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PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 401k Plan overview

Plan NamePRIMARY HEALTH MEDICAL GROUP 401(K) PLAN
Plan identification number 001

PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALLIANCE MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:ALLIANCE MEDICAL GROUP
Employer identification number (EIN):202630141
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ALLIANCE MEDICAL GROUP

Jurisdiction of Incorporation: Idaho Secretary Of State
Incorporation Date:
Company Identification Number: W38423

More information about ALLIANCE MEDICAL GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN C. MCGRAW2023-10-04
0012021-01-01SUSAN C. MCGRAW2022-10-11
0012020-01-01SUSAN C. MCGRAW2021-10-04
0012019-01-01SUSAN C. MCGRAW2020-10-12
0012018-01-01SUSAN C. MCGRAW2019-09-22
0012017-01-01
0012016-01-01
0012015-01-01SUSAN C. MCGRAW
0012014-01-01SUSAN C. MCGRAW
0012013-01-01SUSAN C. MCGRAW
0012012-01-01SUSAN C. MCGRAW
0012011-01-01SUSAN C. MCGRAW
0012009-01-01SUSAN C. MILLER

Plan Statistics for PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN

401k plan membership statisitcs for PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN

Measure Date Value
2022: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01806
Total number of active participants reported on line 7a of the Form 55002022-01-01601
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01830
Number of participants with account balances2022-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01672
Total number of active participants reported on line 7a of the Form 55002021-01-01628
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01790
Number of participants with account balances2021-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01605
Total number of active participants reported on line 7a of the Form 55002020-01-01520
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01649
Number of participants with account balances2020-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0149
2019: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01545
Total number of active participants reported on line 7a of the Form 55002019-01-01497
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01597
Number of participants with account balances2019-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01493
Total number of active participants reported on line 7a of the Form 55002018-01-01462
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01539
Number of participants with account balances2018-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01447
Total number of active participants reported on line 7a of the Form 55002017-01-01404
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01476
Number of participants with account balances2017-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01383
Total number of active participants reported on line 7a of the Form 55002016-01-01370
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01432
Number of participants with account balances2016-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01261
Total number of active participants reported on line 7a of the Form 55002015-01-01238
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01283
Number of participants with account balances2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01239
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01214
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01196
Number of participants with account balances2012-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01209
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01192
Number of participants with account balances2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN

Measure Date Value
2022 : PRIMARY HEALTH MEDICAL GROUP 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$0
Total income from all sources (including contributions)2022-12-31$-1,783,874
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,478,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,353,173
Value of total corrective distributions2022-12-31$226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,678,934
Value of total assets at end of year2022-12-31$33,775,421
Value of total assets at beginning of year2022-12-31$40,037,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$124,858
Total interest from all sources2022-12-31$76,240
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$3,141,028
Participant contributions at end of year2022-12-31$243,107
Participant contributions at beginning of year2022-12-31$276,209
Participant contributions at end of year2022-12-31$57,760
Participant contributions at beginning of year2022-12-31$56,077
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$81,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,262,131
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,775,421
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,037,552
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$28,477,511
Value of interest in pooled separate accounts at beginning of year2022-12-31$35,648,848
Interest on participant loans2022-12-31$8,791
Interest earned on other investments2022-12-31$67,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,539,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,726,567
Net investment gain/loss from pooled separate accounts2022-12-31$-6,539,048
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,456,702
Employer contributions (assets) at end of year2022-12-31$1,457,154
Employer contributions (assets) at beginning of year2022-12-31$1,329,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,353,173
Contract administrator fees2022-12-31$124,858
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 name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : PRIMARY HEALTH MEDICAL GROUP 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$9,418,345
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,833,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,708,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,433,552
Value of total assets at end of year2021-12-31$40,037,552
Value of total assets at beginning of year2021-12-31$33,453,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$125,288
Total interest from all sources2021-12-31$64,100
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$3,033,568
Participant contributions at end of year2021-12-31$276,209
Participant contributions at beginning of year2021-12-31$308,253
Participant contributions at end of year2021-12-31$56,077
Participant contributions at beginning of year2021-12-31$44,283
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$70,047
Other income not declared elsewhere2021-12-31$-19
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$6,584,442
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,037,552
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,453,110
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$35,648,848
Value of interest in pooled separate accounts at beginning of year2021-12-31$30,262,797
Interest on participant loans2021-12-31$11,817
Interest earned on other investments2021-12-31$52,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,726,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,837,734
Net investment gain/loss from pooled separate accounts2021-12-31$4,920,712
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,329,937
Employer contributions (assets) at end of year2021-12-31$1,329,851
Employer contributions (assets) at beginning of year2021-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,708,615
Contract administrator fees2021-12-31$125,288
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 name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : PRIMARY HEALTH MEDICAL GROUP 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$8,193,480
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,853,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,751,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,699,649
Value of total assets at end of year2020-12-31$33,453,110
Value of total assets at beginning of year2020-12-31$27,113,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,944
Total interest from all sources2020-12-31$57,750
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$2,637,614
Participant contributions at end of year2020-12-31$308,253
Participant contributions at beginning of year2020-12-31$194,945
Participant contributions at end of year2020-12-31$44,283
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$409,554
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$6,339,955
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,453,110
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,113,155
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$30,262,797
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,748,330
Interest on participant loans2020-12-31$11,306
Interest earned on other investments2020-12-31$46,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,837,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,959,538
Net investment gain/loss from pooled separate accounts2020-12-31$4,436,081
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$652,481
Employer contributions (assets) at end of year2020-12-31$43
Employer contributions (assets) at beginning of year2020-12-31$1,210,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,751,581
Contract administrator fees2020-12-31$101,944
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 name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31450250958
2019 : PRIMARY HEALTH MEDICAL GROUP 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 income from all sources (including contributions)2019-12-31$8,464,676
Total income from all sources (including contributions)2019-12-31$8,464,676
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$1,514,268
Total of all expenses incurred2019-12-31$1,514,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,426,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,426,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,971,600
Value of total assets at end of year2019-12-31$27,113,155
Value of total assets at end of year2019-12-31$27,113,155
Value of total assets at beginning of year2019-12-31$20,162,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,709
Total interest from all sources2019-12-31$44,922
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
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
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$2,618,961
Participant contributions at end of year2019-12-31$194,945
Participant contributions at end of year2019-12-31$194,945
Participant contributions at beginning of year2019-12-31$306,865
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$49,767
Participant contributions at beginning of year2019-12-31$49,767
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$142,297
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$6,950,408
Value of net income/loss2019-12-31$6,950,408
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,113,155
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,113,155
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,162,747
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$23,748,330
Value of interest in pooled separate accounts at end of year2019-12-31$23,748,330
Value of interest in pooled separate accounts at beginning of year2019-12-31$17,548,732
Interest on participant loans2019-12-31$10,826
Interest earned on other investments2019-12-31$34,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,959,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,959,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,308,541
Net investment gain/loss from pooled separate accounts2019-12-31$4,448,154
Net investment gain/loss from pooled separate accounts2019-12-31$4,448,154
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,210,342
Employer contributions (assets) at end of year2019-12-31$1,210,342
Employer contributions (assets) at beginning of year2019-12-31$948,842
Employer contributions (assets) at beginning of year2019-12-31$948,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,426,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,426,559
Contract administrator fees2019-12-31$87,709
Contract administrator fees2019-12-31$87,709
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 name2019-12-31EIDE BAILLY
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,025,327
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$721,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$660,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,090,942
Value of total assets at end of year2018-12-31$20,162,747
Value of total assets at beginning of year2018-12-31$18,859,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,210
Total interest from all sources2018-12-31$55,189
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$2,053,068
Participant contributions at end of year2018-12-31$306,865
Participant contributions at beginning of year2018-12-31$307,254
Participant contributions at end of year2018-12-31$49,767
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$89,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,303,630
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,162,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,859,117
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$17,548,732
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,618,608
Interest on participant loans2018-12-31$11,644
Interest earned on other investments2018-12-31$43,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,308,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,118,118
Net investment gain/loss from pooled separate accounts2018-12-31$-1,120,804
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$948,842
Employer contributions (assets) at end of year2018-12-31$948,842
Employer contributions (assets) at beginning of year2018-12-31$815,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$660,487
Contract administrator fees2018-12-31$61,210
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 name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,147,950
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$488,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$478,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,803,897
Value of total assets at end of year2017-12-31$18,859,117
Value of total assets at beginning of year2017-12-31$14,199,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,350
Total interest from all sources2017-12-31$24,108
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$1,722,642
Participant contributions at end of year2017-12-31$307,254
Participant contributions at beginning of year2017-12-31$240,735
Participant contributions at beginning of year2017-12-31$11,626
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$266,118
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$4,659,432
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,859,117
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,199,685
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$16,618,608
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,478,409
Interest on participant loans2017-12-31$10,100
Interest earned on other investments2017-12-31$14,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,118,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$728,424
Net investment gain/loss from pooled separate accounts2017-12-31$2,319,945
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$815,137
Employer contributions (assets) at end of year2017-12-31$815,137
Employer contributions (assets) at beginning of year2017-12-31$740,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$478,168
Contract administrator fees2017-12-31$10,350
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 name2017-12-31EIDE BAILLY
Accountancy firm EIN2017-12-31450250958
2016 : PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,985,302
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$496,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$488,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,027,138
Value of total assets at end of year2016-12-31$14,199,685
Value of total assets at beginning of year2016-12-31$10,711,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,032
Total interest from all sources2016-12-31$17,100
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,510,688
Participant contributions at end of year2016-12-31$240,735
Participant contributions at beginning of year2016-12-31$243,973
Participant contributions at end of year2016-12-31$11,626
Participant contributions at beginning of year2016-12-31$213,681
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$774,975
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$3,488,517
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,199,685
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,711,168
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$12,478,409
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,172,188
Interest on participant loans2016-12-31$7,809
Interest earned on other investments2016-12-31$9,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$728,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$619,547
Net investment gain/loss from pooled separate accounts2016-12-31$941,064
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$741,475
Employer contributions (assets) at end of year2016-12-31$740,491
Employer contributions (assets) at beginning of year2016-12-31$461,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$488,753
Contract administrator fees2016-12-31$8,032
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 name2016-12-31EIDE BAILLY
Accountancy firm EIN2016-12-31450250958
2015 : PRIMARY HEALTH MEDICAL GROUP 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$1,347,716
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,111,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,105,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,482,207
Value of total assets at end of year2015-12-31$10,711,168
Value of total assets at beginning of year2015-12-31$10,475,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,990
Total interest from all sources2015-12-31$9,901
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$943,977
Participant contributions at end of year2015-12-31$243,973
Participant contributions at beginning of year2015-12-31$322,338
Participant contributions at end of year2015-12-31$213,681
Participant contributions at beginning of year2015-12-31$3,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$76,451
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$236,131
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,711,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,475,037
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$9,172,188
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,739,778
Interest on participant loans2015-12-31$8,840
Interest earned on other investments2015-12-31$1,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$619,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-144,392
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$461,779
Employer contributions (assets) at end of year2015-12-31$461,779
Employer contributions (assets) at beginning of year2015-12-31$409,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,105,595
Contract administrator fees2015-12-31$5,990
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 name2015-12-31EIDE BAILLY
Accountancy firm EIN2015-12-31450250958
2014 : PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,819,450
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$691,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$685,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,286,873
Value of total assets at end of year2014-12-31$10,475,037
Value of total assets at beginning of year2014-12-31$9,346,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,721
Total interest from all sources2014-12-31$7,301
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$500,000
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$873,417
Participant contributions at end of year2014-12-31$322,338
Participant contributions at beginning of year2014-12-31$260,521
Participant contributions at end of year2014-12-31$3,000
Participant contributions at beginning of year2014-12-31$23,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,535
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$1,128,321
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,475,037
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,346,716
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$9,739,778
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,683,575
Interest on participant loans2014-12-31$7,301
Interest earned on other investments2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$525,276
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$409,921
Employer contributions (assets) at end of year2014-12-31$409,921
Employer contributions (assets) at beginning of year2014-12-31$379,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$685,408
Contract administrator fees2014-12-31$5,721
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 name2014-12-31EIDE BAILLY
Accountancy firm EIN2014-12-31450250958
2013 : PRIMARY HEALTH MEDICAL GROUP 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$2,701,422
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$352,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$345,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,262,813
Value of total assets at end of year2013-12-31$9,346,716
Value of total assets at beginning of year2013-12-31$6,998,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,646
Total interest from all sources2013-12-31$7,013
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$812,746
Participant contributions at end of year2013-12-31$260,521
Participant contributions at beginning of year2013-12-31$199,919
Participant contributions at end of year2013-12-31$23,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$70,447
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$2,348,633
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,346,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,998,083
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$8,683,575
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,464,056
Interest on participant loans2013-12-31$7,013
Net investment gain/loss from pooled separate accounts2013-12-31$1,431,596
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$379,620
Employer contributions (assets) at end of year2013-12-31$379,620
Employer contributions (assets) at beginning of year2013-12-31$334,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$345,143
Contract administrator fees2013-12-31$7,646
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 name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : PRIMARY HEALTH MEDICAL GROUP 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$1,737,887
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$279,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$275,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,088,398
Value of total assets at end of year2012-12-31$6,998,083
Value of total assets at beginning of year2012-12-31$5,539,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,700
Total interest from all sources2012-12-31$7,084
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-interest2012-12-31No
Contributions received from participants2012-12-31$731,343
Participant contributions at end of year2012-12-31$199,919
Participant contributions at beginning of year2012-12-31$238,117
Participant contributions at beginning of year2012-12-31$17,750
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,947
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$1,458,244
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,998,083
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,539,839
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$6,464,056
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,007,804
Interest on participant loans2012-12-31$7,084
Net investment gain/loss from pooled separate accounts2012-12-31$642,405
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$334,108
Employer contributions (assets) at end of year2012-12-31$334,108
Employer contributions (assets) at beginning of year2012-12-31$276,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$275,943
Contract administrator fees2012-12-31$3,700
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 name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : PRIMARY HEALTH MEDICAL GROUP 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$0
Total income from all sources (including contributions)2011-12-31$826,324
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$195,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$190,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$866,937
Value of total assets at end of year2011-12-31$5,539,839
Value of total assets at beginning of year2011-12-31$4,908,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,849
Total interest from all sources2011-12-31$7,462
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$500,000
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$581,404
Participant contributions at end of year2011-12-31$238,117
Participant contributions at beginning of year2011-12-31$196,527
Participant contributions at end of year2011-12-31$17,750
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,365
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$631,126
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,539,839
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,908,713
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$5,007,804
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,460,273
Interest on participant loans2011-12-31$7,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-48,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$276,168
Employer contributions (assets) at end of year2011-12-31$276,168
Employer contributions (assets) at beginning of year2011-12-31$251,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$190,349
Contract administrator fees2011-12-31$4,849
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 name2011-12-31EIDE BAILEY LLP
Accountancy firm EIN2011-12-31450250958
2009 : PRIMARY HEALTH MEDICAL GROUP 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 PRIMARY HEALTH MEDICAL GROUP 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered830
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered790
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered649
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered597
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered539
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,385
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered476
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $59,544
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,473
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered283
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,231
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 $22,713
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered239
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,036
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 $11,168
Insurance broker organization code?3
Insurance broker nameRICHARD SEEHAWER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered218
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,741
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 $19,741
Insurance broker organization code?3
Insurance broker nameRICHARD SEEHAWER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered196
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,591
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 $14,591
Insurance broker organization code?3
Insurance broker nameRICHARD SEEHAWER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807087
Policy instance 1
Insurance contract or identification number807087
Number of Individuals Covered192
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,061
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

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