Fidelity bond in place
Not reported
Filing Insights
Participants
Up390 → 398
8 • 2.05%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| INSPIRIS, INC. EMPLOYEE BENEFITS PLAN | - | 0 | - | - | - |
| 2010 | 3 | 448 | $4,309,014 | $800,671 | $1,787iApproximate average salary by contribution assumption: employee only about $44,680 at 4% or $29,787 at 6%; with 50% employer match about $29,787 at 4% or $19,858 at 6%; with 100% employer match about $22,340 at 4% or $14,893 at 6%. |
| Geriatrix 401K Plan and Trust | - | 448 | $4,309,014 | $800,671 | $1,787iApproximate average salary by contribution assumption: employee only about $44,680 at 4% or $29,787 at 6%; with 50% employer match about $29,787 at 4% or $19,858 at 6%; with 100% employer match about $22,340 at 4% or $14,893 at 6%. |
| INSPIRIS | - | 203 | - | - | - |
| GERIATRIX | - | 135 | - | - | - |
| 2009 | 2 | 283 | $3,751,388 | $1,188,146 | $4,198iApproximate average salary by contribution assumption: employee only about $104,960 at 4% or $69,973 at 6%; with 50% employer match about $69,973 at 4% or $46,649 at 6%; with 100% employer match about $52,480 at 4% or $34,987 at 6%. |
| Geriatrix 401K Plan and Trust | - | 283 | $3,751,388 | $1,188,146 | $4,198iApproximate average salary by contribution assumption: employee only about $104,960 at 4% or $69,973 at 6%; with 50% employer match about $69,973 at 4% or $46,649 at 6%; with 100% employer match about $52,480 at 4% or $34,987 at 6%. |
| INSPIRIS, INC. EMPLOYEE BENEFITS PLAN | - | 229 | - | - | - |
| 2008 | 2 | 398 | $2,145,520 | $1,259,347 | $3,164iApproximate average salary by contribution assumption: employee only about $79,105 at 4% or $52,736 at 6%; with 50% employer match about $52,736 at 4% or $35,158 at 6%; with 100% employer match about $39,552 at 4% or $26,368 at 6%. |
| Geriatrix 401K Plan and Trust | - | 271 | $2,145,520 | $1,259,347 | $4,647iApproximate average salary by contribution assumption: employee only about $116,176 at 4% or $77,451 at 6%; with 50% employer match about $77,451 at 4% or $51,634 at 6%; with 100% employer match about $58,088 at 4% or $38,725 at 6%. |
| INSPIRIS | Current | 398 | - | - | - |
| 2007 | 2 | 338 | $2,193,607 | $625,019 | $1,849iApproximate average salary by contribution assumption: employee only about $46,229 at 4% or $30,819 at 6%; with 50% employer match about $30,819 at 4% or $20,546 at 6%; with 100% employer match about $23,115 at 4% or $15,410 at 6%. |
| Geriatrix 401K Plan and Trust | - | 199 | $2,193,607 | $625,019 | $3,141iApproximate average salary by contribution assumption: employee only about $78,520 at 4% or $52,347 at 6%; with 50% employer match about $52,347 at 4% or $34,898 at 6%; with 100% employer match about $39,260 at 4% or $26,173 at 6%. |
| INSPIRIS | - | 338 | - | - | - |
| 2006 | 2 | 342 | $1,698,822 | $490,857 | $1,435iApproximate average salary by contribution assumption: employee only about $35,881 at 4% or $23,921 at 6%; with 50% employer match about $23,921 at 4% or $15,947 at 6%; with 100% employer match about $17,941 at 4% or $11,960 at 6%. |
| Geriatrix 401K Plan and Trust | - | 194 | $1,698,822 | $490,857 | $2,530iApproximate average salary by contribution assumption: employee only about $63,255 at 4% or $42,170 at 6%; with 50% employer match about $42,170 at 4% or $28,113 at 6%; with 100% employer match about $31,627 at 4% or $21,085 at 6%. |
| INSPIRIS | - | 342 | - | - | - |
| 2005 | 2 | 256 | $1,223,233 | $325,319 | $1,271iApproximate average salary by contribution assumption: employee only about $31,769 at 4% or $21,180 at 6%; with 50% employer match about $21,180 at 4% or $14,120 at 6%; with 100% employer match about $15,885 at 4% or $10,590 at 6%. |
| Geriatrix 401K Plan and Trust | - | 162 | $1,223,233 | $325,319 | $2,008iApproximate average salary by contribution assumption: employee only about $50,204 at 4% or $33,469 at 6%; with 50% employer match about $33,469 at 4% or $22,313 at 6%; with 100% employer match about $25,102 at 4% or $16,735 at 6%. |
| INSPIRIS | - | 256 | - | - | - |
| 2004 | 2 | 203 | $898,855 | $252,183 | $1,242iApproximate average salary by contribution assumption: employee only about $31,057 at 4% or $20,705 at 6%; with 50% employer match about $20,705 at 4% or $13,803 at 6%; with 100% employer match about $15,529 at 4% or $10,352 at 6%. |
| Geriatrix 401K Plan and Trust | - | 141 | $898,855 | $252,183 | $1,789iApproximate average salary by contribution assumption: employee only about $44,713 at 4% or $29,809 at 6%; with 50% employer match about $29,809 at 4% or $19,873 at 6%; with 100% employer match about $22,357 at 4% or $14,904 at 6%. |
| INSPIRIS | - | 203 | - | - | - |
| 2003 | 2 | 135 | $675,480 | $260,411 | $1,929iApproximate average salary by contribution assumption: employee only about $48,224 at 4% or $32,150 at 6%; with 50% employer match about $32,150 at 4% or $21,433 at 6%; with 100% employer match about $24,112 at 4% or $16,075 at 6%. |
| Geriatrix 401K Plan and Trust | - | 113 | $675,480 | $260,411 | $2,305iApproximate average salary by contribution assumption: employee only about $57,613 at 4% or $38,409 at 6%; with 50% employer match about $38,409 at 4% or $25,606 at 6%; with 100% employer match about $28,807 at 4% or $19,204 at 6%. |
| GERIATRIX | - | 135 | - | - | - |
| 2002 | 1 | 111 | $0 | $0 | - |
| Geriatrix 401K Plan and Trust | - | 111 | - | - | - |
| 2001 | 1 | 72 | $0 | $0 | - |
| Geriatrix 401K Plan and Trust | - | 72 | - | - | - |
| 2000 | 1 | 21 | $127,360 | $91,946 | $4,378iApproximate average salary by contribution assumption: employee only about $109,460 at 4% or $72,973 at 6%; with 50% employer match about $72,973 at 4% or $48,649 at 6%; with 100% employer match about $54,730 at 4% or $36,487 at 6%. |
| Geriatrix 401K Plan and Trust | - | 21 | $127,360 | $91,946 | $4,378iApproximate average salary by contribution assumption: employee only about $109,460 at 4% or $72,973 at 6%; with 50% employer match about $72,973 at 4% or $48,649 at 6%; with 100% employer match about $54,730 at 4% or $36,487 at 6%. |
| 1999 | 1 | 6 | $54,169 | $54,169 | $9,028iApproximate average salary by contribution assumption: employee only about $225,704 at 4% or $150,469 at 6%; with 50% employer match about $150,469 at 4% or $100,313 at 6%; with 100% employer match about $112,852 at 4% or $75,235 at 6%. |
| Geriatrix 401K Plan and Trust | - | 6 | $54,169 | $54,169 | $9,028iApproximate average salary by contribution assumption: employee only about $225,704 at 4% or $150,469 at 6%; with 50% employer match about $150,469 at 4% or $100,313 at 6%; with 100% employer match about $112,852 at 4% or $75,235 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037028060310
- Form Id
- 101346352
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370028060060005
- Ins Broker 01 Name
- ART HAUSER INSURANCE INC.
- Ins Broker 01 Street Addr
- 8260 NORTHCREEK DRIVE, SUITE 200
- Ins Broker 01 City
- CINCINNATI
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 45236
- Ins Broker Comm Pd 01 Amount
- $4,076
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037028060310
- Form Id
- 101346351
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370028060060004
- Ins Broker 01 Name
- ART HAUSER INSURANCE, INC.
- Ins Broker 01 Street Addr
- 8260 NORTHCREEK DRIVE, SUITE 200
- Ins Broker 01 City
- CINCINNATI
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 45236
- Ins Broker Comm Pd 01 Amount
- $5,543
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 84037028060310
- Form Id
- 101346350
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370028060060003
- Ins Broker 01 Name
- ART HAUSER INSURANCE INC.
- Ins Broker 01 Street Addr
- 8260 NORTHCREEK DRIVE, SUITE 200
- Ins Broker 01 City
- CINCINNATI
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 45236
- Ins Broker Comm Pd 01 Amount
- $2,810
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 4
- Filing Id
- 84037028060310
- Form Id
- 101346349
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370028060060002
- Ins Broker 01 Name
- ART HAUSER INDURANCE, INCE
- Ins Broker 01 Street Addr
- 8260 NORTHCREEK DRIVE
- Ins Broker 01 City
- CINCINNATI,
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 45236
- Ins Broker Comm Pd 01 Amount
- $71,653
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 5
- Ins Carrier Name: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Filing Id
- 84037028060310
- Form Id
- 101346350
- Schedule A EIN
- 33-0766366
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2008-04-01
- Schedule A Tax Period
- 20090331
- Ins Carrier Name
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 35-0472300
- Ins Carrier Naic Code
- 70254
- Ins Contract Num
- 000010047706
- Ins Prsn Covered End of year Count
- 221
- Ins Policy From Date
- 2008-04-01
- Ins Policy To Date
- 2009-03-31
- Ins Broker Comm Total Amount
- $2,810
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- D
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $25,791
- Wlfr Acquis Cost Amount
- $0
- Row 6
- Ins Carrier Name: LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Filing Id
- 84037028060310
- Form Id
- 101346351
- Schedule A EIN
- 33-0766366
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2008-04-01
- Schedule A Tax Period
- 20090331
- Ins Carrier Name
- LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 35-0472300
- Ins Carrier Naic Code
- 70254
- Ins Contract Num
- 000010068343
- Ins Prsn Covered End of year Count
- 221
- Ins Policy From Date
- 2008-04-01
- Ins Policy To Date
- 2009-03-31
- Ins Broker Comm Total Amount
- $5,543
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- No
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $51,573
- Wlfr Acquis Cost Amount
- $0
- Row 7
- Ins Carrier Name: BLUE CROSS BLUE SHIELD OF TENNESSEE
- Filing Id
- 84037028060310
- Form Id
- 101346349
- Schedule A EIN
- 33-0766366
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2008-04-01
- Schedule A Tax Period
- 20090331
- Ins Carrier Name
- BLUE CROSS BLUE SHIELD OF TENNESSEE
- Ins Carrier EIN
- 62-0427913
- Ins Carrier Naic Code
- 54518
- Ins Contract Num
- 110938
- Ins Prsn Covered End of year Count
- 398
- Ins Policy From Date
- 2008-04-01
- Ins Policy To Date
- 2009-03-31
- Ins Broker Comm Total Amount
- $71,653
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- AB
- Wlfr Premium Rcvd Amount
- $1,433,911
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $1,433,911
- Wlfr Claims Paid Amount
- $1,529,336
- Wlfr Incr Reserve Amount
- $58,772
- Wlfr Incurred Claim Amount
- $1,588,108
- Wlfr Claims Chrgd Amount
- $1,588,108
- Wlfr Ret Commissions Amount
- $71,653
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $25,093
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $121,685
- Wlfr Ret Total Amount
- $218,431
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $153,714
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 8
- Ins Carrier Name: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Filing Id
- 84037028060310
- Form Id
- 101346352
- Schedule A EIN
- 33-0766366
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2008-04-01
- Schedule A Tax Period
- 20090331
- Ins Carrier Name
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 35-0472300
- Ins Carrier Naic Code
- 70254
- Ins Contract Num
- 4000010000
- Ins Prsn Covered End of year Count
- 66
- Ins Policy From Date
- 2008-04-01
- Ins Policy To Date
- 2009-03-31
- Ins Broker Comm Total Amount
- $4,076
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- M
- Wlfr Type Bnft Oth Text
- SUPPLEMENTAL LIFE INSURANCE
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $22,466
- Wlfr Acquis Cost Amount
- $0