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ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 401k Plan overview

Plan NameANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN
Plan identification number 001

ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Life insurance

401k Sponsoring company profile

ANESTHESIOLOGY ASSOCIATES OF WI SC has sponsored the creation of one or more 401k plans.

Company Name:ANESTHESIOLOGY ASSOCIATES OF WI SC
Employer identification number (EIN):391772703
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01RICHARD RUSCH
0012016-01-01RICHARD RUSCH
0012015-01-01RICHARD RUSCH
0012014-01-01RICHARD RUSCH
0012013-01-01RICHARD RUSCH
0012012-01-01ROBERT WHITNEY
0012011-01-01RWHITNEY2012-10-09
0012009-01-01KIRK HANSEN KIRK HANSEN2010-10-11
0012008-01-01

Plan Statistics for ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN

401k plan membership statisitcs for ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN

Measure Date Value
2019: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0139
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0139
Number of participants with account balances2017-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0141
Total number of active participants reported on line 7a of the Form 55002016-01-0138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144
Number of participants with account balances2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0142
Total number of active participants reported on line 7a of the Form 55002013-01-0140
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0151
Total number of active participants reported on line 7a of the Form 55002012-01-0142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0142
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0141
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN

Measure Date Value
2019 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,096,103
Expenses. Total of all expenses incurred2019-12-31$32,119,611
Benefits paid (including direct rollovers)2019-12-31$32,118,006
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$29,023,508
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$3,096,103
Net income (gross income less expenses)2019-12-31$-29,023,508
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$29,023,508
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-78,682
Expenses. Total of all expenses incurred2018-12-31$4,744,375
Benefits paid (including direct rollovers)2018-12-31$4,743,975
Total plan assets at end of year2018-12-31$29,023,508
Total plan assets at beginning of year2018-12-31$33,846,565
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$108,379
Other income received2018-12-31$-1,832,219
Net income (gross income less expenses)2018-12-31$-4,823,057
Net plan assets at end of year (total assets less liabilities)2018-12-31$29,023,508
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$33,846,565
Assets. Value of participant loans2018-12-31$0
Assets. Value of assets in partnership/joint-venture interests2018-12-31$12,682
Total contributions received or receivable from employer(s)2018-12-31$1,645,158
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$6,047,805
Expenses. Total of all expenses incurred2017-12-31$2,037,235
Benefits paid (including direct rollovers)2017-12-31$2,036,479
Total plan assets at end of year2017-12-31$33,846,565
Total plan assets at beginning of year2017-12-31$29,835,995
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$805,750
Other income received2017-12-31$3,957,929
Net income (gross income less expenses)2017-12-31$4,010,570
Net plan assets at end of year (total assets less liabilities)2017-12-31$33,846,565
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$29,835,995
Assets. Value of participant loans2017-12-31$125,747
Assets. Value of assets in partnership/joint-venture interests2017-12-31$43,338
Total contributions received or receivable from employer(s)2017-12-31$1,284,126
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$29,320
Total income from all sources2016-12-31$3,949,460
Expenses. Total of all expenses incurred2016-12-31$2,631,807
Benefits paid (including direct rollovers)2016-12-31$2,631,482
Total plan assets at end of year2016-12-31$29,835,995
Total plan assets at beginning of year2016-12-31$28,489,022
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$809,426
Other income received2016-12-31$1,867,771
Net income (gross income less expenses)2016-12-31$1,317,653
Net plan assets at end of year (total assets less liabilities)2016-12-31$29,835,995
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$28,489,022
Assets. Value of participant loans2016-12-31$67,602
Assets. Value of assets in partnership/joint-venture interests2016-12-31$46,417
Total contributions received or receivable from employer(s)2016-12-31$1,272,263
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,277,868
Expenses. Total of all expenses incurred2015-12-31$1,270,730
Benefits paid (including direct rollovers)2015-12-31$1,239,737
Total plan assets at end of year2015-12-31$28,489,022
Total plan assets at beginning of year2015-12-31$28,481,884
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$850,441
Expenses. Other expenses not covered elsewhere2015-12-31$30,418
Other income received2015-12-31$-900,366
Net income (gross income less expenses)2015-12-31$7,138
Net plan assets at end of year (total assets less liabilities)2015-12-31$28,489,022
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$28,481,884
Assets. Value of participant loans2015-12-31$48,219
Assets. Value of assets in partnership/joint-venture interests2015-12-31$55,724
Total contributions received or receivable from employer(s)2015-12-31$1,327,793
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,633,754
Expenses. Total of all expenses incurred2014-12-31$1,272,281
Benefits paid (including direct rollovers)2014-12-31$1,268,453
Total plan assets at end of year2014-12-31$28,481,884
Total plan assets at beginning of year2014-12-31$26,120,411
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$791,950
Contributions received from other sources (not participants or employers)2014-12-31$1,908
Other income received2014-12-31$1,555,570
Net income (gross income less expenses)2014-12-31$2,361,473
Net plan assets at end of year (total assets less liabilities)2014-12-31$28,481,884
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$26,120,411
Assets. Value of participant loans2014-12-31$40,069
Assets. Value of assets in partnership/joint-venture interests2014-12-31$44,252
Total contributions received or receivable from employer(s)2014-12-31$1,284,326
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,723,930
Expenses. Total of all expenses incurred2013-12-31$1,177,860
Benefits paid (including direct rollovers)2013-12-31$1,171,338
Total plan assets at end of year2013-12-31$26,120,411
Total plan assets at beginning of year2013-12-31$21,574,341
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$746,942
Contributions received from other sources (not participants or employers)2013-12-31$27,106
Other income received2013-12-31$3,719,947
Net income (gross income less expenses)2013-12-31$4,546,070
Net plan assets at end of year (total assets less liabilities)2013-12-31$26,120,411
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$21,574,341
Assets. Value of assets in partnership/joint-venture interests2013-12-31$20,548
Total contributions received or receivable from employer(s)2013-12-31$1,229,935
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,157,996
Expenses. Total of all expenses incurred2012-12-31$986,699
Benefits paid (including direct rollovers)2012-12-31$967,396
Total plan assets at end of year2012-12-31$21,574,341
Total plan assets at beginning of year2012-12-31$19,403,044
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$702,680
Other income received2012-12-31$1,203,632
Net income (gross income less expenses)2012-12-31$2,171,297
Net plan assets at end of year (total assets less liabilities)2012-12-31$21,574,341
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,403,044
Assets. Value of assets in partnership/joint-venture interests2012-12-31$112,136
Assets. Value of real-estate (other than employer real property)2012-12-31$387,600
Total contributions received or receivable from employer(s)2012-12-31$1,251,684
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$19,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,786,910
Expenses. Total of all expenses incurred2010-12-31$185,237
Benefits paid (including direct rollovers)2010-12-31$118,262
Total plan assets at end of year2010-12-31$21,281,303
Total plan assets at beginning of year2010-12-31$19,679,630
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$66,975
Other income received2010-12-31$-222,896
Net income (gross income less expenses)2010-12-31$1,601,673
Net plan assets at end of year (total assets less liabilities)2010-12-31$21,281,303
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,679,630
Assets. Value of participant loans2010-12-31$5,267
Total contributions received or receivable from employer(s)2010-12-31$2,009,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN

2019: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ANESTHESIOLOGY ASSOCIATES OF WISCONSIN SC PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number8008554
Policy instance 1
Insurance contract or identification number8008554
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJEFFREY A LABRI
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberHR14674
Policy instance 2
Insurance contract or identification numberHR14674
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $48,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberVARIOUS
Policy instance 4
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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