401k Plan data: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN plan

ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN
Plan identification number	003

ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C.

Employer identification number (EIN): 200217581

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01
003 2016-01-01 STEVEN R. TRINKL, M.D. 2017-10-11
003 2015-01-01
003 2014-01-01 JAMES W. STONE, M.D.
003 2013-01-01 JAMES W. STONE, M.D.
003 2012-01-01 BINDU BAMRAH
003 2011-01-01 JAMES W. STONE
003 2010-01-01 JAMES W. STONE 2011-10-13

Plan Statistics for ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN

401k plan membership statisitcs for ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN

Measure Date Value
2017: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,429,133
Acturial value of plan assets 2017-12-31 6,429,133
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 60
Fundng target for terminated vested participants 2017-12-31 135,632
Active participant vested funding target 2017-12-31 4,645,631
Number of active participants 2017-12-31 102
Total funding liabilities for active participants 2017-12-31 4,645,631
Total participant count 2017-12-31 162
Total funding target for all participants 2017-12-31 4,781,263
Balance at beginning of prior year after applicable adjustments 2017-12-31 354,375
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 264,507
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 354,375
Amount remaining of prefunding balance 2017-12-31 264,507
Present value of excess contributions 2017-12-31 503,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 533,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 377,693
Balance of prefunding at beginning of current year 2017-12-31 281,912
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 48,153
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,686,409
Acturial value of plan assets 2016-12-31 5,686,409
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 63
Fundng target for terminated vested participants 2016-12-31 113,332
Active participant vested funding target 2016-12-31 4,144,815
Number of active participants 2016-12-31 126
Total funding liabilities for active participants 2016-12-31 4,207,620
Total participant count 2016-12-31 189
Total funding target for all participants 2016-12-31 4,320,952
Balance at beginning of prior year after applicable adjustments 2016-12-31 371,579
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 277,348
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 371,579
Amount remaining of prefunding balance 2016-12-31 277,348
Present value of excess contributions 2016-12-31 468,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 497,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 354,375
Balance of prefunding at beginning of current year 2016-12-31 264,507
Total employer contributions 2016-12-31 520,266
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 503,643
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 417,797
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 503,643
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 92
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 127
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 130
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 137
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12
2011: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 130
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2017: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,429,133
Acturial value of plan assets	2017-12-31	6,429,133
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	60
Fundng target for terminated vested participants	2017-12-31	135,632
Active participant vested funding target	2017-12-31	4,645,631
Number of active participants	2017-12-31	102
Total funding liabilities for active participants	2017-12-31	4,645,631
Total participant count	2017-12-31	162
Total funding target for all participants	2017-12-31	4,781,263
Balance at beginning of prior year after applicable adjustments	2017-12-31	354,375
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	264,507
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	354,375
Amount remaining of prefunding balance	2017-12-31	264,507
Present value of excess contributions	2017-12-31	503,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	533,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	377,693
Balance of prefunding at beginning of current year	2017-12-31	281,912
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	48,153
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,686,409
Acturial value of plan assets	2016-12-31	5,686,409
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	63
Fundng target for terminated vested participants	2016-12-31	113,332
Active participant vested funding target	2016-12-31	4,144,815
Number of active participants	2016-12-31	126
Total funding liabilities for active participants	2016-12-31	4,207,620
Total participant count	2016-12-31	189
Total funding target for all participants	2016-12-31	4,320,952
Balance at beginning of prior year after applicable adjustments	2016-12-31	371,579
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	277,348
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	371,579
Amount remaining of prefunding balance	2016-12-31	277,348
Present value of excess contributions	2016-12-31	468,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	497,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	354,375
Balance of prefunding at beginning of current year	2016-12-31	264,507
Total employer contributions	2016-12-31	520,266
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	503,643
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	417,797
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	503,643
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	92
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	127
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	130
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	137
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12
2011: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	130
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN

Measure	Date	Value
2017 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$116,749
Total unrealized appreciation/depreciation of assets	2017-12-31	$116,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$164,841
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,624,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,598,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$6,459,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,917
Total interest from all sources	2017-12-31	$32,508
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$7,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$8,405
Administrative expenses (other) incurred	2017-12-31	$3,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-6,459,399
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,459,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$140,340
Investment advisory and management fees	2017-12-31	$22,882
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,198,859
Income. Interest from corporate debt instruments	2017-12-31	$17,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$851,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$851,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$15,074
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$30,266
Income. Dividends from common stock	2017-12-31	$7,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,598,323
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$2,011,952
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$1,226,883
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2017-12-31	391275499
2016 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$273,667
Total unrealized appreciation/depreciation of assets	2016-12-31	$273,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$906,246
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$133,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$85,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$520,266
Value of total assets at end of year	2016-12-31	$6,459,399
Value of total assets at beginning of year	2016-12-31	$5,686,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$48,154
Total interest from all sources	2016-12-31	$70,566
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$21,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other income not declared elsewhere	2016-12-31	$3,342
Administrative expenses (other) incurred	2016-12-31	$5,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$772,990
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,459,399
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,686,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$140,340
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$29,038
Investment advisory and management fees	2016-12-31	$42,279
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,198,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,488,406
Income. Interest from US Government securities	2016-12-31	$14,237
Income. Interest from corporate debt instruments	2016-12-31	$55,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$851,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$302,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$302,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$516
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$730,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$16,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$520,266
Employer contributions (assets) at end of year	2016-12-31	$30,266
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$21,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$85,102
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$2,011,952
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$2,146,754
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$1,226,883
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$988,568
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2016-12-31	391275499
2015 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-381,988
Total unrealized appreciation/depreciation of assets	2015-12-31	$-381,988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$221,819
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$270,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$223,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$490,000
Value of total assets at end of year	2015-12-31	$5,686,409
Value of total assets at beginning of year	2015-12-31	$5,735,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,224
Total interest from all sources	2015-12-31	$51,754
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$45,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$5,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-49,069
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,686,409
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,735,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$29,038
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$41,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,488,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,847,797
Income. Interest from US Government securities	2015-12-31	$13,419
Income. Interest from corporate debt instruments	2015-12-31	$38,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$302,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$433,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$433,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$150
Asset value of US Government securities at end of year	2015-12-31	$730,814
Asset value of US Government securities at beginning of year	2015-12-31	$491,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$16,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$490,000
Income. Dividends from common stock	2015-12-31	$45,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$223,664
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$2,146,754
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$754,772
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$988,568
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,208,154
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2015-12-31	391275499
2014 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$168,213
Total unrealized appreciation/depreciation of assets	2014-12-31	$168,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$638,401
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$73,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$28,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$344,000
Value of total assets at end of year	2014-12-31	$5,735,478
Value of total assets at beginning of year	2014-12-31	$5,171,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,585
Total interest from all sources	2014-12-31	$40,453
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$67,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$5,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$564,407
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,735,478
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,171,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$40,310
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,847,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,080,555
Income. Interest from US Government securities	2014-12-31	$9,178
Income. Interest from corporate debt instruments	2014-12-31	$29,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$433,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$402,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$402,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,468
Asset value of US Government securities at end of year	2014-12-31	$491,089
Asset value of US Government securities at beginning of year	2014-12-31	$455,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$18,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$344,000
Income. Dividends from preferred stock	2014-12-31	$2,040
Income. Dividends from common stock	2014-12-31	$65,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$28,409
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$754,772
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$764,491
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,208,154
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,468,046
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2014-12-31	391275499
2013 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$579,545
Total unrealized appreciation/depreciation of assets	2013-12-31	$579,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,214,554
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$43,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$490,000
Value of total assets at end of year	2013-12-31	$5,171,071
Value of total assets at beginning of year	2013-12-31	$4,000,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,489
Total interest from all sources	2013-12-31	$38,235
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$59,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$4,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,171,061
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,171,071
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,000,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$33,383
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,080,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$948,100
Income. Interest from US Government securities	2013-12-31	$7,904
Income. Interest from corporate debt instruments	2013-12-31	$28,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$402,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$299,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$299,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,144
Asset value of US Government securities at end of year	2013-12-31	$455,937
Asset value of US Government securities at beginning of year	2013-12-31	$354,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$47,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$490,000
Income. Dividends from common stock	2013-12-31	$59,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,004
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$764,491
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$679,932
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,468,046
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,718,416
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2013-12-31	391275499
2012 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$147,085
Total unrealized appreciation/depreciation of assets	2012-12-31	$147,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$754,513
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$34,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$455,000
Value of total assets at end of year	2012-12-31	$4,000,010
Value of total assets at beginning of year	2012-12-31	$3,279,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,597
Total interest from all sources	2012-12-31	$34,657
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$39,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$477,835
Administrative expenses (other) incurred	2012-12-31	$4,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$720,494
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,000,010
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,279,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$25,608
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$948,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,692,312
Income. Interest from US Government securities	2012-12-31	$7,483
Income. Interest from corporate debt instruments	2012-12-31	$24,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$299,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$109,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$109,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,523
Asset value of US Government securities at end of year	2012-12-31	$354,246
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$22,473
Net investment gain/loss from pooled separate accounts	2012-12-31	$55,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$455,000
Income. Dividends from common stock	2012-12-31	$39,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,422
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$679,932
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,718,416
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2012-12-31	391275499
2011 : ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$12,219
Total unrealized appreciation/depreciation of assets	2011-12-31	$12,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$370,137
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$450,000
Value of total assets at end of year	2011-12-31	$3,279,516
Value of total assets at beginning of year	2011-12-31	$2,911,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,698
Total interest from all sources	2011-12-31	$4,157
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$23,314
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$477,835
Administrative expenses (other) incurred	2011-12-31	$1,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$368,439
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,279,516
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,911,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,692,312
Income. Interest from US Government securities	2011-12-31	$190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$109,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,831,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,831,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,967
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$45,839
Net investment gain/loss from pooled separate accounts	2011-12-31	$-98,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$450,000
Income. Dividends from preferred stock	2011-12-31	$306
Income. Dividends from common stock	2011-12-31	$2,331
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$116,058
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$894,048
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WINTER, KLOMAN, MOTER & REPP, SC
Accountancy firm EIN	2011-12-31	391275499

Form 5500 Responses for ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN

2017: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987473-000

Policy instance

Insurance contract or identification number	987473-000
Number of Individuals Covered	161
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $10,382
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ORTHOPEDIC SURGEONS OF WISCONSIN, S.C.
Employer identification number (EIN):	200217581
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)