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ARTHREX 401(K) RETIRMENT SAVINGS PLAN 401k Plan overview

Plan NameARTHREX 401(K) RETIRMENT SAVINGS PLAN
Plan identification number 001

ARTHREX 401(K) RETIRMENT SAVINGS PLAN Benefits

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

ARTHREX INC. has sponsored the creation of one or more 401k plans.

Company Name:ARTHREX INC.
Employer identification number (EIN):061121728
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARTHREX 401(K) RETIRMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRICIA COUTO
0012016-01-01KATHY SPARROW
0012015-01-01KATHY SPARROW
0012014-01-01KATHY SPARROW
0012013-01-01KATHY SPARROW
0012012-01-01KATHY SPARROW
0012011-01-01KATHY SPARROW
0012010-01-01KATHY SPARROW KATHY SPARROW2011-09-29
0012009-01-01 KATHY SPARROW2010-10-12
0012009-01-01 KATHY SPARROW2010-10-12
0012009-01-01KATHY SPARROW

Plan Statistics for ARTHREX 401(K) RETIRMENT SAVINGS PLAN

401k plan membership statisitcs for ARTHREX 401(K) RETIRMENT SAVINGS PLAN

Measure Date Value
2023: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,884
Total number of active participants reported on line 7a of the Form 55002023-01-015,212
Number of retired or separated participants receiving benefits2023-01-0154
Number of other retired or separated participants entitled to future benefits2023-01-01736
Total of all active and inactive participants2023-01-016,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016,002
Number of participants with account balances2023-01-015,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01295
2022: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,551
Total number of active participants reported on line 7a of the Form 55002022-01-014,339
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01541
Total of all active and inactive participants2022-01-014,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,884
Number of participants with account balances2022-01-014,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0187
2021: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,242
Total number of active participants reported on line 7a of the Form 55002021-01-013,863
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01483
Total of all active and inactive participants2021-01-014,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,349
Number of participants with account balances2021-01-014,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01126
2020: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,746
Total number of active participants reported on line 7a of the Form 55002020-01-013,740
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01327
Total of all active and inactive participants2020-01-014,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,069
Number of participants with account balances2020-01-014,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0157
2019: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,297
Total number of active participants reported on line 7a of the Form 55002019-01-013,285
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01280
Total of all active and inactive participants2019-01-013,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,567
Number of participants with account balances2019-01-013,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0162
2018: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,145
Total number of active participants reported on line 7a of the Form 55002018-01-013,052
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01244
Total of all active and inactive participants2018-01-013,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,297
Number of participants with account balances2018-01-013,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0160
2017: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,728
Total number of active participants reported on line 7a of the Form 55002017-01-012,806
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01204
Total of all active and inactive participants2017-01-013,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,010
Number of participants with account balances2017-01-012,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0181
2016: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,369
Total number of active participants reported on line 7a of the Form 55002016-01-012,413
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01143
Total of all active and inactive participants2016-01-012,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,556
Number of participants with account balances2016-01-012,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01119
2015: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,045
Total number of active participants reported on line 7a of the Form 55002015-01-012,155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01121
Total of all active and inactive participants2015-01-012,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,276
Number of participants with account balances2015-01-012,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01109
2014: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,866
Total number of active participants reported on line 7a of the Form 55002014-01-011,876
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-011,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,976
Number of participants with account balances2014-01-011,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0179
2013: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,500
Total number of active participants reported on line 7a of the Form 55002013-01-011,661
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01131
Total of all active and inactive participants2013-01-011,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,792
Number of participants with account balances2013-01-011,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0157
2012: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,239
Total number of active participants reported on line 7a of the Form 55002012-01-011,290
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-011,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,397
Number of participants with account balances2012-01-011,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0157
2011: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,030
Total number of active participants reported on line 7a of the Form 55002011-01-011,091
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,164
Number of participants with account balances2011-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01871
Total number of active participants reported on line 7a of the Form 55002010-01-01912
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0174
Total of all active and inactive participants2010-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01986
Number of participants with account balances2010-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01713
Total number of active participants reported on line 7a of the Form 55002009-01-01793
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01827
Number of participants with account balances2009-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ARTHREX 401(K) RETIRMENT SAVINGS PLAN

Measure Date Value
2023 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$124,116,785
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$26,791,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$26,499,018
Expenses. Certain deemed distributions of participant loans2023-12-31$25,098
Value of total corrective distributions2023-12-31$509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$62,717,225
Value of total assets at end of year2023-12-31$436,833,228
Value of total assets at beginning of year2023-12-31$339,508,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$267,179
Total interest from all sources2023-12-31$708,012
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,064,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,064,500
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$36,446,193
Participant contributions at end of year2023-12-31$12,726,509
Participant contributions at beginning of year2023-12-31$11,477,583
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,704,387
Other income not declared elsewhere2023-12-31$-4,791
Administrative expenses (other) incurred2023-12-31$6,475
Total non interest bearing cash at end of year2023-12-31$79
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$97,324,981
Value of net assets at end of year (total assets less liabilities)2023-12-31$436,833,228
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$339,508,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$64,364,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$47,658,088
Value of interest in pooled separate accounts at end of year2023-12-31$44,025,814
Value of interest in pooled separate accounts at beginning of year2023-12-31$39,062,028
Interest on participant loans2023-12-31$708,012
Value of interest in common/collective trusts at end of year2023-12-31$314,131,381
Value of interest in common/collective trusts at beginning of year2023-12-31$240,023,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,165,539
Net investment gain/loss from pooled separate accounts2023-12-31$4,574,906
Net investment gain or loss from common/collective trusts2023-12-31$47,891,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$22,566,645
Employer contributions (assets) at end of year2023-12-31$1,585,065
Employer contributions (assets) at beginning of year2023-12-31$1,287,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$26,499,018
Contract administrator fees2023-12-31$260,704
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31COHNREZNICK LLP
Accountancy firm EIN2023-12-31221478099
2022 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,081,559
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,032,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,773,996
Value of total corrective distributions2022-12-31$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$54,102,720
Value of total assets at end of year2022-12-31$339,508,247
Value of total assets at beginning of year2022-12-31$366,622,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$258,354
Total interest from all sources2022-12-31$544,469
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$984,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$984,881
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$30,131,688
Participant contributions at end of year2022-12-31$11,477,583
Participant contributions at beginning of year2022-12-31$10,923,095
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,457,726
Other income not declared elsewhere2022-12-31$-3,138
Administrative expenses (other) incurred2022-12-31$7,325
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,113,936
Value of net assets at end of year (total assets less liabilities)2022-12-31$339,508,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$366,622,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,658,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$117,196,340
Value of interest in pooled separate accounts at end of year2022-12-31$39,062,028
Value of interest in pooled separate accounts at beginning of year2022-12-31$88,707,974
Interest on participant loans2022-12-31$544,469
Value of interest in common/collective trusts at end of year2022-12-31$240,023,062
Value of interest in common/collective trusts at beginning of year2022-12-31$148,698,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,292,162
Net investment gain/loss from pooled separate accounts2022-12-31$-19,340,511
Net investment gain or loss from common/collective trusts2022-12-31$-17,077,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,513,306
Employer contributions (assets) at end of year2022-12-31$1,287,486
Employer contributions (assets) at beginning of year2022-12-31$1,096,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,773,996
Contract administrator fees2022-12-31$251,029
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA LLP
Accountancy firm EIN2022-12-31135381590
2021 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$83,617,517
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,873,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,620,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$49,099,528
Value of total assets at end of year2021-12-31$366,622,183
Value of total assets at beginning of year2021-12-31$303,878,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$252,637
Total interest from all sources2021-12-31$540,471
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,911,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,911,172
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,635,426
Participant contributions at end of year2021-12-31$10,923,095
Participant contributions at beginning of year2021-12-31$10,558,104
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,858,156
Other income not declared elsewhere2021-12-31$-255,135
Administrative expenses (other) incurred2021-12-31$252,637
Total non interest bearing cash at end of year2021-12-31$65
Total non interest bearing cash at beginning of year2021-12-31$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$62,744,142
Value of net assets at end of year (total assets less liabilities)2021-12-31$366,622,183
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$303,878,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$117,196,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$131,539,969
Value of interest in pooled separate accounts at end of year2021-12-31$88,707,974
Value of interest in pooled separate accounts at beginning of year2021-12-31$75,517,153
Interest on participant loans2021-12-31$540,471
Value of interest in common/collective trusts at end of year2021-12-31$148,698,437
Value of interest in common/collective trusts at beginning of year2021-12-31$85,411,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,385,882
Net investment gain/loss from pooled separate accounts2021-12-31$8,192,072
Net investment gain or loss from common/collective trusts2021-12-31$10,743,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,605,946
Employer contributions (assets) at end of year2021-12-31$1,096,272
Employer contributions (assets) at beginning of year2021-12-31$850,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,620,738
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$81,051,600
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,195,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,978,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,595,739
Value of total assets at end of year2020-12-31$303,878,041
Value of total assets at beginning of year2020-12-31$240,022,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$216,954
Total interest from all sources2020-12-31$564,912
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$910,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$910,555
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$22,978,730
Participant contributions at end of year2020-12-31$10,558,104
Participant contributions at beginning of year2020-12-31$9,548,521
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,515,851
Other income not declared elsewhere2020-12-31$6,935
Administrative expenses (other) incurred2020-12-31$216,954
Total non interest bearing cash at end of year2020-12-31$229
Total non interest bearing cash at beginning of year2020-12-31$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$63,855,832
Value of net assets at end of year (total assets less liabilities)2020-12-31$303,878,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$240,022,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$131,539,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$129,509,748
Value of interest in pooled separate accounts at end of year2020-12-31$75,517,153
Value of interest in pooled separate accounts at beginning of year2020-12-31$59,625,198
Interest on participant loans2020-12-31$564,912
Value of interest in common/collective trusts at end of year2020-12-31$85,411,695
Value of interest in common/collective trusts at beginning of year2020-12-31$40,627,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,671,495
Net investment gain/loss from pooled separate accounts2020-12-31$14,190,048
Net investment gain or loss from common/collective trusts2020-12-31$3,111,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,101,158
Employer contributions (assets) at end of year2020-12-31$850,891
Employer contributions (assets) at beginning of year2020-12-31$710,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,978,814
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$75,392,237
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,359,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,144,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,135,787
Value of total assets at end of year2019-12-31$240,022,209
Value of total assets at beginning of year2019-12-31$177,989,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,503
Total interest from all sources2019-12-31$508,966
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,705,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,705,410
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$20,279,125
Participant contributions at end of year2019-12-31$9,548,521
Participant contributions at beginning of year2019-12-31$8,549,529
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,517,264
Other income not declared elsewhere2019-12-31$-3
Administrative expenses (other) incurred2019-12-31$214,503
Total non interest bearing cash at end of year2019-12-31$113
Total non interest bearing cash at beginning of year2019-12-31$356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$62,032,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$240,022,209
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$177,989,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$129,509,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$92,090,595
Value of interest in pooled separate accounts at end of year2019-12-31$59,625,198
Value of interest in pooled separate accounts at beginning of year2019-12-31$44,672,267
Interest on participant loans2019-12-31$508,966
Value of interest in common/collective trusts at end of year2019-12-31$40,627,936
Value of interest in common/collective trusts at beginning of year2019-12-31$32,055,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,209,474
Net investment gain/loss from pooled separate accounts2019-12-31$8,901,196
Net investment gain or loss from common/collective trusts2019-12-31$931,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,339,398
Employer contributions (assets) at end of year2019-12-31$710,693
Employer contributions (assets) at beginning of year2019-12-31$621,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,144,931
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MORRISON, BROWN, ARQIZ & FARRA, LLC
Accountancy firm EIN2019-12-31010720052
2018 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$18,705,931
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,911,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,735,279
Value of total corrective distributions2018-12-31$3,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,927,950
Value of total assets at end of year2018-12-31$177,989,406
Value of total assets at beginning of year2018-12-31$167,194,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$172,227
Total interest from all sources2018-12-31$443,353
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,185,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,185,661
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$17,699,450
Participant contributions at end of year2018-12-31$8,549,529
Participant contributions at beginning of year2018-12-31$7,452,575
Participant contributions at beginning of year2018-12-31$445,908
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,879,883
Other income not declared elsewhere2018-12-31$768,368
Administrative expenses (other) incurred2018-12-31$172,227
Total non interest bearing cash at end of year2018-12-31$356
Total non interest bearing cash at beginning of year2018-12-31$315,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$10,794,502
Value of net assets at end of year (total assets less liabilities)2018-12-31$177,989,406
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$167,194,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$92,090,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$152,599,099
Value of interest in pooled separate accounts at end of year2018-12-31$44,672,267
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$415,275
Value of interest in common/collective trusts at end of year2018-12-31$32,055,157
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,572,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,167,682
Net investment gain/loss from pooled separate accounts2018-12-31$-1,217,618
Net investment gain or loss from common/collective trusts2018-12-31$765,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,348,617
Employer contributions (assets) at end of year2018-12-31$621,502
Employer contributions (assets) at beginning of year2018-12-31$809,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,735,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2018-12-31010720052
2017 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$48,289,833
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,592,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,257,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,524,751
Value of total assets at end of year2017-12-31$167,194,904
Value of total assets at beginning of year2017-12-31$125,498,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$335,244
Total interest from all sources2017-12-31$285,888
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,662,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,662,606
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$14,317,224
Participant contributions at end of year2017-12-31$7,452,575
Participant contributions at beginning of year2017-12-31$5,898,455
Participant contributions at end of year2017-12-31$445,908
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,516,112
Other income not declared elsewhere2017-12-31$200,466
Administrative expenses (other) incurred2017-12-31$335,244
Total non interest bearing cash at end of year2017-12-31$315,133
Total non interest bearing cash at beginning of year2017-12-31$738,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$41,696,892
Value of net assets at end of year (total assets less liabilities)2017-12-31$167,194,904
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$125,498,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$152,599,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$113,744,192
Interest on participant loans2017-12-31$285,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,572,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,116,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,616,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,691,415
Employer contributions (assets) at end of year2017-12-31$809,287
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,257,697
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2017-12-31010720052
2016 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$30,070,072
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,061,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,779,944
Value of total corrective distributions2016-12-31$19,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,149,199
Value of total assets at end of year2016-12-31$125,498,012
Value of total assets at beginning of year2016-12-31$101,489,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$261,461
Total interest from all sources2016-12-31$231,672
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,402,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,402,703
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,863,959
Participant contributions at end of year2016-12-31$5,898,455
Participant contributions at beginning of year2016-12-31$5,158,648
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,600,590
Other income not declared elsewhere2016-12-31$204,297
Administrative expenses (other) incurred2016-12-31$741
Total non interest bearing cash at end of year2016-12-31$738,547
Total non interest bearing cash at beginning of year2016-12-31$637,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,008,986
Value of net assets at end of year (total assets less liabilities)2016-12-31$125,498,012
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$101,489,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$113,744,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$91,176,598
Interest on participant loans2016-12-31$231,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,116,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,515,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,082,201
Net investment gain/loss from pooled separate accounts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,684,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,779,944
Contract administrator fees2016-12-31$260,720
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2016-12-31010720052
2015 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$19,177,860
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,628,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,401,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,758,201
Value of total assets at end of year2015-12-31$101,489,026
Value of total assets at beginning of year2015-12-31$86,939,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$227,340
Total interest from all sources2015-12-31$190,992
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,982,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,982,168
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,530,784
Participant contributions at end of year2015-12-31$5,158,648
Participant contributions at beginning of year2015-12-31$4,207,008
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,747,327
Other income not declared elsewhere2015-12-31$177,027
Administrative expenses (other) incurred2015-12-31$318
Total non interest bearing cash at end of year2015-12-31$637,793
Total non interest bearing cash at beginning of year2015-12-31$496,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$14,549,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$101,489,026
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$86,939,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$91,176,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$78,858,453
Interest on participant loans2015-12-31$190,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,515,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,378,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,930,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,480,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,401,472
Contract administrator fees2015-12-31$227,022
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2015-12-31010720052
2014 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,433,472
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,346,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,287,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,919,941
Value of total assets at end of year2014-12-31$86,939,978
Value of total assets at beginning of year2014-12-31$71,853,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,221
Total interest from all sources2014-12-31$153,447
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,907,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,907,333
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,153,140
Participant contributions at end of year2014-12-31$4,207,008
Participant contributions at beginning of year2014-12-31$3,366,374
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,263,082
Total non interest bearing cash at end of year2014-12-31$496,303
Total non interest bearing cash at beginning of year2014-12-31$411,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,086,913
Value of net assets at end of year (total assets less liabilities)2014-12-31$86,939,978
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,853,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$78,858,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$65,383,995
Interest on participant loans2014-12-31$153,447
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$2,690,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,378,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,611,849
Net investment gain or loss from common/collective trusts2014-12-31$64,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,503,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,287,338
Contract administrator fees2014-12-31$59,221
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2014-12-31010720052
2013 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$138,547
Total income from all sources (including contributions)2013-12-31$22,083,585
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,918,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,869,057
Value of total corrective distributions2013-12-31$3,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,882,053
Value of total assets at end of year2013-12-31$71,853,065
Value of total assets at beginning of year2013-12-31$51,826,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,124
Total interest from all sources2013-12-31$116,212
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,323,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,323,011
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,489,174
Participant contributions at end of year2013-12-31$3,366,374
Participant contributions at beginning of year2013-12-31$2,452,752
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,217,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$138,547
Total non interest bearing cash at end of year2013-12-31$411,753
Total non interest bearing cash at beginning of year2013-12-31$138,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,165,507
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,853,065
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,687,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$65,383,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,877,355
Interest on participant loans2013-12-31$116,212
Value of interest in common/collective trusts at end of year2013-12-31$2,690,943
Value of interest in common/collective trusts at beginning of year2013-12-31$2,357,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,737,982
Net investment gain or loss from common/collective trusts2013-12-31$24,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,175,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,869,057
Contract administrator fees2013-12-31$45,124
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2013-12-31010720052
2012 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$138,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,375
Total income from all sources (including contributions)2012-12-31$14,149,187
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,385,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,357,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,376,356
Value of total assets at end of year2012-12-31$51,826,105
Value of total assets at beginning of year2012-12-31$38,926,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,625
Total interest from all sources2012-12-31$96,663
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,444,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,444,630
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,149,120
Participant contributions at end of year2012-12-31$2,452,752
Participant contributions at beginning of year2012-12-31$2,071,864
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$832,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$138,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,375
Other income not declared elsewhere2012-12-31$3,202,769
Total non interest bearing cash at end of year2012-12-31$138,547
Total non interest bearing cash at beginning of year2012-12-31$159,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,763,490
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,687,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,924,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,877,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,502,631
Interest on participant loans2012-12-31$96,663
Value of interest in common/collective trusts at end of year2012-12-31$2,357,451
Value of interest in common/collective trusts at beginning of year2012-12-31$2,192,279
Net investment gain or loss from common/collective trusts2012-12-31$28,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,394,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,357,072
Contract administrator fees2012-12-31$28,625
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JAMES W. WALKER, P.A.
Accountancy firm EIN2012-12-31593490483
2011 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,716,848
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,092,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,024,955
Value of total corrective distributions2011-12-31$42,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,747,385
Value of total assets at end of year2011-12-31$38,926,443
Value of total assets at beginning of year2011-12-31$33,299,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,125
Total interest from all sources2011-12-31$80,073
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,647,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,647,225
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,191,249
Participant contributions at end of year2011-12-31$2,071,864
Participant contributions at beginning of year2011-12-31$1,655,433
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$785,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,375
Other income not declared elsewhere2011-12-31$54,890
Total non interest bearing cash at end of year2011-12-31$159,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,624,833
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,924,068
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,299,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,502,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,467,148
Interest on participant loans2011-12-31$80,073
Value of interest in common/collective trusts at end of year2011-12-31$2,192,279
Value of interest in common/collective trusts at beginning of year2011-12-31$1,176,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,870,839
Net investment gain or loss from common/collective trusts2011-12-31$58,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,770,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,024,955
Contract administrator fees2011-12-31$24,125
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JAMES W. WALKER, P.A.
Accountancy firm EIN2011-12-31593490483
2010 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,927,474
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,015,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$927,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,275,398
Value of total assets at end of year2010-12-31$33,299,235
Value of total assets at beginning of year2010-12-31$23,387,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,410
Total interest from all sources2010-12-31$65,700
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$918,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$918,345
Administrative expenses professional fees incurred2010-12-31$40,354
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,050,665
Participant contributions at end of year2010-12-31$1,655,433
Participant contributions at beginning of year2010-12-31$1,095,639
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$906,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,911,562
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,299,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,387,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,467,148
Value of interest in pooled separate accounts at beginning of year2010-12-31$22,292,034
Interest on participant loans2010-12-31$65,700
Value of interest in common/collective trusts at end of year2010-12-31$1,176,654
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,646,978
Net investment gain or loss from common/collective trusts2010-12-31$21,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,318,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$927,502
Contract administrator fees2010-12-31$48,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JAMES W. WALKER, P.A.
Accountancy firm EIN2010-12-31593490483
2009 : ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ARTHREX 401(K) RETIRMENT SAVINGS PLAN

2023: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARTHREX 401(K) RETIRMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064095
Policy instance 2
Insurance contract or identification number064095
Number of Individuals Covered5206
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number556212-01
Policy instance 1
Insurance contract or identification number556212-01
Number of Individuals Covered5026
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075142
Policy instance 2
Insurance contract or identification number075142
Number of Individuals Covered4884
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064095
Policy instance 1
Insurance contract or identification number064095
Number of Individuals Covered4884
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number064095
Policy instance 1
Insurance contract or identification number064095
Number of Individuals Covered4349
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075142
Policy instance 2
Insurance contract or identification number075142
Number of Individuals Covered4349
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075142
Policy instance 2
Insurance contract or identification number075142
Number of Individuals Covered4069
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064095
Policy instance 1
Insurance contract or identification number064095
Number of Individuals Covered4069
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 3
Insurance contract or identification number809034A
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064095
Policy instance 1
Insurance contract or identification number064095
Number of Individuals Covered3567
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075142
Policy instance 2
Insurance contract or identification number075142
Number of Individuals Covered3567
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 3
Insurance contract or identification number809034A
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075142
Policy instance 2
Insurance contract or identification number075142
Number of Individuals Covered3297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number064095
Policy instance 1
Insurance contract or identification number064095
Number of Individuals Covered3297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered3010
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered418
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered360
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63093
Policy instance 1
Insurance contract or identification number63093
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-01-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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