401k Plan data: US WORLDMEDS LLC 401K PLAN plan

US WORLDMEDS LLC 401K PLAN 401k Plan overview

Plan Name	US WORLDMEDS LLC 401K PLAN
Plan identification number	001

US WORLDMEDS LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

US WORLDMEDS, LLC has sponsored the creation of one or more 401k plans.

Company Name: US WORLDMEDS, LLC

Employer identification number (EIN): 611387427

NAIC Classification: 325410

Additional information about US WORLDMEDS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3372809

More information about US WORLDMEDS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan US WORLDMEDS LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 LAURA FELKER LAURA FELKER 2018-10-09
001 2016-01-01 LAURA FELKER
001 2015-01-01 LAURA FELKER
001 2014-01-01 MICHELLE PIER 2015-07-18
001 2013-01-01 STEPHANIE MONTGOMERY 2014-06-04
001 2012-01-01 STEPHANIE MONTGOMERY 2013-06-07
001 2011-01-01 MICHELLE PIER 2012-07-26
001 2010-01-01 STEPHANIE MONTGOMERY 2011-06-15
001 2009-01-01 STEPHANIE MONTGOMERY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	LAURA FELKER		LAURA FELKER	2018-10-09
001	2016-01-01	LAURA FELKER
001	2015-01-01	LAURA FELKER
001	2014-01-01	MICHELLE PIER	2015-07-18
001	2013-01-01	STEPHANIE MONTGOMERY	2014-06-04
001	2012-01-01	STEPHANIE MONTGOMERY	2013-06-07
001	2011-01-01	MICHELLE PIER	2012-07-26
001	2010-01-01	STEPHANIE MONTGOMERY	2011-06-15
001	2009-01-01	STEPHANIE MONTGOMERY

Plan Statistics for US WORLDMEDS LLC 401K PLAN

401k plan membership statisitcs for US WORLDMEDS LLC 401K PLAN

Measure Date Value
2019: US WORLDMEDS LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 216
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 65
Total of all active and inactive participants 2019-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 282
Number of participants with account balances 2019-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: US WORLDMEDS LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 218
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 60
Total of all active and inactive participants 2018-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 279
Number of participants with account balances 2018-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: US WORLDMEDS LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 168
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 226
Number of participants with account balances 2017-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: US WORLDMEDS LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 142
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 183
Number of participants with account balances 2016-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: US WORLDMEDS LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 114
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 145
Number of participants with account balances 2015-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2009: US WORLDMEDS LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: US WORLDMEDS LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	216
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	65
Total of all active and inactive participants	2019-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	282
Number of participants with account balances	2019-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: US WORLDMEDS LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	218
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	60
Total of all active and inactive participants	2018-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	279
Number of participants with account balances	2018-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: US WORLDMEDS LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	168
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	226
Number of participants with account balances	2017-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: US WORLDMEDS LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	142
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	183
Number of participants with account balances	2016-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: US WORLDMEDS LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	114
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	31
Total of all active and inactive participants	2015-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	145
Number of participants with account balances	2015-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2009: US WORLDMEDS LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on US WORLDMEDS LLC 401K PLAN

Measure	Date	Value
2019 : US WORLDMEDS LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,560,853
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,720,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,671,616
Expenses. Certain deemed distributions of participant loans	2019-12-31	$24,251
Value of total corrective distributions	2019-12-31	$4,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,007,544
Value of total assets at end of year	2019-12-31	$19,009,414
Value of total assets at beginning of year	2019-12-31	$13,169,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,000
Total interest from all sources	2019-12-31	$18,032
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$611,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$611,591
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,194,760
Participant contributions at end of year	2019-12-31	$250,447
Participant contributions at beginning of year	2019-12-31	$246,720
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$801,877
Other income not declared elsewhere	2019-12-31	$37,926
Administrative expenses (other) incurred	2019-12-31	$21,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,839,903
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,009,414
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,169,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,791,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,750,815
Interest on participant loans	2019-12-31	$18,032
Value of interest in common/collective trusts at end of year	2019-12-31	$3,967,722
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,171,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,140,012
Net investment gain or loss from common/collective trusts	2019-12-31	$745,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,010,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,671,616
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2019-12-31	273858252
2018 : US WORLDMEDS LLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,528,337
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,372,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,370,101
Expenses. Certain deemed distributions of participant loans	2018-12-31	$173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,459,155
Value of total assets at end of year	2018-12-31	$13,169,511
Value of total assets at beginning of year	2018-12-31	$12,013,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,375
Total interest from all sources	2018-12-31	$9,955
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$806,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$806,785
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,751,876
Participant contributions at end of year	2018-12-31	$246,720
Participant contributions at beginning of year	2018-12-31	$175,312
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$914,709
Other income not declared elsewhere	2018-12-31	$29,824
Administrative expenses (other) incurred	2018-12-31	$2,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,155,688
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,169,511
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,013,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,750,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,936,116
Interest on participant loans	2018-12-31	$9,955
Value of interest in common/collective trusts at end of year	2018-12-31	$3,171,976
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,902,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,490,199
Net investment gain or loss from common/collective trusts	2018-12-31	$-287,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$792,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,370,101
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2018-12-31	273858252
2017 : US WORLDMEDS LLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,471,142
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$851,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$850,412
Expenses. Certain deemed distributions of participant loans	2017-12-31	$195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,682,624
Value of total assets at end of year	2017-12-31	$12,013,823
Value of total assets at beginning of year	2017-12-31	$8,394,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,195
Total interest from all sources	2017-12-31	$9,747
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$564,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$564,220
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,514,639
Participant contributions at end of year	2017-12-31	$175,312
Participant contributions at beginning of year	2017-12-31	$214,352
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$488,231
Administrative expenses (other) incurred	2017-12-31	$1,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,619,340
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,013,823
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,394,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,936,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,248,534
Interest on participant loans	2017-12-31	$9,747
Value of interest in common/collective trusts at end of year	2017-12-31	$2,902,395
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,931,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$810,525
Net investment gain or loss from common/collective trusts	2017-12-31	$404,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$679,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$850,412
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BUETOW LEMASTUS & DICK PLLC
Accountancy firm EIN	2017-12-31	611315679
2016 : US WORLDMEDS LLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,219,442
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$904,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$900,499
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,720
Value of total corrective distributions	2016-12-31	$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,555,938
Value of total assets at end of year	2016-12-31	$8,394,483
Value of total assets at beginning of year	2016-12-31	$6,079,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,975
Total interest from all sources	2016-12-31	$9,586
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$228,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$228,427
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,150,140
Participant contributions at end of year	2016-12-31	$214,352
Participant contributions at beginning of year	2016-12-31	$79,205
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$878,477
Administrative expenses (other) incurred	2016-12-31	$1,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,315,125
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,394,483
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,079,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,248,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,976,064
Interest on participant loans	2016-12-31	$9,586
Value of interest in common/collective trusts at end of year	2016-12-31	$1,931,597
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,024,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$233,433
Net investment gain or loss from common/collective trusts	2016-12-31	$192,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$527,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$900,499
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BUETOW LEMASTUS & DICK PLLC
Accountancy firm EIN	2016-12-31	611315679
2015 : US WORLDMEDS LLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,714,437
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,098,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,094,024
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,716,835
Value of total assets at end of year	2015-12-31	$6,079,358
Value of total assets at beginning of year	2015-12-31	$5,463,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,050
Total interest from all sources	2015-12-31	$3,093
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$340,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$340,708
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,130,145
Participant contributions at end of year	2015-12-31	$79,205
Participant contributions at beginning of year	2015-12-31	$71,741
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$93,483
Administrative expenses (other) incurred	2015-12-31	$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$616,278
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,079,358
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,463,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,976,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,555,660
Interest on participant loans	2015-12-31	$3,093
Value of interest in common/collective trusts at end of year	2015-12-31	$1,024,089
Value of interest in common/collective trusts at beginning of year	2015-12-31	$835,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-331,220
Net investment gain or loss from common/collective trusts	2015-12-31	$-14,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$493,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,094,024
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BUETOW LEMASTUS & DICK PLLC
Accountancy firm EIN	2015-12-31	611315679
2009 : US WORLDMEDS LLC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for US WORLDMEDS LLC 401K PLAN

2019: US WORLDMEDS LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: US WORLDMEDS LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: US WORLDMEDS LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: US WORLDMEDS LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: US WORLDMEDS LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2009: US WORLDMEDS LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	US WORLDMEDS, LLC
Employer identification number (EIN):	611387427
NAIC Classification:	325410

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3372809