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EMERGENCY GROUPS OFFICE 401(K) PLAN 401k Plan overview

Plan NameEMERGENCY GROUPS OFFICE 401(K) PLAN
Plan identification number 001

EMERGENCY GROUPS OFFICE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EMERGENCY GROUPS' OFFICE has sponsored the creation of one or more 401k plans.

Company Name:EMERGENCY GROUPS' OFFICE
Employer identification number (EIN):954278964
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERGENCY GROUPS OFFICE 401(K) 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
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER HARDISTY
0012016-01-01PATRICIA KUNZ
0012015-01-01PATRICIA KUNZ
0012014-01-01PATRICIA KUNZ
0012013-01-01PATRICIA KUNZ
0012012-01-01PATRICIA KUNZ
0012011-01-01PATRICVIA KUNZ EMERGENCY GROUPS OFFICE2012-10-15
0012009-01-01DEL B BRAULT

Plan Statistics for EMERGENCY GROUPS OFFICE 401(K) PLAN

401k plan membership statisitcs for EMERGENCY GROUPS OFFICE 401(K) PLAN

Measure Date Value
2022: EMERGENCY GROUPS OFFICE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01373
Total number of active participants reported on line 7a of the Form 55002022-01-01253
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01328
Number of participants with account balances2022-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: EMERGENCY GROUPS OFFICE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01369
Total number of active participants reported on line 7a of the Form 55002021-01-01315
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01370
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: EMERGENCY GROUPS OFFICE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01440
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01369
Number of participants with account balances2020-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: EMERGENCY GROUPS OFFICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01449
Total number of active participants reported on line 7a of the Form 55002019-01-01341
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01436
Number of participants with account balances2019-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: EMERGENCY GROUPS OFFICE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01428
Total number of active participants reported on line 7a of the Form 55002018-01-01359
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01447
Number of participants with account balances2018-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: EMERGENCY GROUPS OFFICE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01403
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01418
Number of participants with account balances2017-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: EMERGENCY GROUPS OFFICE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01377
Total number of active participants reported on line 7a of the Form 55002016-01-01310
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01388
Number of participants with account balances2016-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: EMERGENCY GROUPS OFFICE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01332
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01360
Number of participants with account balances2015-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: EMERGENCY GROUPS OFFICE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01296
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01322
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: EMERGENCY GROUPS OFFICE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01307
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01286
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: EMERGENCY GROUPS OFFICE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01284
Total number of active participants reported on line 7a of the Form 55002012-01-01246
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01291
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: EMERGENCY GROUPS OFFICE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01268
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: EMERGENCY GROUPS OFFICE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01257
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on EMERGENCY GROUPS OFFICE 401(K) PLAN

Measure Date Value
2022 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-665,968
Total of all expenses incurred2022-12-31$1,317,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,286,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$698,852
Value of total assets at end of year2022-12-31$7,548,781
Value of total assets at beginning of year2022-12-31$9,532,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,286
Total interest from all sources2022-12-31$20,931
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$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$642,838
Participant contributions at end of year2022-12-31$108,642
Participant contributions at beginning of year2022-12-31$162,863
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$20,511
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$515
Administrative expenses (other) incurred2022-12-31$2,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,983,888
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,548,781
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,532,669
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
Investment advisory and management fees2022-12-31$29,163
Value of interest in pooled separate accounts at end of year2022-12-31$6,426,681
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,364,062
Interest on participant loans2022-12-31$6,275
Interest earned on other investments2022-12-31$14,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,013,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$982,117
Net investment gain/loss from pooled separate accounts2022-12-31$-1,385,751
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$54,295
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,286,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31KROST
Accountancy firm EIN2022-12-31953653314
2021 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,888,163
Total of all expenses incurred2021-12-31$1,850,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,788,505
Expenses. Certain deemed distributions of participant loans2021-12-31$11,236
Value of total corrective distributions2021-12-31$24,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$731,170
Value of total assets at end of year2021-12-31$9,532,669
Value of total assets at beginning of year2021-12-31$9,494,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,461
Total interest from all sources2021-12-31$22,748
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$500,000
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$609,683
Participant contributions at end of year2021-12-31$162,863
Participant contributions at beginning of year2021-12-31$216,350
Participant contributions at end of year2021-12-31$20,511
Participant contributions at beginning of year2021-12-31$19,251
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$639
Administrative expenses (other) incurred2021-12-31$2,250
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$37,995
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,532,669
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,494,674
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
Investment advisory and management fees2021-12-31$23,211
Value of interest in pooled separate accounts at end of year2021-12-31$8,364,062
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,124,839
Interest on participant loans2021-12-31$8,993
Interest earned on other investments2021-12-31$13,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$982,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,130,997
Net investment gain/loss from pooled separate accounts2021-12-31$1,134,245
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$78,366
Employer contributions (assets) at end of year2021-12-31$2,601
Employer contributions (assets) at beginning of year2021-12-31$2,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,788,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31KROST
Accountancy firm EIN2021-12-31953653314
2020 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,890,471
Total of all expenses incurred2020-12-31$1,283,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,203,714
Expenses. Certain deemed distributions of participant loans2020-12-31$2,203
Value of total corrective distributions2020-12-31$32,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$849,255
Value of total assets at end of year2020-12-31$9,494,674
Value of total assets at beginning of year2020-12-31$8,887,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,385
Total interest from all sources2020-12-31$27,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
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$754,463
Participant contributions at end of year2020-12-31$216,350
Participant contributions at beginning of year2020-12-31$160,577
Participant contributions at end of year2020-12-31$19,251
Participant contributions at beginning of year2020-12-31$1,343
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$262
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$462
Administrative expenses (other) incurred2020-12-31$23,737
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$607,260
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,494,674
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,887,414
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
Investment advisory and management fees2020-12-31$20,648
Value of interest in pooled separate accounts at end of year2020-12-31$8,124,839
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,583,421
Interest on participant loans2020-12-31$8,871
Interest earned on other investments2020-12-31$18,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,130,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,141,455
Net investment gain/loss from pooled separate accounts2020-12-31$1,014,193
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$94,530
Employer contributions (assets) at end of year2020-12-31$2,598
Employer contributions (assets) at beginning of year2020-12-31$156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,203,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31KROST
Accountancy firm EIN2020-12-31953653314
2019 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,301,872
Total of all expenses incurred2019-12-31$1,229,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,182,861
Value of total corrective distributions2019-12-31$22,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$842,929
Value of total assets at end of year2019-12-31$8,887,414
Value of total assets at beginning of year2019-12-31$7,815,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,156
Total interest from all sources2019-12-31$30,546
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$800,000
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$703,662
Participant contributions at end of year2019-12-31$160,577
Participant contributions at beginning of year2019-12-31$132,700
Participant contributions at end of year2019-12-31$1,343
Participant contributions at beginning of year2019-12-31$27,945
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$565
Administrative expenses (other) incurred2019-12-31$3,435
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$1,072,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,887,414
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,815,323
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
Investment advisory and management fees2019-12-31$20,721
Value of interest in pooled separate accounts at end of year2019-12-31$7,583,421
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,245,390
Interest on participant loans2019-12-31$8,966
Interest earned on other investments2019-12-31$21,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,141,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,404,445
Net investment gain/loss from pooled separate accounts2019-12-31$1,428,397
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$93,197
Employer contributions (assets) at end of year2019-12-31$156
Employer contributions (assets) at beginning of year2019-12-31$4,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,182,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31KROST
Accountancy firm EIN2019-12-31953653314
2018 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$512,747
Total of all expenses incurred2018-12-31$2,311,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,273,124
Expenses. Certain deemed distributions of participant loans2018-12-31$2,707
Value of total corrective distributions2018-12-31$15,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$916,841
Value of total assets at end of year2018-12-31$7,815,323
Value of total assets at beginning of year2018-12-31$9,613,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,895
Total interest from all sources2018-12-31$27,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$850,000
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$716,426
Participant contributions at end of year2018-12-31$132,700
Participant contributions at beginning of year2018-12-31$178,702
Participant contributions at end of year2018-12-31$27,945
Participant contributions at beginning of year2018-12-31$165
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$106,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,798,590
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,815,323
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,613,913
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
Investment advisory and management fees2018-12-31$11,665
Value of interest in pooled separate accounts at end of year2018-12-31$6,245,390
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,773,580
Interest on participant loans2018-12-31$6,955
Interest earned on other investments2018-12-31$20,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,404,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,661,430
Net investment gain/loss from pooled separate accounts2018-12-31$-431,461
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$94,265
Employer contributions (assets) at end of year2018-12-31$4,278
Employer contributions (assets) at beginning of year2018-12-31$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,273,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31KROST
Accountancy firm EIN2018-12-31953653314
2017 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,851,751
Total of all expenses incurred2017-12-31$771,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$757,896
Expenses. Certain deemed distributions of participant loans2017-12-31$1,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$808,357
Value of total assets at end of year2017-12-31$9,613,913
Value of total assets at beginning of year2017-12-31$8,533,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,560
Total interest from all sources2017-12-31$33,668
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$8,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$850,000
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$689,703
Participant contributions at end of year2017-12-31$178,702
Participant contributions at beginning of year2017-12-31$232,128
Participant contributions at end of year2017-12-31$165
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,119
Administrative expenses (other) incurred2017-12-31$3,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,080,672
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,613,913
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,533,241
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$6,773,580
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,047,374
Interest on participant loans2017-12-31$8,956
Interest earned on other investments2017-12-31$24,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,661,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,253,739
Net investment gain/loss from pooled separate accounts2017-12-31$1,009,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$91,535
Employer contributions (assets) at end of year2017-12-31$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$757,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31LTSP, INC.
Accountancy firm EIN2017-12-31953864890
2016 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,231,138
Total of all expenses incurred2016-12-31$1,077,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,061,821
Expenses. Certain deemed distributions of participant loans2016-12-31$3,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$775,056
Value of total assets at end of year2016-12-31$8,533,241
Value of total assets at beginning of year2016-12-31$8,379,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,283
Total interest from all sources2016-12-31$8,262
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$850,000
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$687,077
Participant contributions at end of year2016-12-31$232,128
Participant contributions at beginning of year2016-12-31$195,237
Other income not declared elsewhere2016-12-31$27,597
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$154,033
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,533,241
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,379,208
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$6,047,374
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,680,481
Interest on participant loans2016-12-31$8,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,253,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,503,490
Net investment gain/loss from pooled separate accounts2016-12-31$420,223
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$87,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,061,821
Contract administrator fees2016-12-31$12,283
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 name2016-12-31LTSP, INC.
Accountancy firm EIN2016-12-31953864890
2015 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$670,884
Total of all expenses incurred2015-12-31$410,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$398,156
Value of total corrective distributions2015-12-31$2,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$774,241
Value of total assets at end of year2015-12-31$8,379,208
Value of total assets at beginning of year2015-12-31$8,118,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,204
Total interest from all sources2015-12-31$6,681
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$850,000
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$687,880
Participant contributions at end of year2015-12-31$195,237
Participant contributions at beginning of year2015-12-31$159,324
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,479
Other income not declared elsewhere2015-12-31$30,729
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$260,309
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,379,208
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,118,899
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$5,680,481
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,713,340
Interest on participant loans2015-12-31$6,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,503,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,246,235
Net investment gain/loss from pooled separate accounts2015-12-31$-140,767
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$84,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$398,156
Contract administrator fees2015-12-31$10,204
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 name2015-12-31LTSP, INC.
Accountancy firm EIN2015-12-31953864890
2014 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,054,861
Total of all expenses incurred2014-12-31$1,068,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,051,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$726,383
Value of total assets at end of year2014-12-31$8,118,899
Value of total assets at beginning of year2014-12-31$8,132,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,483
Total interest from all sources2014-12-31$6,261
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$550,000
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$651,189
Participant contributions at end of year2014-12-31$159,324
Participant contributions at beginning of year2014-12-31$186,155
Other income not declared elsewhere2014-12-31$28,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-13,168
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,118,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,132,067
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$5,713,340
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,790,185
Income. Interest from loans (other than to participants)2014-12-31$6,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,246,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,155,727
Net investment gain/loss from pooled separate accounts2014-12-31$293,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$75,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,051,546
Contract administrator fees2014-12-31$16,483
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 name2014-12-31LESLEY THOMAS SCHWARZ AND POSTMA
Accountancy firm EIN2014-12-31953864890
2013 : EMERGENCY GROUPS OFFICE 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,758,306
Total of all expenses incurred2013-12-31$680,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$655,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$705,275
Value of total assets at end of year2013-12-31$8,132,067
Value of total assets at beginning of year2013-12-31$7,054,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,867
Total interest from all sources2013-12-31$8,002
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$450,000
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$71,567
Participant contributions at end of year2013-12-31$186,155
Participant contributions at beginning of year2013-12-31$191,477
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,773
Other income not declared elsewhere2013-12-31$29,454
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$1,077,636
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,132,067
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,054,431
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$5,790,185
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,078,517
Interest on participant loans2013-12-31$8,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,155,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,784,437
Net investment gain/loss from pooled separate accounts2013-12-31$1,015,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$622,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$655,803
Contract administrator fees2013-12-31$24,867
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 name2013-12-31LESLEY THOMAS SCHWARZ AND POSTMA
Accountancy firm EIN2013-12-31953864890
2012 : EMERGENCY GROUPS OFFICE 401(K) 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$1,469,702
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$532,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$515,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$870,417
Value of total assets at end of year2012-12-31$7,054,431
Value of total assets at beginning of year2012-12-31$6,117,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,932
Total interest from all sources2012-12-31$9,217
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$450,000
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$591,356
Participant contributions at end of year2012-12-31$191,477
Participant contributions at beginning of year2012-12-31$184,546
Participant contributions at beginning of year2012-12-31$19,597
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$210,279
Other income not declared elsewhere2012-12-31$31,267
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$936,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,054,431
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,117,694
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$5,078,517
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,988,345
Interest on participant loans2012-12-31$9,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,784,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,922,518
Net investment gain/loss from pooled separate accounts2012-12-31$558,801
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$68,782
Employer contributions (assets) at beginning of year2012-12-31$2,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$515,033
Contract administrator fees2012-12-31$17,932
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 name2012-12-31LESLEY THOMAS SCHWARZ AND POSTMA
Accountancy firm EIN2012-12-31953864890
2011 : EMERGENCY GROUPS OFFICE 401(K) 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$650,170
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$349,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$324,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$706,861
Value of total assets at end of year2011-12-31$6,117,694
Value of total assets at beginning of year2011-12-31$5,816,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,383
Total interest from all sources2011-12-31$10,321
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$450,000
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$592,944
Participant contributions at end of year2011-12-31$184,546
Participant contributions at beginning of year2011-12-31$193,429
Participant contributions at end of year2011-12-31$19,597
Participant contributions at beginning of year2011-12-31$16,016
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$44,175
Other income not declared elsewhere2011-12-31$43,477
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$301,010
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,117,694
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,816,684
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$3,988,345
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,898,277
Interest on participant loans2011-12-31$10,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,922,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,702,112
Net investment gain or loss from common/collective trusts2011-12-31$-110,489
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$69,742
Employer contributions (assets) at end of year2011-12-31$2,688
Employer contributions (assets) at beginning of year2011-12-31$6,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$324,777
Contract administrator fees2011-12-31$24,383
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 name2011-12-31LESLEY,THOMAS,SCHWARZ & POSTMA,INC
Accountancy firm EIN2011-12-31953864890
2010 : EMERGENCY GROUPS OFFICE 401(K) 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$1,240,555
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$173,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$157,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$729,217
Value of total assets at end of year2010-12-31$5,816,684
Value of total assets at beginning of year2010-12-31$4,750,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,329
Total interest from all sources2010-12-31$12,929
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$450,000
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$571,605
Participant contributions at end of year2010-12-31$193,429
Participant contributions at beginning of year2010-12-31$206,719
Participant contributions at end of year2010-12-31$16,016
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$102,307
Other income not declared elsewhere2010-12-31$44,265
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$1,066,581
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,816,684
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,750,103
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$3,898,277
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,960,050
Interest on participant loans2010-12-31$12,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,702,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,583,334
Net investment gain/loss from pooled separate accounts2010-12-31$454,144
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$55,305
Employer contributions (assets) at end of year2010-12-31$6,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$157,645
Contract administrator fees2010-12-31$16,329
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 name2010-12-31LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN2010-12-31953864890
2009 : EMERGENCY GROUPS OFFICE 401(K) 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 EMERGENCY GROUPS OFFICE 401(K) PLAN

2022: EMERGENCY GROUPS OFFICE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: EMERGENCY GROUPS OFFICE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: EMERGENCY GROUPS OFFICE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: EMERGENCY GROUPS OFFICE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMERGENCY GROUPS OFFICE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMERGENCY GROUPS OFFICE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMERGENCY GROUPS OFFICE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMERGENCY GROUPS OFFICE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMERGENCY GROUPS OFFICE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMERGENCY GROUPS OFFICE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMERGENCY GROUPS OFFICE 401(K) 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: EMERGENCY GROUPS OFFICE 401(K) 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
2009: EMERGENCY GROUPS OFFICE 401(K) 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered221
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered186
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered192
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered243
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered244
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,804
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,804
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered237
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,055
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,055
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVI,STEPHANIE DE WITT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered224
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,576
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,576
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVI,STEPHANIE DE WITT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered186
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,951
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,951
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVI,STEPHANIE DE WITT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,519
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,519
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,105
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,105
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered268
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997991
Policy instance 1
Insurance contract or identification number997991
Number of Individuals Covered255
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,358
Insurance broker organization code?3
Insurance broker nameSTEPHANIE A DE WITT

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