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CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHESS MEDICAL GROUP, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:CHESS MEDICAL GROUP, L.L.P.
Employer identification number (EIN):200641003
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JOSEPH P. CAMERO2021-08-17 JOSEPH P. CAMERO2021-08-17
0012019-01-01JOSEPH P. CAMERO2020-08-18 JOSEPH P. CAMERO2020-08-18
0012018-01-01JOSEPH P. CAMERO2019-09-17 JOSEPH P. CAMERO2019-09-17
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01FERNANDO SANCHEZ FERNANDO SANCHEZ2013-10-11
0012011-01-01FERNANDO SANCHEZ FERNANDO SANCHEZ2012-09-20

Plan Statistics for CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0123
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0117
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
2019: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0119
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0117
Total participants2017-01-0117
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0119
2015: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0128
2014: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0137
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0136
Total participants2014-01-0136
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-0116
Total of all active and inactive participants2013-01-0137
Total participants2013-01-0137
Number of participants with account balances2013-01-0136
2012: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0138
Number of participants with account balances2012-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0137
Total participants2011-01-0137
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$211,110
Expenses. Total of all expenses incurred2020-12-31$712,623
Benefits paid (including direct rollovers)2020-12-31$685,428
Total plan assets at end of year2020-12-31$1,561,157
Total plan assets at beginning of year2020-12-31$2,062,670
Value of fidelity bond covering the plan2020-12-31$300,000
Total contributions received or receivable from participants2020-12-31$53,205
Other income received2020-12-31$86,886
Net income (gross income less expenses)2020-12-31$-501,513
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,561,157
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,062,670
Assets. Value of participant loans2020-12-31$60,136
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$3,233
Total contributions received or receivable from employer(s)2020-12-31$71,019
Value of certain deemed distributions of participant loans2020-12-31$1,525
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25,670
2019 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$340,199
Expenses. Total of all expenses incurred2019-12-31$41,990
Benefits paid (including direct rollovers)2019-12-31$15,097
Total plan assets at end of year2019-12-31$2,062,670
Total plan assets at beginning of year2019-12-31$1,764,461
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$50,960
Other income received2019-12-31$249,710
Net income (gross income less expenses)2019-12-31$298,209
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,062,670
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,764,461
Assets. Value of participant loans2019-12-31$42,270
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$1,625
Total contributions received or receivable from employer(s)2019-12-31$39,529
Value of certain deemed distributions of participant loans2019-12-31$500
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$26,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$44,865
Expenses. Total of all expenses incurred2018-12-31$45,269
Benefits paid (including direct rollovers)2018-12-31$13,206
Total plan assets at end of year2018-12-31$1,764,461
Total plan assets at beginning of year2018-12-31$1,764,865
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$52,566
Other income received2018-12-31$-50,864
Net income (gross income less expenses)2018-12-31$-404
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,764,461
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,764,865
Assets. Value of participant loans2018-12-31$56,342
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$953
Total contributions received or receivable from employer(s)2018-12-31$43,163
Value of certain deemed distributions of participant loans2018-12-31$6,277
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25,786
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$345,388
Expenses. Total of all expenses incurred2017-12-31$73,440
Benefits paid (including direct rollovers)2017-12-31$47,680
Total plan assets at end of year2017-12-31$1,764,865
Total plan assets at beginning of year2017-12-31$1,492,917
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$37,703
Contributions received from other sources (not participants or employers)2017-12-31$5,245
Other income received2017-12-31$250,601
Net income (gross income less expenses)2017-12-31$271,948
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,764,865
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,492,917
Assets. Value of participant loans2017-12-31$23,638
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$248
Total contributions received or receivable from employer(s)2017-12-31$51,839
Value of certain deemed distributions of participant loans2017-12-31$1,404
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$132,001
Expenses. Total of all expenses incurred2016-12-31$70,090
Benefits paid (including direct rollovers)2016-12-31$42,188
Total plan assets at end of year2016-12-31$1,492,917
Total plan assets at beginning of year2016-12-31$1,431,006
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$2,955
Contributions received from other sources (not participants or employers)2016-12-31$92
Other income received2016-12-31$118,494
Net income (gross income less expenses)2016-12-31$61,911
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,492,917
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,431,006
Assets. Value of participant loans2016-12-31$32,506
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$867
Total contributions received or receivable from employer(s)2016-12-31$10,460
Value of certain deemed distributions of participant loans2016-12-31$3,972
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$23,930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-36,644
Expenses. Total of all expenses incurred2015-12-31$124,658
Benefits paid (including direct rollovers)2015-12-31$94,286
Total plan assets at end of year2015-12-31$1,431,006
Total plan assets at beginning of year2015-12-31$1,592,308
Value of fidelity bond covering the plan2015-12-31$265,000
Total contributions received or receivable from participants2015-12-31$5,565
Other income received2015-12-31$-54,261
Net income (gross income less expenses)2015-12-31$-161,302
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,431,006
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,592,308
Assets. Value of participant loans2015-12-31$45,644
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$6,319
Total contributions received or receivable from employer(s)2015-12-31$12,052
Value of certain deemed distributions of participant loans2015-12-31$5,566
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$57,231
Expenses. Total of all expenses incurred2014-12-31$40,765
Benefits paid (including direct rollovers)2014-12-31$14,447
Total plan assets at end of year2014-12-31$1,592,308
Total plan assets at beginning of year2014-12-31$1,575,842
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$8,134
Contributions received from other sources (not participants or employers)2014-12-31$15,789
Other income received2014-12-31$17,691
Net income (gross income less expenses)2014-12-31$16,466
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,592,308
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,575,842
Assets. Value of participant loans2014-12-31$65,068
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$4,975
Total contributions received or receivable from employer(s)2014-12-31$15,617
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$26,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$306,234
Expenses. Total of all expenses incurred2013-12-31$41,730
Benefits paid (including direct rollovers)2013-12-31$15,613
Total plan assets at end of year2013-12-31$1,575,842
Total plan assets at beginning of year2013-12-31$1,311,338
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$48,839
Other income received2013-12-31$194,799
Net income (gross income less expenses)2013-12-31$264,504
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,575,842
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,311,338
Assets. Value of participant loans2013-12-31$53,088
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$2,294
Total contributions received or receivable from employer(s)2013-12-31$62,596
Value of certain deemed distributions of participant loans2013-12-31$3,236
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$22,881
2012 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$250,487
Expenses. Total of all expenses incurred2012-12-31$23,717
Benefits paid (including direct rollovers)2012-12-31$18
Total plan assets at end of year2012-12-31$1,311,338
Total plan assets at beginning of year2012-12-31$1,084,568
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$43,638
Other income received2012-12-31$122,932
Net income (gross income less expenses)2012-12-31$226,770
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,311,338
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,084,568
Assets. Value of participant loans2012-12-31$13,255
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$35,210
Total contributions received or receivable from employer(s)2012-12-31$83,917
Value of certain deemed distributions of participant loans2012-12-31$5,605
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$85,760
Expenses. Total of all expenses incurred2011-12-31$33,968
Benefits paid (including direct rollovers)2011-12-31$15,387
Total plan assets at end of year2011-12-31$1,084,568
Total plan assets at beginning of year2011-12-31$1,032,776
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$49,465
Expenses. Other expenses not covered elsewhere2011-12-31$16,469
Other income received2011-12-31$-57,002
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$51,792
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,084,568
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,032,776
Assets. Value of participant loans2011-12-31$21,604
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$40,455
Total contributions received or receivable from employer(s)2011-12-31$93,297
Value of certain deemed distributions of participant loans2011-12-31$2,112
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$263,369
Expenses. Total of all expenses incurred2010-12-31$9,031
Benefits paid (including direct rollovers)2010-12-31$232
Total plan assets at end of year2010-12-31$1,032,776
Total plan assets at beginning of year2010-12-31$778,438
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$50,285
Expenses. Other expenses not covered elsewhere2010-12-31$7,018
Other income received2010-12-31$96,776
Net income (gross income less expenses)2010-12-31$254,338
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,032,776
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$778,438
Assets. Value of participant loans2010-12-31$11,915
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$752
Total contributions received or receivable from employer(s)2010-12-31$116,308
Value of certain deemed distributions of participant loans2010-12-31$1,781
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST

2020: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CHESS MEDICAL GROUP, L.L.P. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,884
Total amount of fees paid to insurance companyUSD $1,728
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,884
Amount paid for insurance broker fees1290
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,232
Total amount of fees paid to insurance companyUSD $2,851
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,232
Amount paid for insurance broker fees2287
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,973
Total amount of fees paid to insurance companyUSD $2,992
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,973
Amount paid for insurance broker fees2215
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,934
Total amount of fees paid to insurance companyUSD $2,220
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,934
Amount paid for insurance broker fees1926
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
Insurance broker nameFOLBRE & ASSOCIATES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,545
Total amount of fees paid to insurance companyUSD $2,545
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,545
Amount paid for insurance broker fees1818
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
Insurance broker nameFOLBRE & ASSOCIATES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,808
Total amount of fees paid to insurance companyUSD $2,499
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,808
Amount paid for insurance broker fees1927
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
Insurance broker nameFOLBRE & ASSOCIATES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,446
Total amount of fees paid to insurance companyUSD $1,260
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,446
Amount paid for insurance broker fees1260
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
Insurance broker nameFINANCIAL DESIGNS CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered38
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,875
Total amount of fees paid to insurance companyUSD $1,380
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,875
Amount paid for insurance broker fees1380
Additional information about fees paid to insurance brokerAWARDS
Insurance broker organization code?4
Insurance broker nameFINANCIAL DESIGNS CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered36
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,242
Total amount of fees paid to insurance companyUSD $1,446
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP77313
Policy instance 1
Insurance contract or identification numberGP77313
Number of Individuals Covered36
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,681
Total amount of fees paid to insurance companyUSD $2,206
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,681
Amount paid for insurance broker fees487
Additional information about fees paid to insurance brokerSERVICE AWARDS
Insurance broker organization code?4
Insurance broker nameFOLBRE AND ASSOCIATES INC
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number675126
Policy instance 2
Insurance contract or identification number675126
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $571
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $504
Insurance broker organization code?3
Insurance broker nameREVILLA, ROBERT G

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