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ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 401k Plan overview

Plan NameABINGDON PHYSICIAN PARTNERS 403(B) PLAN
Plan identification number 001

ABINGDON PHYSICIAN PARTNERS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ABINGDON PHYSICIAN PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:ABINGDON PHYSICIAN PARTNERS
Employer identification number (EIN):205485346
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ABINGDON PHYSICIAN PARTNERS

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2006-08-18
Company Identification Number: 0663743
Legal Registered Office Address: 16000 JOHNSTON MEMORIAL DRIVE
4701 COX ROAD, SUITE 400
ABINGDON
United States of America (USA)
24211

More information about ABINGDON PHYSICIAN PARTNERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABINGDON PHYSICIAN PARTNERS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01TAFT SIMMONS
0012015-07-01TAFT SIMMONS
0012014-07-01TAFT SIMMONS
0012014-01-01TAFT SIMMONS
0012013-01-01TAFT SIMMONS
0012012-01-01TAFT SIMMONS
0012011-01-01JESSICA HALSEY JESSICA HALSEY2012-10-12
0012010-01-01JESSICA HALSEY2011-10-06

Plan Statistics for ABINGDON PHYSICIAN PARTNERS 403(B) PLAN

401k plan membership statisitcs for ABINGDON PHYSICIAN PARTNERS 403(B) PLAN

Measure Date Value
2021: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01128
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01122
Total number of active participants reported on line 7a of the Form 55002020-07-0185
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0142
Total of all active and inactive participants2020-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01128
Number of participants with account balances2020-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01125
Total number of active participants reported on line 7a of the Form 55002019-07-0189
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0132
Total of all active and inactive participants2019-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01122
Number of participants with account balances2019-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01126
Total number of active participants reported on line 7a of the Form 55002018-07-0194
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01125
Number of participants with account balances2018-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
2017: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01118
Total number of active participants reported on line 7a of the Form 55002017-07-0196
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0128
Total of all active and inactive participants2017-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01124
Number of participants with account balances2017-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01116
Total number of active participants reported on line 7a of the Form 55002016-07-0191
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0127
Total of all active and inactive participants2016-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01118
Number of participants with account balances2016-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0110
2015: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01145
Total number of active participants reported on line 7a of the Form 55002015-07-01100
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0116
Total of all active and inactive participants2015-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01116
Number of participants with account balances2015-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01145
Total number of active participants reported on line 7a of the Form 55002014-07-0195
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0150
Total of all active and inactive participants2014-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01145
Number of participants with account balances2014-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
Total participants, beginning-of-year2014-01-01164
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01145
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01164
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01145
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ABINGDON PHYSICIAN PARTNERS 403(B) PLAN

Measure Date Value
2022 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets from this plan2022-06-30$6,142,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-244,290
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,173,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,169,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$609,655
Value of total assets at end of year2022-06-30$0
Value of total assets at beginning of year2022-06-30$8,561,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$4,677
Total interest from all sources2022-06-30$1,620
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$318,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$318,099
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$347,358
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$15,130
Other income not declared elsewhere2022-06-30$798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,418,220
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,561,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$831
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,518,759
Interest on participant loans2022-06-30$692
Interest earned on other investments2022-06-30$928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$27,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,174,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$262,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,169,253
Contract administrator fees2022-06-30$3,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30Yes
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PYA, P.C.
Accountancy firm EIN2022-06-30621517792
2021 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,475,323
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$515,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$507,032
Expenses. Certain deemed distributions of participant loans2021-06-30$1,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$706,699
Value of total assets at end of year2021-06-30$8,561,176
Value of total assets at beginning of year2021-06-30$6,601,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,246
Total interest from all sources2021-06-30$3,058
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$158,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$158,108
Administrative expenses professional fees incurred2021-06-30$2,845
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$400,241
Participant contributions at end of year2021-06-30$15,130
Participant contributions at beginning of year2021-06-30$20,894
Other income not declared elsewhere2021-06-30$736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,960,143
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,561,176
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,601,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$400
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,518,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,366,699
Interest on participant loans2021-06-30$1,150
Interest earned on other investments2021-06-30$1,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$27,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$213,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,606,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$306,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$507,032
Contract administrator fees2021-06-30$3,001
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PYA, P.C.
Accountancy firm EIN2021-06-30621517792
2020 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$930,226
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$373,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$368,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$699,586
Value of total assets at end of year2020-06-30$6,601,033
Value of total assets at beginning of year2020-06-30$6,044,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$5,342
Total interest from all sources2020-06-30$5,010
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$165,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$165,735
Administrative expenses professional fees incurred2020-06-30$830
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$403,179
Participant contributions at end of year2020-06-30$20,894
Participant contributions at beginning of year2020-06-30$21,605
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$10,106
Other income not declared elsewhere2020-06-30$1,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$556,380
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,601,033
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,044,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$300
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,366,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,823,280
Interest on participant loans2020-06-30$1,246
Interest earned on other investments2020-06-30$3,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$213,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$199,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$58,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$286,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$368,504
Contract administrator fees2020-06-30$4,212
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PYA, P.C.
Accountancy firm EIN2020-06-30621517792
2019 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$957,943
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$102,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$97,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$599,742
Value of total assets at end of year2019-06-30$6,044,653
Value of total assets at beginning of year2019-06-30$5,189,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,433
Total interest from all sources2019-06-30$1,448
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$137,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$137,476
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$387,586
Participant contributions at end of year2019-06-30$21,605
Participant contributions at beginning of year2019-06-30$20,107
Other income not declared elsewhere2019-06-30$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$855,141
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,044,653
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,189,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$1,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,823,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,133,068
Interest on participant loans2019-06-30$987
Interest earned on other investments2019-06-30$461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$199,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$36,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$217,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$212,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$97,369
Contract administrator fees2019-06-30$4,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2019-06-30621517792
2018 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$945,717
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$363,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$350,462
Expenses. Certain deemed distributions of participant loans2018-06-30$-5
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$542,665
Value of total assets at end of year2018-06-30$5,189,512
Value of total assets at beginning of year2018-06-30$4,607,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,482
Total interest from all sources2018-06-30$1,202
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$105,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$105,598
Administrative expenses professional fees incurred2018-06-30$1,564
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$295,925
Participant contributions at end of year2018-06-30$20,107
Participant contributions at beginning of year2018-06-30$18,779
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$23,460
Other income not declared elsewhere2018-06-30$2,354
Administrative expenses (other) incurred2018-06-30$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$581,778
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,189,512
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,607,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$300
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,133,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,569,375
Interest on participant loans2018-06-30$868
Interest earned on other investments2018-06-30$334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$36,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$19,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$293,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$223,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$350,462
Contract administrator fees2018-06-30$11,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2018-06-30621517792
2017 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,235,352
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$930,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$914,771
Expenses. Certain deemed distributions of participant loans2017-06-30$-55
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$659,122
Value of total assets at end of year2017-06-30$4,607,734
Value of total assets at beginning of year2017-06-30$4,302,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$15,687
Total interest from all sources2017-06-30$1,345
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$92,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$92,185
Administrative expenses professional fees incurred2017-06-30$3,682
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$290,642
Participant contributions at end of year2017-06-30$18,779
Participant contributions at beginning of year2017-06-30$22,015
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$164,455
Other income not declared elsewhere2017-06-30$2,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$304,949
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,607,734
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,302,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$773
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,569,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,227,741
Interest on participant loans2017-06-30$886
Interest earned on other investments2017-06-30$459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$19,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$53,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$480,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$204,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$914,771
Contract administrator fees2017-06-30$11,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2017-06-30621517792
2016 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$471,719
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$399,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$387,833
Expenses. Certain deemed distributions of participant loans2016-06-30$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$455,045
Value of total assets at end of year2016-06-30$4,302,785
Value of total assets at beginning of year2016-06-30$4,230,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,631
Total interest from all sources2016-06-30$1,477
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$35,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$35,414
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$296,832
Participant contributions at end of year2016-06-30$22,015
Participant contributions at beginning of year2016-06-30$13,993
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,134
Other income not declared elsewhere2016-06-30$2,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$72,105
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,302,785
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,230,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$1,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,227,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,143,858
Interest on participant loans2016-06-30$796
Interest earned on other investments2016-06-30$681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$53,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$72,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-22,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$155,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$387,833
Contract administrator fees2016-06-30$10,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2016-06-30621517792
2015 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$855,139
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,697,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,680,127
Expenses. Certain deemed distributions of participant loans2015-06-30$2,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$670,306
Value of total assets at end of year2015-06-30$4,230,680
Value of total assets at beginning of year2015-06-30$5,073,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$15,016
Total interest from all sources2015-06-30$2,304
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$108,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$108,118
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$437,741
Participant contributions at end of year2015-06-30$13,993
Participant contributions at beginning of year2015-06-30$14,501
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$16,113
Other income not declared elsewhere2015-06-30$1,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-842,365
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,230,680
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,073,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,143,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,056,377
Interest on participant loans2015-06-30$671
Interest earned on other investments2015-06-30$1,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$72,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$73,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$216,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,680,127
Contract administrator fees2015-06-30$15,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2015-06-30621517792
2014 : ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,825
Total income from all sources (including contributions)2014-06-30$544,479
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$492,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$473,506
Expenses. Certain deemed distributions of participant loans2014-06-30$7,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$261,172
Value of total assets at end of year2014-06-30$5,073,045
Value of total assets at beginning of year2014-06-30$5,023,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$11,554
Total interest from all sources2014-06-30$330
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$5,415
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$30,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$261,172
Participant contributions at end of year2014-06-30$14,501
Participant contributions at beginning of year2014-06-30$26,219
Liabilities. Value of operating payables at beginning of year2014-06-30$2,825
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$2,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$51,923
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,073,045
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,021,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$6,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,056,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,552,812
Interest on participant loans2014-06-30$330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$282,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$441,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$473,506
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
2013 : ABINGDON PHYSICIAN PARTNERS 403(B) 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$2,825
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$2,019,078
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$401,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$381,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,327,213
Value of total assets at end of year2013-12-31$5,023,947
Value of total assets at beginning of year2013-12-31$3,403,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,433
Total interest from all sources2013-12-31$1,323
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
Administrative expenses professional fees incurred2013-12-31$9,120
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$678,089
Participant contributions at end of year2013-12-31$26,219
Participant contributions at beginning of year2013-12-31$37,692
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$204,575
Liabilities. Value of operating payables at end of year2013-12-31$2,825
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2,876
Total non interest bearing cash at beginning of year2013-12-31$63
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$1,618,055
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,021,122
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,403,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,233,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,734,224
Interest on participant loans2013-12-31$1,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$202,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$202,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$319,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$690,542
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$444,549
Employer contributions (assets) at end of year2013-12-31$441,375
Employer contributions (assets) at beginning of year2013-12-31$428,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$381,590
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 name2013-12-31PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2013-12-31621517792
2012 : ABINGDON PHYSICIAN PARTNERS 403(B) 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$1,568,501
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$219,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$204,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,301,368
Value of total assets at end of year2012-12-31$3,403,067
Value of total assets at beginning of year2012-12-31$2,053,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,025
Total interest from all sources2012-12-31$301
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
Administrative expenses professional fees incurred2012-12-31$7,769
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000
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$547,953
Participant contributions at end of year2012-12-31$37,692
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$324,427
Total non interest bearing cash at end of year2012-12-31$63
Total non interest bearing cash at beginning of year2012-12-31$1,406
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$1,349,488
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,403,067
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,053,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,734,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,549,237
Interest on participant loans2012-12-31$301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$202,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$148,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$148,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$266,832
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$428,988
Employer contributions (assets) at end of year2012-12-31$428,988
Employer contributions (assets) at beginning of year2012-12-31$354,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$204,988
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 name2012-12-31PERSHING YOAKLEY & ASSOC. P.C.
Accountancy firm EIN2012-12-31621517792
2011 : ABINGDON PHYSICIAN PARTNERS 403(B) 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$747,440
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$77,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$69,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$771,402
Value of total assets at end of year2011-12-31$2,053,579
Value of total assets at beginning of year2011-12-31$1,383,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,385
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,474
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000
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$401,597
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,741
Total non interest bearing cash at end of year2011-12-31$1,406
Total non interest bearing cash at beginning of year2011-12-31$57,789
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$669,666
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,053,579
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,383,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,549,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$951,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$148,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$56,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$56,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-63,485
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$343,064
Employer contributions (assets) at end of year2011-12-31$354,337
Employer contributions (assets) at beginning of year2011-12-31$318,102
Income. Dividends from preferred stock2011-12-31$39,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,389
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 name2011-12-31PERSHING YOAKLEY & ASSOC, P.C.
Accountancy firm EIN2011-12-31621517792

Form 5500 Responses for ABINGDON PHYSICIAN PARTNERS 403(B) PLAN

2021: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ABINGDON PHYSICIAN PARTNERS 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
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)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABINGDON PHYSICIAN PARTNERS 403(B) 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: ABINGDON PHYSICIAN PARTNERS 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABINGDON PHYSICIAN PARTNERS 403(B) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893991-007
Policy instance 1
Insurance contract or identification number893991-007
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893991-007
Policy instance 1
Insurance contract or identification number893991-007
Number of Individuals Covered2
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893991-007
Policy instance 1
Insurance contract or identification number893991-007
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893991-007
Policy instance 1
Insurance contract or identification number893991-007
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893991-007
Policy instance 1
Insurance contract or identification number893991-007
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893877+007
Policy instance 1
Insurance contract or identification number893877+007
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893877+007
Policy instance 2
Insurance contract or identification number893877+007
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808662
Policy instance 1
Insurance contract or identification number808662
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808662
Policy instance 1
Insurance contract or identification number808662
Number of Individuals Covered145
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808662
Policy instance 1
Insurance contract or identification number808662
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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

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