UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 401k Plan overview

Plan Name	UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN
Plan identification number	002

UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN Benefits

401k Plan Type

Defined 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. Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY OF MINNESOTA PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:	UNIVERSITY OF MINNESOTA PHYSICIANS
Employer identification number (EIN):	411843943
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	NICKOLAS NYHUS		NICKOLAS NYHUS	2018-10-12
002	2017-01-01	NICKOLAS NYHUS		NICKOLAS NYHUS	2018-09-28
002	2016-01-01	NICKOLAS NYHUS		NICKOLAS NYHUS	2017-10-13
002	2016-01-01			NICKOLAS NYHUS	2018-09-27
002	2015-01-01	TROY WILHELM
002	2014-01-01	TROY WILHELM
002	2013-01-01	TODD ELLINGSON
002	2012-01-01	TODD ELLINGSON		TODD ELLINGSON	2013-10-03
002	2011-01-01	BRENT L. WILDE
002	2010-01-01	BRENT WILDE
002	2009-01-01	PATTI ARNOLD

Plan Statistics for UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN

401k plan membership statisitcs for UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN

Measure	Date	Value
2023: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5,490
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4,566
Number of retired or separated participants receiving benefits	2023-01-01	61
Number of other retired or separated participants entitled to future benefits	2023-01-01	1,306
Total of all active and inactive participants	2023-01-01	5,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	14
Total participants	2023-01-01	5,947
Number of participants with account balances	2023-01-01	5,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	147
2022: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5,098
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4,046
Number of retired or separated participants receiving benefits	2022-01-01	56
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,378
Total of all active and inactive participants	2022-01-01	5,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	9
Total participants	2022-01-01	5,489
Number of participants with account balances	2022-01-01	5,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	153
2021: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4,828
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,865
Number of retired or separated participants receiving benefits	2021-01-01	47
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,179
Total of all active and inactive participants	2021-01-01	5,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	5,098
Number of participants with account balances	2021-01-01	4,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	121
2020: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,612
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3,589
Number of retired or separated participants receiving benefits	2020-01-01	44
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,190
Total of all active and inactive participants	2020-01-01	4,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	4,827
Number of participants with account balances	2020-01-01	4,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	151
2019: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,194
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3,960
Number of retired or separated participants receiving benefits	2019-01-01	20
Number of other retired or separated participants entitled to future benefits	2019-01-01	620
Total of all active and inactive participants	2019-01-01	4,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	4,601
Number of participants with account balances	2019-01-01	4,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	46
2018: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,150
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,221
Number of retired or separated participants receiving benefits	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	948
Total of all active and inactive participants	2018-01-01	4,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	4,193
Number of participants with account balances	2018-01-01	4,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	74
2017: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,938
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,186
Number of retired or separated participants receiving benefits	2017-01-01	20
Number of other retired or separated participants entitled to future benefits	2017-01-01	938
Total of all active and inactive participants	2017-01-01	4,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	4,150
Number of participants with account balances	2017-01-01	4,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	237
2016: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,539
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,017
Number of retired or separated participants receiving benefits	2016-01-01	22
Number of other retired or separated participants entitled to future benefits	2016-01-01	892
Total of all active and inactive participants	2016-01-01	3,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	3,938
Number of participants with account balances	2016-01-01	3,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	249
2015: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,355
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,735
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	803
Total of all active and inactive participants	2015-01-01	3,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	3,539
Number of participants with account balances	2015-01-01	3,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	209
2014: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,284
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,643
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	710
Total of all active and inactive participants	2014-01-01	3,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	3,355
Number of participants with account balances	2014-01-01	3,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	187
2013: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,042
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,629
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	611
Total of all active and inactive participants	2013-01-01	3,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	3,245
Number of participants with account balances	2013-01-01	3,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	193
2012: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,831
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,469
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	570
Total of all active and inactive participants	2012-01-01	3,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	3,042
Number of participants with account balances	2012-01-01	3,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	132
2011: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,687
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,301
Number of retired or separated participants receiving benefits	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	494
Total of all active and inactive participants	2011-01-01	2,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	2,831
Number of participants with account balances	2011-01-01	2,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	126
2010: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,650
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,192
Number of retired or separated participants receiving benefits	2010-01-01	43
Number of other retired or separated participants entitled to future benefits	2010-01-01	439
Total of all active and inactive participants	2010-01-01	2,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	13
Total participants	2010-01-01	2,687
Number of participants with account balances	2010-01-01	2,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	102
2009: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,650
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,151
Number of retired or separated participants receiving benefits	2009-01-01	33
Number of other retired or separated participants entitled to future benefits	2009-01-01	466
Total of all active and inactive participants	2009-01-01	2,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	11
Total participants	2009-01-01	2,661
Number of participants with account balances	2009-01-01	2,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	103

Financial Data on UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN

Measure	Date	Value
2023 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$231,560,269
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$38,344,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$37,358,124
Expenses. Certain deemed distributions of participant loans	2023-12-31	$260,651
Value of total corrective distributions	2023-12-31	$182,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$88,988,767
Value of total assets at end of year	2023-12-31	$932,662,946
Value of total assets at beginning of year	2023-12-31	$739,446,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$542,984
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$301,690
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$5,601,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$5,601,701
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$32,557,628
Participant contributions at end of year	2023-12-31	$5,200,678
Participant contributions at beginning of year	2023-12-31	$4,655,807
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$19,624,804
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$16,108,709
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$7,295,493
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$2,732,142
Administrative expenses (other) incurred	2023-12-31	$2,100
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$193,216,247
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$932,662,946
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$739,446,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$192,138
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$222,758,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$318,089,386
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$301,690
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$654,147,003
Value of interest in common/collective trusts at beginning of year	2023-12-31	$369,006,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$30,704,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$31,044,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$31,044,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$227,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$221,076
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$40,603,003
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$93,332,966
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$49,135,646
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$320,888
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$37,358,124
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-78,142,839
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$43,428,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$42,715,169
Expenses. Certain deemed distributions of participant loans	2022-12-31	$205,853
Value of total corrective distributions	2022-12-31	$29,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$78,472,809
Value of total assets at end of year	2022-12-31	$739,446,699
Value of total assets at beginning of year	2022-12-31	$861,017,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$477,431
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$242,302
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$17,734,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$17,734,284
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$600
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$28,592,382
Participant contributions at end of year	2022-12-31	$4,655,807
Participant contributions at beginning of year	2022-12-31	$4,858,957
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$16,108,709
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$18,258,620
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,792,705
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$314,464
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-121,571,109
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$739,446,699
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$861,017,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$162,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$318,089,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$404,100,544
Interest on participant loans	2022-12-31	$242,302
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$369,006,771
Value of interest in common/collective trusts at beginning of year	2022-12-31	$404,539,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$31,044,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$28,921,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$28,921,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$221,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$221,076
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-101,635,987
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-72,956,247
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$45,087,722
Employer contributions (assets) at end of year	2022-12-31	$320,888
Employer contributions (assets) at beginning of year	2022-12-31	$117,417
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$42,715,169
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLENLLP
Accountancy firm EIN	2022-12-31	410746749
2021 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$176,398,125
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$39,585,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$38,877,410
Expenses. Certain deemed distributions of participant loans	2021-12-31	$160,445
Value of total corrective distributions	2021-12-31	$62,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$71,884,021
Value of total assets at end of year	2021-12-31	$861,017,808
Value of total assets at beginning of year	2021-12-31	$724,205,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$485,323
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$252,632
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$20,630,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$20,630,644
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$25,141,759
Participant contributions at end of year	2021-12-31	$4,858,957
Participant contributions at beginning of year	2021-12-31	$4,776,767
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$18,258,620
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$14,064,217
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,590,097
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$2,746,813
Administrative expenses (other) incurred	2021-12-31	$300,447
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$136,812,209
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$861,017,808
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$724,205,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$184,876
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$404,100,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$351,664,370
Interest on participant loans	2021-12-31	$252,632
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$404,539,439
Value of interest in common/collective trusts at beginning of year	2021-12-31	$324,310,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$28,921,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$29,077,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$29,077,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$221,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$312,510
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,996,582
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$60,887,433
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$41,152,165
Employer contributions (assets) at end of year	2021-12-31	$117,417
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$38,877,410
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,398,394
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$159,875,426
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$43,071,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$42,387,861
Expenses. Certain deemed distributions of participant loans	2020-12-31	$199,498
Value of total corrective distributions	2020-12-31	$27,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$57,911,558
Value of total assets at end of year	2020-12-31	$724,205,599
Value of total assets at beginning of year	2020-12-31	$608,799,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$456,773
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$273,128
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$12,046,503
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	$12,046,503
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$6,178
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$21,965,492
Participant contributions at end of year	2020-12-31	$4,776,767
Participant contributions at beginning of year	2020-12-31	$4,811,766
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$14,064,217
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$11,337,018
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,496,812
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,398,394
Other income not declared elsewhere	2020-12-31	$1,666,145
Administrative expenses (other) incurred	2020-12-31	$300,953
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$116,804,151
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$724,205,599
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$607,401,448
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$149,642
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$351,664,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$302,275,244
Interest on participant loans	2020-12-31	$273,128
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$324,310,115
Value of interest in common/collective trusts at beginning of year	2020-12-31	$261,324,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$29,077,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$28,498,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$28,498,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$312,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$411,875
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$40,425,014
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$47,553,078
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$32,449,254
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$141,672
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$42,387,861
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
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 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,398,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$169,372,703
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$36,832,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$36,343,019
Expenses. Certain deemed distributions of participant loans	2019-12-31	$44,888
Value of total corrective distributions	2019-12-31	$44,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$62,208,058
Value of total assets at end of year	2019-12-31	$608,799,842
Value of total assets at beginning of year	2019-12-31	$474,861,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$400,332
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$852,384
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$8,604,250
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	$8,604,250
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$8,198
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$19,641,882
Participant contributions at end of year	2019-12-31	$4,811,766
Participant contributions at beginning of year	2019-12-31	$4,472,614
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$11,337,018
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$10,468,510
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,950,839
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,398,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$2,035,416
Administrative expenses (other) incurred	2019-12-31	$38,782
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$132,539,863
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$607,401,448
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$474,861,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$353,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$302,275,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$245,818,890
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$250,961
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$261,324,015
Value of interest in common/collective trusts at beginning of year	2019-12-31	$183,318,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$28,498,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$30,380,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$30,380,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$601,423
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$411,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$403,361
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$45,824,865
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$49,847,730
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$36,615,337
Employer contributions (assets) at end of year	2019-12-31	$141,672
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$36,343,019
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$25,299,946
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$42,753,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$42,300,346
Expenses. Certain deemed distributions of participant loans	2018-12-31	$134,720
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$53,222,081
Value of total assets at end of year	2018-12-31	$474,701,548
Value of total assets at beginning of year	2018-12-31	$492,155,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$318,896
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$408,838
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$12,002,975
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	$12,002,975
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$42,943
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$15,645,564
Participant contributions at end of year	2018-12-31	$4,472,614
Participant contributions at beginning of year	2018-12-31	$4,506,376
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$10,468,510
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$12,916,431
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,334,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$3,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$16,941,978
Administrative expenses (other) incurred	2018-12-31	$134,713
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$2,382
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-17,454,016
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$474,701,548
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$492,155,564
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$141,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$245,818,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$397,149,896
Interest on participant loans	2018-12-31	$100,672
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$183,318,177
Value of interest in common/collective trusts at beginning of year	2018-12-31	$48,484,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$30,380,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$29,095,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$29,095,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$308,166
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$403,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-39,191,219
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$-18,084,707
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$36,241,531
Employer contributions (assets) at end of year	2018-12-31	$240,124
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$42,300,346
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	KPMG
Accountancy firm EIN	2018-12-31	135565207
2017 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-2
Total unrealized appreciation/depreciation of assets	2017-12-31	$-2
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$117,646,257
Total loss/gain on sale of assets	2017-12-31	$2
Total of all expenses incurred	2017-12-31	$27,464,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$26,731,234
Expenses. Certain deemed distributions of participant loans	2017-12-31	$413,673
Value of total corrective distributions	2017-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$47,422,859
Value of total assets at end of year	2017-12-31	$491,761,084
Value of total assets at beginning of year	2017-12-31	$401,578,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$318,222
Total interest from all sources	2017-12-31	$490,942
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$12,341,665
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	$12,341,665
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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
Contributions received from participants	2017-12-31	$13,394,911
Participant contributions at end of year	2017-12-31	$4,506,376
Participant contributions at beginning of year	2017-12-31	$4,254,662
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$12,521,832
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$13,558,257
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,120,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$1,725,662
Administrative expenses (other) incurred	2017-12-31	$318,222
Total non interest bearing cash at end of year	2017-12-31	$2,383
Total non interest bearing cash at beginning of year	2017-12-31	$1,760
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
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$90,182,128
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$491,761,084
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$401,578,956
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$397,149,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$284,971,965
Interest on participant loans	2017-12-31	$184,657
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$48,484,825
Value of interest in common/collective trusts at beginning of year	2017-12-31	$60,742,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$29,095,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$38,049,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$38,049,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$306,285
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$43,587,445
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$12,077,684
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
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$31,907,576
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$26,731,234
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$31,737,047
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$31,737,045
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	KPMG
Accountancy firm EIN	2017-12-31	135565207
2016 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$73,340,604
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$28,812,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$28,580,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$43,760,983
Value of total assets at end of year	2016-12-31	$401,578,956
Value of total assets at beginning of year	2016-12-31	$357,051,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$232,417
Total interest from all sources	2016-12-31	$457,619
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$6,028,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$6,028,041
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$11,472,342
Participant contributions at end of year	2016-12-31	$4,254,662
Participant contributions at beginning of year	2016-12-31	$4,122,888
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$13,558,257
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$13,556,690
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,848,187
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$39,790
Administrative expenses (other) incurred	2016-12-31	$232,417
Total non interest bearing cash at end of year	2016-12-31	$1,760
Total non interest bearing cash at beginning of year	2016-12-31	$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$44,527,629
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$401,578,956
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$357,051,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$284,971,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$255,814,078
Interest on participant loans	2016-12-31	$167,130
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$60,742,607
Value of interest in common/collective trusts at beginning of year	2016-12-31	$50,859,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$38,049,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$32,697,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$32,697,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$290,489
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$16,201,239
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$6,852,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$30,440,454
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$28,580,558
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$42,978,195
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$42,978,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG
Accountancy firm EIN	2016-12-31	135565207
2015 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$33,382,707
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$29,123,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$28,722,072
Expenses. Certain deemed distributions of participant loans	2015-12-31	$296,832
Value of total corrective distributions	2015-12-31	$4,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$42,435,626
Value of total assets at end of year	2015-12-31	$357,051,327
Value of total assets at beginning of year	2015-12-31	$352,791,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$100,333
Total interest from all sources	2015-12-31	$165,905
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,383,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$10,383,717
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$10,620,693
Participant contributions at end of year	2015-12-31	$4,122,888
Participant contributions at beginning of year	2015-12-31	$3,937,401
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$13,556,690
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$15,508,357
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,391,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-6,525
Administrative expenses (other) incurred	2015-12-31	$100,333
Total non interest bearing cash at end of year	2015-12-31	$915
Total non interest bearing cash at beginning of year	2015-12-31	$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$4,259,397
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$357,051,327
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$352,791,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$255,814,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$266,522,572
Interest on participant loans	2015-12-31	$165,905
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$50,859,219
Value of interest in common/collective trusts at beginning of year	2015-12-31	$40,711,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$32,697,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$26,111,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$26,111,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-20,093,657
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$497,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$27,423,108
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$28,722,072
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG
Accountancy firm EIN	2015-12-31	135565207
2014 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$57,902,262
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$22,562,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$22,226,390
Expenses. Certain deemed distributions of participant loans	2014-12-31	$275,394
Value of total corrective distributions	2014-12-31	$103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$37,778,198
Value of total assets at end of year	2014-12-31	$352,791,930
Value of total assets at beginning of year	2014-12-31	$317,451,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$60,145
Total interest from all sources	2014-12-31	$150,831
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$18,436,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$18,436,747
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$9,954,264
Participant contributions at end of year	2014-12-31	$3,937,401
Participant contributions at beginning of year	2014-12-31	$3,210,254
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$15,508,357
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$15,343,768
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,340,371
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1
Other income not declared elsewhere	2014-12-31	$-8,365
Administrative expenses (other) incurred	2014-12-31	$60,145
Total non interest bearing cash at end of year	2014-12-31	$1,020
Total non interest bearing cash at beginning of year	2014-12-31	$1,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$35,340,230
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$352,791,930
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$317,451,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$266,522,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$237,521,920
Interest on participant loans	2014-12-31	$147,701
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$40,711,050
Value of interest in common/collective trusts at beginning of year	2014-12-31	$36,161,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$26,111,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$25,212,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$25,212,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$3,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-3,231,410
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$4,776,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$26,483,563
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$22,226,390
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG
Accountancy firm EIN	2014-12-31	135565207
2013 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$86,024,997
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$15,961,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$15,697,569
Expenses. Certain deemed distributions of participant loans	2013-12-31	$226,655
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$35,270,011
Value of total assets at end of year	2013-12-31	$317,451,700
Value of total assets at beginning of year	2013-12-31	$247,388,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,463
Total interest from all sources	2013-12-31	$153,821
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$7,000,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$7,000,103
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$9,081,459
Participant contributions at end of year	2013-12-31	$3,210,254
Participant contributions at beginning of year	2013-12-31	$2,967,056
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$276,991
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$15,343,768
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$12,380,716
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,021,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$13,405
Other income not declared elsewhere	2013-12-31	$2,361,911
Administrative expenses (other) incurred	2013-12-31	$37,463
Total non interest bearing cash at end of year	2013-12-31	$1,315
Total non interest bearing cash at beginning of year	2013-12-31	$58,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$70,063,310
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$317,451,700
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$247,388,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$237,521,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$180,989,785
Interest on participant loans	2013-12-31	$127,482
Interest earned on other investments	2013-12-31	$30,296
Income. Interest from US Government securities	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$36,161,666
Value of interest in common/collective trusts at beginning of year	2013-12-31	$25,649,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$25,212,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$24,389,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$24,389,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$-3,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$32,584,316
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$8,654,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$25,166,590
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$664,099
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$15,697,569
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG
Accountancy firm EIN	2013-12-31	135565207
2012 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$12
Total unrealized appreciation/depreciation of assets	2012-12-31	$12
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$56,792,770
Total loss/gain on sale of assets	2012-12-31	$-12
Total of all expenses incurred	2012-12-31	$13,340,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$12,958,362
Expenses. Certain deemed distributions of participant loans	2012-12-31	$346,930
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$31,613,833
Value of total assets at end of year	2012-12-31	$247,388,389
Value of total assets at beginning of year	2012-12-31	$203,936,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$35,290
Total interest from all sources	2012-12-31	$84,646
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$6,446,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$6,446,740
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$8,105,461
Participant contributions at end of year	2012-12-31	$2,967,056
Participant contributions at beginning of year	2012-12-31	$2,835,137
Participant contributions at end of year	2012-12-31	$276,991
Participant contributions at beginning of year	2012-12-31	$251,778
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$12,380,716
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$10,068,903
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$597,733
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$13,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$13,405
Other income not declared elsewhere	2012-12-31	$1,166,710
Administrative expenses (other) incurred	2012-12-31	$35,290
Total non interest bearing cash at end of year	2012-12-31	$58,309
Total non interest bearing cash at beginning of year	2012-12-31	$8,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$43,452,188
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$247,388,389
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$203,936,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$180,989,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$143,946,143
Interest on participant loans	2012-12-31	$115,255
Interest earned on other investments	2012-12-31	$-41,189
Income. Interest from US Government securities	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$25,649,004
Value of interest in common/collective trusts at beginning of year	2012-12-31	$21,778,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$24,389,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$24,458,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$24,458,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$10,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$13,950,023
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$3,530,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$22,910,639
Employer contributions (assets) at end of year	2012-12-31	$664,099
Employer contributions (assets) at beginning of year	2012-12-31	$575,200
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$12,958,362
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$29,384,951
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$29,384,963
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-12
Total unrealized appreciation/depreciation of assets	2011-12-31	$-12
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$24,224,784
Total loss/gain on sale of assets	2011-12-31	$11
Total of all expenses incurred	2011-12-31	$14,657,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$14,341,125
Expenses. Certain deemed distributions of participant loans	2011-12-31	$269,166
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$28,566,266
Value of total assets at end of year	2011-12-31	$203,936,201
Value of total assets at beginning of year	2011-12-31	$194,369,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$47,501
Total interest from all sources	2011-12-31	$-329,502
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,971,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,971,927
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$7,201,245
Participant contributions at end of year	2011-12-31	$2,835,137
Participant contributions at beginning of year	2011-12-31	$2,522,978
Participant contributions at end of year	2011-12-31	$251,778
Participant contributions at beginning of year	2011-12-31	$234,491
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$10,068,903
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$9,251,275
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$668,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$13,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$13,385
Other income not declared elsewhere	2011-12-31	$189,285
Administrative expenses (other) incurred	2011-12-31	$47,501
Total non interest bearing cash at end of year	2011-12-31	$8,314
Total non interest bearing cash at beginning of year	2011-12-31	$82,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$9,566,992
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$203,936,201
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$194,369,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$143,946,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$138,469,953
Interest on participant loans	2011-12-31	$111,422
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$21,778,341
Value of interest in common/collective trusts at beginning of year	2011-12-31	$18,534,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$24,458,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$24,716,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$24,716,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-440,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-8,511,887
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$338,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$20,696,160
Employer contributions (assets) at end of year	2011-12-31	$575,200
Employer contributions (assets) at beginning of year	2011-12-31	$543,816
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$14,341,125
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$7,423,550
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$7,423,539
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$47,829,804
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$7,312,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,272,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$26,289,709
Value of total assets at end of year	2010-12-31	$194,369,209
Value of total assets at beginning of year	2010-12-31	$153,852,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$39,944
Total interest from all sources	2010-12-31	$206,564
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$3,360,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$3,360,528
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$6,516,704
Participant contributions at end of year	2010-12-31	$2,522,978
Participant contributions at beginning of year	2010-12-31	$1,665,386
Participant contributions at end of year	2010-12-31	$234,491
Participant contributions at beginning of year	2010-12-31	$210,695
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$9,251,275
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$7,289,395
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$439,807
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$13,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$13,360
Other income not declared elsewhere	2010-12-31	$906,436
Total non interest bearing cash at end of year	2010-12-31	$82,593
Total non interest bearing cash at beginning of year	2010-12-31	$18,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$40,516,993
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$194,369,209
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$153,852,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$138,469,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$105,436,851
Interest on participant loans	2010-12-31	$99,958
Value of interest in common/collective trusts at end of year	2010-12-31	$18,534,619
Value of interest in common/collective trusts at beginning of year	2010-12-31	$38,662,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$24,716,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$106,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$14,341,646
Net investment gain or loss from common/collective trusts	2010-12-31	$2,724,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$19,333,198
Employer contributions (assets) at end of year	2010-12-31	$543,816
Employer contributions (assets) at beginning of year	2010-12-31	$554,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,272,867
Contract administrator fees	2010-12-31	$39,944
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WIPFLI LLP
Accountancy firm EIN	2010-12-31	390758449
2009 : UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN

2023: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) 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 – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 2 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 2 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 3 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 3 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 4 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	000000420379
Policy instance	2
Insurance contract or identification number 000000420379 Number of Individuals Covered 3127 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 4 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	0396855-70M
Policy instance	2
Insurance contract or identification number 0396855-70M Number of Individuals Covered 1 Insurance policy start date 2017-05-08 Insurance policy end date 2018-05-07 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	71386000
Policy instance	1
Insurance contract or identification number 71386000 Number of Individuals Covered 4 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
TRAVELERS CASUALTY AND SURETY CO AMERICA (National Association of Insurance Commissioners NAIC id number: 31194 )
Policy contract number	003609
Policy instance	1
Insurance contract or identification number 003609 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
TRAVELERS CASUALTY AND SURETY CO AMERICA (National Association of Insurance Commissioners NAIC id number: 31194 )
Policy contract number	003609
Policy instance	1
Insurance contract or identification number 003609 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
TRAVELERS CASUALTY AND SURETY CO AMERICA (National Association of Insurance Commissioners NAIC id number: 31194 )
Policy contract number	003609
Policy instance	1
Insurance contract or identification number 003609 Number of Individuals Covered 0 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
TRAVELERS CASUALTY AND SURETY CO AMERICA (National Association of Insurance Commissioners NAIC id number: 31194 )
Policy contract number	003609
Policy instance	1
Insurance contract or identification number 003609 Number of Individuals Covered 0 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number	360072052
Policy instance	1
Insurance contract or identification number 360072052 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
JEFFERSON PILOT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 15955 )
Policy contract number	JF5246494
Policy instance	2
Insurance contract or identification number JF5246494 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	15005283
Policy instance	3
Insurance contract or identification number 15005283 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number	LBCA010455
Policy instance	4
Insurance contract or identification number LBCA010455 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NATIONWIDE LIFE INSURANCE CO. OF AMERICA (National Association of Insurance Commissioners NAIC id number: 68225 )
Policy contract number	3163382
Policy instance	5
Insurance contract or identification number 3163382 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	VARIOUS
Policy instance	6
Insurance contract or identification number VARIOUS Number of Individuals Covered 13 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No 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 number	13282623
Policy instance	7
Insurance contract or identification number 13282623 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	039685570M
Policy instance	8
Insurance contract or identification number 039685570M Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No

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• UNIVERSITY OF ST. THOMAS BENEFITS PLAN [EIN = 741277664]
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• UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN [EIN = 350868188]
• UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN [EIN = 741277664]
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• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. RETIREMENT PLAN FOR SELECT EMPLOYEES [EIN = 630649108]
• UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 350868074]
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• UNIVERSITY OF MASSACHUSETTS FOUNDATION INC DC RETIREMENT PLAN [EIN = 046013152]
• UNIVERSITY OF MARY DENTAL AND DISABILITY PLAN [EIN = 450273403]
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