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UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 002

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARYLAND PHYSICIANS, P.A.
Employer identification number (EIN):521103228
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 MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022021-07-01
0022020-07-01STEPHEN N. DAVIS, M.B.B.S.2022-01-27 STEPHEN N. DAVIS, M.B.B.S.2022-01-27
0022019-07-01STEPHEN N. DAVIS, M.B.B.S.2021-01-27 STEPHEN N. DAVIS, M.B.B.S.2021-01-27
0022018-07-01STEPHEN N. DAVIS, M.B.B.S.2020-01-28 STEPHEN N. DAVIS, M.B.B.S.2020-01-28
0022017-07-01
0022016-07-01
0022015-07-01
0022015-07-01STEPHEN N. DAVIS, M.B.B.S.2017-01-26
0022014-07-01
0022013-07-01
0022012-07-01STEPHEN N. DAVIS, M.B.B.S.
0022011-07-01STEPHEN N. DAVIS, M.B.B.S.
0022010-07-01STEPHEN N. DAVIS, M.B.B.S.
0022009-07-01JACQUELINE REARDON

Plan Statistics for UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2022: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01454
Total number of active participants reported on line 7a of the Form 55002022-07-01249
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01208
Total of all active and inactive participants2022-07-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-017
Total participants2022-07-01464
Number of participants with account balances2022-07-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01421
Total number of active participants reported on line 7a of the Form 55002021-07-01272
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01179
Total of all active and inactive participants2021-07-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-01455
Number of participants with account balances2021-07-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01432
Total number of active participants reported on line 7a of the Form 55002020-07-01230
Number of retired or separated participants receiving benefits2020-07-0124
Number of other retired or separated participants entitled to future benefits2020-07-01168
Total of all active and inactive participants2020-07-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01423
Number of participants with account balances2020-07-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01430
Total number of active participants reported on line 7a of the Form 55002019-07-01224
Number of retired or separated participants receiving benefits2019-07-0126
Number of other retired or separated participants entitled to future benefits2019-07-01181
Total of all active and inactive participants2019-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01432
Number of participants with account balances2019-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01423
Total number of active participants reported on line 7a of the Form 55002018-07-01224
Number of retired or separated participants receiving benefits2018-07-0128
Number of other retired or separated participants entitled to future benefits2018-07-01177
Total of all active and inactive participants2018-07-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01430
Number of participants with account balances2018-07-01430
2017: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01392
Total number of active participants reported on line 7a of the Form 55002017-07-01218
Number of retired or separated participants receiving benefits2017-07-0123
Number of other retired or separated participants entitled to future benefits2017-07-01181
Total of all active and inactive participants2017-07-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01423
Number of participants with account balances2017-07-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01390
Total number of active participants reported on line 7a of the Form 55002016-07-01193
Number of retired or separated participants receiving benefits2016-07-0122
Number of other retired or separated participants entitled to future benefits2016-07-01175
Total of all active and inactive participants2016-07-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01392
Number of participants with account balances2016-07-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01497
Total number of active participants reported on line 7a of the Form 55002015-07-01203
Number of retired or separated participants receiving benefits2015-07-0118
Number of other retired or separated participants entitled to future benefits2015-07-01168
Total of all active and inactive participants2015-07-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01390
Number of participants with account balances2015-07-01390
2014: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01502
Total number of active participants reported on line 7a of the Form 55002014-07-01205
Number of retired or separated participants receiving benefits2014-07-0117
Number of other retired or separated participants entitled to future benefits2014-07-01275
Total of all active and inactive participants2014-07-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01498
Number of participants with account balances2014-07-01497
2013: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01492
Total number of active participants reported on line 7a of the Form 55002013-07-01214
Number of retired or separated participants receiving benefits2013-07-0112
Number of other retired or separated participants entitled to future benefits2013-07-01275
Total of all active and inactive participants2013-07-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01502
Number of participants with account balances2013-07-01502
2012: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01477
Total number of active participants reported on line 7a of the Form 55002012-07-01215
Number of retired or separated participants receiving benefits2012-07-0122
Number of other retired or separated participants entitled to future benefits2012-07-01264
Total of all active and inactive participants2012-07-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01502
Number of participants with account balances2012-07-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01463
Total number of active participants reported on line 7a of the Form 55002011-07-01173
Number of retired or separated participants receiving benefits2011-07-0140
Number of other retired or separated participants entitled to future benefits2011-07-01274
Total of all active and inactive participants2011-07-01487
Total participants2011-07-01487
Number of participants with account balances2011-07-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-01463
Total number of active participants reported on line 7a of the Form 55002010-07-01152
Number of retired or separated participants receiving benefits2010-07-0155
Number of other retired or separated participants entitled to future benefits2010-07-01256
Total of all active and inactive participants2010-07-01463
Total participants2010-07-01463
Number of participants with account balances2010-07-01463
2009: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01432
Total number of active participants reported on line 7a of the Form 55002009-07-01150
Number of retired or separated participants receiving benefits2009-07-0156
Number of other retired or separated participants entitled to future benefits2009-07-01257
Total of all active and inactive participants2009-07-01463
Total participants2009-07-01463

Financial Data on UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2023 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,044,319
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$341,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$341,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$637,508
Value of total assets at end of year2023-06-30$13,269,230
Value of total assets at beginning of year2023-06-30$11,566,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$0
Total interest from all sources2023-06-30$82,368
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$18,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,702,835
Value of net assets at end of year (total assets less liabilities)2023-06-30$13,269,230
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$11,566,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$10,871,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$9,114,848
Value of interest in pooled separate accounts at end of year2023-06-30$398,201
Value of interest in pooled separate accounts at beginning of year2023-06-30$425,825
Interest earned on other investments2023-06-30$82,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,882,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,852,951
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$39,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,364,100
Net investment gain/loss from pooled separate accounts2023-06-30$-39,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$618,711
Employer contributions (assets) at end of year2023-06-30$117,114
Employer contributions (assets) at beginning of year2023-06-30$172,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$301,739
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BDO USA, P.C.
Accountancy firm EIN2023-06-30135381590
2022 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-356,912
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$539,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$539,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,167,952
Value of total assets at end of year2022-06-30$11,566,395
Value of total assets at beginning of year2022-06-30$12,462,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$186
Total interest from all sources2022-06-30$64,945
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$594,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-896,297
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,566,395
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,462,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,114,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,281,533
Value of interest in pooled separate accounts at end of year2022-06-30$425,825
Value of interest in pooled separate accounts at beginning of year2022-06-30$341,212
Interest earned on other investments2022-06-30$64,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,852,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,708,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,671,408
Net investment gain/loss from pooled separate accounts2022-06-30$81,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$573,110
Employer contributions (assets) at end of year2022-06-30$172,771
Employer contributions (assets) at beginning of year2022-06-30$131,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$539,199
Contract administrator fees2022-06-30$186
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA LLP
Accountancy firm EIN2022-06-30135381590
2021 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$2,558,559
Total unrealized appreciation/depreciation of assets2021-06-30$2,558,559
Total income from all sources (including contributions)2021-06-30$3,349,053
Total of all expenses incurred2021-06-30$861,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$861,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$777,213
Value of total assets at end of year2021-06-30$12,462,692
Value of total assets at beginning of year2021-06-30$9,975,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$572,510
Amount contributed by the employer to the plan for this plan year2021-06-30$572,510
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$204,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,487,241
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,462,692
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,975,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,281,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,927,611
Value of interest in pooled separate accounts at end of year2021-06-30$341,212
Value of interest in pooled separate accounts at beginning of year2021-06-30$288,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,708,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,728,362
Net investment gain/loss from pooled separate accounts2021-06-30$13,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$572,510
Employer contributions (assets) at end of year2021-06-30$131,355
Employer contributions (assets) at beginning of year2021-06-30$30,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$861,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ROSEN SAPPERSTEIN & FRIEDLANDER, LL
Accountancy firm EIN2021-06-30475153865
2020 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$419,352
Total unrealized appreciation/depreciation of assets2020-06-30$419,352
Total income from all sources (including contributions)2020-06-30$600,014
Total of all expenses incurred2020-06-30$333,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$333,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$164,046
Value of total assets at end of year2020-06-30$9,975,451
Value of total assets at beginning of year2020-06-30$9,709,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$266,048
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,975,451
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,709,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,927,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,287,754
Value of interest in pooled separate accounts at end of year2020-06-30$288,571
Value of interest in pooled separate accounts at beginning of year2020-06-30$674,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,728,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,693,555
Net investment gain/loss from pooled separate accounts2020-06-30$16,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$164,046
Employer contributions (assets) at end of year2020-06-30$30,907
Employer contributions (assets) at beginning of year2020-06-30$53,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$333,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ROSEN SAPPERSTEIN & FRIEDLANDER, LL
Accountancy firm EIN2020-06-30475153865
2019 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$479,883
Total unrealized appreciation/depreciation of assets2019-06-30$479,883
Total income from all sources (including contributions)2019-06-30$722,927
Total of all expenses incurred2019-06-30$230,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$230,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$225,513
Value of total assets at end of year2019-06-30$9,709,403
Value of total assets at beginning of year2019-06-30$9,216,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$198,529
Amount contributed by the employer to the plan for this plan year2019-06-30$198,529
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$26,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$492,900
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,709,403
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,216,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,287,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,919,539
Value of interest in pooled separate accounts at end of year2019-06-30$674,429
Value of interest in pooled separate accounts at beginning of year2019-06-30$568,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,693,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,564,401
Net investment gain/loss from pooled separate accounts2019-06-30$17,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$198,529
Employer contributions (assets) at end of year2019-06-30$53,665
Employer contributions (assets) at beginning of year2019-06-30$164,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$230,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ROSEN SAPPERSTEIN & FRIEDLANDER, LL
Accountancy firm EIN2019-06-30475153865
2018 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$736,152
Total unrealized appreciation/depreciation of assets2018-06-30$736,152
Total income from all sources (including contributions)2018-06-30$1,150,824
Total of all expenses incurred2018-06-30$361,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$361,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$399,299
Value of total assets at end of year2018-06-30$9,216,503
Value of total assets at beginning of year2018-06-30$8,427,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$399,299
Amount contributed by the employer to the plan for this plan year2018-06-30$399,299
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$120,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$789,418
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,216,503
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,427,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,919,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,389,299
Value of interest in pooled separate accounts at end of year2018-06-30$568,058
Value of interest in pooled separate accounts at beginning of year2018-06-30$524,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,564,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,397,357
Net investment gain/loss from pooled separate accounts2018-06-30$15,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$279,058
Employer contributions (assets) at end of year2018-06-30$164,505
Employer contributions (assets) at beginning of year2018-06-30$115,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$361,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN2018-06-30475153865
2017 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$863,077
Total unrealized appreciation/depreciation of assets2017-06-30$863,077
Total income from all sources (including contributions)2017-06-30$1,144,813
Total of all expenses incurred2017-06-30$339,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$338,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$264,303
Value of total assets at end of year2017-06-30$8,427,085
Value of total assets at beginning of year2017-06-30$7,621,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$23,215
Administrative expenses (other) incurred2017-06-30$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$805,125
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,427,085
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,621,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,389,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,723,401
Value of interest in pooled separate accounts at end of year2017-06-30$524,515
Value of interest in pooled separate accounts at beginning of year2017-06-30$481,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,397,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,379,512
Net investment gain/loss from pooled separate accounts2017-06-30$17,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$241,088
Employer contributions (assets) at end of year2017-06-30$115,914
Employer contributions (assets) at beginning of year2017-06-30$37,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$338,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN2017-06-30475153865
2016 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-9,483
Total unrealized appreciation/depreciation of assets2016-06-30$-9,483
Total income from all sources (including contributions)2016-06-30$244,173
Total of all expenses incurred2016-06-30$567,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$567,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$234,720
Value of total assets at end of year2016-06-30$7,621,960
Value of total assets at beginning of year2016-06-30$7,945,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$234,720
Amount contributed by the employer to the plan for this plan year2016-06-30$234,720
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$63,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-323,112
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,621,960
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,945,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,723,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,110,078
Value of interest in pooled separate accounts at end of year2016-06-30$481,763
Value of interest in pooled separate accounts at beginning of year2016-06-30$357,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,379,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,443,966
Net investment gain/loss from pooled separate accounts2016-06-30$18,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$171,122
Employer contributions (assets) at end of year2016-06-30$37,284
Employer contributions (assets) at beginning of year2016-06-30$33,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$567,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN2016-06-30475153865
2015 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$372,352
Total unrealized appreciation/depreciation of assets2015-06-30$372,352
Total income from all sources (including contributions)2015-06-30$617,417
Total of all expenses incurred2015-06-30$1,187,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,187,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$227,929
Value of total assets at end of year2015-06-30$7,945,072
Value of total assets at beginning of year2015-06-30$8,515,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$227,929
Amount contributed by the employer to the plan for this plan year2015-06-30$227,929
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-569,931
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,945,072
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,515,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,110,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,723,263
Value of interest in pooled separate accounts at end of year2015-06-30$357,543
Value of interest in pooled separate accounts at beginning of year2015-06-30$321,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,443,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,416,756
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$466
Net investment gain/loss from pooled separate accounts2015-06-30$17,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$227,929
Employer contributions (assets) at end of year2015-06-30$33,485
Employer contributions (assets) at beginning of year2015-06-30$53,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,186,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN2015-06-30475153865
2014 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,180,820
Total unrealized appreciation/depreciation of assets2014-06-30$1,180,820
Total income from all sources (including contributions)2014-06-30$1,421,954
Total of all expenses incurred2014-06-30$257,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$257,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$224,812
Value of total assets at end of year2014-06-30$8,515,003
Value of total assets at beginning of year2014-06-30$7,350,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$224,812
Amount contributed by the employer to the plan for this plan year2014-06-30$224,812
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,164,175
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,515,003
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,350,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,723,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,879,920
Value of interest in pooled separate accounts at end of year2014-06-30$321,721
Value of interest in pooled separate accounts at beginning of year2014-06-30$18,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,416,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,398,916
Net investment gain/loss from pooled separate accounts2014-06-30$16,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$224,812
Employer contributions (assets) at end of year2014-06-30$53,263
Employer contributions (assets) at beginning of year2014-06-30$53,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$257,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN2014-06-30521374503
2013 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$811,849
Total unrealized appreciation/depreciation of assets2013-06-30$811,849
Total income from all sources (including contributions)2013-06-30$992,670
Total of all expenses incurred2013-06-30$234,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$234,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$166,979
Value of total assets at end of year2013-06-30$7,350,828
Value of total assets at beginning of year2013-06-30$6,592,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$166,979
Amount contributed by the employer to the plan for this plan year2013-06-30$166,979
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$758,383
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,350,828
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,592,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,879,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,239,290
Value of interest in pooled separate accounts at end of year2013-06-30$18,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,398,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,293,219
Net investment gain/loss from pooled separate accounts2013-06-30$13,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$166,979
Employer contributions (assets) at end of year2013-06-30$53,801
Employer contributions (assets) at beginning of year2013-06-30$59,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$234,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN2013-06-30521374503
2012 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$101,292
Total unrealized appreciation/depreciation of assets2012-06-30$101,292
Total income from all sources (including contributions)2012-06-30$271,611
Total of all expenses incurred2012-06-30$63,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$63,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$157,333
Value of total assets at end of year2012-06-30$6,592,445
Value of total assets at beginning of year2012-06-30$6,384,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$157,333
Amount contributed by the employer to the plan for this plan year2012-06-30$157,333
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$207,704
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,592,445
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,384,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,239,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,088,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,293,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,214,388
Net investment gain/loss from pooled separate accounts2012-06-30$12,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$157,333
Employer contributions (assets) at end of year2012-06-30$59,936
Employer contributions (assets) at beginning of year2012-06-30$81,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$63,907
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN2012-06-30521374503
2011 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,023,615
Total unrealized appreciation/depreciation of assets2011-06-30$1,023,615
Total transfer of assets to this plan2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,255,682
Total of all expenses incurred2011-06-30$378,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$378,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$221,213
Value of total assets at end of year2011-06-30$6,384,741
Value of total assets at beginning of year2011-06-30$5,507,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$221,213
Amount contributed by the employer to the plan for this plan year2011-06-30$221,213
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$876,924
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,384,741
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,507,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,088,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,242,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,214,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,214,349
Net investment gain/loss from pooled separate accounts2011-06-30$10,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$221,213
Employer contributions (assets) at end of year2011-06-30$81,470
Employer contributions (assets) at beginning of year2011-06-30$50,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$378,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN2011-06-30521374503
2010 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$156,113
Amount contributed by the employer to the plan for this plan year2010-06-30$156,113

Form 5500 Responses for UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

2022: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered459
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered455
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered423
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered432
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered430
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered423
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered390
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered497
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered502
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered492
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered487
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366388
Policy instance 1
Insurance contract or identification number366388
Number of Individuals Covered463
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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