401k Plan data: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN plan

UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number	001

UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC.

Employer identification number (EIN): 237313346

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1973-08-09

Company Identification Number: 727147

Legal Registered Office Address: UNIV OF SOUTH FLORIDA GENERAL COUNSEL

TAMPA

33620

More information about UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILMA DANIEL
001 2016-01-01 WILMA DANIEL
001 2015-01-01 WILMA DANIEL
001 2014-01-01 WILMA DANIEL
001 2013-01-01 WILMA DANIEL
001 2012-01-01 WILMA DANIEL
001 2011-01-01 WILMA DANIEL
001 2010-01-01 WILMA DANIEL
001 2009-01-01 WILMA DANIEL

Plan Statistics for UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,863
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 95
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,497
Total of all active and inactive participants 2022-01-01 1,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,592
Number of participants with account balances 2022-01-01 1,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,390
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 62
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,800
Total of all active and inactive participants 2021-01-01 1,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,863
Number of participants with account balances 2021-01-01 1,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,218
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,043
Number of retired or separated participants receiving benefits 2020-01-01 161
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,181
Total of all active and inactive participants 2020-01-01 2,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 2,390
Number of participants with account balances 2020-01-01 2,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 106
2019: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,055
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,163
Total of all active and inactive participants 2019-01-01 2,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,218
Number of participants with account balances 2019-01-01 2,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 96
2018: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,014
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,011
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,055
Total of all active and inactive participants 2018-01-01 2,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,066
Number of participants with account balances 2018-01-01 1,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 92
2017: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,990
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,011
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,010
Total of all active and inactive participants 2017-01-01 2,021
Total participants 2017-01-01 2,021
Number of participants with account balances 2017-01-01 1,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 100
2016: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,902
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,021
Number of other retired or separated participants entitled to future benefits 2016-01-01 961
Total of all active and inactive participants 2016-01-01 1,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,982
Number of participants with account balances 2016-01-01 1,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 78
2015: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 317
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 288
Total of all active and inactive participants 2015-01-01 605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 605
Number of participants with account balances 2015-01-01 522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 288
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 273
Total of all active and inactive participants 2014-01-01 561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 561
Number of participants with account balances 2014-01-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 38
2013: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 288
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 215
Total of all active and inactive participants 2013-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 503
Number of participants with account balances 2013-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 285
Number of retired or separated participants receiving benefits 2012-01-01 19
Number of other retired or separated participants entitled to future benefits 2012-01-01 243
Total of all active and inactive participants 2012-01-01 547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 547
Number of participants with account balances 2012-01-01 484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12
2011: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 534
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 282
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 252
Total of all active and inactive participants 2011-01-01 534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 534
Number of participants with account balances 2011-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 532
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 278
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 254
Total of all active and inactive participants 2010-01-01 532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 532
Number of participants with account balances 2010-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 260
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 67
Total of all active and inactive participants 2009-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 327
Number of participants with account balances 2009-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2022: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,863
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	95
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,497
Total of all active and inactive participants	2022-01-01	1,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,592
Number of participants with account balances	2022-01-01	1,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,390
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	62
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,800
Total of all active and inactive participants	2021-01-01	1,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,863
Number of participants with account balances	2021-01-01	1,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,218
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,043
Number of retired or separated participants receiving benefits	2020-01-01	161
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,181
Total of all active and inactive participants	2020-01-01	2,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	2,390
Number of participants with account balances	2020-01-01	2,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	106
2019: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,055
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,163
Total of all active and inactive participants	2019-01-01	2,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,218
Number of participants with account balances	2019-01-01	2,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	96
2018: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,014
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,011
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,055
Total of all active and inactive participants	2018-01-01	2,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,066
Number of participants with account balances	2018-01-01	1,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	92
2017: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,990
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,011
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,010
Total of all active and inactive participants	2017-01-01	2,021
Total participants	2017-01-01	2,021
Number of participants with account balances	2017-01-01	1,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	100
2016: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,902
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,021
Number of other retired or separated participants entitled to future benefits	2016-01-01	961
Total of all active and inactive participants	2016-01-01	1,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,982
Number of participants with account balances	2016-01-01	1,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	78
2015: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	317
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	288
Total of all active and inactive participants	2015-01-01	605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	605
Number of participants with account balances	2015-01-01	522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	288
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	273
Total of all active and inactive participants	2014-01-01	561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	561
Number of participants with account balances	2014-01-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	38
2013: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	288
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	215
Total of all active and inactive participants	2013-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	503
Number of participants with account balances	2013-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	285
Number of retired or separated participants receiving benefits	2012-01-01	19
Number of other retired or separated participants entitled to future benefits	2012-01-01	243
Total of all active and inactive participants	2012-01-01	547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	547
Number of participants with account balances	2012-01-01	484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12
2011: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	534
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	282
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	252
Total of all active and inactive participants	2011-01-01	534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	534
Number of participants with account balances	2011-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	532
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	278
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	254
Total of all active and inactive participants	2010-01-01	532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	532
Number of participants with account balances	2010-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	260
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	67
Total of all active and inactive participants	2009-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	327
Number of participants with account balances	2009-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-7,374,085
Total of all expenses incurred	2022-12-31	$17,482,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$17,381,205
Value of total corrective distributions	2022-12-31	$328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$138,409
Value of total assets at end of year	2022-12-31	$43,806,484
Value of total assets at beginning of year	2022-12-31	$68,662,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$100,677
Total interest from all sources	2022-12-31	$447,052
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$511,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$511,760
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$32,391
Participant contributions at end of year	2022-12-31	$363,880
Participant contributions at beginning of year	2022-12-31	$555,928
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-24,856,295
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$43,806,484
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$68,662,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,528,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$51,857,256
Interest on participant loans	2022-12-31	$18,102
Interest earned on other investments	2022-12-31	$428,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$13,913,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$16,249,595
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$3,805,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,471,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$104,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$13,575,790
Contract administrator fees	2022-12-31	$100,677
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-12-31	263429295
2021 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$12,528,863
Total of all expenses incurred	2021-12-31	$10,292,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,135,941
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,241,724
Value of total assets at end of year	2021-12-31	$68,662,779
Value of total assets at beginning of year	2021-12-31	$66,426,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$148,550
Total interest from all sources	2021-12-31	$480,936
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,918,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,918,056
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,983,346
Participant contributions at end of year	2021-12-31	$555,928
Participant contributions at beginning of year	2021-12-31	$642,356
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$66,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,236,604
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$68,662,779
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$66,426,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$51,857,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$49,111,216
Interest on participant loans	2021-12-31	$25,633
Interest earned on other investments	2021-12-31	$455,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$16,249,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$16,672,603
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$2,786,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,888,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,192,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,349,126
Contract administrator fees	2021-12-31	$148,550
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$11,323,368
Total of all expenses incurred	2020-12-31	$6,875,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,706,174
Value of total corrective distributions	2020-12-31	$37,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,414,763
Value of total assets at end of year	2020-12-31	$66,426,175
Value of total assets at beginning of year	2020-12-31	$61,978,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$132,016
Total interest from all sources	2020-12-31	$493,800
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,745,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,745,955
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,027,216
Participant contributions at end of year	2020-12-31	$642,356
Participant contributions at beginning of year	2020-12-31	$648,322
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$127,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,447,565
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$66,426,175
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$61,978,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$49,111,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$45,256,400
Interest on participant loans	2020-12-31	$27,234
Interest earned on other investments	2020-12-31	$466,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$16,672,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$16,073,888
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,331,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,668,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,260,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,374,267
Contract administrator fees	2020-12-31	$132,016
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$13,348,788
Total of all expenses incurred	2019-12-31	$7,552,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,419,495
Expenses. Certain deemed distributions of participant loans	2019-12-31	$960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,008,877
Value of total assets at end of year	2019-12-31	$61,978,610
Value of total assets at beginning of year	2019-12-31	$56,181,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$131,697
Total interest from all sources	2019-12-31	$496,614
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,676,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,676,584
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,934,455
Participant contributions at end of year	2019-12-31	$648,322
Participant contributions at beginning of year	2019-12-31	$549,749
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$111,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,796,636
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$61,978,610
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$56,181,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$45,256,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$39,700,689
Interest on participant loans	2019-12-31	$25,150
Interest earned on other investments	2019-12-31	$471,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$16,073,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,931,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,166,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,963,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,419,495
Contract administrator fees	2019-12-31	$131,697
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2019-12-31	263429295
2018 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$873,642
Total of all expenses incurred	2018-12-31	$4,212,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,101,059
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-4,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,605,667
Value of total assets at end of year	2018-12-31	$56,181,974
Value of total assets at beginning of year	2018-12-31	$59,520,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$115,643
Total interest from all sources	2018-12-31	$492,642
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,840,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,840,933
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,654,083
Participant contributions at end of year	2018-12-31	$549,749
Participant contributions at beginning of year	2018-12-31	$553,335
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$115,889
Administrative expenses (other) incurred	2018-12-31	$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,338,562
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$56,181,974
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$59,520,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$39,700,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$42,769,031
Interest on participant loans	2018-12-31	$23,437
Interest earned on other investments	2018-12-31	$469,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,931,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$16,198,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,065,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,835,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,101,059
Contract administrator fees	2018-12-31	$115,572
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2018-12-31	263429295
2017 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$10,541,794
Total of all expenses incurred	2017-12-31	$3,135,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,013,860
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-5,286
Value of total corrective distributions	2017-12-31	$418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,797,311
Value of total assets at end of year	2017-12-31	$59,520,536
Value of total assets at beginning of year	2017-12-31	$52,114,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$126,304
Total interest from all sources	2017-12-31	$488,703
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,159,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,159,447
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,721,722
Participant contributions at end of year	2017-12-31	$553,335
Participant contributions at beginning of year	2017-12-31	$481,712
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$200,940
Administrative expenses (other) incurred	2017-12-31	$18,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,406,498
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$59,520,536
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$52,114,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$42,769,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$35,941,538
Interest on participant loans	2017-12-31	$19,997
Interest earned on other investments	2017-12-31	$468,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$16,198,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$15,690,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,096,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,874,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,013,860
Contract administrator fees	2017-12-31	$107,701
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2017-12-31	263429295
2016 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$39,078,869
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,544,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,435,273
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$34,489,040
Value of total assets at end of year	2016-12-31	$52,114,038
Value of total assets at beginning of year	2016-12-31	$15,579,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$102,226
Total interest from all sources	2016-12-31	$417,909
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$776,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$776,720
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,442,647
Participant contributions at end of year	2016-12-31	$481,712
Participant contributions at beginning of year	2016-12-31	$244,331
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$31,422,879
Administrative expenses (other) incurred	2016-12-31	$1,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$36,534,137
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,114,038
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,579,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$35,941,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,077,313
Interest on participant loans	2016-12-31	$15,141
Interest earned on other investments	2016-12-31	$402,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$15,690,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,258,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,395,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,623,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,435,273
Contract administrator fees	2016-12-31	$100,259
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BARLEY MCNAMARA WILD CPA
Accountancy firm EIN	2016-12-31	273236857
2015 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,040,006
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,084,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,036,401
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,276
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$997,371
Value of total assets at end of year	2015-12-31	$15,579,901
Value of total assets at beginning of year	2015-12-31	$16,624,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$45,856
Total interest from all sources	2015-12-31	$158,231
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$236,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$236,775
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$432,640
Participant contributions at end of year	2015-12-31	$244,331
Participant contributions at beginning of year	2015-12-31	$237,020
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$30,585
Administrative expenses (other) incurred	2015-12-31	$1,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,044,527
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,579,901
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,624,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,077,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,225,677
Interest on participant loans	2015-12-31	$8,273
Interest earned on other investments	2015-12-31	$149,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,258,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,161,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-352,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$534,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,036,401
Contract administrator fees	2015-12-31	$44,307
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BARLEY MCNAMARA WILD
Accountancy firm EIN	2015-12-31	273236857
2014 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,906,216
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$509,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$458,269
Expenses. Certain deemed distributions of participant loans	2014-12-31	$8,059
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,148,464
Value of total assets at end of year	2014-12-31	$16,624,428
Value of total assets at beginning of year	2014-12-31	$15,227,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$43,007
Total interest from all sources	2014-12-31	$153,543
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$213,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$213,446
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$449,216
Participant contributions at end of year	2014-12-31	$237,020
Participant contributions at beginning of year	2014-12-31	$197,141
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$185,739
Administrative expenses (other) incurred	2014-12-31	$42,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,396,881
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,624,428
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,227,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,225,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,318,040
Interest on participant loans	2014-12-31	$6,596
Interest earned on other investments	2014-12-31	$146,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,161,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,712,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$390,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$513,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$458,269
Contract administrator fees	2014-12-31	$533
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BARLEY MCNAMARA WILD
Accountancy firm EIN	2014-12-31	273236857
2013 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$21,679
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	$2,905,725
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$553,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$493,985
Expenses. Certain deemed distributions of participant loans	2013-12-31	$21,372
Value of total corrective distributions	2013-12-31	$1,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$947,364
Value of total assets at end of year	2013-12-31	$15,227,547
Value of total assets at beginning of year	2013-12-31	$12,854,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,590
Total interest from all sources	2013-12-31	$140,153
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$86,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$86,087
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$425,294
Participant contributions at end of year	2013-12-31	$197,141
Participant contributions at beginning of year	2013-12-31	$165,452
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$11,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,351,772
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,227,547
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,854,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,318,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,538,274
Interest on participant loans	2013-12-31	$6,108
Interest earned on other investments	2013-12-31	$134,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,712,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,150,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,732,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$522,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$493,985
Contract administrator fees	2013-12-31	$26,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BARLEY MCNAMARA WILD
Accountancy firm EIN	2013-12-31	273236857
2012 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$2,195,989
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$489,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$456,988
Expenses. Certain deemed distributions of participant loans	2012-12-31	$-2,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,003,702
Value of total assets at end of year	2012-12-31	$12,854,096
Value of total assets at beginning of year	2012-12-31	$11,147,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$34,443
Total interest from all sources	2012-12-31	$126,599
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$69
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$69
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$433,207
Participant contributions at end of year	2012-12-31	$165,452
Participant contributions at beginning of year	2012-12-31	$160,450
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,938
Administrative expenses (other) incurred	2012-12-31	$5,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,706,874
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,854,096
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,147,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,538,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,228,675
Interest on participant loans	2012-12-31	$4,842
Interest earned on other investments	2012-12-31	$121,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,150,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,758,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,065,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$553,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$456,988
Contract administrator fees	2012-12-31	$28,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN	2012-12-31	273236857
2011 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$900,741
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$268,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$171,828
Expenses. Certain deemed distributions of participant loans	2011-12-31	$71,394
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,040,217
Value of total assets at end of year	2011-12-31	$11,147,222
Value of total assets at beginning of year	2011-12-31	$10,515,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$25,335
Total interest from all sources	2011-12-31	$125,063
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$104
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$405,344
Participant contributions at end of year	2011-12-31	$160,450
Participant contributions at beginning of year	2011-12-31	$190,989
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$61,194
Administrative expenses (other) incurred	2011-12-31	$4,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$632,184
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,147,222
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,515,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,228,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,067,855
Interest on participant loans	2011-12-31	$7,126
Interest earned on other investments	2011-12-31	$117,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,758,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,256,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-264,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$573,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$171,828
Contract administrator fees	2011-12-31	$21,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BARLEY MCNAMARA WILD MARTIN
Accountancy firm EIN	2011-12-31	273236857
2010 : UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,949,310
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$388,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$340,945
Expenses. Certain deemed distributions of participant loans	2010-12-31	$25,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$950,199
Value of total assets at end of year	2010-12-31	$10,515,038
Value of total assets at beginning of year	2010-12-31	$8,954,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,267
Total interest from all sources	2010-12-31	$112,711
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$95
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$95
Administrative expenses professional fees incurred	2010-12-31	$17,873
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$396,585
Participant contributions at end of year	2010-12-31	$190,989
Participant contributions at beginning of year	2010-12-31	$144,033
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,244
Administrative expenses (other) incurred	2010-12-31	$4,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,560,585
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,515,038
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,954,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,067,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,790,704
Interest on participant loans	2010-12-31	$5,901
Interest earned on other investments	2010-12-31	$106,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,256,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,019,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$886,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$552,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$340,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BARLEY.MCNAMARA.WILD.MARTIN.JACKSON
Accountancy firm EIN	2010-12-31	273236857

Form 5500 Responses for UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN

2022: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	770
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $726
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $496
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1295
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	838
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $952
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $647
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1570
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	881
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $625
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $408
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1494
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	926
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,199
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $378
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1413
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1274
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	985
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $790
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $388
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1037
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,041
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $904
Insurance broker organization code?	3
Insurance broker name	LANG, HARRY S

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	1197
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	369
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $349
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $289
Insurance broker organization code?	3
Insurance broker name

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	316
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	405
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $725
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $420
Insurance broker organization code?	3
Insurance broker name	LOCASCIO ADAM

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	426
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,065
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,380
Insurance broker organization code?	3
Insurance broker name	LOCASCIO ADAM J

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	485
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $17,930
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,109
Insurance broker organization code?	3
Insurance broker name	LOCASCIO, ADAM J

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	483
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $15,078
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

41355

Policy instance

Insurance contract or identification number	41355
Number of Individuals Covered	468
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $297
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC.
Employer identification number (EIN):	237313346
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1973-08-09
Company Identification Number:	727147
Legal Registered Office Address:	UNIV OF SOUTH FLORIDA GENERAL COUNSEL TAMPA 33620