participants entitled to future benefits	2013-01-01	42
Total of all active and inactive participants	2013-01-01	142
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: MEDICALERT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	56
Total of all active and inactive participants	2012-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	179
Number of participants with account balances	2012-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: MEDICALERT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	126
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	42
Total of all active and inactive participants	2011-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	168
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: MEDICALERT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	42
Total of all active and inactive participants	2009-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	161
Number of participants with account balances	2009-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MEDICALERT 401(K) PLAN

Measure	Date	Value
2017 : MEDICALERT 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,159,884
Total of all expenses incurred	2017-12-31	$465,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$451,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$226,295
Value of total assets at end of year	2017-12-31	$6,100,741
Value of total assets at beginning of year	2017-12-31	$5,406,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,813
Total interest from all sources	2017-12-31	$6,926
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$-10,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$139,830
Participant contributions at end of year	2017-12-31	$95,552
Participant contributions at beginning of year	2017-12-31	$91,433
Administrative expenses (other) incurred	2017-12-31	$6,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$694,644
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,100,741
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,406,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,527
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,479,499
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,814,987
Interest on participant loans	2017-12-31	$3,408
Interest earned on other investments	2017-12-31	$3,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$525,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$499,677
Net investment gain/loss from pooled separate accounts	2017-12-31	$937,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$86,465
Income. Dividends from common stock	2017-12-31	$-10,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$451,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : MEDICALERT 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$523,950
Total of all expenses incurred	2016-12-31	$1,177,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,145,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$166,109
Value of total assets at end of year	2016-12-31	$5,406,097
Value of total assets at beginning of year	2016-12-31	$6,059,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,029
Total interest from all sources	2016-12-31	$3,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$138,877
Participant contributions at end of year	2016-12-31	$91,433
Participant contributions at beginning of year	2016-12-31	$165,416
Other income not declared elsewhere	2016-12-31	$8,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-653,240
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,406,097
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,059,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,814,987
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,350,719
Interest on participant loans	2016-12-31	$3,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$499,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$543,202
Net investment gain/loss from pooled separate accounts	2016-12-31	$345,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$27,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,145,161
Contract administrator fees	2016-12-31	$32,029
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : MEDICALERT 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$214,235
Total of all expenses incurred	2015-12-31	$2,729,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,645,311
Expenses. Certain deemed distributions of participant loans	2015-12-31	$36,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$245,439
Value of total assets at end of year	2015-12-31	$6,059,337
Value of total assets at beginning of year	2015-12-31	$8,574,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,143
Total interest from all sources	2015-12-31	$5,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$13,638
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$158,899
Participant contributions at end of year	2015-12-31	$165,416
Participant contributions at beginning of year	2015-12-31	$391,649
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,306
Other income not declared elsewhere	2015-12-31	$8,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,515,405
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,059,337
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,574,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$34,505
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,350,719
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,093,657
Interest on participant loans	2015-12-31	$5,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$543,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,089,436
Net investment gain/loss from pooled separate accounts	2015-12-31	$-45,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$72,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,645,311
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : MEDICALERT 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$924,206
Total of all expenses incurred	2014-12-31	$1,054,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,030,790
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$530,764
Value of total assets at end of year	2014-12-31	$8,574,742
Value of total assets at beginning of year	2014-12-31	$8,704,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,985
Total interest from all sources	2014-12-31	$14,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$6,203
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$330,795
Participant contributions at end of year	2014-12-31	$391,649
Participant contributions at beginning of year	2014-12-31	$487,516
Other income not declared elsewhere	2014-12-31	$8,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-130,184
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,574,742
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,704,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$11,782
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,093,657
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$7,179,465
Interest on participant loans	2014-12-31	$14,433
Value of interest in common/collective trusts at beginning of year	2014-12-31	$741,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,089,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$296,481
Net investment gain/loss from pooled separate accounts	2014-12-31	$364,845
Net investment gain or loss from common/collective trusts	2014-12-31	$5,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$199,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,030,790
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : MEDICALERT 401(K) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$780
Total income from all sources (including contributions)	2013-12-31	$2,003,112
Total of all expenses incurred	2013-12-31	$2,472,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,399,420
Expenses. Certain deemed distributions of participant loans	2013-12-31	$51,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$679,406
Value of total assets at end of year	2013-12-31	$8,704,926
Value of total assets at beginning of year	2013-12-31	$9,174,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,476
Total interest from all sources	2013-12-31	$14,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$4,700
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$391,587
Participant contributions at end of year	2013-12-31	$487,516
Participant contributions at beginning of year	2013-12-31	$418,859
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$21,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$780
Other income not declared elsewhere	2013-12-31	$1,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-469,156
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,704,926
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,174,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,679,967
Value of interest in pooled separate accounts at end of year	2013-12-31	$7,179,465
Interest on participant loans	2013-12-31	$14,860
Value of interest in common/collective trusts at end of year	2013-12-31	$741,464
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,076,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$296,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$812,845
Net investment gain/loss from pooled separate accounts	2013-12-31	$494,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$266,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,399,420
Contract administrator fees	2013-12-31	$16,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : MEDICALERT 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$780
Total income from all sources (including contributions)	2012-12-31	$2,022,688
Total of all expenses incurred	2012-12-31	$783,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$758,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,131,330
Value of total assets at end of year	2012-12-31	$9,174,862
Value of total assets at beginning of year	2012-12-31	$7,934,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$24,923
Total interest from all sources	2012-12-31	$20,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$480,385
Participant contributions at end of year	2012-12-31	$418,859
Participant contributions at beginning of year	2012-12-31	$469,204
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$41,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,239,112
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,174,082
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,934,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,679,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,910,178
Interest on participant loans	2012-12-31	$20,381
Value of interest in common/collective trusts at end of year	2012-12-31	$2,076,036
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,555,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$870,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$609,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$758,653
Contract administrator fees	2012-12-31	$24,923
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : MEDICALERT 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$920,866
Total of all expenses incurred	2011-12-31	$1,768,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,738,042
Value of total corrective distributions	2011-12-31	$2,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$972,303
Value of total assets at end of year	2011-12-31	$7,934,970
Value of total assets at beginning of year	2011-12-31	$8,782,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$28,431
Total interest from all sources	2011-12-31	$22,708
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$132,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$132,876
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$410,992
Participant contributions at end of year	2011-12-31	$469,204
Participant contributions at beginning of year	2011-12-31	$472,940
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$89,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-847,892
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,934,970
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,782,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,910,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,372,653
Interest on participant loans	2011-12-31	$22,708
Interest earned on other investments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$1,555,588
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,937,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-246,177
Net investment gain or loss from common/collective trusts	2011-12-31	$39,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$471,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,738,042
Contract administrator fees	2011-12-31	$28,431
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : MEDICALERT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$835
Total income from all sources (including contributions)	2010-12-31	$1,758,336
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$646,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$618,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$930,574
Value of total assets at end of year	2010-12-31	$8,782,862
Value of total assets at beginning of year	2010-12-31	$7,671,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,914
Total interest from all sources	2010-12-31	$23,797
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$124,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$124,904
Administrative expenses professional fees incurred	2010-12-31	$27,914
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$426,468
Participant contributions at end of year	2010-12-31	$472,940
Participant contributions at beginning of year	2010-12-31	$366,314
Participant contributions at beginning of year	2010-12-31	$13,047
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$9,382
Other income not declared elsewhere	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,111,730
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,782,862
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,671,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,372,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,278,537
Interest on participant loans	2010-12-31	$23,797
Value of interest in common/collective trusts at end of year	2010-12-31	$1,937,269
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,995,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$629,230
Net investment gain or loss from common/collective trusts	2010-12-31	$49,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$494,724
Employer contributions (assets) at beginning of year	2010-12-31	$18,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$618,692
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$835
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	910189318

Form 5500 Responses for MEDICALERT 401(K) PLAN

2017: MEDICALERT 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MEDICALERT 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MEDICALERT 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MEDICALERT 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MEDICALERT 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MEDICALERT 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MEDICALERT 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MEDICALERT 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601333

Policy instance

Insurance contract or identification number	601333
Number of Individuals Covered	72
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,723
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 Broker	USD $1,181
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601333-000

Policy instance

Insurance contract or identification number	601333-000
Number of Individuals Covered	90
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $18,000
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 Broker	USD $4,500
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601333-000

Policy instance

Insurance contract or identification number	601333-000
Number of Individuals Covered	120
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $22,836
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 Broker	USD $5,709
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601333-000

Policy instance

Insurance contract or identification number	601333-000
Number of Individuals Covered	131
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $25,036
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 Broker	USD $6,259
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

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Company Name:	MEDICALERT FOUNDATION UNITED STATES, INC.
Employer identification number (EIN):	941494446
NAIC Classification:	519100