LIFESPAN CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIFESPAN PHYSICIANS' RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2018 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
| Total transfer of assets to this plan | 2018-03-31 | $0 |
| Total transfer of assets from this plan | 2018-03-31 | $207,950,888 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
| Total income from all sources (including contributions) | 2018-03-31 | $25,107 |
| Total loss/gain on sale of assets | 2018-03-31 | $0 |
| Total of all expenses incurred | 2018-03-31 | $4,237,107 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $4,231,752 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $0 |
| Value of total assets at end of year | 2018-03-31 | $0 |
| Value of total assets at beginning of year | 2018-03-31 | $212,162,888 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $5,355 |
| Total interest from all sources | 2018-03-31 | $157,098 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $176,320 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-03-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $176,320 |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Contributions received from participants | 2018-03-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $747,762 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $0 |
| Other income not declared elsewhere | 2018-03-31 | $7,414 |
| Administrative expenses (other) incurred | 2018-03-31 | $5,355 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $-4,212,000 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $212,162,888 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $142,907,203 |
| Value of interest in pooled separate accounts at end of year | 2018-03-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2018-03-31 | $2,967,560 |
| Interest earned on other investments | 2018-03-31 | $157,098 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-03-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-03-31 | $65,540,363 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $-315,725 |
| Net investment gain/loss from pooled separate accounts | 2018-03-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $4,231,752 |
| Did the plan have assets held for investment | 2018-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
| Accountancy firm name | 2018-03-31 | KPMG LLP |
| Accountancy firm EIN | 2018-03-31 | 135565207 |
| 2017 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $36,170,448 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $9,920,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,905,640 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,142,164 |
| Value of total assets at end of year | 2017-12-31 | $212,162,888 |
| Value of total assets at beginning of year | 2017-12-31 | $185,913,395 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,315 |
| Total interest from all sources | 2017-12-31 | $670,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,875,801 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,875,801 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,542,506 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $1,988 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $747,762 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $454,960 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $182,480 |
| Other income not declared elsewhere | 2017-12-31 | $50,617 |
| Administrative expenses (other) incurred | 2017-12-31 | $15,315 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $26,249,493 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $212,162,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $185,913,395 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $142,907,203 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $117,605,593 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,967,560 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,925,806 |
| Interest earned on other investments | 2017-12-31 | $670,955 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $65,540,363 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $64,925,048 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $24,430,911 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $5,417,178 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,905,640 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | KPMG LLP |
| Accountancy firm EIN | 2017-12-31 | 135565207 |
| 2016 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $20,048,440 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $7,981,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,980,019 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $9,018,438 |
| Value of total assets at end of year | 2016-12-31 | $185,913,395 |
| Value of total assets at beginning of year | 2016-12-31 | $173,846,372 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,398 |
| Total interest from all sources | 2016-12-31 | $854,237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,276,150 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,276,150 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $3,379,924 |
| Participant contributions at end of year | 2016-12-31 | $1,988 |
| Participant contributions at beginning of year | 2016-12-31 | $72,401 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $463,218 |
| Other income not declared elsewhere | 2016-12-31 | $725 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,398 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $12,067,023 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $185,913,395 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $173,846,372 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $42,334,311 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $31,039,770 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $78,652,048 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $79,145,746 |
| Interest earned on other investments | 2016-12-31 | $854,237 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $64,925,048 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $63,588,455 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $8,898,890 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $5,175,296 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,980,019 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | KPMG LLP |
| Accountancy firm EIN | 2016-12-31 | 135565207 |
| 2015 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $14,794,220 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $12,525,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,523,560 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,947,732 |
| Value of total assets at end of year | 2015-12-31 | $173,846,372 |
| Value of total assets at beginning of year | 2015-12-31 | $171,577,309 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,597 |
| Total interest from all sources | 2015-12-31 | $704,324 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,152,565 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,152,565 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $2,860,295 |
| Participant contributions at end of year | 2015-12-31 | $72,401 |
| Participant contributions at beginning of year | 2015-12-31 | $125,077 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,941,224 |
| Other income not declared elsewhere | 2015-12-31 | $928 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $2,269,063 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $173,846,372 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $171,577,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $31,039,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,642,984 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $79,145,746 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $84,497,543 |
| Interest earned on other investments | 2015-12-31 | $704,324 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $63,588,455 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $63,036,675 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $988,671 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,146,213 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $275,030 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,523,560 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | KPMG LLP |
| Accountancy firm EIN | 2015-12-31 | 135565207 |
| 2014 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $17,525,862 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $10,180,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,176,617 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,476,782 |
| Value of total assets at end of year | 2014-12-31 | $171,577,309 |
| Value of total assets at beginning of year | 2014-12-31 | $164,231,892 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,828 |
| Total interest from all sources | 2014-12-31 | $1,505,214 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $217,812 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $217,812 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,533,377 |
| Participant contributions at end of year | 2014-12-31 | $125,077 |
| Participant contributions at beginning of year | 2014-12-31 | $98,402 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $917,475 |
| Other income not declared elsewhere | 2014-12-31 | $802 |
| Administrative expenses (other) incurred | 2014-12-31 | $3,828 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $7,345,417 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $171,577,309 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $164,231,892 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,642,984 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,579,138 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $84,497,543 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $85,503,515 |
| Interest earned on other investments | 2014-12-31 | $1,505,214 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $63,036,675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $61,795,473 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $8,325,252 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $4,025,930 |
| Employer contributions (assets) at end of year | 2014-12-31 | $275,030 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $255,364 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $10,176,617 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | KPMG LLP |
| Accountancy firm EIN | 2014-12-31 | 135565207 |
| 2013 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $28,785,245 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $5,604,946 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,604,851 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,156,446 |
| Value of total assets at end of year | 2013-12-31 | $164,231,892 |
| Value of total assets at beginning of year | 2013-12-31 | $141,051,593 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $95 |
| Total interest from all sources | 2013-12-31 | $1,104,621 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $185,650 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $185,650 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,403,874 |
| Participant contributions at end of year | 2013-12-31 | $98,402 |
| Participant contributions at beginning of year | 2013-12-31 | $99,543 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,332,659 |
| Other income not declared elsewhere | 2013-12-31 | $3,284 |
| Administrative expenses (other) incurred | 2013-12-31 | $95 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $23,180,299 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $164,231,892 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $141,051,593 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,579,138 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,742,774 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $85,503,515 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $72,081,951 |
| Interest earned on other investments | 2013-12-31 | $1,104,621 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $61,795,473 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $59,790,273 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $19,335,244 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,419,913 |
| Employer contributions (assets) at end of year | 2013-12-31 | $255,364 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $337,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,604,851 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | KPMG LLP |
| Accountancy firm EIN | 2013-12-31 | 135565207 |
| 2012 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $18,045,275 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $9,300,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,300,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,189,249 |
| Value of total assets at end of year | 2012-12-31 | $141,051,593 |
| Value of total assets at beginning of year | 2012-12-31 | $132,306,758 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $228 |
| Total interest from all sources | 2012-12-31 | $735,989 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $116,759 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $116,759 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,088,797 |
| Participant contributions at end of year | 2012-12-31 | $99,543 |
| Participant contributions at beginning of year | 2012-12-31 | $91,986 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $140,267 |
| Administrative expenses (other) incurred | 2012-12-31 | $228 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $8,744,835 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $141,051,593 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $132,306,758 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,742,774 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,385,684 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $72,081,951 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $68,806,575 |
| Interest earned on other investments | 2012-12-31 | $735,989 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $59,790,273 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $58,993,930 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $12,003,278 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,960,185 |
| Employer contributions (assets) at end of year | 2012-12-31 | $337,052 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $28,583 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,300,212 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | KPMG LLP |
| Accountancy firm EIN | 2012-12-31 | 135565207 |
| 2011 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $6,116,244 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $5,815,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,815,811 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,043,670 |
| Value of total assets at end of year | 2011-12-31 | $132,306,758 |
| Value of total assets at beginning of year | 2011-12-31 | $132,006,419 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $94 |
| Total interest from all sources | 2011-12-31 | $586,343 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $124,935 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $124,935 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,841,177 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $20,286 |
| Participant contributions at end of year | 2011-12-31 | $91,986 |
| Participant contributions at beginning of year | 2011-12-31 | $163,956 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $291,384 |
| Administrative expenses (other) incurred | 2011-12-31 | $94 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $300,339 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $132,306,758 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $132,006,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,385,684 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,115,819 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $68,806,575 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $70,967,676 |
| Interest on participant loans | 2011-12-31 | $431 |
| Interest earned on other investments | 2011-12-31 | $585,912 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $58,993,930 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $57,329,480 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $361,296 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,911,109 |
| Employer contributions (assets) at end of year | 2011-12-31 | $28,583 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $409,202 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,815,811 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | KPMG LLP |
| Accountancy firm EIN | 2011-12-31 | 135565207 |
| 2010 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $10,270,166 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $10,270,166 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $15,882,635 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $4,954,007 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,953,885 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,089,154 |
| Value of total assets at end of year | 2010-12-31 | $132,006,419 |
| Value of total assets at beginning of year | 2010-12-31 | $121,077,791 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $122 |
| Total interest from all sources | 2010-12-31 | $467,294 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $56,021 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $56,021 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,729,137 |
| Participant contributions at end of year | 2010-12-31 | $20,286 |
| Participant contributions at beginning of year | 2010-12-31 | $9,457 |
| Participant contributions at end of year | 2010-12-31 | $163,956 |
| Participant contributions at beginning of year | 2010-12-31 | $41,061 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $84,172 |
| Administrative expenses (other) incurred | 2010-12-31 | $122 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $10,928,628 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $132,006,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $121,077,791 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,115,819 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,386,696 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $70,967,676 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $62,211,616 |
| Interest on participant loans | 2010-12-31 | $748 |
| Interest earned on other investments | 2010-12-31 | $466,546 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $57,329,480 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $56,428,961 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,275,845 |
| Employer contributions (assets) at end of year | 2010-12-31 | $409,202 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,953,885 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | KPMG LLP |
| Accountancy firm EIN | 2010-12-31 | 135565207 |
| 2009 : LIFESPAN PHYSICIANS' RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |