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THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 401k Plan overview

Plan NameTHE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN
Plan identification number 001

THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MEDICAL FACULTY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL FACULTY ASSOCIATES, INC.
Employer identification number (EIN):522220700
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01RICO WADE2024-04-15
0012021-07-01PAM MCCLAIN2023-04-17
0012020-07-01LANCE KAPLAN2022-04-15
0012019-07-01DEBORAH HARRISON2021-04-15
0012018-07-01DEBORAH HARRISON2021-03-19
0012017-07-01
0012016-07-01RODNEY W. WHITMORE
0012015-07-01RODNEY W. WHITMORE
0012014-07-01ROY SANTARELLA
0012013-07-01STEPHEN BADGER
0012012-07-01STEPHEN BADGER
0012011-07-01STEPHEN BADGER
0012010-07-01STEPHEN BADGER
0012009-07-01STEPHEN BADGER
0012008-07-01

Plan Statistics for THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN

401k plan membership statisitcs for THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN

Measure Date Value
2022: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-013,028
Total number of active participants reported on line 7a of the Form 55002022-07-011,042
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-011,776
Total of all active and inactive participants2022-07-012,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0117
Total participants2022-07-012,837
Number of participants with account balances2022-07-012,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0110
2021: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-013,320
Total number of active participants reported on line 7a of the Form 55002021-07-011,112
Number of retired or separated participants receiving benefits2021-07-017
Number of other retired or separated participants entitled to future benefits2021-07-011,897
Total of all active and inactive participants2021-07-013,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0112
Total participants2021-07-013,028
Number of participants with account balances2021-07-012,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0174
2020: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,623
Total number of active participants reported on line 7a of the Form 55002020-07-011,641
Number of retired or separated participants receiving benefits2020-07-0122
Number of other retired or separated participants entitled to future benefits2020-07-011,801
Total of all active and inactive participants2020-07-013,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0114
Total participants2020-07-013,478
Number of participants with account balances2020-07-012,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01237
2019: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-013,982
Total number of active participants reported on line 7a of the Form 55002019-07-011,921
Number of retired or separated participants receiving benefits2019-07-014
Number of other retired or separated participants entitled to future benefits2019-07-013,947
Total of all active and inactive participants2019-07-015,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0113
Total participants2019-07-015,885
Number of participants with account balances2019-07-015,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0193
2018: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-016,087
Total number of active participants reported on line 7a of the Form 55002018-07-012,617
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-011,356
Total of all active and inactive participants2018-07-013,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-013,982
Number of participants with account balances2018-07-013,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0158
2017: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-013,245
Total number of active participants reported on line 7a of the Form 55002017-07-012,632
Number of retired or separated participants receiving benefits2017-07-01424
Number of other retired or separated participants entitled to future benefits2017-07-013,014
Total of all active and inactive participants2017-07-016,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0117
Total participants2017-07-016,087
Number of participants with account balances2017-07-015,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-013,725
Total number of active participants reported on line 7a of the Form 55002016-07-012,669
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-011,258
Total of all active and inactive participants2016-07-013,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-017
Total participants2016-07-013,935
Number of participants with account balances2016-07-013,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01343
2015: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-013,700
Total number of active participants reported on line 7a of the Form 55002015-07-012,565
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-011,154
Total of all active and inactive participants2015-07-013,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-015
Total participants2015-07-013,725
Number of participants with account balances2015-07-013,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01432
2014: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-013,406
Total number of active participants reported on line 7a of the Form 55002014-07-012,651
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-011,043
Total of all active and inactive participants2014-07-013,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-016
Total participants2014-07-013,700
Number of participants with account balances2014-07-013,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01572
2013: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-013,237
Total number of active participants reported on line 7a of the Form 55002013-07-012,733
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01631
Total of all active and inactive participants2013-07-013,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-013,368
Number of participants with account balances2013-07-013,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01238
2012: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-013,379
Total number of active participants reported on line 7a of the Form 55002012-07-012,668
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01541
Total of all active and inactive participants2012-07-013,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-013,214
Number of participants with account balances2012-07-012,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01240
2011: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012,405
Total number of active participants reported on line 7a of the Form 55002011-07-012,501
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01838
Total of all active and inactive participants2011-07-013,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-013,340
Number of participants with account balances2011-07-012,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01214
2010: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-012,432
Total number of active participants reported on line 7a of the Form 55002010-07-012,058
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01301
Total of all active and inactive participants2010-07-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-012,359
Number of participants with account balances2010-07-011,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01218
2009: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,722
Total number of active participants reported on line 7a of the Form 55002009-07-012,126
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01281
Total of all active and inactive participants2009-07-012,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-012,407
Number of participants with account balances2009-07-012,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN

Measure Date Value
2023 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$22,987
Total unrealized appreciation/depreciation of assets2023-06-30$22,987
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$11,297,851
Total loss/gain on sale of assets2023-06-30$-2,534
Total of all expenses incurred2023-06-30$6,846,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$6,827,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$27,295
Value of total assets at end of year2023-06-30$104,964,228
Value of total assets at beginning of year2023-06-30$100,513,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$19,203
Total interest from all sources2023-06-30$211,104
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$2,410,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$2,410,219
Administrative expenses professional fees incurred2023-06-30$12,500
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$10,000,000
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
Participant contributions at end of year2023-06-30$187,080
Participant contributions at beginning of year2023-06-30$219,918
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$27,295
Other income not declared elsewhere2023-06-30$73,648
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$4,451,119
Value of net assets at end of year (total assets less liabilities)2023-06-30$104,964,228
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$100,513,109
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
Investment advisory and management fees2023-06-30$6,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$83,322,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$88,183,932
Value of interest in pooled separate accounts at end of year2023-06-30$3,917,465
Value of interest in pooled separate accounts at beginning of year2023-06-30$5,024,041
Interest on participant loans2023-06-30$13,222
Interest earned on other investments2023-06-30$187,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$387,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$303,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$303,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$10,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$17,061,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$6,710,237
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$81,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$8,963,368
Net investment gain/loss from pooled separate accounts2023-06-30$-408,318
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
Income. Dividends from common stock2023-06-30$82
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$6,745,654
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$87,460
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$71,500
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
Aggregate proceeds on sale of assets2023-06-30$69,210
Aggregate carrying amount (costs) on sale of assets2023-06-30$71,744
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30GRANT THORNTON LLP
Accountancy firm EIN2023-06-30366055558
2022 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$22,555
Total unrealized appreciation/depreciation of assets2022-06-30$22,555
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$0
Total income from all sources (including contributions)2022-06-30$-16,606,162
Total loss/gain on sale of assets2022-06-30$-197,886
Total of all expenses incurred2022-06-30$8,991,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,933,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$26,915
Value of total assets at end of year2022-06-30$100,513,109
Value of total assets at beginning of year2022-06-30$126,110,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$57,960
Total interest from all sources2022-06-30$200,124
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$5,431,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$5,431,473
Administrative expenses professional fees incurred2022-06-30$13,545
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
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
Participant contributions at end of year2022-06-30$219,918
Participant contributions at beginning of year2022-06-30$386,221
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$26,915
Other income not declared elsewhere2022-06-30$102,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-25,597,193
Value of net assets at end of year (total assets less liabilities)2022-06-30$100,513,109
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$126,110,302
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
Investment advisory and management fees2022-06-30$44,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$88,183,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$113,678,923
Value of interest in pooled separate accounts at end of year2022-06-30$5,024,041
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,472,548
Interest on participant loans2022-06-30$15,184
Interest earned on other investments2022-06-30$184,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$303,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$490,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$490,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$6,710,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$6,599,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-23,184,716
Net investment gain/loss from pooled separate accounts2022-06-30$992,936
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
Income. Dividends from common stock2022-06-30$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,933,071
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$71,500
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$482,837
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
Aggregate proceeds on sale of assets2022-06-30$204,230
Aggregate carrying amount (costs) on sale of assets2022-06-30$402,116
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GRANT THORNTON LLP
Accountancy firm EIN2022-06-30366055558
2021 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$151,697
Total unrealized appreciation/depreciation of assets2021-06-30$151,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$28,382,951
Total loss/gain on sale of assets2021-06-30$55,324
Total of all expenses incurred2021-06-30$9,430,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$9,429,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$26,403
Value of total assets at end of year2021-06-30$126,110,302
Value of total assets at beginning of year2021-06-30$107,158,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,049
Total interest from all sources2021-06-30$199,801
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$4,409,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$4,409,125
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$386,221
Participant contributions at beginning of year2021-06-30$685,841
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$26,403
Administrative expenses (other) incurred2021-06-30$1,049
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$18,952,199
Value of net assets at end of year (total assets less liabilities)2021-06-30$126,110,302
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$107,158,103
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$113,678,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$96,316,365
Value of interest in pooled separate accounts at end of year2021-06-30$4,472,548
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,420,355
Interest on participant loans2021-06-30$24,009
Interest earned on other investments2021-06-30$175,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$490,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$66,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$66,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$6,599,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$5,641,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$23,255,855
Net investment gain/loss from pooled separate accounts2021-06-30$284,596
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
Income. Dividends from common stock2021-06-30$150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$9,429,703
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$482,837
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$27,765
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
Aggregate proceeds on sale of assets2021-06-30$315,305
Aggregate carrying amount (costs) on sale of assets2021-06-30$259,981
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GRANT THORNTON LLP
Accountancy firm EIN2021-06-30366055558
2020 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$3,860
Total unrealized appreciation/depreciation of assets2020-06-30$3,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$8,362,527
Total loss/gain on sale of assets2020-06-30$34,445
Total of all expenses incurred2020-06-30$4,286,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$4,286,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$462,256
Value of total assets at end of year2020-06-30$107,158,103
Value of total assets at beginning of year2020-06-30$103,081,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$63
Total interest from all sources2020-06-30$211,434
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$4,042,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$4,042,419
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
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
Participant contributions at end of year2020-06-30$685,841
Participant contributions at beginning of year2020-06-30$630,915
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$462,256
Administrative expenses (other) incurred2020-06-30$63
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$4,076,300
Value of net assets at end of year (total assets less liabilities)2020-06-30$107,158,103
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$103,081,803
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$96,316,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$93,133,937
Value of interest in pooled separate accounts at end of year2020-06-30$4,420,355
Value of interest in pooled separate accounts at beginning of year2020-06-30$4,985,749
Interest on participant loans2020-06-30$43,446
Interest earned on other investments2020-06-30$167,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$66,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$62,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$62,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,641,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,230,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,555,805
Net investment gain/loss from pooled separate accounts2020-06-30$52,034
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
Income. Dividends from common stock2020-06-30$274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,286,164
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$27,765
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$38,768
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
Aggregate proceeds on sale of assets2020-06-30$120,948
Aggregate carrying amount (costs) on sale of assets2020-06-30$86,503
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 name2020-06-30GRANT THORNTON LLP
Accountancy firm EIN2020-06-30366055558
2019 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$4,745
Total unrealized appreciation/depreciation of assets2019-06-30$4,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$6,139,590
Total loss/gain on sale of assets2019-06-30$1,106
Total of all expenses incurred2019-06-30$4,209,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,170,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$43,533
Value of total assets at end of year2019-06-30$103,081,803
Value of total assets at beginning of year2019-06-30$101,151,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$39,405
Total interest from all sources2019-06-30$181,334
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$3,912,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$3,911,983
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$630,915
Participant contributions at beginning of year2019-06-30$589,417
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$43,533
Other income not declared elsewhere2019-06-30$2
Administrative expenses (other) incurred2019-06-30$39,405
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$1,930,138
Value of net assets at end of year (total assets less liabilities)2019-06-30$103,081,803
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$101,151,665
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$93,133,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$91,444,348
Value of interest in pooled separate accounts at end of year2019-06-30$4,985,749
Value of interest in pooled separate accounts at beginning of year2019-06-30$5,091,504
Interest on participant loans2019-06-30$34,891
Interest earned on other investments2019-06-30$145,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$62,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$48,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$48,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,230,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,960,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,740,651
Net investment gain/loss from pooled separate accounts2019-06-30$255,949
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
Income. Dividends from common stock2019-06-30$287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,170,047
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$38,768
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$17,488
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
Aggregate proceeds on sale of assets2019-06-30$39,657
Aggregate carrying amount (costs) on sale of assets2019-06-30$38,551
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GRANT THORNTON LLP
Accountancy firm EIN2019-06-30366055558
2018 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,535
Total unrealized appreciation/depreciation of assets2018-06-30$1,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$13,984,697
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,726,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,606,314
Expenses. Certain deemed distributions of participant loans2018-06-30$22,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,208,995
Value of total assets at end of year2018-06-30$101,151,665
Value of total assets at beginning of year2018-06-30$90,893,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$97,661
Total interest from all sources2018-06-30$164,071
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,252,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$2,252,095
Administrative expenses professional fees incurred2018-06-30$97,661
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$589,417
Participant contributions at beginning of year2018-06-30$510,817
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$102,165
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$10,258,003
Value of net assets at end of year (total assets less liabilities)2018-06-30$101,151,665
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$90,893,662
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$91,444,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$81,675,704
Value of interest in pooled separate accounts at end of year2018-06-30$5,091,504
Value of interest in pooled separate accounts at beginning of year2018-06-30$5,010,737
Interest on participant loans2018-06-30$35,069
Interest earned on other investments2018-06-30$128,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$48,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$18,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$18,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,960,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,476,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$6,108,367
Net investment gain/loss from pooled separate accounts2018-06-30$249,625
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$5,106,830
Income. Dividends from common stock2018-06-30$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,606,314
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$17,488
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$201,155
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 name2018-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-06-30134008324
2017 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$4,410
Total unrealized appreciation/depreciation of assets2017-06-30$4,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$17,332,991
Total loss/gain on sale of assets2017-06-30$147
Total of all expenses incurred2017-06-30$3,987,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,933,897
Value of total corrective distributions2017-06-30$12,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$7,949,518
Value of total assets at end of year2017-06-30$90,893,662
Value of total assets at beginning of year2017-06-30$77,548,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$41,524
Total interest from all sources2017-06-30$137,841
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,796,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,794,760
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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
Participant contributions at end of year2017-06-30$510,817
Participant contributions at beginning of year2017-06-30$393,217
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$120,386
Other income not declared elsewhere2017-06-30$2,858
Administrative expenses (other) incurred2017-06-30$41,524
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$13,345,554
Value of net assets at end of year (total assets less liabilities)2017-06-30$90,893,662
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$77,548,108
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$81,675,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$69,137,086
Value of interest in pooled separate accounts at end of year2017-06-30$5,010,737
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,795,685
Interest on participant loans2017-06-30$24,674
Interest earned on other investments2017-06-30$113,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$18,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,476,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,209,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$7,252,451
Net investment gain/loss from pooled separate accounts2017-06-30$189,335
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$7,829,132
Income. Dividends from common stock2017-06-30$1,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,933,897
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$201,155
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$10,828
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
Aggregate proceeds on sale of assets2017-06-30$2,868
Aggregate carrying amount (costs) on sale of assets2017-06-30$2,721
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 name2017-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-06-30134008324
2016 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$20,206
Total unrealized appreciation/depreciation of assets2016-06-30$20,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$9,423,894
Total loss/gain on sale of assets2016-06-30$-35,778
Total of all expenses incurred2016-06-30$3,582,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,549,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,534,365
Value of total assets at end of year2016-06-30$77,548,108
Value of total assets at beginning of year2016-06-30$71,707,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$33,477
Total interest from all sources2016-06-30$123,598
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,273,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,270,816
Administrative expenses professional fees incurred2016-06-30$11,680
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$393,217
Participant contributions at beginning of year2016-06-30$358,085
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$892,197
Other income not declared elsewhere2016-06-30$38,464
Administrative expenses (other) incurred2016-06-30$21,567
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$5,841,019
Value of net assets at end of year (total assets less liabilities)2016-06-30$77,548,108
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$71,707,089
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$69,137,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$63,574,982
Value of interest in pooled separate accounts at end of year2016-06-30$4,795,685
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,529,385
Interest on participant loans2016-06-30$18,402
Interest earned on other investments2016-06-30$105,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$13,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$13,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,209,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,943,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,867,884
Net investment gain/loss from pooled separate accounts2016-06-30$306,186
Net gain/loss from 103.12 investment entities2016-06-30$31,150
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$7,642,168
Income. Dividends from common stock2016-06-30$2,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,549,398
Contract administrator fees2016-06-30$230
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$10,828
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$288,456
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
Aggregate proceeds on sale of assets2016-06-30$551,113
Aggregate carrying amount (costs) on sale of assets2016-06-30$586,891
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-06-30134008324
2015 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-3,744
Total unrealized appreciation/depreciation of assets2015-06-30$-3,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$10,565,423
Total loss/gain on sale of assets2015-06-30$-2,725
Total of all expenses incurred2015-06-30$1,949,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,944,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$7,207,699
Value of total assets at end of year2015-06-30$71,707,089
Value of total assets at beginning of year2015-06-30$63,091,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,796
Total interest from all sources2015-06-30$96,256
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,872,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,871,084
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$358,085
Participant contributions at beginning of year2015-06-30$286,393
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$549,000
Other income not declared elsewhere2015-06-30$63,634
Administrative expenses (other) incurred2015-06-30$4,796
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$8,616,054
Value of net assets at end of year (total assets less liabilities)2015-06-30$71,707,089
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$63,091,035
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$63,574,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$57,085,663
Value of interest in pooled separate accounts at end of year2015-06-30$4,529,385
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,861,739
Interest on participant loans2015-06-30$16,892
Interest earned on other investments2015-06-30$79,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$13,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,943,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,857,240
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$27,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$910,910
Net investment gain/loss from pooled separate accounts2015-06-30$421,293
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$6,658,699
Income. Dividends from common stock2015-06-30$1,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,916,674
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$288,456
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
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
Aggregate proceeds on sale of assets2015-06-30$66,349
Aggregate carrying amount (costs) on sale of assets2015-06-30$69,074
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 name2015-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-06-30134008324
2014 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$14,394,519
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,479,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,475,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,496,445
Value of total assets at end of year2014-06-30$63,091,035
Value of total assets at beginning of year2014-06-30$50,175,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,862
Total interest from all sources2014-06-30$83,454
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,253,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,253,020
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$286,393
Participant contributions at beginning of year2014-06-30$204,453
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$556,336
Other income not declared elsewhere2014-06-30$42,534
Administrative expenses (other) incurred2014-06-30$3,862
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$12,915,144
Value of net assets at end of year (total assets less liabilities)2014-06-30$63,091,035
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$50,175,891
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$57,085,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$44,332,256
Value of interest in pooled separate accounts at end of year2014-06-30$3,861,739
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,356,935
Interest on participant loans2014-06-30$12,847
Interest earned on other investments2014-06-30$70,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,857,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,282,247
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$20,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,148,547
Net investment gain/loss from pooled separate accounts2014-06-30$370,519
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$5,940,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,454,681
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 name2014-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-06-30134008324
2013 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$10,998,964
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,415,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,415,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,903,105
Value of total assets at end of year2013-06-30$50,175,891
Value of total assets at beginning of year2013-06-30$40,592,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$81,543
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$726,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$726,224
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$204,453
Participant contributions at beginning of year2013-06-30$101,022
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$546,059
Other income not declared elsewhere2013-06-30$7,191
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$9,583,782
Value of net assets at end of year (total assets less liabilities)2013-06-30$50,175,891
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$40,592,109
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$44,332,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$18,992,220
Value of interest in pooled separate accounts at end of year2013-06-30$3,356,935
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,988,307
Interest on participant loans2013-06-30$6,705
Interest earned on other investments2013-06-30$74,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,282,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$18,510,560
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$22,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,020,819
Net investment gain/loss from pooled separate accounts2013-06-30$260,082
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$6,357,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,392,935
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 name2013-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-06-30134008324
2012 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$7,900,244
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$817,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$775,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,631,433
Value of total assets at end of year2012-06-30$40,592,109
Value of total assets at beginning of year2012-06-30$33,509,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$41,813
Total interest from all sources2012-06-30$22,433
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$473,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$473,457
Administrative expenses professional fees incurred2012-06-30$41,813
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$101,022
Participant contributions at beginning of year2012-06-30$53,131
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$449,675
Other income not declared elsewhere2012-06-30$608,823
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$7,082,905
Value of net assets at end of year (total assets less liabilities)2012-06-30$40,592,109
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$33,509,204
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$18,992,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$14,593,356
Value of interest in pooled separate accounts at end of year2012-06-30$2,988,307
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,343,497
Interest on participant loans2012-06-30$5,155
Interest earned on other investments2012-06-30$17,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$18,510,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$16,519,220
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-121,028
Net investment gain/loss from pooled separate accounts2012-06-30$285,126
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$6,181,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$775,397
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 name2012-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-06-30134008324
2011 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$9,255,344
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,045,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,012,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,899,891
Value of total assets at end of year2011-06-30$33,509,204
Value of total assets at beginning of year2011-06-30$25,298,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$32,247
Total interest from all sources2011-06-30$3,438
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$429,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$429,276
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$53,131
Participant contributions at beginning of year2011-06-30$38,097
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$25,448
Other income not declared elsewhere2011-06-30$1,905,577
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$8,210,291
Value of net assets at end of year (total assets less liabilities)2011-06-30$33,509,204
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$25,298,913
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
Investment advisory and management fees2011-06-30$32,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$14,593,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,510,270
Value of interest in pooled separate accounts at end of year2011-06-30$2,343,497
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,908,510
Interest on participant loans2011-06-30$3,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$16,519,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$13,842,036
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$44,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,643,039
Net investment gain/loss from pooled separate accounts2011-06-30$374,123
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$4,874,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$968,283
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 name2011-06-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-06-30134008324
2010 : THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN

2022: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
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: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 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
2008: THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered60
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 number150976
Policy instance 1
Insurance contract or identification number150976
Number of Individuals Covered860
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered84
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 number150976
Policy instance 1
Insurance contract or identification number150976
Number of Individuals Covered879
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered81
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number150976
Policy instance 1
Insurance contract or identification number150976
Number of Individuals Covered911
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered81
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number150976
Policy instance 1
Insurance contract or identification number150976
Number of Individuals Covered950
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered61
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number150976
Policy instance 1
Insurance contract or identification number150976
Number of Individuals Covered971
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered61
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number150976
Policy instance 1
Insurance contract or identification number150976
Number of Individuals Covered1004
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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

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