401k Plan data: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN plan

BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 401k Plan overview

Plan Name	BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN
Plan identification number	001

BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BLOOMINGTON MEDICAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: BLOOMINGTON MEDICAL SERVICES, LLC

Employer identification number (EIN): 261803679

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about BLOOMINGTON MEDICAL SERVICES, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2008-01-18

Company Identification Number: 1752604

Legal Registered Office Address: 100 S. THIRD STREET
-
COLUMBUS
United States of America (USA)
43215

More information about BLOOMINGTON MEDICAL SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TINA M MYERS 2024-10-15
001 2022-01-01 TINA MYERS 2023-10-10
001 2021-01-01 TINA M MYERS 2022-10-10
001 2020-01-01 SCOTT BOYES 2021-10-07
001 2019-01-01 MARLON G. TAYLOR 2020-10-13
001 2018-01-01 MARLON TAYLOR 2019-10-15
001 2017-01-01
001 2016-01-01 DENISE M. PARKER 2017-04-06
001 2015-01-01 DENISE M. PARKER 2016-10-02 DENISE M PARKER 2016-10-02
001 2014-01-01 DENISE M. PARKER 2015-03-28
001 2013-01-01 DENISE M. PARKER 2014-04-15
001 2012-01-01 DENISE M. PARKER 2013-07-23
001 2011-01-01 DENISE M. PARKER 2012-04-02
001 2010-01-01 DENISE M. PARKER 2011-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TINA M MYERS	2024-10-15
001	2022-01-01	TINA MYERS	2023-10-10
001	2021-01-01	TINA M MYERS	2022-10-10
001	2020-01-01	SCOTT BOYES	2021-10-07
001	2019-01-01	MARLON G. TAYLOR	2020-10-13
001	2018-01-01	MARLON TAYLOR	2019-10-15
001	2017-01-01
001	2016-01-01	DENISE M. PARKER	2017-04-06
001	2015-01-01	DENISE M. PARKER	2016-10-02	DENISE M PARKER	2016-10-02
001	2014-01-01	DENISE M. PARKER	2015-03-28
001	2013-01-01	DENISE M. PARKER	2014-04-15
001	2012-01-01	DENISE M. PARKER	2013-07-23
001	2011-01-01	DENISE M. PARKER	2012-04-02
001	2010-01-01	DENISE M. PARKER	2011-09-23

Plan Statistics for BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN

401k plan membership statisitcs for BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN

Measure Date Value
2023: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 160
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 50
Total of all active and inactive participants 2023-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 210
Number of participants with account balances 2023-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 144
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 179
Number of participants with account balances 2022-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 135
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
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 29
Total of all active and inactive participants 2019-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 148
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 113
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	160
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	50
Total of all active and inactive participants	2023-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	210
Number of participants with account balances	2023-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	144
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	179
Number of participants with account balances	2022-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	135
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
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	29
Total of all active and inactive participants	2019-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	148
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	113
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN

Measure	Date	Value
2023 : BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,398,993
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,689,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,639,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,720,553
Value of total assets at end of year	2023-12-31	$10,825,317
Value of total assets at beginning of year	2023-12-31	$8,116,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$50,108
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$188,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$188,087
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,108,846
Participant contributions at end of year	2023-12-31	$43,382
Participant contributions at beginning of year	2023-12-31	$31,165
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,073,737
Total non interest bearing cash at end of year	2023-12-31	$756,048
Total non interest bearing cash at beginning of year	2023-12-31	$407,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,709,138
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,825,317
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,116,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$22,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,012,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,655,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,490,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$537,970
Employer contributions (assets) at end of year	2023-12-31	$13,736
Employer contributions (assets) at beginning of year	2023-12-31	$22,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,639,747
Contract administrator fees	2023-12-31	$28,037
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2023-12-31	341818258
2022 : BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-235,527
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$582,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$538,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,531,265
Value of total assets at end of year	2022-12-31	$8,116,179
Value of total assets at beginning of year	2022-12-31	$8,934,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,406
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$123,356
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	$123,356
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	$933,003
Participant contributions at end of year	2022-12-31	$31,165
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,942
Total non interest bearing cash at end of year	2022-12-31	$407,134
Total non interest bearing cash at beginning of year	2022-12-31	$41,430
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	$-818,304
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,116,179
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,934,483
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
Investment advisory and management fees	2022-12-31	$20,122
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,655,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,893,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,890,148
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	Yes
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	$596,320
Employer contributions (assets) at end of year	2022-12-31	$22,004
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$538,371
Contract administrator fees	2022-12-31	$24,284
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	MEADEN & MOORE, LTD
Accountancy firm EIN	2022-12-31	341818258
2021 : BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,702,689
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$893,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$851,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,338,298
Value of total assets at end of year	2021-12-31	$8,934,483
Value of total assets at beginning of year	2021-12-31	$7,125,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,096
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$106,907
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	$106,907
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
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	$831,986
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$10,822
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$54,796
Total non interest bearing cash at end of year	2021-12-31	$41,430
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$1,808,888
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,934,483
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,125,595
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
Investment advisory and management fees	2021-12-31	$19,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,893,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,109,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,257,484
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	$451,516
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$5,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$851,705
Contract administrator fees	2021-12-31	$22,962
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	MEADEN & MOORE, LTD
Accountancy firm EIN	2021-12-31	341818258
2020 : BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,343,601
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$592,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$557,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,167,252
Value of total assets at end of year	2020-12-31	$7,125,595
Value of total assets at beginning of year	2020-12-31	$5,374,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,357
Total interest from all sources	2020-12-31	$858
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$86,461
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	$86,461
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
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	$754,410
Participant contributions at end of year	2020-12-31	$10,822
Participant contributions at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$1
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	$1,751,487
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,125,595
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,374,108
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
Investment advisory and management fees	2020-12-31	$13,952
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,109,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,250,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$123,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$123,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$858
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,089,030
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$412,842
Employer contributions (assets) at end of year	2020-12-31	$5,373
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$557,757
Contract administrator fees	2020-12-31	$20,405
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	Unqualified
Accountancy firm name	2020-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2020-12-31	341818258
2019 : BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,066,737
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$182,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$156,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,115,259
Value of total assets at end of year	2019-12-31	$5,374,108
Value of total assets at beginning of year	2019-12-31	$3,490,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,318
Total interest from all sources	2019-12-31	$2,744
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$83,197
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	$83,197
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$682,062
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$13
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$60,687
Total non interest bearing cash at end of year	2019-12-31	$1
Total non interest bearing cash at beginning of year	2019-12-31	$26
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	$1,883,907
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,374,108
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,490,201
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
Investment advisory and management fees	2019-12-31	$11,097
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,250,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,368,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$123,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$121,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$121,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$865,537
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	$372,510
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$156,512
Contract administrator fees	2019-12-31	$15,221
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	MEADEN & MOORE, LTD
Accountancy firm EIN	2019-12-31	341818258
2018 : BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$660,116
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$459,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$437,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$914,954
Value of total assets at end of year	2018-12-31	$3,490,201
Value of total assets at beginning of year	2018-12-31	$3,289,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,794
Total interest from all sources	2018-12-31	$2,306
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$62,930
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	$62,930
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$571,180
Participant contributions at end of year	2018-12-31	$13
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,832
Total non interest bearing cash at end of year	2018-12-31	$26
Total non interest bearing cash at beginning of year	2018-12-31	$0
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	$201,049
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,490,201
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,289,152
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
Investment advisory and management fees	2018-12-31	$8,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,368,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,025,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$121,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$263,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$263,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-320,074
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	$328,942
Employer contributions (assets) at end of year	2018-12-31	$7
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$437,273
Contract administrator fees	2018-12-31	$13,124
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	MEADEN & MOORE, LTD
Accountancy firm EIN	2018-12-31	341818258

Form 5500 Responses for BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN

2023: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLOOMINGTON MEDICAL SERVICES, LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLOOMINGTON MEDICAL SERVICES, LLC
Employer identification number (EIN):	261803679
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2008-01-18
Company Identification Number:	1752604
Legal Registered Office Address:	100 S. THIRD STREET - COLUMBUS United States of America (USA) 43215