401k Plan data: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN plan

INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan Name	INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN
Plan identification number	001

INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

OSF HEALTHCARE SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: OSF HEALTHCARE SYSTEM

Employer identification number (EIN): 370813229

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about OSF HEALTHCARE SYSTEM

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 901003

More information about OSF HEALTHCARE SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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 MICHAEL ALLEN 2020-10-15
001 2018-01-01
001 2017-01-01 MICHAEL ALLEN

Plan Statistics for INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,903,456
Acturial value of plan assets 2022-12-31 2,903,456
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,097,576
Number of terminated vested participants 2022-12-31 42
Fundng target for terminated vested participants 2022-12-31 616,850
Active participant vested funding target 2022-12-31 913,264
Number of active participants 2022-12-31 43
Total funding liabilities for active participants 2022-12-31 924,045
Total participant count 2022-12-31 92
Total funding target for all participants 2022-12-31 2,638,471
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 53,721
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 43
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,819,584
Acturial value of plan assets 2021-12-31 2,819,584
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 983,904
Number of terminated vested participants 2021-12-31 43
Fundng target for terminated vested participants 2021-12-31 705,121
Active participant vested funding target 2021-12-31 900,071
Number of active participants 2021-12-31 46
Total funding liabilities for active participants 2021-12-31 910,273
Total participant count 2021-12-31 95
Total funding target for all participants 2021-12-31 2,599,298
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 104,318
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 104,318
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 71,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 80,590
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 32,948
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,561,764
Acturial value of plan assets 2020-12-31 2,561,764
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 983,300
Number of terminated vested participants 2020-12-31 38
Fundng target for terminated vested participants 2020-12-31 661,145
Active participant vested funding target 2020-12-31 1,041,692
Number of active participants 2020-12-31 56
Total funding liabilities for active participants 2020-12-31 1,066,913
Total participant count 2020-12-31 100
Total funding target for all participants 2020-12-31 2,711,358
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,653
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,653
Present value of excess contributions 2020-12-31 97,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 102,343
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 102,343
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 104,318
Total employer contributions 2020-12-31 115,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 107,671
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 73,282
Net shortfall amortization installment of oustanding balance 2020-12-31 253,912
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 140,752
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 104,318
Additional cash requirement 2020-12-31 36,434
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 107,671
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 46
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,087,314
Acturial value of plan assets 2019-12-31 2,087,314
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,000,344
Number of terminated vested participants 2019-12-31 31
Fundng target for terminated vested participants 2019-12-31 508,380
Active participant vested funding target 2019-12-31 1,067,314
Number of active participants 2019-12-31 66
Total funding liabilities for active participants 2019-12-31 1,087,655
Total participant count 2019-12-31 103
Total funding target for all participants 2019-12-31 2,596,379
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,761
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,761
Present value of excess contributions 2019-12-31 90,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 95,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 1,653
Total employer contributions 2019-12-31 312,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 290,028
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 96,025
Net shortfall amortization installment of oustanding balance 2019-12-31 510,718
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 192,919
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 192,919
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 290,028
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 56
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,300,034
Acturial value of plan assets 2018-12-31 2,300,034
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 982,838
Number of terminated vested participants 2018-12-31 44
Fundng target for terminated vested participants 2018-12-31 598,683
Active participant vested funding target 2018-12-31 835,539
Number of active participants 2018-12-31 57
Total funding liabilities for active participants 2018-12-31 867,786
Total participant count 2018-12-31 107
Total funding target for all participants 2018-12-31 2,449,307
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 11,075
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 9,538
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,537
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 1,761
Total employer contributions 2018-12-31 148,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 137,541
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 13,548
Net shortfall amortization installment of oustanding balance 2018-12-31 151,034
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 47,194
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 47,194
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 137,541
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 66
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,290,037
Acturial value of plan assets 2017-12-31 2,290,037
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 991,373
Number of terminated vested participants 2017-12-31 23
Fundng target for terminated vested participants 2017-12-31 422,024
Active participant vested funding target 2017-12-31 985,153
Number of active participants 2017-12-31 80
Total funding liabilities for active participants 2017-12-31 985,848
Total participant count 2017-12-31 109
Total funding target for all participants 2017-12-31 2,399,245
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 12,402
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 1,782
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 10,620
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 11,075
Total employer contributions 2017-12-31 37,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 35,755
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 19,899
Net shortfall amortization installment of oustanding balance 2017-12-31 120,283
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 45,293
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 9,538
Additional cash requirement 2017-12-31 35,755
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 35,755
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 57
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,903,456
Acturial value of plan assets	2022-12-31	2,903,456
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,097,576
Number of terminated vested participants	2022-12-31	42
Fundng target for terminated vested participants	2022-12-31	616,850
Active participant vested funding target	2022-12-31	913,264
Number of active participants	2022-12-31	43
Total funding liabilities for active participants	2022-12-31	924,045
Total participant count	2022-12-31	92
Total funding target for all participants	2022-12-31	2,638,471
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	53,721
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	43
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,819,584
Acturial value of plan assets	2021-12-31	2,819,584
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	983,904
Number of terminated vested participants	2021-12-31	43
Fundng target for terminated vested participants	2021-12-31	705,121
Active participant vested funding target	2021-12-31	900,071
Number of active participants	2021-12-31	46
Total funding liabilities for active participants	2021-12-31	910,273
Total participant count	2021-12-31	95
Total funding target for all participants	2021-12-31	2,599,298
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	104,318
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	104,318
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	71,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	80,590
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	32,948
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,561,764
Acturial value of plan assets	2020-12-31	2,561,764
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	983,300
Number of terminated vested participants	2020-12-31	38
Fundng target for terminated vested participants	2020-12-31	661,145
Active participant vested funding target	2020-12-31	1,041,692
Number of active participants	2020-12-31	56
Total funding liabilities for active participants	2020-12-31	1,066,913
Total participant count	2020-12-31	100
Total funding target for all participants	2020-12-31	2,711,358
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,653
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,653
Present value of excess contributions	2020-12-31	97,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	102,343
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	102,343
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	104,318
Total employer contributions	2020-12-31	115,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	107,671
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	73,282
Net shortfall amortization installment of oustanding balance	2020-12-31	253,912
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	140,752
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	104,318
Additional cash requirement	2020-12-31	36,434
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	107,671
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	46
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,087,314
Acturial value of plan assets	2019-12-31	2,087,314
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,000,344
Number of terminated vested participants	2019-12-31	31
Fundng target for terminated vested participants	2019-12-31	508,380
Active participant vested funding target	2019-12-31	1,067,314
Number of active participants	2019-12-31	66
Total funding liabilities for active participants	2019-12-31	1,087,655
Total participant count	2019-12-31	103
Total funding target for all participants	2019-12-31	2,596,379
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,761
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,761
Present value of excess contributions	2019-12-31	90,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	95,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	1,653
Total employer contributions	2019-12-31	312,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	290,028
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	96,025
Net shortfall amortization installment of oustanding balance	2019-12-31	510,718
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	192,919
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	192,919
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	290,028
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	56
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,300,034
Acturial value of plan assets	2018-12-31	2,300,034
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	982,838
Number of terminated vested participants	2018-12-31	44
Fundng target for terminated vested participants	2018-12-31	598,683
Active participant vested funding target	2018-12-31	835,539
Number of active participants	2018-12-31	57
Total funding liabilities for active participants	2018-12-31	867,786
Total participant count	2018-12-31	107
Total funding target for all participants	2018-12-31	2,449,307
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	11,075
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	9,538
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,537
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,761
Total employer contributions	2018-12-31	148,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	137,541
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	13,548
Net shortfall amortization installment of oustanding balance	2018-12-31	151,034
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	47,194
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	47,194
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	137,541
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	66
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,290,037
Acturial value of plan assets	2017-12-31	2,290,037
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	991,373
Number of terminated vested participants	2017-12-31	23
Fundng target for terminated vested participants	2017-12-31	422,024
Active participant vested funding target	2017-12-31	985,153
Number of active participants	2017-12-31	80
Total funding liabilities for active participants	2017-12-31	985,848
Total participant count	2017-12-31	109
Total funding target for all participants	2017-12-31	2,399,245
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	12,402
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	1,782
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	10,620
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	11,075
Total employer contributions	2017-12-31	37,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	35,755
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	19,899
Net shortfall amortization installment of oustanding balance	2017-12-31	120,283
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	45,293
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	9,538
Additional cash requirement	2017-12-31	35,755
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	35,755
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	57
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

Measure	Date	Value
2022 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-493,862
Expenses. Total of all expenses incurred	2022-12-31	$177,004
Total plan assets at end of year	2022-12-31	$2,234,678
Total plan assets at beginning of year	2022-12-31	$2,905,544
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$177,004
Other income received	2022-12-31	$-493,862
Net income (gross income less expenses)	2022-12-31	$-670,866
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,234,678
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,905,544
2021 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$11,849
Total income from all sources	2021-12-31	$339,317
Expenses. Total of all expenses incurred	2021-12-31	$243,773
Benefits paid (including direct rollovers)	2021-12-31	$168,242
Total plan assets at end of year	2021-12-31	$2,905,544
Total plan assets at beginning of year	2021-12-31	$2,821,849
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$259,317
Net income (gross income less expenses)	2021-12-31	$95,544
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,905,544
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,810,000
Total contributions received or receivable from employer(s)	2021-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$75,531
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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	$11,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,954
Total income from all sources (including contributions)	2020-12-31	$438,512
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$228,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$175,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$115,000
Value of total assets at end of year	2020-12-31	$2,821,849
Value of total assets at beginning of year	2020-12-31	$2,609,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,247
Total interest from all sources	2020-12-31	$322
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$34,383
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	$34,383
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$39,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$11,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$8,954
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	$209,863
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,810,000
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,600,137
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	$53,247
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,706,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,364,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$288,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$115,000
Employer contributions (assets) at end of year	2020-12-31	$115,000
Employer contributions (assets) at beginning of year	2020-12-31	$205,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$175,402
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$8,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,273
Total income from all sources (including contributions)	2019-12-31	$707,546
Total income from all sources (including contributions)	2019-12-31	$707,546
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$195,828
Total of all expenses incurred	2019-12-31	$195,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$312,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$312,000
Value of total assets at end of year	2019-12-31	$2,609,091
Value of total assets at end of year	2019-12-31	$2,609,091
Value of total assets at beginning of year	2019-12-31	$2,096,692
Value of total assets at beginning of year	2019-12-31	$2,096,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$95,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$95,929
Total interest from all sources	2019-12-31	$822
Total interest from all sources	2019-12-31	$822
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$45,191
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$45,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$45,191
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$45,191
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$39,523
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$39,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$5,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$5,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$8,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$8,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,273
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
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	$511,718
Value of net income/loss	2019-12-31	$511,718
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,600,137
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,600,137
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,088,419
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,088,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$95,929
Investment advisory and management fees	2019-12-31	$95,929
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,364,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,979,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,979,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$349,533
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
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	$312,000
Contributions received in cash from employer	2019-12-31	$312,000
Employer contributions (assets) at end of year	2019-12-31	$205,000
Employer contributions (assets) at end of year	2019-12-31	$205,000
Employer contributions (assets) at beginning of year	2019-12-31	$112,000
Employer contributions (assets) at beginning of year	2019-12-31	$112,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$99,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$99,899
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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	$8,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,510
Total income from all sources (including contributions)	2018-12-31	$37,450
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$245,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$126,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$148,000
Value of total assets at end of year	2018-12-31	$2,096,692
Value of total assets at beginning of year	2018-12-31	$2,300,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$119,022
Total interest from all sources	2018-12-31	$417
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$44,202
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	$44,202
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	Yes
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$34,835
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$5,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$8,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$4,510
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	$-207,647
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,088,419
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,296,066
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	$119,022
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,979,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,288,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-155,169
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	$148,000
Employer contributions (assets) at end of year	2018-12-31	$112,000
Employer contributions (assets) at beginning of year	2018-12-31	$12,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$126,075
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,588
Total income from all sources (including contributions)	2017-12-31	$395,901
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$385,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$324,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$37,000
Value of total assets at end of year	2017-12-31	$2,300,576
Value of total assets at beginning of year	2017-12-31	$2,290,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$61,332
Total interest from all sources	2017-12-31	$188
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$38,819
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	$38,819
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$4,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$4,588
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	$10,124
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,296,066
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,285,942
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
Investment advisory and management fees	2017-12-31	$61,332
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,288,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,290,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$319,894
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	$37,000
Employer contributions (assets) at end of year	2017-12-31	$12,000
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$324,445
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749

Form 5500 Responses for INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN

2022: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT 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
2017: INSTITUTE OF PHYSICAL MEDICINE AND REHABILITATION EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OSF HEALTHCARE SYSTEM
Employer identification number (EIN):	370813229
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	901003