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AHF SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameAHF SAVINGS AND INVESTMENT PLAN
Plan identification number 001

AHF SAVINGS AND INVESTMENT 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AIDS HEALTHCARE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:AIDS HEALTHCARE FOUNDATION
Employer identification number (EIN):954112121
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about AIDS HEALTHCARE FOUNDATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5179269

More information about AIDS HEALTHCARE FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AHF SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01SUZANNA PRESTIN SUZANNA PRESTIN2019-07-17
0012017-01-01SUZANNA PRESTIN
0012016-01-01SUZANNA PRESTIN SUZANNA PRESTIN2017-07-19
0012015-01-01SUZANNA PRESTIN SUZANNA PRESTIN2016-07-19
0012014-01-01SUZANNA PRESTIN
0012013-01-01SUZANNA PRESTIN
0012012-01-01SUZANNA PRESTIN
0012011-01-01SUZANNA PRESTIN
0012010-01-01SUZANNA PRESTIN
0012009-01-01SUZANNA PRESTIN

Plan Statistics for AHF SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for AHF SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: AHF SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,252
Total number of active participants reported on line 7a of the Form 55002022-01-012,650
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01864
Total of all active and inactive participants2022-01-013,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,516
Number of participants with account balances2022-01-013,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AHF SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,794
Total number of active participants reported on line 7a of the Form 55002021-01-012,285
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01870
Total of all active and inactive participants2021-01-013,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-013,156
Number of participants with account balances2021-01-012,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AHF SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,846
Total number of active participants reported on line 7a of the Form 55002020-01-012,107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01642
Total of all active and inactive participants2020-01-012,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,751
Number of participants with account balances2020-01-012,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AHF SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,622
Total number of active participants reported on line 7a of the Form 55002019-01-011,905
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01931
Total of all active and inactive participants2019-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,838
Number of participants with account balances2019-01-012,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AHF SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,319
Total number of active participants reported on line 7a of the Form 55002018-01-011,787
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01809
Total of all active and inactive participants2018-01-012,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,597
Number of participants with account balances2018-01-012,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AHF SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,161
Total number of active participants reported on line 7a of the Form 55002017-01-011,653
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01661
Total of all active and inactive participants2017-01-012,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,314
Number of participants with account balances2017-01-012,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AHF SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,964
Total number of active participants reported on line 7a of the Form 55002016-01-011,544
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01590
Total of all active and inactive participants2016-01-012,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,134
Number of participants with account balances2016-01-012,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AHF SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,754
Total number of active participants reported on line 7a of the Form 55002015-01-011,420
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01528
Total of all active and inactive participants2015-01-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,948
Number of participants with account balances2015-01-011,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AHF SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,512
Total number of active participants reported on line 7a of the Form 55002014-01-011,204
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01452
Total of all active and inactive participants2014-01-011,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,656
Number of participants with account balances2014-01-011,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AHF SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,350
Total number of active participants reported on line 7a of the Form 55002013-01-011,135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01354
Total of all active and inactive participants2013-01-011,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,489
Number of participants with account balances2013-01-011,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AHF SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,144
Total number of active participants reported on line 7a of the Form 55002012-01-011,053
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01272
Total of all active and inactive participants2012-01-011,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,325
Number of participants with account balances2012-01-011,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AHF SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01947
Total number of active participants reported on line 7a of the Form 55002011-01-01804
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01209
Total of all active and inactive participants2011-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,013
Number of participants with account balances2011-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AHF SAVINGS AND INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01804
Total number of active participants reported on line 7a of the Form 55002010-01-01691
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01249
Total of all active and inactive participants2010-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01940
Number of participants with account balances2010-01-01879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AHF SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01737
Total number of active participants reported on line 7a of the Form 55002009-01-01638
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01180
Total of all active and inactive participants2009-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01818
Number of participants with account balances2009-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AHF SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022 : AHF SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$974,580
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,613,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,405,462
Expenses. Certain deemed distributions of participant loans2022-12-31$25,328
Value of total corrective distributions2022-12-31$118,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,355,685
Value of total assets at end of year2022-12-31$101,774,673
Value of total assets at beginning of year2022-12-31$108,414,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,807
Total interest from all sources2022-12-31$107,676
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,206,546
Participant contributions at end of year2022-12-31$2,033,771
Participant contributions at beginning of year2022-12-31$1,619,941
Assets. Other investments not covered elsewhere at end of year2022-12-31$858,691
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,025,890
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$970,839
Other income not declared elsewhere2022-12-31$-235,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,639,328
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,774,673
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$108,414,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$98,882,211
Value of interest in pooled separate accounts at beginning of year2022-12-31$105,768,170
Interest on participant loans2022-12-31$107,676
Net investment gain/loss from pooled separate accounts2022-12-31$-17,253,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,178,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,405,462
Contract administrator fees2022-12-31$64,807
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2022-12-31330700332
2021 : AHF SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,026,204
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,103,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,051,355
Expenses. Certain deemed distributions of participant loans2021-12-31$5,193
Value of total corrective distributions2021-12-31$2,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,370,998
Value of total assets at end of year2021-12-31$108,414,001
Value of total assets at beginning of year2021-12-31$85,491,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,711
Total interest from all sources2021-12-31$92,142
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,630,207
Participant contributions at end of year2021-12-31$1,619,941
Participant contributions at beginning of year2021-12-31$1,355,236
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,025,890
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$765,388
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,272,418
Other income not declared elsewhere2021-12-31$43,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,922,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$108,414,001
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,491,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$105,768,170
Value of interest in pooled separate accounts at beginning of year2021-12-31$83,370,607
Interest on participant loans2021-12-31$92,142
Net investment gain/loss from pooled separate accounts2021-12-31$13,519,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,468,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,051,355
Contract administrator fees2021-12-31$44,711
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2021-12-31330700332
2020 : AHF SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,124,492
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,834,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,610,681
Expenses. Certain deemed distributions of participant loans2020-12-31$143,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,424,847
Value of total assets at end of year2020-12-31$85,491,231
Value of total assets at beginning of year2020-12-31$67,201,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,284
Total interest from all sources2020-12-31$102,421
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,347,802
Participant contributions at end of year2020-12-31$1,355,236
Participant contributions at beginning of year2020-12-31$1,642,886
Assets. Other investments not covered elsewhere at end of year2020-12-31$765,388
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$447,077
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$442,379
Other income not declared elsewhere2020-12-31$54,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,289,504
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,491,231
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,201,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$83,370,607
Value of interest in pooled separate accounts at beginning of year2020-12-31$65,111,764
Interest on participant loans2020-12-31$102,421
Net investment gain/loss from pooled separate accounts2020-12-31$11,543,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,634,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,610,681
Contract administrator fees2020-12-31$81,284
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2020-12-31330700332
2019 : AHF SAVINGS AND INVESTMENT 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$22,577,377
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,893,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,756,609
Expenses. Certain deemed distributions of participant loans2019-12-31$55,190
Value of total corrective distributions2019-12-31$28,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,865,766
Value of total assets at end of year2019-12-31$67,201,727
Value of total assets at beginning of year2019-12-31$50,517,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,620
Total interest from all sources2019-12-31$102,905
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$6,872,135
Participant contributions at end of year2019-12-31$1,642,886
Participant contributions at beginning of year2019-12-31$1,520,072
Assets. Other investments not covered elsewhere at end of year2019-12-31$447,077
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$288,992
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$534,126
Other income not declared elsewhere2019-12-31$3,301
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$16,684,005
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,201,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,517,722
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 pooled separate accounts at end of year2019-12-31$65,111,764
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,708,658
Interest earned on other investments2019-12-31$102,905
Net investment gain/loss from pooled separate accounts2019-12-31$11,605,405
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$3,459,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,756,609
Contract administrator fees2019-12-31$52,620
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 name2019-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2019-12-31330700332
2018 : AHF SAVINGS AND INVESTMENT 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$7,721,708
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,958,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,798,181
Expenses. Certain deemed distributions of participant loans2018-12-31$53,933
Value of total corrective distributions2018-12-31$63,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,023,598
Value of total assets at end of year2018-12-31$50,517,722
Value of total assets at beginning of year2018-12-31$46,754,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,631
Total interest from all sources2018-12-31$89,959
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$6,529,091
Participant contributions at end of year2018-12-31$1,520,072
Participant contributions at beginning of year2018-12-31$1,430,011
Assets. Other investments not covered elsewhere at end of year2018-12-31$288,992
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$135,203
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$271,972
Other income not declared elsewhere2018-12-31$-17,931
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$3,763,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,517,722
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,754,363
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 pooled separate accounts at end of year2018-12-31$48,708,658
Value of interest in pooled separate accounts at beginning of year2018-12-31$45,189,149
Interest on participant loans2018-12-31$89,959
Net investment gain/loss from pooled separate accounts2018-12-31$-2,373,918
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$3,222,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,798,181
Contract administrator fees2018-12-31$42,631
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 name2018-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2018-12-31330700332
2017 : AHF SAVINGS AND INVESTMENT 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$15,377,485
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,722,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,537,056
Expenses. Certain deemed distributions of participant loans2017-12-31$36,046
Value of total corrective distributions2017-12-31$117,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,912,009
Value of total assets at end of year2017-12-31$46,754,363
Value of total assets at beginning of year2017-12-31$36,098,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,693
Total interest from all sources2017-12-31$70,039
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$31,693
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$5,673,716
Participant contributions at end of year2017-12-31$1,430,011
Participant contributions at beginning of year2017-12-31$1,131,196
Assets. Other investments not covered elsewhere at end of year2017-12-31$135,203
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$133,963
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$580,431
Other income not declared elsewhere2017-12-31$1,253
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$10,655,430
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,754,363
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,098,933
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 pooled separate accounts at end of year2017-12-31$45,189,149
Value of interest in pooled separate accounts at beginning of year2017-12-31$34,833,774
Interest on participant loans2017-12-31$70,039
Net investment gain/loss from pooled separate accounts2017-12-31$6,394,184
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$2,657,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,537,056
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 name2017-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2017-12-31330700332
2016 : AHF SAVINGS AND INVESTMENT 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$9,167,773
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,576,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,395,143
Expenses. Certain deemed distributions of participant loans2016-12-31$1,890
Value of total corrective distributions2016-12-31$151,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,260,190
Value of total assets at end of year2016-12-31$36,098,933
Value of total assets at beginning of year2016-12-31$29,507,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,418
Total interest from all sources2016-12-31$55,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$4,744,625
Participant contributions at end of year2016-12-31$1,131,196
Participant contributions at beginning of year2016-12-31$946,503
Assets. Other investments not covered elsewhere at end of year2016-12-31$133,963
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$133,218
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$674,525
Other income not declared elsewhere2016-12-31$746
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$6,591,619
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,098,933
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,507,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$34,833,774
Value of interest in pooled separate accounts at beginning of year2016-12-31$28,427,593
Interest on participant loans2016-12-31$55,242
Net investment gain/loss from pooled separate accounts2016-12-31$1,851,595
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$1,841,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,395,143
Contract administrator fees2016-12-31$27,418
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 name2016-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2016-12-31330700332
2015 : AHF SAVINGS AND INVESTMENT 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$5,748,038
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,976,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,863,937
Value of total corrective distributions2015-12-31$88,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,072,086
Value of total assets at end of year2015-12-31$29,507,314
Value of total assets at beginning of year2015-12-31$26,736,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,543
Total interest from all sources2015-12-31$48,312
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$3,927,813
Participant contributions at end of year2015-12-31$946,503
Participant contributions at beginning of year2015-12-31$864,610
Assets. Other investments not covered elsewhere at end of year2015-12-31$133,218
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$143,489
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$869,643
Other income not declared elsewhere2015-12-31$-10,272
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$2,771,049
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,507,314
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,736,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$28,427,593
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,728,166
Interest on participant loans2015-12-31$48,312
Net investment gain/loss from pooled separate accounts2015-12-31$-362,088
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$1,274,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,863,937
Contract administrator fees2015-12-31$24,543
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 name2015-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2015-12-31330700332
2014 : AHF SAVINGS AND INVESTMENT 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$6,604,871
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,322,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,248,579
Value of total corrective distributions2014-12-31$52,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,954,022
Value of total assets at end of year2014-12-31$26,736,265
Value of total assets at beginning of year2014-12-31$22,453,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,899
Total interest from all sources2014-12-31$42,614
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$3,447,085
Participant contributions at end of year2014-12-31$864,610
Participant contributions at beginning of year2014-12-31$742,279
Assets. Other investments not covered elsewhere at end of year2014-12-31$143,489
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$155,429
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$338,457
Other income not declared elsewhere2014-12-31$-593
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$4,282,754
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,736,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,453,511
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 pooled separate accounts at end of year2014-12-31$25,728,166
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,555,803
Interest on participant loans2014-12-31$42,614
Net investment gain/loss from pooled separate accounts2014-12-31$1,608,828
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,168,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,248,579
Contract administrator fees2014-12-31$20,899
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 name2014-12-31VASQUES & COMPANY LLP
Accountancy firm EIN2014-12-31330700332
2013 : AHF SAVINGS AND INVESTMENT 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$7,061,214
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,931,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,844,704
Value of total corrective distributions2013-12-31$69,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,036,577
Value of total assets at end of year2013-12-31$22,453,511
Value of total assets at beginning of year2013-12-31$17,323,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,114
Total interest from all sources2013-12-31$39,558
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$2,910,529
Participant contributions at end of year2013-12-31$742,279
Participant contributions at beginning of year2013-12-31$728,790
Assets. Other investments not covered elsewhere at end of year2013-12-31$155,429
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$198,868
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$175,881
Other income not declared elsewhere2013-12-31$-43,439
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$5,130,193
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,453,511
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,323,318
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 pooled separate accounts at end of year2013-12-31$21,555,803
Value of interest in pooled separate accounts at beginning of year2013-12-31$16,395,660
Interest on participant loans2013-12-31$39,558
Net investment gain/loss from pooled separate accounts2013-12-31$3,028,518
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$950,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,844,704
Contract administrator fees2013-12-31$17,114
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 name2013-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2013-12-31330700332
2012 : AHF SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,324,848
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$953,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$930,986
Value of total corrective distributions2012-12-31$10,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,759,136
Value of total assets at end of year2012-12-31$17,323,318
Value of total assets at beginning of year2012-12-31$12,952,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,843
Total interest from all sources2012-12-31$35,459
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,331,371
Participant contributions at end of year2012-12-31$728,790
Participant contributions at beginning of year2012-12-31$604,685
Assets. Other investments not covered elsewhere at end of year2012-12-31$198,868
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$183,590
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$647,437
Other income not declared elsewhere2012-12-31$15,278
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$4,371,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,323,318
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,952,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$16,395,660
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,163,945
Interest on participant loans2012-12-31$35,459
Net investment gain/loss from pooled separate accounts2012-12-31$1,514,975
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$780,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$930,986
Contract administrator fees2012-12-31$11,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2012-12-31330700332
2011 : AHF SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$2,208,827
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,105,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,034,222
Expenses. Certain deemed distributions of participant loans2011-12-31$4,330
Value of total corrective distributions2011-12-31$55,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,661,777
Value of total assets at end of year2011-12-31$12,952,220
Value of total assets at beginning of year2011-12-31$11,848,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,031
Total interest from all sources2011-12-31$14,681
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,915,049
Participant contributions at end of year2011-12-31$604,685
Participant contributions at beginning of year2011-12-31$404,330
Assets. Other investments not covered elsewhere at end of year2011-12-31$183,590
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$194,773
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$102,515
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$1,103,381
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,952,220
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,848,839
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 pooled separate accounts at end of year2011-12-31$12,163,945
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,249,736
Interest on participant loans2011-12-31$25,864
Interest earned on other investments2011-12-31$-11,183
Net investment gain/loss from pooled separate accounts2011-12-31$-467,631
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$644,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,034,222
Contract administrator fees2011-12-31$11,031
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 name2011-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2011-12-31330700332
2010 : AHF SAVINGS AND INVESTMENT 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$3,516,605
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$898,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$876,887
Expenses. Certain deemed distributions of participant loans2010-12-31$8,757
Value of total corrective distributions2010-12-31$8,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,237,685
Value of total assets at end of year2010-12-31$11,848,839
Value of total assets at beginning of year2010-12-31$9,230,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,390
Total interest from all sources2010-12-31$57,927
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,677,836
Participant contributions at end of year2010-12-31$404,330
Participant contributions at beginning of year2010-12-31$445,668
Assets. Other investments not covered elsewhere at end of year2010-12-31$194,773
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$68,238
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,428
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$2,618,201
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,848,839
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,230,638
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
Value of interest in pooled separate accounts at end of year2010-12-31$11,249,736
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,716,732
Interest on participant loans2010-12-31$31,392
Interest earned on other investments2010-12-31$26,535
Net investment gain/loss from pooled separate accounts2010-12-31$1,220,993
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$554,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$876,887
Contract administrator fees2010-12-31$4,390
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 name2010-12-31VAZQUEZ & COMPANY LLP
Accountancy firm EIN2010-12-31330700332
2009 : AHF SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AHF SAVINGS AND INVESTMENT PLAN

2022: AHF SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AHF SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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: AHF SAVINGS AND INVESTMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AHF SAVINGS AND INVESTMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AHF SAVINGS AND INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AHF SAVINGS AND INVESTMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered3516
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $204,707
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $204,707
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered3156
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $202,150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $202,150
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered2751
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $154,418
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154,418
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered2839
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $130,924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130,924
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered2597
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $114,361
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114,361
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered2314
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $92,053
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92,053
Insurance broker organization code?3
Insurance broker namePURUS WEALTH MANAGMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered1948
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $68,432
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $68,432
Insurance broker organization code?3
Insurance broker namePURUS WEALTH MANAGEMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered1656
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $60,684
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $60,684
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $49,403
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $49,403
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered1325
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $37,216
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $37,216
Insurance broker organization code?3
Insurance broker nameJOHN D. MORREALE
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered1013
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066320
Policy instance 1
Insurance contract or identification number066320
Number of Individuals Covered940
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,086
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $25,086
Insurance broker organization code?3
Insurance broker nameJOHN D. MORREALE

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