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HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN
Plan identification number 001

HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIFIED CARE SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:UNIFIED CARE SERVICES LLC
Employer identification number (EIN):954626030
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UNIFIED CARE SERVICES LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 199709310013

More information about UNIFIED CARE SERVICES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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
0012017-01-01BRANDIE KANESHIRO GLORIA A. FONACIER2018-10-15
0012017-01-01BRANDIE KANESHIRO GLORIA A. FONACIER2018-12-03
0012016-01-01BRANDIE KANESHIRO
0012015-01-01BRANDIE KANESHIRO
0012014-01-01BRANDIE KANESHIRO
0012013-01-01BRANDIE KANESHIRO
0012012-01-01BRANDIE KANESHIRO
0012011-01-01BRANDIE KANESHIRO
0012009-01-01BRANDIE KANESHIRO

Plan Statistics for HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,585
Total number of active participants reported on line 7a of the Form 55002022-01-011,579
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-011,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,636
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,740
Total number of active participants reported on line 7a of the Form 55002021-01-011,529
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,585
Number of participants with account balances2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,860
Total number of active participants reported on line 7a of the Form 55002020-01-011,695
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-011,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,740
Number of participants with account balances2020-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,372
Total number of active participants reported on line 7a of the Form 55002019-01-011,825
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-011,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,860
Number of participants with account balances2019-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,032
Total number of active participants reported on line 7a of the Form 55002018-01-012,312
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-012,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,338
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,084
Total number of active participants reported on line 7a of the Form 55002017-01-011,992
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-012,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,009
Number of participants with account balances2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01646
Total number of active participants reported on line 7a of the Form 55002016-01-011,036
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,077
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01277
Total number of active participants reported on line 7a of the Form 55002015-01-01504
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01538
Number of participants with account balances2015-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01318
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01260
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01869
Total number of active participants reported on line 7a of the Form 55002013-01-01723
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01758
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01846
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01869
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01911
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01227
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,294
Total number of active participants reported on line 7a of the Form 55002009-01-011,010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,032
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$19,471
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$855,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$771,202
Value of total corrective distributions2022-12-31$38,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,499,591
Value of total assets at end of year2022-12-31$11,441,523
Value of total assets at beginning of year2022-12-31$12,277,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,334
Total interest from all sources2022-12-31$71,451
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$443,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$443,460
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,353,007
Participant contributions at end of year2022-12-31$504,003
Participant contributions at beginning of year2022-12-31$517,084
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,023
Other income not declared elsewhere2022-12-31$62,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-836,436
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,441,523
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,277,959
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$11,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,185,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,149,379
Interest on participant loans2022-12-31$24,894
Interest earned on other investments2022-12-31$46,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,751,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,611,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,057,820
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$139,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$771,202
Contract administrator fees2022-12-31$35,168
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$2,532,392
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$755,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$688,534
Value of total corrective distributions2021-12-31$24,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,263,844
Value of total assets at end of year2021-12-31$12,277,959
Value of total assets at beginning of year2021-12-31$10,500,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,263
Total interest from all sources2021-12-31$69,823
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$588,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$588,743
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$1,113,840
Participant contributions at end of year2021-12-31$517,084
Participant contributions at beginning of year2021-12-31$429,373
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,538
Other income not declared elsewhere2021-12-31$58,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,777,093
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,277,959
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,500,866
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$7,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,149,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,591,658
Interest on participant loans2021-12-31$27,155
Interest earned on other investments2021-12-31$42,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,611,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,479,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$551,859
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$115,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$688,534
Contract administrator fees2021-12-31$35,174
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$2,851,742
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$554,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$506,297
Expenses. Certain deemed distributions of participant loans2020-12-31$1,726
Value of total corrective distributions2020-12-31$2,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,111,693
Value of total assets at end of year2020-12-31$10,500,866
Value of total assets at beginning of year2020-12-31$8,203,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,222
Total interest from all sources2020-12-31$56,216
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$197,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$197,155
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$959,715
Participant contributions at end of year2020-12-31$429,373
Participant contributions at beginning of year2020-12-31$465,575
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,693
Other income not declared elsewhere2020-12-31$23,315
Administrative expenses (other) incurred2020-12-31$18,340
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$2,297,219
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,500,866
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,203,647
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$7,591,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,990,960
Interest on participant loans2020-12-31$29,620
Interest earned on other investments2020-12-31$26,596
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$747,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,479,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,460,077
Net investment gain or loss from common/collective trusts2020-12-31$3,286
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$106,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$506,297
Contract administrator fees2020-12-31$25,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31PENSON ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
2019 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$2,244,063
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$701,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$627,647
Expenses. Certain deemed distributions of participant loans2019-12-31$3,928
Value of total corrective distributions2019-12-31$4,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,005,177
Value of total assets at end of year2019-12-31$8,203,647
Value of total assets at beginning of year2019-12-31$6,661,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,457
Total interest from all sources2019-12-31$30,664
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$135,326
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$135,326
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$812,820
Participant contributions at end of year2019-12-31$465,575
Participant contributions at beginning of year2019-12-31$447,427
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$100,000
Other income not declared elsewhere2019-12-31$-10
Administrative expenses (other) incurred2019-12-31$65,457
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$1,542,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,203,647
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,661,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,990,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,236,739
Interest on participant loans2019-12-31$30,664
Value of interest in common/collective trusts at end of year2019-12-31$747,112
Value of interest in common/collective trusts at beginning of year2019-12-31$976,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,052,529
Net investment gain or loss from common/collective trusts2019-12-31$20,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$92,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$627,647
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 name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$572,197
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$413,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$337,738
Expenses. Certain deemed distributions of participant loans2018-12-31$8,141
Value of total corrective distributions2018-12-31$7,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$883,940
Value of total assets at end of year2018-12-31$6,661,003
Value of total assets at beginning of year2018-12-31$6,501,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,969
Total interest from all sources2018-12-31$21,859
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$115,309
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$115,309
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$795,158
Participant contributions at end of year2018-12-31$447,427
Participant contributions at beginning of year2018-12-31$408,053
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$1,066
Administrative expenses (other) incurred2018-12-31$59,969
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$159,132
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,661,003
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,501,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,236,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,698,321
Interest on participant loans2018-12-31$21,859
Value of interest in common/collective trusts at end of year2018-12-31$976,837
Value of interest in common/collective trusts at beginning of year2018-12-31$395,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-466,223
Net investment gain or loss from common/collective trusts2018-12-31$16,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$88,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$337,738
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 name2018-12-31PENSON ASSURANCE LLP
Accountancy firm EIN2018-12-31300840934
2017 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$1,539,134
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$565,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$540,034
Expenses. Certain deemed distributions of participant loans2017-12-31$475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$810,215
Value of total assets at end of year2017-12-31$6,501,871
Value of total assets at beginning of year2017-12-31$5,528,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,998
Total interest from all sources2017-12-31$25,097
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$99,203
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$99,203
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$473,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$708,438
Participant contributions at end of year2017-12-31$408,053
Participant contributions at beginning of year2017-12-31$403,856
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,436
Other income not declared elsewhere2017-12-31$-1
Administrative expenses (other) incurred2017-12-31$24,998
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$973,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,501,871
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,528,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,698,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,124,388
Interest on participant loans2017-12-31$25,097
Value of interest in common/collective trusts at end of year2017-12-31$395,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$597,777
Net investment gain or loss from common/collective trusts2017-12-31$6,843
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$79,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$540,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2017-12-31300840934
2016 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$1,045,997
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$238,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$224,778
Expenses. Certain deemed distributions of participant loans2016-12-31$5,528
Value of total corrective distributions2016-12-31$4,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$685,599
Value of total assets at end of year2016-12-31$5,528,244
Value of total assets at beginning of year2016-12-31$4,720,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,000
Total interest from all sources2016-12-31$25,494
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$204,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$204,243
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$473,000
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$615,752
Participant contributions at end of year2016-12-31$403,856
Participant contributions at beginning of year2016-12-31$309,750
Other income not declared elsewhere2016-12-31$3
Administrative expenses (other) incurred2016-12-31$4,000
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$807,497
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,528,244
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,720,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,124,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,410,997
Interest on participant loans2016-12-31$25,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$130,658
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$69,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$224,778
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 name2016-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2016-12-31300840934
2015 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$673,668
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$523,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$511,180
Expenses. Certain deemed distributions of participant loans2015-12-31$7,431
Value of total corrective distributions2015-12-31$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$727,420
Value of total assets at end of year2015-12-31$4,720,747
Value of total assets at beginning of year2015-12-31$4,570,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,086
Total interest from all sources2015-12-31$17,139
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$243,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$243,698
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$458,000
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$658,962
Participant contributions at end of year2015-12-31$309,750
Participant contributions at beginning of year2015-12-31$240,318
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$347
Other income not declared elsewhere2015-12-31$3
Administrative expenses (other) incurred2015-12-31$5,086
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$149,836
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,720,747
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,570,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,410,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,330,593
Interest on participant loans2015-12-31$17,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-314,592
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$68,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$511,180
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 name2015-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2015-12-31300840934
2014 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$864,923
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$419,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$408,606
Expenses. Certain deemed distributions of participant loans2014-12-31$710
Value of total corrective distributions2014-12-31$5,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$635,304
Value of total assets at end of year2014-12-31$4,570,911
Value of total assets at beginning of year2014-12-31$4,125,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,425
Total interest from all sources2014-12-31$18,457
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$240,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$240,218
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$413,000
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$562,150
Participant contributions at end of year2014-12-31$240,318
Participant contributions at beginning of year2014-12-31$285,490
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,783
Other income not declared elsewhere2014-12-31$3
Administrative expenses (other) incurred2014-12-31$4,425
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$445,184
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,570,911
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,125,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,330,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,840,237
Interest on participant loans2014-12-31$18,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-29,059
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$63,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$408,606
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 name2014-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2014-12-31300840934
2013 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$1,147,448
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$236,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$223,270
Expenses. Certain deemed distributions of participant loans2013-12-31$752
Value of total corrective distributions2013-12-31$8,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$618,976
Value of total assets at end of year2013-12-31$4,125,727
Value of total assets at beginning of year2013-12-31$3,215,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,250
Total interest from all sources2013-12-31$20,220
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$155,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$155,164
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$322,000
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$553,877
Participant contributions at end of year2013-12-31$285,490
Participant contributions at beginning of year2013-12-31$253,769
Other income not declared elsewhere2013-12-31$3
Administrative expenses (other) incurred2013-12-31$4,250
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$910,656
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,125,727
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,215,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,840,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,961,302
Interest on participant loans2013-12-31$20,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$353,085
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$65,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$223,270
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 name2013-12-31LENNING & CO.
Accountancy firm EIN2013-12-31202141302
2012 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$882,614
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$243,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$226,593
Expenses. Certain deemed distributions of participant loans2012-12-31$632
Value of total corrective distributions2012-12-31$11,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$602,755
Value of total assets at end of year2012-12-31$3,215,071
Value of total assets at beginning of year2012-12-31$2,575,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,675
Total interest from all sources2012-12-31$10,928
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$66,171
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$258,000
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$539,719
Participant contributions at end of year2012-12-31$253,769
Participant contributions at beginning of year2012-12-31$140,511
Other income not declared elsewhere2012-12-31$4
Administrative expenses (other) incurred2012-12-31$4,675
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$639,392
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,215,071
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,575,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,961,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,435,168
Interest on participant loans2012-12-31$10,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$202,756
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$63,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$226,593
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 name2012-12-31LENNING & CO.
Accountancy firm EIN2012-12-31202141302
2011 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$493,150
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$119,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$107,104
Expenses. Certain deemed distributions of participant loans2011-12-31$7,328
Value of total corrective distributions2011-12-31$2,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$543,149
Value of total assets at end of year2011-12-31$2,575,679
Value of total assets at beginning of year2011-12-31$2,202,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,000
Total interest from all sources2011-12-31$9,668
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$46,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$46,008
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$221,000
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$484,459
Participant contributions at end of year2011-12-31$140,511
Participant contributions at beginning of year2011-12-31$118,586
Administrative expenses (other) incurred2011-12-31$3,000
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$373,481
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,575,679
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,202,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,435,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,083,612
Interest on participant loans2011-12-31$9,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-105,675
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$58,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$107,104
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 name2011-12-31LENNING & CO.
Accountancy firm EIN2011-12-31202141302
2010 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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$641,691
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$43,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,494
Expenses. Certain deemed distributions of participant loans2010-12-31$227
Value of total corrective distributions2010-12-31$8,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$433,783
Value of total assets at end of year2010-12-31$2,202,198
Value of total assets at beginning of year2010-12-31$1,603,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,550
Total interest from all sources2010-12-31$6,093
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$25,459
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$161,000
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$381,835
Participant contributions at end of year2010-12-31$118,586
Participant contributions at beginning of year2010-12-31$50,862
Administrative expenses (other) incurred2010-12-31$3,550
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$598,401
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,202,198
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,603,797
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,083,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,552,935
Interest on participant loans2010-12-31$6,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$176,356
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$51,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,494
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 name2010-12-31LENNING & CO.
Accountancy firm EIN2010-12-31202141302
2009 : HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN

2022: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896239087
Policy instance 1
Insurance contract or identification number896239087
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896239087
Policy instance 1
Insurance contract or identification number896239087
Number of Individuals Covered268
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896239087
Policy instance 1
Insurance contract or identification number896239087
Number of Individuals Covered240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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

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