Logo

FLORIDA UROLOGY PARTNERS, LLP 401K 401k Plan overview

Plan NameFLORIDA UROLOGY PARTNERS, LLP 401K
Plan identification number 001

FLORIDA UROLOGY PARTNERS, LLP 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

FLORIDA UROLOGY PARTNERS, LLP has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA UROLOGY PARTNERS, LLP
Employer identification number (EIN):261300103
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA UROLOGY PARTNERS, LLP 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MALCOM ROOT2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MOHAMED HELAL2015-08-04
0012013-01-01MALCOLM ROOT2014-07-18
0012012-01-01MARY RILEY2013-07-22
0012011-01-01MALCOLM ROOT2012-09-05
0012010-01-01MALCOLM ROOT2011-07-18

Plan Statistics for FLORIDA UROLOGY PARTNERS, LLP 401K

401k plan membership statisitcs for FLORIDA UROLOGY PARTNERS, LLP 401K

Measure Date Value
2022: FLORIDA UROLOGY PARTNERS, LLP 401K 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01247
Number of participants with account balances2022-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: FLORIDA UROLOGY PARTNERS, LLP 401K 2021 401k membership
Total participants, beginning-of-year2021-01-01208
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01222
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: FLORIDA UROLOGY PARTNERS, LLP 401K 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01198
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: FLORIDA UROLOGY PARTNERS, LLP 401K 2019 401k membership
Total participants, beginning-of-year2019-01-01228
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01205
Number of participants with account balances2019-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FLORIDA UROLOGY PARTNERS, LLP 401K 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01213
Number of participants with account balances2018-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: FLORIDA UROLOGY PARTNERS, LLP 401K 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01105
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: FLORIDA UROLOGY PARTNERS, LLP 401K 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01134
Total participants2016-01-01134
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: FLORIDA UROLOGY PARTNERS, LLP 401K 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01160
Total participants2015-01-01160
Number of participants with account balances2015-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on FLORIDA UROLOGY PARTNERS, LLP 401K

Measure Date Value
2022 : FLORIDA UROLOGY PARTNERS, LLP 401K 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,439,532
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$355,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$270,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,170,712
Value of total assets at end of year2022-12-31$21,508,049
Value of total assets at beginning of year2022-12-31$23,302,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,150
Total interest from all sources2022-12-31$2,472
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$336,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$336,289
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$787,274
Participant contributions at end of year2022-12-31$47,165
Participant contributions at beginning of year2022-12-31$62,516
Participant contributions at end of year2022-12-31$3,781
Participant contributions at beginning of year2022-12-31$3,108
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$114,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,794,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,508,049
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,302,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,162,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,555,552
Interest on participant loans2022-12-31$2,472
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$5,025,320
Value of interest in common/collective trusts at beginning of year2022-12-31$4,586,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,340,714
Net investment gain or loss from common/collective trusts2022-12-31$-608,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,269,121
Employer contributions (assets) at end of year2022-12-31$1,269,121
Employer contributions (assets) at beginning of year2022-12-31$1,094,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$270,888
Contract administrator fees2022-12-31$56,380
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : FLORIDA UROLOGY PARTNERS, LLP 401K 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,857,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$379,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$311,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,833,496
Value of total assets at end of year2021-12-31$23,302,619
Value of total assets at beginning of year2021-12-31$18,824,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,223
Total interest from all sources2021-12-31$4,008
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$313,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$313,251
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$705,930
Participant contributions at end of year2021-12-31$62,516
Participant contributions at beginning of year2021-12-31$86,364
Participant contributions at end of year2021-12-31$3,108
Participant contributions at beginning of year2021-12-31$27,558
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,612
Administrative expenses (other) incurred2021-12-31$18,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,478,377
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,302,619
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,824,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,555,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,028,742
Interest on participant loans2021-12-31$4,008
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$4,586,489
Value of interest in common/collective trusts at beginning of year2021-12-31$585,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,516,581
Net investment gain or loss from common/collective trusts2021-12-31$190,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,094,954
Employer contributions (assets) at end of year2021-12-31$1,094,954
Employer contributions (assets) at beginning of year2021-12-31$1,096,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$311,935
Contract administrator fees2021-12-31$32,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : FLORIDA UROLOGY PARTNERS, LLP 401K 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,769,088
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$286,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$224,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,741,818
Value of total assets at end of year2020-12-31$18,824,242
Value of total assets at beginning of year2020-12-31$15,341,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,352
Total interest from all sources2020-12-31$3,846
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$395,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$637,573
Participant contributions at end of year2020-12-31$86,364
Participant contributions at beginning of year2020-12-31$96,509
Participant contributions at end of year2020-12-31$27,558
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,907
Administrative expenses (other) incurred2020-12-31$39,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,482,312
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,824,242
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,341,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,028,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,854,949
Interest on participant loans2020-12-31$3,846
Value of interest in common/collective trusts at end of year2020-12-31$585,240
Value of interest in common/collective trusts at beginning of year2020-12-31$499,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,617,952
Net investment gain or loss from common/collective trusts2020-12-31$9,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,096,338
Employer contributions (assets) at end of year2020-12-31$1,096,338
Employer contributions (assets) at beginning of year2020-12-31$891,334
Income. Dividends from preferred stock2020-12-31$395,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$224,424
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : FLORIDA UROLOGY PARTNERS, LLP 401K 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,024,403
Total income from all sources (including contributions)2019-12-31$4,024,403
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,188,841
Total of all expenses incurred2019-12-31$1,188,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,153,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,153,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,447,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,447,623
Value of total assets at end of year2019-12-31$15,341,930
Value of total assets at end of year2019-12-31$15,341,930
Value of total assets at beginning of year2019-12-31$12,506,368
Value of total assets at beginning of year2019-12-31$12,506,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,761
Total interest from all sources2019-12-31$4,463
Total interest from all sources2019-12-31$4,463
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$402,273
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$402,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$402,273
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$402,273
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$556,309
Contributions received from participants2019-12-31$556,309
Participant contributions at end of year2019-12-31$96,509
Participant contributions at end of year2019-12-31$96,509
Participant contributions at beginning of year2019-12-31$110,296
Participant contributions at beginning of year2019-12-31$110,296
Administrative expenses (other) incurred2019-12-31$31,444
Administrative expenses (other) incurred2019-12-31$31,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,835,562
Value of net income/loss2019-12-31$2,835,562
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,341,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,341,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,506,368
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,506,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,317
Investment advisory and management fees2019-12-31$4,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,854,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,854,949
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,171,404
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,171,404
Interest on participant loans2019-12-31$4,463
Interest on participant loans2019-12-31$4,463
Value of interest in common/collective trusts at end of year2019-12-31$499,138
Value of interest in common/collective trusts at end of year2019-12-31$499,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$60,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$60,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$60,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$60,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$307,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$307,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,161,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,161,057
Net investment gain or loss from common/collective trusts2019-12-31$8,987
Net investment gain or loss from common/collective trusts2019-12-31$8,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$891,314
Contributions received in cash from employer2019-12-31$891,314
Employer contributions (assets) at end of year2019-12-31$891,334
Employer contributions (assets) at end of year2019-12-31$891,334
Employer contributions (assets) at beginning of year2019-12-31$856,916
Employer contributions (assets) at beginning of year2019-12-31$856,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,153,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,153,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : FLORIDA UROLOGY PARTNERS, LLP 401K 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$382,404
Total of all expenses incurred2018-12-31$963,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$958,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,360,569
Value of total assets at end of year2018-12-31$12,506,368
Value of total assets at beginning of year2018-12-31$13,087,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,053
Total interest from all sources2018-12-31$6,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$501,739
Participant contributions at end of year2018-12-31$110,296
Participant contributions at beginning of year2018-12-31$138,748
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,428
Other income not declared elsewhere2018-12-31$18,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-581,565
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,506,368
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,087,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,171,404
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,846,748
Interest on participant loans2018-12-31$6,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$60,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$41,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$41,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$307,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$263,327
Net investment gain/loss from pooled separate accounts2018-12-31$-1,003,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$850,402
Employer contributions (assets) at end of year2018-12-31$856,916
Employer contributions (assets) at beginning of year2018-12-31$797,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$958,916
Contract administrator fees2018-12-31$5,053
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : FLORIDA UROLOGY PARTNERS, LLP 401K 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,913,444
Total of all expenses incurred2017-12-31$209,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$203,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,331,702
Value of total assets at end of year2017-12-31$13,087,933
Value of total assets at beginning of year2017-12-31$10,383,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,425
Total interest from all sources2017-12-31$4,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$497,063
Participant contributions at end of year2017-12-31$138,748
Participant contributions at beginning of year2017-12-31$115,719
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,928
Other income not declared elsewhere2017-12-31$17,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,704,185
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,087,933
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,383,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,846,748
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,262,774
Interest on participant loans2017-12-31$4,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$41,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$263,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$226,033
Net investment gain/loss from pooled separate accounts2017-12-31$1,559,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$797,711
Employer contributions (assets) at end of year2017-12-31$797,711
Employer contributions (assets) at beginning of year2017-12-31$755,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$203,834
Contract administrator fees2017-12-31$5,425
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : FLORIDA UROLOGY PARTNERS, LLP 401K 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,965,411
Total of all expenses incurred2016-12-31$283,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$260,119
Expenses. Certain deemed distributions of participant loans2016-12-31$15,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,259,109
Value of total assets at end of year2016-12-31$10,383,748
Value of total assets at beginning of year2016-12-31$8,702,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,147
Total interest from all sources2016-12-31$9,676
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$508,205
Participant contributions at end of year2016-12-31$115,719
Participant contributions at beginning of year2016-12-31$103,904
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,483
Other income not declared elsewhere2016-12-31$14,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,681,601
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,383,748
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,702,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$9,262,774
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,606,387
Interest on participant loans2016-12-31$9,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$226,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$217,374
Net investment gain/loss from pooled separate accounts2016-12-31$682,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$745,421
Employer contributions (assets) at end of year2016-12-31$755,774
Employer contributions (assets) at beginning of year2016-12-31$765,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$260,119
Contract administrator fees2016-12-31$8,147
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : FLORIDA UROLOGY PARTNERS, LLP 401K 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,054,177
Total of all expenses incurred2015-12-31$265,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$258,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,229,151
Value of total assets at end of year2015-12-31$8,702,147
Value of total assets at beginning of year2015-12-31$7,913,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,609
Total interest from all sources2015-12-31$9,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$456,003
Participant contributions at end of year2015-12-31$103,904
Participant contributions at beginning of year2015-12-31$122,246
Participant contributions at beginning of year2015-12-31$4,272
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$788,509
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,702,147
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,913,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,606,387
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,983,456
Interest on participant loans2015-12-31$9,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$217,374
Net investment gain/loss from pooled separate accounts2015-12-31$-184,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$765,031
Employer contributions (assets) at end of year2015-12-31$765,031
Employer contributions (assets) at beginning of year2015-12-31$793,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$258,059
Contract administrator fees2015-12-31$7,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER, HOFFMAN, MCCANN, P.C.
Accountancy firm EIN2015-12-31431947695

Form 5500 Responses for FLORIDA UROLOGY PARTNERS, LLP 401K

2022: FLORIDA UROLOGY PARTNERS, LLP 401K 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FLORIDA UROLOGY PARTNERS, LLP 401K 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FLORIDA UROLOGY PARTNERS, LLP 401K 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FLORIDA UROLOGY PARTNERS, LLP 401K 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FLORIDA UROLOGY PARTNERS, LLP 401K 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FLORIDA UROLOGY PARTNERS, LLP 401K 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FLORIDA UROLOGY PARTNERS, LLP 401K 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FLORIDA UROLOGY PARTNERS, LLP 401K 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601699000
Policy instance 1
Insurance contract or identification number601699000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-03-01
Total amount of commissions paid to insurance brokerUSD $5,095
Total amount of fees paid to insurance companyUSD $994
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
Commission paid to Insurance BrokerUSD $5,095
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerNOT STATED
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601699000
Policy instance 1
Insurance contract or identification number601699000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33,388
Total amount of fees paid to insurance companyUSD $6,068
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees6068
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $33,388
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601699000
Policy instance 1
Insurance contract or identification number601699000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $29,546
Total amount of fees paid to insurance companyUSD $5,275
Commission paid to Insurance BrokerUSD $29,546
Insurance broker organization code?3
Amount paid for insurance broker fees5275
Insurance broker nameMATTHEWS BENEFIT GROUP, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601699000
Policy instance 1
Insurance contract or identification number601699000
Number of Individuals Covered160
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,784
Total amount of fees paid to insurance companyUSD $5,869
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $32,784
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5869
Insurance broker nameMATTHEWS BENEFIT GROUP, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1