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LIFELONG MEDICAL CARE RETIREMENT PLAN 401k Plan overview

Plan NameLIFELONG MEDICAL CARE RETIREMENT PLAN
Plan identification number 002

LIFELONG MEDICAL CARE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

LIFELONG MEDICAL CARE has sponsored the creation of one or more 401k plans.

Company Name:LIFELONG MEDICAL CARE
Employer identification number (EIN):942502308
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about LIFELONG MEDICAL CARE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0892325

More information about LIFELONG MEDICAL CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFELONG MEDICAL CARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01DL POOL2023-01-31
0022020-01-01DL POOLE2023-03-07
0022019-01-01SCOTT DWA2020-10-12
0022018-01-01SCOTT DWA2019-10-13
0022017-01-01
0022016-01-01
0022015-01-01ROSEMARIE CONNOR
0022014-01-01KATHRYN CALE
0022013-01-01KATHRYN CALE
0022012-01-01RICHARD CLARK RICHARD CLARK2013-10-11
0022011-01-01RICK CLARK RICK CLARK2012-10-10
0022009-01-01BRENDA SHIPP BRENDA SHIPP2010-10-15

Plan Statistics for LIFELONG MEDICAL CARE RETIREMENT PLAN

401k plan membership statisitcs for LIFELONG MEDICAL CARE RETIREMENT PLAN

Measure Date Value
2020: LIFELONG MEDICAL CARE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,262
Total number of active participants reported on line 7a of the Form 55002020-01-011,011
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01420
Total of all active and inactive participants2020-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,436
Number of participants with account balances2020-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0178
2019: LIFELONG MEDICAL CARE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,051
Total number of active participants reported on line 7a of the Form 55002019-01-01947
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01311
Total of all active and inactive participants2019-01-011,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,263
Number of participants with account balances2019-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01103
2018: LIFELONG MEDICAL CARE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01898
Total number of active participants reported on line 7a of the Form 55002018-01-01891
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01158
Total of all active and inactive participants2018-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,053
Number of participants with account balances2018-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01106
2017: LIFELONG MEDICAL CARE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01847
Total number of active participants reported on line 7a of the Form 55002017-01-01742
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01898
Number of participants with account balances2017-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01114
2016: LIFELONG MEDICAL CARE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01826
Total number of active participants reported on line 7a of the Form 55002016-01-01706
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01843
Number of participants with account balances2016-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIFELONG MEDICAL CARE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01712
Total number of active participants reported on line 7a of the Form 55002015-01-01712
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01826
Number of participants with account balances2015-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIFELONG MEDICAL CARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01736
Total number of active participants reported on line 7a of the Form 55002014-01-01633
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01712
Number of participants with account balances2014-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIFELONG MEDICAL CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01612
Total number of active participants reported on line 7a of the Form 55002013-01-01622
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01736
Number of participants with account balances2013-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIFELONG MEDICAL CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01486
Total number of active participants reported on line 7a of the Form 55002012-01-01494
Number of other retired or separated participants entitled to future benefits2012-01-01118
Total of all active and inactive participants2012-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01612
Number of participants with account balances2012-01-01506
2011: LIFELONG MEDICAL CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01548
Total number of active participants reported on line 7a of the Form 55002011-01-01402
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01486
Number of participants with account balances2011-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LIFELONG MEDICAL CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01414
Total number of active participants reported on line 7a of the Form 55002009-01-01374
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01417
Number of participants with account balances2009-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIFELONG MEDICAL CARE RETIREMENT PLAN

Measure Date Value
2019 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,324,212
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,275,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,140,251
Value of total corrective distributions2019-12-31$97
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,544,765
Value of total assets at end of year2019-12-31$35,492,438
Value of total assets at beginning of year2019-12-31$26,443,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$135,048
Total interest from all sources2019-12-31$93,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$849,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$849,507
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,567,352
Participant contributions at end of year2019-12-31$551,149
Participant contributions at beginning of year2019-12-31$467,096
Participant contributions at end of year2019-12-31$4,241
Participant contributions at beginning of year2019-12-31$238
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$788,937
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$400,822
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$9,048,816
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,492,438
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,443,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,186,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,829,656
Interest on participant loans2019-12-31$27,091
Interest earned on other investments2019-12-31$65,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,563,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,361,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,836,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,188,476
Employer contributions (assets) at end of year2019-12-31$1,786,658
Employer contributions (assets) at beginning of year2019-12-31$1,784,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,140,251
Contract administrator fees2019-12-31$135,048
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SQUAR MILNER, LLP
Accountancy firm EIN2019-12-31330835986
2018 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,764,688
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,104,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,992,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,945,283
Value of total assets at end of year2018-12-31$26,443,622
Value of total assets at beginning of year2018-12-31$24,783,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$112,420
Total interest from all sources2018-12-31$76,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$775,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$775,894
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,264,582
Participant contributions at end of year2018-12-31$467,096
Participant contributions at beginning of year2018-12-31$484,681
Participant contributions at end of year2018-12-31$238
Participant contributions at beginning of year2018-12-31$482
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$536,114
Assets. Loans (other than to participants) at end of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,660,020
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,443,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,783,602
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$21,829,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,624,041
Interest on participant loans2018-12-31$20,854
Interest earned on other investments2018-12-31$55,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,361,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,054,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,032,890
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,144,587
Employer contributions (assets) at end of year2018-12-31$1,784,962
Employer contributions (assets) at beginning of year2018-12-31$1,620,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,992,248
Contract administrator fees2018-12-31$112,420
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 name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,402,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,622,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,537,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,144,717
Value of total assets at end of year2017-12-31$24,783,602
Value of total assets at beginning of year2017-12-31$19,003,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,600
Total interest from all sources2017-12-31$64,009
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$583,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$583,551
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,016,672
Participant contributions at end of year2017-12-31$484,681
Participant contributions at beginning of year2017-12-31$427,424
Participant contributions at end of year2017-12-31$482
Participant contributions at beginning of year2017-12-31$150
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$126,507
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$5,779,865
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,783,602
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,003,737
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$20,624,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,530,578
Interest on participant loans2017-12-31$16,287
Interest earned on other investments2017-12-31$47,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,054,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,044,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,610,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,001,538
Employer contributions (assets) at end of year2017-12-31$1,620,052
Employer contributions (assets) at beginning of year2017-12-31$672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,537,188
Contract administrator fees2017-12-31$85,600
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 name2017-12-31LOUIE AND WONG LLP
Accountancy firm EIN2017-12-31912007579
2016 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,046,930
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,157,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,090,475
Expenses. Certain deemed distributions of participant loans2016-12-31$231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,797,312
Value of total assets at end of year2016-12-31$19,003,737
Value of total assets at beginning of year2016-12-31$16,114,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,861
Total interest from all sources2016-12-31$56,280
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$445,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$445,510
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,607,504
Participant contributions at end of year2016-12-31$427,424
Participant contributions at beginning of year2016-12-31$391,356
Participant contributions at end of year2016-12-31$150
Participant contributions at beginning of year2016-12-31$5,064
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$109,053
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$2,889,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,003,737
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,114,374
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$16,530,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,847,196
Interest on participant loans2016-12-31$12,415
Interest earned on other investments2016-12-31$43,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,044,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,870,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$747,828
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$1,080,755
Employer contributions (assets) at end of year2016-12-31$672
Employer contributions (assets) at beginning of year2016-12-31$156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,090,475
Contract administrator fees2016-12-31$66,861
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 name2016-12-31LOUIE & WONG LLP
Accountancy firm EIN2016-12-31912007579
2015 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,512,972
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$982,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Value of total corrective distributions2015-12-31$918,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,524,846
Value of total assets at end of year2015-12-31$16,114,374
Value of total assets at beginning of year2015-12-31$14,583,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,393
Total interest from all sources2015-12-31$53,285
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$659,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$659,772
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,425,421
Participant contributions at end of year2015-12-31$391,356
Participant contributions at beginning of year2015-12-31$383,128
Participant contributions at end of year2015-12-31$5,064
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$114,490
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$1,530,437
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,114,374
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,583,937
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$13,847,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,326,888
Interest on participant loans2015-12-31$13,037
Interest earned on other investments2015-12-31$40,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,870,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,873,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-724,931
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$984,935
Employer contributions (assets) at end of year2015-12-31$156
Employer contributions (assets) at beginning of year2015-12-31$376
Contract administrator fees2015-12-31$64,393
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 name2015-12-31LOUIE & WONG LLP
Accountancy firm EIN2015-12-31912007579
2014 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,252,438
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,315,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,250,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,239,239
Value of total assets at end of year2014-12-31$14,583,937
Value of total assets at beginning of year2014-12-31$13,647,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,662
Total interest from all sources2014-12-31$55,630
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,276,169
Participant contributions at end of year2014-12-31$383,128
Participant contributions at beginning of year2014-12-31$259,866
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,259
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$936,802
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,583,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,647,135
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$12,326,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,479,580
Interest on participant loans2014-12-31$12,567
Interest earned on other investments2014-12-31$43,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,873,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,907,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$957,569
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$928,811
Employer contributions (assets) at end of year2014-12-31$376
Employer contributions (assets) at beginning of year2014-12-31$629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,250,974
Contract administrator fees2014-12-31$64,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31LOUIE & WONG, LLP
Accountancy firm EIN2014-12-31912007579
2013 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,969,187
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$533,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$488,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,167,305
Value of total assets at end of year2013-12-31$13,647,135
Value of total assets at beginning of year2013-12-31$10,211,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,491
Total interest from all sources2013-12-31$23,840
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$284,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$284,859
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,171,054
Participant contributions at end of year2013-12-31$259,866
Participant contributions at beginning of year2013-12-31$254,530
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$63,745
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,435,892
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,647,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,211,243
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$11,479,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,536,900
Interest on participant loans2013-12-31$13,002
Interest earned on other investments2013-12-31$10,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,419,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,419,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,907,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,493,183
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$932,506
Employer contributions (assets) at end of year2013-12-31$629
Employer contributions (assets) at beginning of year2013-12-31$479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$488,804
Contract administrator fees2013-12-31$44,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31LOUIE & WONG, LLP
Accountancy firm EIN2013-12-31912007579
2012 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,899,606
Total of all expenses incurred2012-12-31$725,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$673,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,867,124
Value of total assets at end of year2012-12-31$10,211,243
Value of total assets at beginning of year2012-12-31$8,036,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,701
Total interest from all sources2012-12-31$13,129
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$167,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$167,368
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,031,247
Participant contributions at end of year2012-12-31$254,530
Participant contributions at beginning of year2012-12-31$240,596
Participant contributions at beginning of year2012-12-31$29,572
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,036
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$2,174,454
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,211,243
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,036,789
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
Investment advisory and management fees2012-12-31$6,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,536,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,732,554
Interest on participant loans2012-12-31$13,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,419,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,006,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,006,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$851,985
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$789,841
Employer contributions (assets) at end of year2012-12-31$479
Employer contributions (assets) at beginning of year2012-12-31$27,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$673,451
Contract administrator fees2012-12-31$44,929
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 name2012-12-31LOUIE & WONG, LLP
Accountancy firm EIN2012-12-31912007579
2011 : LIFELONG MEDICAL CARE RETIREMENT 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$1,427,552
Total of all expenses incurred2011-12-31$356,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$319,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,449,397
Value of total assets at end of year2011-12-31$8,036,789
Value of total assets at beginning of year2011-12-31$6,965,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,555
Total interest from all sources2011-12-31$12,027
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$140,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$140,563
Administrative expenses professional fees incurred2011-12-31$25,169
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$818,529
Participant contributions at end of year2011-12-31$240,596
Participant contributions at beginning of year2011-12-31$240,866
Participant contributions at end of year2011-12-31$29,572
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,385
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,071,009
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,036,789
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,965,780
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$6,732,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,960,189
Interest on participant loans2011-12-31$12,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,006,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$764,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$764,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-174,435
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$622,483
Employer contributions (assets) at end of year2011-12-31$27,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$319,988
Contract administrator fees2011-12-31$11,386
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 name2011-12-31LOUIE & WONG, LLP
Accountancy firm EIN2011-12-31912007579
2010 : LIFELONG MEDICAL CARE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$0
Total income from all sources (including contributions)2010-12-31$2,194,295
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$146,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$116,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,501,294
Value of total assets at end of year2010-12-31$6,965,780
Value of total assets at beginning of year2010-12-31$4,918,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,439
Total interest from all sources2010-12-31$9,238
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$99,498
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$798,485
Participant contributions at end of year2010-12-31$240,866
Participant contributions at beginning of year2010-12-31$73,530
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$129,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,047,656
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,965,780
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,918,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$14,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,960,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,279,845
Interest on participant loans2010-12-31$9,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$764,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$564,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$564,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$584,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$573,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$116,200
Contract administrator fees2010-12-31$16,084
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARMANINO MCKENNA, LLP
Accountancy firm EIN2010-12-31946214841

Form 5500 Responses for LIFELONG MEDICAL CARE RETIREMENT PLAN

2020: LIFELONG MEDICAL CARE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFELONG MEDICAL CARE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFELONG MEDICAL CARE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFELONG MEDICAL CARE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFELONG MEDICAL CARE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFELONG MEDICAL CARE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFELONG MEDICAL CARE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: LIFELONG MEDICAL CARE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: LIFELONG MEDICAL CARE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFELONG MEDICAL CARE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIFELONG MEDICAL CARE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808728
Policy instance 1
Insurance contract or identification number808728
Number of Individuals Covered1436
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808728
Policy instance 1
Insurance contract or identification number808728
Number of Individuals Covered1263
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808728
Policy instance 1
Insurance contract or identification number808728
Number of Individuals Covered1053
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808728
Policy instance 1
Insurance contract or identification number808728
Number of Individuals Covered898
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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