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CORE MEDICAL MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameCORE MEDICAL MANAGEMENT 401(K) PLAN
Plan identification number 001

CORE MEDICAL MANAGEMENT 401(K) PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.
Employer identification number (EIN):201456157
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORE MEDICAL MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01BRENDAN BAKER
0012016-01-01BRENDAN BAKER
0012015-01-01KENNETH ERIC TOMLON
0012014-01-01RANDALL CURRIER
0012013-01-01LISA REPLOGLE
0012012-01-01DAVID JACOFSKY
0012011-01-01DAVID JACOFSKY, MD
0012010-01-01CONNIE SCHNABEL
0012009-01-01JOHN FRISVOLD

Plan Statistics for CORE MEDICAL MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for CORE MEDICAL MANAGEMENT 401(K) PLAN

Measure Date Value
2022: CORE MEDICAL MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,675
Total number of active participants reported on line 7a of the Form 55002022-01-011,779
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01277
Total of all active and inactive participants2022-01-012,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,057
Number of participants with account balances2022-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CORE MEDICAL MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,314
Total number of active participants reported on line 7a of the Form 55002021-01-011,317
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01239
Total of all active and inactive participants2021-01-011,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,557
Number of participants with account balances2021-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CORE MEDICAL MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,275
Total number of active participants reported on line 7a of the Form 55002020-01-011,183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01165
Total of all active and inactive participants2020-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,348
Number of participants with account balances2020-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CORE MEDICAL MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,013
Total number of active participants reported on line 7a of the Form 55002019-01-01915
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01185
Total of all active and inactive participants2019-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,100
Number of participants with account balances2019-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CORE MEDICAL MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01797
Total number of active participants reported on line 7a of the Form 55002018-01-01776
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01160
Total of all active and inactive participants2018-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01936
Number of participants with account balances2018-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CORE MEDICAL MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01892
Total number of active participants reported on line 7a of the Form 55002017-01-01659
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01132
Total of all active and inactive participants2017-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01791
Number of participants with account balances2017-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CORE MEDICAL MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01879
Total number of active participants reported on line 7a of the Form 55002016-01-01674
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01204
Total of all active and inactive participants2016-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01878
Number of participants with account balances2016-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
2015: CORE MEDICAL MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01722
Total number of active participants reported on line 7a of the Form 55002015-01-01685
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01110
Total of all active and inactive participants2015-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01795
Number of participants with account balances2015-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CORE MEDICAL MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01520
Total number of active participants reported on line 7a of the Form 55002014-01-01589
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01686
Number of participants with account balances2014-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CORE MEDICAL MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01447
Total number of active participants reported on line 7a of the Form 55002013-01-01399
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0198
Total of all active and inactive participants2013-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01497
Number of participants with account balances2013-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CORE MEDICAL MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01280
Total number of active participants reported on line 7a of the Form 55002012-01-01333
Number of retired or separated participants receiving benefits2012-01-01114
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01447
Number of participants with account balances2012-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CORE MEDICAL MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01522
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01280
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CORE MEDICAL MANAGEMENT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01472
Total number of active participants reported on line 7a of the Form 55002010-01-01204
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-01309
Total of all active and inactive participants2010-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01522
Number of participants with account balances2010-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CORE MEDICAL MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01372
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01172
Total of all active and inactive participants2009-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01328
Number of participants with account balances2009-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CORE MEDICAL MANAGEMENT 401(K) PLAN

Measure Date Value
2022 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$559,664
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,576,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,535,730
Expenses. Certain deemed distributions of participant loans2022-12-31$14,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,781,521
Value of total assets at end of year2022-12-31$59,874,210
Value of total assets at beginning of year2022-12-31$63,890,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,897
Total interest from all sources2022-12-31$38,355
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,301,044
Participant contributions at end of year2022-12-31$661,991
Participant contributions at beginning of year2022-12-31$427,155
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,902,086
Other income not declared elsewhere2022-12-31$10,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,016,344
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,874,210
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,890,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$58,868,565
Value of interest in pooled separate accounts at beginning of year2022-12-31$63,030,829
Interest on participant loans2022-12-31$31,791
Interest earned on other investments2022-12-31$6,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$343,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$432,570
Net investment gain/loss from pooled separate accounts2022-12-31$-11,270,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,578,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,535,730
Contract administrator fees2022-12-31$25,897
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2022-12-31330832334
2021 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$17,530,154
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,299,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,278,093
Expenses. Certain deemed distributions of participant loans2021-12-31$5,131
Value of total corrective distributions2021-12-31$2,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,790,872
Value of total assets at end of year2021-12-31$63,890,554
Value of total assets at beginning of year2021-12-31$49,659,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,509
Total interest from all sources2021-12-31$32,534
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,380,321
Participant contributions at end of year2021-12-31$427,155
Participant contributions at beginning of year2021-12-31$427,243
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,224,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,230,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,890,554
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,659,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$63,030,829
Value of interest in pooled separate accounts at beginning of year2021-12-31$48,942,512
Interest on participant loans2021-12-31$26,413
Interest earned on other investments2021-12-31$6,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$432,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$290,195
Net investment gain/loss from pooled separate accounts2021-12-31$8,706,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,186,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,278,093
Contract administrator fees2021-12-31$13,509
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2021-12-31330832334
2020 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,155,169
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,723,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,683,209
Expenses. Certain deemed distributions of participant loans2020-12-31$16,331
Value of total corrective distributions2020-12-31$14,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,488,000
Value of total assets at end of year2020-12-31$49,659,950
Value of total assets at beginning of year2020-12-31$40,227,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,481
Total interest from all sources2020-12-31$38,905
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,357,821
Participant contributions at end of year2020-12-31$427,243
Participant contributions at beginning of year2020-12-31$515,912
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$399,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,431,995
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,659,950
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,227,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$48,942,512
Value of interest in pooled separate accounts at beginning of year2020-12-31$39,301,739
Interest on participant loans2020-12-31$33,087
Interest earned on other investments2020-12-31$5,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$290,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$410,304
Net investment gain/loss from pooled separate accounts2020-12-31$6,628,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,730,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,683,209
Contract administrator fees2020-12-31$9,481
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,644,197
Total income from all sources (including contributions)2019-12-31$13,644,197
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,716,281
Total of all expenses incurred2019-12-31$2,716,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,708,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,708,399
Expenses. Certain deemed distributions of participant loans2019-12-31$600
Expenses. Certain deemed distributions of participant loans2019-12-31$600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,369,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,369,467
Value of total assets at end of year2019-12-31$40,227,955
Value of total assets at end of year2019-12-31$40,227,955
Value of total assets at beginning of year2019-12-31$29,300,039
Value of total assets at beginning of year2019-12-31$29,300,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,282
Total interest from all sources2019-12-31$39,473
Total interest from all sources2019-12-31$39,473
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,334,661
Contributions received from participants2019-12-31$3,334,661
Participant contributions at end of year2019-12-31$515,912
Participant contributions at end of year2019-12-31$515,912
Participant contributions at beginning of year2019-12-31$408,291
Participant contributions at beginning of year2019-12-31$408,291
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,324,202
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,324,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,927,916
Value of net income/loss2019-12-31$10,927,916
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,227,955
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,300,039
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,300,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$39,301,739
Value of interest in pooled separate accounts at end of year2019-12-31$39,301,739
Value of interest in pooled separate accounts at beginning of year2019-12-31$28,428,882
Value of interest in pooled separate accounts at beginning of year2019-12-31$28,428,882
Interest on participant loans2019-12-31$30,426
Interest on participant loans2019-12-31$30,426
Interest earned on other investments2019-12-31$9,047
Interest earned on other investments2019-12-31$9,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$410,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$410,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$462,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$462,866
Net investment gain/loss from pooled separate accounts2019-12-31$7,235,257
Net investment gain/loss from pooled separate accounts2019-12-31$7,235,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,710,604
Contributions received in cash from employer2019-12-31$1,710,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,708,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,708,399
Contract administrator fees2019-12-31$7,282
Contract administrator fees2019-12-31$7,282
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$19,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,680,323
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,765,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,744,650
Expenses. Certain deemed distributions of participant loans2018-12-31$15,411
Value of total corrective distributions2018-12-31$1,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,653,617
Value of total assets at end of year2018-12-31$29,300,039
Value of total assets at beginning of year2018-12-31$28,366,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,347
Total interest from all sources2018-12-31$25,527
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,881,733
Participant contributions at end of year2018-12-31$408,291
Participant contributions at beginning of year2018-12-31$226,291
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$273,981
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$914,345
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,300,039
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,366,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$28,428,882
Value of interest in pooled separate accounts at beginning of year2018-12-31$27,833,620
Interest on participant loans2018-12-31$20,632
Interest earned on other investments2018-12-31$4,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$462,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$306,528
Net investment gain/loss from pooled separate accounts2018-12-31$-1,998,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,497,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,744,650
Contract administrator fees2018-12-31$4,347
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$3,652,322
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$8,228,545
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,091,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,078,416
Expenses. Certain deemed distributions of participant loans2017-12-31$1,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,114,167
Value of total assets at end of year2017-12-31$28,366,439
Value of total assets at beginning of year2017-12-31$24,881,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,750
Total interest from all sources2017-12-31$17,842
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,545,202
Participant contributions at end of year2017-12-31$226,291
Participant contributions at beginning of year2017-12-31$250,781
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$183,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,137,378
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,366,439
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,881,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$27,833,620
Value of interest in pooled separate accounts at beginning of year2017-12-31$24,291,257
Interest on participant loans2017-12-31$13,257
Interest earned on other investments2017-12-31$4,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$306,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$339,345
Net investment gain/loss from pooled separate accounts2017-12-31$4,096,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,385,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,078,416
Contract administrator fees2017-12-31$11,750
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,562,762
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$6,698,744
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,504,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,488,418
Expenses. Certain deemed distributions of participant loans2016-12-31$3,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,470,051
Value of total assets at end of year2016-12-31$24,881,383
Value of total assets at beginning of year2016-12-31$17,124,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,992
Total interest from all sources2016-12-31$17,970
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,591,435
Participant contributions at end of year2016-12-31$250,781
Participant contributions at beginning of year2016-12-31$224,199
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$137,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,194,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,881,383
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,124,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$24,291,257
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,593,686
Interest on participant loans2016-12-31$12,431
Interest earned on other investments2016-12-31$5,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$339,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$306,142
Net investment gain/loss from pooled separate accounts2016-12-31$2,210,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,740,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,488,418
Contract administrator fees2016-12-31$11,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,561,965
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,421,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,389,241
Value of total corrective distributions2015-12-31$742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,768,513
Value of total assets at end of year2015-12-31$17,124,027
Value of total assets at beginning of year2015-12-31$14,983,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,434
Total interest from all sources2015-12-31$18,679
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,193,206
Participant contributions at end of year2015-12-31$224,199
Participant contributions at beginning of year2015-12-31$61,682
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$435,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,140,548
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,124,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,983,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$16,593,686
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,279,902
Interest on participant loans2015-12-31$7,016
Interest earned on other investments2015-12-31$11,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$306,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$641,895
Net investment gain/loss from pooled separate accounts2015-12-31$-225,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,139,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,389,241
Contract administrator fees2015-12-31$31,434
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,755,254
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$3,984,305
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$631,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$627,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,955,678
Value of total assets at end of year2014-12-31$14,983,479
Value of total assets at beginning of year2014-12-31$6,875,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,836
Total interest from all sources2014-12-31$3,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,624,456
Participant contributions at end of year2014-12-31$61,682
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$128,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,352,767
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,983,479
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,875,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$14,279,902
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,875,458
Interest on participant loans2014-12-31$445
Interest earned on other investments2014-12-31$3,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$641,895
Net investment gain/loss from pooled separate accounts2014-12-31$1,024,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,202,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$627,702
Contract administrator fees2014-12-31$3,836
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,493,670
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$454,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$426,580
Value of total corrective distributions2013-12-31$992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,608,035
Value of total assets at end of year2013-12-31$6,875,458
Value of total assets at beginning of year2013-12-31$4,836,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,170
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$470,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$927,386
Participant contributions at beginning of year2013-12-31$37,774
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$137,196
Total non interest bearing cash at beginning of year2013-12-31$25,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,038,928
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,875,458
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,836,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,875,458
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,761,809
Net investment gain/loss from pooled separate accounts2013-12-31$885,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$543,453
Employer contributions (assets) at beginning of year2013-12-31$11,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$426,580
Contract administrator fees2013-12-31$27,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$1,745,528
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$334,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$310,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,228,774
Value of total assets at end of year2012-12-31$4,836,530
Value of total assets at beginning of year2012-12-31$3,425,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,902
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$69,098
Contributions received from participants2012-12-31$755,120
Participant contributions at end of year2012-12-31$37,774
Participant contributions at beginning of year2012-12-31$40,344
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,219
Total non interest bearing cash at end of year2012-12-31$25,110
Total non interest bearing cash at beginning of year2012-12-31$1,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,410,741
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,836,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,425,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,761,809
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,313,736
Net investment gain/loss from pooled separate accounts2012-12-31$516,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$467,435
Employer contributions (assets) at end of year2012-12-31$11,837
Employer contributions (assets) at beginning of year2012-12-31$69,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$310,885
Contract administrator fees2012-12-31$23,902
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,373
Total income from all sources (including contributions)2011-12-31$1,061,680
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$488,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$469,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,150,351
Value of total assets at end of year2011-12-31$3,425,789
Value of total assets at beginning of year2011-12-31$2,919,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,169
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$685,353
Participant contributions at end of year2011-12-31$40,344
Participant contributions at beginning of year2011-12-31$2,483
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$67,373
Total non interest bearing cash at end of year2011-12-31$1,788
Total non interest bearing cash at beginning of year2011-12-31$1,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$573,169
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,425,789
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,852,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,313,736
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,913,966
Net investment gain/loss from pooled separate accounts2011-12-31$-88,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$460,489
Employer contributions (assets) at end of year2011-12-31$69,921
Employer contributions (assets) at beginning of year2011-12-31$1,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$469,342
Contract administrator fees2011-12-31$19,169
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$972
Total income from all sources (including contributions)2010-12-31$1,270,735
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$321,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$300,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$968,669
Value of total assets at end of year2010-12-31$2,919,993
Value of total assets at beginning of year2010-12-31$1,904,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,675
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$600,305
Participant contributions at end of year2010-12-31$2,483
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$67,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$972
Total non interest bearing cash at end of year2010-12-31$1,788
Total non interest bearing cash at beginning of year2010-12-31$1,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$949,326
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,852,620
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,903,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,913,966
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,902,074
Net investment gain/loss from pooled separate accounts2010-12-31$302,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$324,183
Employer contributions (assets) at end of year2010-12-31$1,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$300,734
Contract administrator fees2010-12-31$20,675
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH, SCHAFER AND ASSOCIATES, LTD.
Accountancy firm EIN2010-12-31411489071
2009 : CORE MEDICAL MANAGEMENT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CORE MEDICAL MANAGEMENT 401(K) PLAN

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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered2057
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $118,776
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $118,776
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $115,387
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $115,387
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered1348
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $82,776
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,776
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered1100
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $71,741
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,741
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered926
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $60,559
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,559
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered791
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50,420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,420
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered795
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $33,266
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,266
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered686
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27,671
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,671
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57919
Policy instance 2
Insurance contract or identification number57919
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,948
Total amount of fees paid to insurance companyUSD $3,075
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,948
Insurance broker organization code?3
Amount paid for insurance broker fees3075
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker nameLURIE BESIKOF LAPIDUS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068217
Policy instance 1
Insurance contract or identification number068217
Number of Individuals Covered497
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,438
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,438
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57919
Policy instance 1
Insurance contract or identification number57919
Number of Individuals Covered324
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,197
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,197
Insurance broker organization code?3
Insurance broker nameLURIE BESIKOF LAPIDUS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57919
Policy instance 1
Insurance contract or identification number57919
Number of Individuals Covered202
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,305
Total amount of fees paid to insurance companyUSD $2,640
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57919
Policy instance 1
Insurance contract or identification number57919
Number of Individuals Covered211
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,809
Total amount of fees paid to insurance companyUSD $9,386
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,809
Insurance broker organization code?3
Amount paid for insurance broker fees9386
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING
Insurance broker nameLURIE BESIKOF LAPIDUS

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