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CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN
Plan identification number 001

CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING 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.

401k Sponsoring company profile

CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN
Employer identification number (EIN):141641028
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI CAMMETT
0012016-01-01LORI CAMMETT
0012015-01-01LORI CAMMETT
0012014-01-01LORI CAMMETT
0012014-01-01LORI CAMMETT
0012013-01-01LORI CAMMETT
0012012-01-01LORI CAMMETT
0012011-01-01LORI CAMMETT SCOTT KLENK2012-10-08
0012009-01-01LORI CAMMETT SCOTT KLENK2010-10-11

Plan Statistics for CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,681
Total number of active participants reported on line 7a of the Form 55002022-01-011,278
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01392
Total of all active and inactive participants2022-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,686
Number of participants with account balances2022-01-011,646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0182
2021: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,598
Total number of active participants reported on line 7a of the Form 55002021-01-011,292
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01363
Total of all active and inactive participants2021-01-011,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-011,675
Number of participants with account balances2021-01-011,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0155
2020: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,586
Total number of active participants reported on line 7a of the Form 55002020-01-011,204
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01369
Total of all active and inactive participants2020-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,585
Number of participants with account balances2020-01-011,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,663
Total number of active participants reported on line 7a of the Form 55002019-01-011,114
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01448
Total of all active and inactive participants2019-01-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,586
Number of participants with account balances2019-01-011,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,645
Total number of active participants reported on line 7a of the Form 55002018-01-011,081
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01561
Total of all active and inactive participants2018-01-011,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,658
Number of participants with account balances2018-01-011,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0166
2017: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,590
Total number of active participants reported on line 7a of the Form 55002017-01-011,069
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01551
Total of all active and inactive participants2017-01-011,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,633
Number of participants with account balances2017-01-011,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0147
2016: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,491
Total number of active participants reported on line 7a of the Form 55002016-01-011,058
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01520
Total of all active and inactive participants2016-01-011,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,586
Number of participants with account balances2016-01-011,576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,495
Total number of active participants reported on line 7a of the Form 55002015-01-011,005
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01463
Total of all active and inactive participants2015-01-011,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,474
Number of participants with account balances2015-01-011,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0179
2014: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,454
Total number of active participants reported on line 7a of the Form 55002014-01-011,040
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01442
Total of all active and inactive participants2014-01-011,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,487
Number of participants with account balances2014-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0154
2013: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,303
Total number of active participants reported on line 7a of the Form 55002013-01-011,053
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01374
Total of all active and inactive participants2013-01-011,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,431
Number of participants with account balances2013-01-011,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0174
2012: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,206
Total number of active participants reported on line 7a of the Form 55002012-01-01978
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01303
Total of all active and inactive participants2012-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,285
Number of participants with account balances2012-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0158
2011: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,149
Total number of active participants reported on line 7a of the Form 55002011-01-01923
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01272
Total of all active and inactive participants2011-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,199
Number of participants with account balances2011-01-011,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2009: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,029
Total number of active participants reported on line 7a of the Form 55002009-01-01788
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01227
Total of all active and inactive participants2009-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,017
Number of participants with account balances2009-01-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-21,946,474
Total of all expenses incurred2022-12-31$22,232,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,979,994
Value of total corrective distributions2022-12-31$1,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,868,049
Value of total assets at end of year2022-12-31$207,288,845
Value of total assets at beginning of year2022-12-31$251,467,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$250,922
Total interest from all sources2022-12-31$142,348
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,532,290
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$3,532,290
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$11,361,110
Participant contributions at end of year2022-12-31$3,032,869
Participant contributions at beginning of year2022-12-31$3,064,097
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$951,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,941
Administrative expenses (other) incurred2022-12-31$202,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-44,178,674
Value of net assets at end of year (total assets less liabilities)2022-12-31$207,288,845
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$251,467,519
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
Investment advisory and management fees2022-12-31$48,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$183,181,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$227,602,506
Interest on participant loans2022-12-31$140,216
Interest earned on other investments2022-12-31$2,132
Value of interest in common/collective trusts at end of year2022-12-31$3,883,823
Value of interest in common/collective trusts at beginning of year2022-12-31$4,872,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,187,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,926,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-40,699,159
Net investment gain or loss from common/collective trusts2022-12-31$-790,002
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$3,555,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,979,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$56,691,078
Total of all expenses incurred2021-12-31$18,824,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,486,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,770,446
Value of total assets at end of year2021-12-31$251,467,519
Value of total assets at beginning of year2021-12-31$213,601,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$338,593
Total interest from all sources2021-12-31$145,149
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,421,110
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$4,421,110
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$10,615,121
Participant contributions at end of year2021-12-31$3,064,097
Participant contributions at beginning of year2021-12-31$2,848,212
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,292,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,857
Administrative expenses (other) incurred2021-12-31$274,593
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$37,866,466
Value of net assets at end of year (total assets less liabilities)2021-12-31$251,467,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$213,601,053
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
Investment advisory and management fees2021-12-31$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$227,602,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$182,477,086
Interest on participant loans2021-12-31$144,353
Interest earned on other investments2021-12-31$796
Value of interest in common/collective trusts at end of year2021-12-31$4,872,721
Value of interest in common/collective trusts at beginning of year2021-12-31$11,289,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,926,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,984,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,053,951
Net investment gain or loss from common/collective trusts2021-12-31$1,300,422
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$10,863,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,486,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$51,523,639
Total of all expenses incurred2020-12-31$10,654,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,341,718
Value of total corrective distributions2020-12-31$3,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,762,412
Value of total assets at end of year2020-12-31$213,601,053
Value of total assets at beginning of year2020-12-31$172,731,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$309,018
Total interest from all sources2020-12-31$160,925
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,613,248
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$3,613,248
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$9,707,000
Participant contributions at end of year2020-12-31$2,848,212
Participant contributions at beginning of year2020-12-31$2,804,105
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,503,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,414
Administrative expenses (other) incurred2020-12-31$229,018
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$40,869,524
Value of net assets at end of year (total assets less liabilities)2020-12-31$213,601,053
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$172,731,529
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
Investment advisory and management fees2020-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$182,477,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$156,299,928
Interest on participant loans2020-12-31$160,264
Interest earned on other investments2020-12-31$661
Value of interest in common/collective trusts at end of year2020-12-31$11,289,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,984,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,621,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,147,008
Net investment gain or loss from common/collective trusts2020-12-31$840,046
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$10,551,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,341,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$50,034,520
Total of all expenses incurred2019-12-31$8,923,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,659,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,834,423
Value of total assets at end of year2019-12-31$172,731,529
Value of total assets at beginning of year2019-12-31$131,620,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$264,283
Total interest from all sources2019-12-31$441,378
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,238,899
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$3,238,899
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$8,433,321
Participant contributions at end of year2019-12-31$2,804,105
Participant contributions at beginning of year2019-12-31$2,673,811
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,006,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,943
Administrative expenses (other) incurred2019-12-31$199,591
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$41,111,062
Value of net assets at end of year (total assets less liabilities)2019-12-31$172,731,529
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$131,620,467
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
Investment advisory and management fees2019-12-31$64,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$156,299,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,591,940
Interest on participant loans2019-12-31$154,152
Interest earned on other investments2019-12-31$287,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,621,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,349,773
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,519,820
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$9,394,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,658,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$7,357,391
Total of all expenses incurred2018-12-31$9,170,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,929,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,771,084
Value of total assets at end of year2018-12-31$131,620,467
Value of total assets at beginning of year2018-12-31$133,433,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$241,225
Total interest from all sources2018-12-31$353,286
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,691,021
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$2,691,021
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$7,543,615
Participant contributions at end of year2018-12-31$2,673,811
Participant contributions at beginning of year2018-12-31$2,082,053
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,428,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$501
Administrative expenses (other) incurred2018-12-31$177,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,813,090
Value of net assets at end of year (total assets less liabilities)2018-12-31$131,620,467
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$133,433,557
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
Investment advisory and management fees2018-12-31$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$115,591,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$120,616,903
Interest on participant loans2018-12-31$108,846
Interest earned on other investments2018-12-31$244,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,349,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,734,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,458,000
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$6,799,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,929,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$33,343,798
Total of all expenses incurred2017-12-31$6,597,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,353,212
Expenses. Certain deemed distributions of participant loans2017-12-31$158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,696,428
Value of total assets at end of year2017-12-31$133,433,557
Value of total assets at beginning of year2017-12-31$106,686,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$243,842
Total interest from all sources2017-12-31$276,686
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,139,291
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$2,139,291
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$7,294,083
Participant contributions at end of year2017-12-31$2,082,053
Participant contributions at beginning of year2017-12-31$2,096,790
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,857,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$158
Administrative expenses (other) incurred2017-12-31$179,842
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$26,746,586
Value of net assets at end of year (total assets less liabilities)2017-12-31$133,433,557
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,686,971
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
Investment advisory and management fees2017-12-31$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$120,616,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$94,304,587
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$89,248
Interest earned on other investments2017-12-31$187,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,734,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,285,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,231,393
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$4,544,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,353,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$18,736,585
Total of all expenses incurred2016-12-31$6,898,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,767,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,810,954
Value of total assets at end of year2016-12-31$106,686,971
Value of total assets at beginning of year2016-12-31$94,849,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$131,062
Total interest from all sources2016-12-31$86,937
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,831,397
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$1,831,397
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$6,837,279
Participant contributions at end of year2016-12-31$2,096,790
Participant contributions at beginning of year2016-12-31$2,192,140
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$642,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$86
Administrative expenses (other) incurred2016-12-31$85,562
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,837,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,686,971
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,849,198
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
Investment advisory and management fees2016-12-31$45,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$94,304,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$83,451,755
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,992,409
Interest on participant loans2016-12-31$85,997
Interest earned on other investments2016-12-31$940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,285,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$212,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,941,851
Net investment gain/loss from pooled separate accounts2016-12-31$65,446
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$4,331,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,767,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$9,270,976
Total of all expenses incurred2015-12-31$9,356,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,244,867
Expenses. Certain deemed distributions of participant loans2015-12-31$30,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,100,300
Value of total assets at end of year2015-12-31$94,849,198
Value of total assets at beginning of year2015-12-31$94,934,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,403
Total interest from all sources2015-12-31$101,729
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,649,686
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$1,649,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$6,377,353
Participant contributions at end of year2015-12-31$2,192,140
Participant contributions at beginning of year2015-12-31$2,455,164
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$522,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$86
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$908
Administrative expenses (other) incurred2015-12-31$16,903
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$38,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-85,516
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,849,198
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,934,714
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
Investment advisory and management fees2015-12-31$64,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$83,451,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$83,432,037
Value of interest in pooled separate accounts at end of year2015-12-31$8,992,409
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,822,507
Interest on participant loans2015-12-31$99,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$212,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$185,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,673,401
Net investment gain/loss from pooled separate accounts2015-12-31$92,662
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$2,200,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,244,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BONADIO & CO. LLP
Accountancy firm EIN2015-12-31161131146
2014 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$16,722,770
Total of all expenses incurred2014-12-31$7,257,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,182,820
Expenses. Certain deemed distributions of participant loans2014-12-31$22,878
Value of total corrective distributions2014-12-31$3,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,017,123
Value of total assets at end of year2014-12-31$94,934,714
Value of total assets at beginning of year2014-12-31$85,469,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,471
Total interest from all sources2014-12-31$107,853
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,827,341
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$1,827,341
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$6,381,205
Participant contributions at end of year2014-12-31$2,455,164
Participant contributions at beginning of year2014-12-31$2,443,419
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,775,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$256
Administrative expenses (other) incurred2014-12-31$14,471
Total non interest bearing cash at end of year2014-12-31$38,720
Total non interest bearing cash at beginning of year2014-12-31$7,737
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$9,465,597
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,934,714
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$85,469,117
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
Investment advisory and management fees2014-12-31$34,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$83,432,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,097,404
Value of interest in pooled separate accounts at end of year2014-12-31$8,822,507
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,581,792
Interest on participant loans2014-12-31$105,925
Interest earned on other investments2014-12-31$1,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$185,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$338,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,676,917
Net investment gain/loss from pooled separate accounts2014-12-31$93,536
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,860,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,182,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BONADIO & CO. LLP
Accountancy firm EIN2014-12-31161131146
2013 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$22,104,789
Total of all expenses incurred2013-12-31$5,286,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,213,147
Expenses. Certain deemed distributions of participant loans2013-12-31$4,425
Value of total corrective distributions2013-12-31$2,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,497,499
Value of total assets at end of year2013-12-31$85,469,117
Value of total assets at beginning of year2013-12-31$68,651,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,076
Total interest from all sources2013-12-31$94,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,328,809
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$1,328,809
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$5,481,272
Participant contributions at end of year2013-12-31$2,443,419
Participant contributions at beginning of year2013-12-31$2,134,476
Participant contributions at beginning of year2013-12-31$211,923
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,784,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,035
Administrative expenses (other) incurred2013-12-31$13,076
Total non interest bearing cash at end of year2013-12-31$7,737
Total non interest bearing cash at beginning of year2013-12-31$14,583
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$16,817,804
Value of net assets at end of year (total assets less liabilities)2013-12-31$85,469,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,651,313
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
Investment advisory and management fees2013-12-31$54,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,097,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,041,406
Value of interest in pooled separate accounts at end of year2013-12-31$8,581,792
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,294,186
Interest on participant loans2013-12-31$92,778
Interest earned on other investments2013-12-31$2,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$338,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$98,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,100,049
Net investment gain/loss from pooled separate accounts2013-12-31$83,620
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,231,997
Employer contributions (assets) at beginning of year2013-12-31$2,855,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,213,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BONADIO & CO. LLP
Accountancy firm EIN2013-12-31161131146
2012 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$18,270,322
Total of all expenses incurred2012-12-31$4,409,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,349,356
Expenses. Certain deemed distributions of participant loans2012-12-31$2,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,369,071
Value of total assets at end of year2012-12-31$68,651,313
Value of total assets at beginning of year2012-12-31$54,790,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,663
Total interest from all sources2012-12-31$83,746
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,073,131
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$1,073,131
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$4,820,020
Participant contributions at end of year2012-12-31$2,134,476
Participant contributions at beginning of year2012-12-31$1,732,987
Participant contributions at end of year2012-12-31$211,923
Participant contributions at beginning of year2012-12-31$175,120
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,866,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,035
Administrative expenses (other) incurred2012-12-31$13,663
Total non interest bearing cash at end of year2012-12-31$14,583
Total non interest bearing cash at beginning of year2012-12-31$10,000
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$13,861,219
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,651,313
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,790,094
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
Investment advisory and management fees2012-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,041,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,564,461
Value of interest in pooled separate accounts at end of year2012-12-31$8,294,186
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,263,267
Interest on participant loans2012-12-31$80,282
Interest earned on other investments2012-12-31$3,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$98,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$445,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,660,370
Net investment gain/loss from pooled separate accounts2012-12-31$84,004
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$4,682,506
Employer contributions (assets) at end of year2012-12-31$2,855,169
Employer contributions (assets) at beginning of year2012-12-31$2,598,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,349,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BONADIO & CO. LLP
Accountancy firm EIN2012-12-31161131146
2011 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,342,016
Total of all expenses incurred2011-12-31$2,096,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,031,972
Expenses. Certain deemed distributions of participant loans2011-12-31$20,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,367,792
Value of total assets at end of year2011-12-31$54,790,094
Value of total assets at beginning of year2011-12-31$48,544,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,450
Total interest from all sources2011-12-31$81,248
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$795,029
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$795,029
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$4,073,594
Participant contributions at end of year2011-12-31$1,732,987
Participant contributions at beginning of year2011-12-31$1,521,002
Participant contributions at end of year2011-12-31$175,120
Participant contributions at beginning of year2011-12-31$155,766
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,144,577
Administrative expenses (other) incurred2011-12-31$9,450
Total non interest bearing cash at end of year2011-12-31$10,000
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$6,245,706
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,790,094
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,544,388
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
Investment advisory and management fees2011-12-31$34,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,564,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,754,314
Value of interest in pooled separate accounts at end of year2011-12-31$8,263,267
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,063,100
Interest on participant loans2011-12-31$70,121
Interest earned on other investments2011-12-31$11,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$445,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$305,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,012,139
Net investment gain/loss from pooled separate accounts2011-12-31$110,086
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$4,149,621
Employer contributions (assets) at end of year2011-12-31$2,598,421
Employer contributions (assets) at beginning of year2011-12-31$2,744,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,031,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BONADIO & CO.,LLP
Accountancy firm EIN2011-12-31161131146
2010 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$13,476,844
Total of all expenses incurred2010-12-31$2,029,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,973,759
Expenses. Certain deemed distributions of participant loans2010-12-31$1,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,754,829
Value of total assets at end of year2010-12-31$48,544,388
Value of total assets at beginning of year2010-12-31$37,096,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,975
Total interest from all sources2010-12-31$209,853
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$766,405
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$766,405
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$3,690,579
Participant contributions at end of year2010-12-31$1,521,002
Participant contributions at beginning of year2010-12-31$1,039,698
Participant contributions at end of year2010-12-31$155,766
Participant contributions at beginning of year2010-12-31$105,469
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$921,698
Administrative expenses (other) incurred2010-12-31$9,975
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$11,447,840
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,544,388
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,096,548
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
Investment advisory and management fees2010-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,754,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,496,925
Value of interest in pooled separate accounts at end of year2010-12-31$7,063,100
Interest on participant loans2010-12-31$57,236
Interest earned on other investments2010-12-31$152,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$305,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,272,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,668,654
Net investment gain/loss from pooled separate accounts2010-12-31$77,103
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$4,142,552
Employer contributions (assets) at end of year2010-12-31$2,744,666
Employer contributions (assets) at beginning of year2010-12-31$2,181,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,973,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING 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 CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN

2022: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080318
Policy instance 2
Insurance contract or identification numberTA080318
Number of Individuals Covered1646
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1646
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080318
Policy instance 2
Insurance contract or identification numberTA080318
Number of Individuals Covered1654
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1654
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080318
Policy instance 2
Insurance contract or identification numberTA080318
Number of Individuals Covered1565
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1565
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080318
Policy instance 2
Insurance contract or identification numberTA080318
Number of Individuals Covered1564
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1564
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1635
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080318
Policy instance 2
Insurance contract or identification numberTA080318
Number of Individuals Covered1635
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080318
Policy instance 2
Insurance contract or identification numberTA080318
Number of Individuals Covered1619
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1619
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1459
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1479
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1417
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1280
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1178
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080318
Policy instance 1
Insurance contract or identification numberTA080318
Number of Individuals Covered1093
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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