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PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 401k Plan overview

Plan NamePHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN
Plan identification number 001

PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

PHYSICIANS MANAGEMENT EMPLOYEE LEASING, LLC has sponsored the creation of one or more 401k plans.

Company Name:PHYSICIANS MANAGEMENT EMPLOYEE LEASING, LLC
Employer identification number (EIN):261612259
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AMANDA HART2023-10-13
0012021-01-01SRBO NIKOLIC2022-10-14
0012020-01-01CARLOS MISSAGIA2021-10-15
0012019-01-01KIMBERLY PENDZINSKI2020-10-14
0012018-01-01KIMBERLY PENDZINSKI2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ERICA WERTANEN
0012011-01-01EMYLE KRUYER-COLLINS
0012010-01-01EMYLE KRUYER-COLLINS2011-10-06

Plan Statistics for PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN

401k plan membership statisitcs for PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN

Measure Date Value
2022: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01497
Total number of active participants reported on line 7a of the Form 55002022-01-01410
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01478
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01457
Total number of active participants reported on line 7a of the Form 55002021-01-01401
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01463
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01404
Total number of active participants reported on line 7a of the Form 55002020-01-01369
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01421
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01362
Total number of active participants reported on line 7a of the Form 55002019-01-01330
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01369
Number of participants with account balances2019-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01303
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01337
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01264
Total number of active participants reported on line 7a of the Form 55002017-01-01277
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01328
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01259
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01209
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01208
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0182
2011: PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01171
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01197
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN

Measure Date Value
2022 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-76,923
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$232,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$216,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$515,336
Value of total assets at end of year2022-12-31$3,441,102
Value of total assets at beginning of year2022-12-31$3,750,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,805
Total interest from all sources2022-12-31$6,266
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
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$330,893
Participant contributions at end of year2022-12-31$35,680
Participant contributions at beginning of year2022-12-31$42,078
Participant contributions at end of year2022-12-31$10,796
Participant contributions at beginning of year2022-12-31$9,586
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-308,961
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,441,102
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,750,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,002,467
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,311,538
Income. Interest from loans (other than to participants)2022-12-31$1,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$386,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$384,766
Net investment gain/loss from pooled separate accounts2022-12-31$-598,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$141,880
Employer contributions (assets) at end of year2022-12-31$5,484
Employer contributions (assets) at beginning of year2022-12-31$2,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$216,233
Contract administrator fees2022-12-31$15,805
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 name2022-12-31BESTEN & DIERUF, PLLC
Accountancy firm EIN2022-12-31453048812
2021 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$793,703
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$225,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$212,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$421,504
Value of total assets at end of year2021-12-31$3,750,063
Value of total assets at beginning of year2021-12-31$3,182,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,450
Total interest from all sources2021-12-31$4,103
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$307,293
Participant contributions at end of year2021-12-31$42,078
Participant contributions at beginning of year2021-12-31$36,137
Participant contributions at end of year2021-12-31$9,586
Participant contributions at beginning of year2021-12-31$8,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$567,751
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,750,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,182,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,311,538
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,829,340
Interest on participant loans2021-12-31$1,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$384,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$304,724
Net investment gain/loss from pooled separate accounts2021-12-31$368,096
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$114,211
Employer contributions (assets) at end of year2021-12-31$2,095
Employer contributions (assets) at beginning of year2021-12-31$3,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$212,502
Contract administrator fees2021-12-31$13,450
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 name2021-12-31BESTEN & DIERUF, PLLC
Accountancy firm EIN2021-12-31453048812
2020 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$896,950
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$203,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$193,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$518,305
Value of total assets at end of year2020-12-31$3,182,312
Value of total assets at beginning of year2020-12-31$2,489,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,131
Total interest from all sources2020-12-31$3,633
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,131
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
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$333,835
Participant contributions at end of year2020-12-31$36,137
Participant contributions at beginning of year2020-12-31$14,280
Participant contributions at end of year2020-12-31$8,697
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$692,981
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,182,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,489,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,829,340
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,229,454
Interest on participant loans2020-12-31$1,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$304,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$244,314
Net investment gain/loss from pooled separate accounts2020-12-31$375,012
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$148,740
Employer contributions (assets) at end of year2020-12-31$3,414
Employer contributions (assets) at beginning of year2020-12-31$1,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$193,838
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 name2020-12-31BESTEN & DIERUF, PLLC
Accountancy firm EIN2020-12-31453048812
2019 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,178
Total income from all sources (including contributions)2019-12-31$836,712
Total income from all sources (including contributions)2019-12-31$836,712
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$264,937
Total of all expenses incurred2019-12-31$264,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$256,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$256,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$429,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$429,316
Value of total assets at end of year2019-12-31$2,489,331
Value of total assets at end of year2019-12-31$2,489,331
Value of total assets at beginning of year2019-12-31$1,920,734
Value of total assets at beginning of year2019-12-31$1,920,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,751
Total interest from all sources2019-12-31$2,614
Total interest from all sources2019-12-31$2,614
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,751
Administrative expenses professional fees incurred2019-12-31$8,751
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$296,100
Contributions received from participants2019-12-31$296,100
Participant contributions at end of year2019-12-31$14,280
Participant contributions at end of year2019-12-31$14,280
Participant contributions at beginning of year2019-12-31$11,166
Participant contributions at beginning of year2019-12-31$11,166
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,178
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$571,775
Value of net income/loss2019-12-31$571,775
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,489,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,489,331
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,917,556
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,917,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,229,454
Value of interest in pooled separate accounts at end of year2019-12-31$2,229,454
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,698,041
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,698,041
Interest on participant loans2019-12-31$491
Interest on participant loans2019-12-31$491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$244,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$244,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$211,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$211,046
Net investment gain/loss from pooled separate accounts2019-12-31$404,782
Net investment gain/loss from pooled separate accounts2019-12-31$404,782
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$133,216
Contributions received in cash from employer2019-12-31$133,216
Employer contributions (assets) at end of year2019-12-31$1,283
Employer contributions (assets) at end of year2019-12-31$1,283
Employer contributions (assets) at beginning of year2019-12-31$481
Employer contributions (assets) at beginning of year2019-12-31$481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$256,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$256,186
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 name2019-12-31BESTEN & DIERUF, PLLC
Accountancy firm name2019-12-31BESTEN & DIERUF, PLLC
Accountancy firm EIN2019-12-31453048812
Accountancy firm EIN2019-12-31453048812
2018 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$258,934
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$162,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$151,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$346,462
Value of total assets at end of year2018-12-31$1,920,734
Value of total assets at beginning of year2018-12-31$1,821,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,720
Total interest from all sources2018-12-31$2,047
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10,720
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$238,572
Participant contributions at end of year2018-12-31$11,166
Participant contributions at beginning of year2018-12-31$13,178
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$96,223
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,917,556
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,821,333
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$1,698,041
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,612,486
Interest on participant loans2018-12-31$537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$211,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$182,753
Net investment gain/loss from pooled separate accounts2018-12-31$-89,575
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$107,890
Employer contributions (assets) at end of year2018-12-31$481
Employer contributions (assets) at beginning of year2018-12-31$4,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$151,991
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 name2018-12-31BESTEN & DIERUF, PLLC
Accountancy firm EIN2018-12-31453048812
2017 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$532,143
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$454,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$443,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$312,885
Value of total assets at end of year2017-12-31$1,821,333
Value of total assets at beginning of year2017-12-31$1,743,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,160
Total interest from all sources2017-12-31$2,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$10,160
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$204,794
Participant contributions at end of year2017-12-31$13,178
Participant contributions at beginning of year2017-12-31$13,887
Participant contributions at end of year2017-12-31$8,827
Participant contributions at beginning of year2017-12-31$6,933
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,272
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$78,029
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,821,333
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,743,304
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$1,612,486
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,497,645
Interest on participant loans2017-12-31$559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$182,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$221,395
Net investment gain/loss from pooled separate accounts2017-12-31$217,190
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$98,819
Employer contributions (assets) at end of year2017-12-31$4,089
Employer contributions (assets) at beginning of year2017-12-31$3,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$443,954
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 name2017-12-31BESTEN & DIERUF, PLLC
Accountancy firm EIN2017-12-31453048812
2016 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$364,010
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$263,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$254,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$263,189
Value of total assets at end of year2016-12-31$1,743,304
Value of total assets at beginning of year2016-12-31$1,643,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,698
Total interest from all sources2016-12-31$2,198
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$9,698
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$148,984
Participant contributions at end of year2016-12-31$13,887
Participant contributions at beginning of year2016-12-31$8,804
Participant contributions at end of year2016-12-31$6,933
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,600
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$100,136
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,743,304
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,643,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,497,645
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,418,984
Interest on participant loans2016-12-31$467
Interest earned on other investments2016-12-31$1,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$221,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$215,380
Net investment gain/loss from pooled separate accounts2016-12-31$98,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$75,605
Employer contributions (assets) at end of year2016-12-31$3,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$254,176
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 name2016-12-31ENDERLE BESTEN DIERUF, PLLC
Accountancy firm EIN2016-12-31453048812
2015 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$171,154
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$479,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$469,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$153,240
Value of total assets at end of year2015-12-31$1,649,076
Value of total assets at beginning of year2015-12-31$1,957,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,026
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$10,026
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$92,500
Participant contributions at end of year2015-12-31$14,712
Participant contributions at beginning of year2015-12-31$29,654
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-307,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,649,076
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,957,047
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$1,418,984
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,658,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$215,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$269,284
Net investment gain/loss from pooled separate accounts2015-12-31$17,914
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$59,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$469,099
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 name2015-12-31ENDERLE BESTEN DIERUF, PLLC
Accountancy firm EIN2015-12-31453048812
2014 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$396,246
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$330,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$322,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$280,999
Value of total assets at end of year2014-12-31$1,957,047
Value of total assets at beginning of year2014-12-31$1,891,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,690
Total interest from all sources2014-12-31$655
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,690
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$174,127
Participant contributions at end of year2014-12-31$29,654
Participant contributions at beginning of year2014-12-31$35,435
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$65,370
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,957,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,891,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,658,109
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,620,714
Interest on participant loans2014-12-31$655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$269,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$235,528
Net investment gain/loss from pooled separate accounts2014-12-31$114,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$92,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$322,186
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ENDERLE BESTEN DIERUF, PLLC
Accountancy firm EIN2014-12-31453048812
2013 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$680,406
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,142,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,136,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$426,496
Value of total assets at end of year2013-12-31$1,891,675
Value of total assets at beginning of year2013-12-31$2,353,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,170
Total interest from all sources2013-12-31$2,876
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$283,335
Participant contributions at end of year2013-12-31$35,435
Participant contributions at beginning of year2013-12-31$68,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-462,269
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,891,675
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,353,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,285,215
Value of interest in pooled separate accounts at end of year2013-12-31$1,620,712
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$2,022
Interest earned on other investments2013-12-31$854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$235,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$251,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$143,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,136,505
Contract administrator fees2013-12-31$6,170
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680
2012 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,040,425
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$187,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$184,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$828,409
Value of total assets at end of year2012-12-31$2,353,944
Value of total assets at beginning of year2012-12-31$1,501,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,395
Total interest from all sources2012-12-31$2,477
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$523,165
Participant contributions at end of year2012-12-31$68,729
Participant contributions at beginning of year2012-12-31$36,691
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$852,695
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,353,944
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,501,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,285,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,464,558
Interest on participant loans2012-12-31$2,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$209,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$273,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$184,335
Contract administrator fees2012-12-31$3,395
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH, LLP
Accountancy firm EIN2012-12-31350921680
2011 : PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39
Total income from all sources (including contributions)2011-12-31$567,838
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$62,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$638,832
Value of total assets at end of year2011-12-31$1,501,249
Value of total assets at beginning of year2011-12-31$995,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,315
Total interest from all sources2011-12-31$1,437
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$385,457
Participant contributions at end of year2011-12-31$36,691
Participant contributions at beginning of year2011-12-31$22,491
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$505,764
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,501,249
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$995,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,464,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$973,033
Interest on participant loans2011-12-31$1,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$211,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,759
Contract administrator fees2011-12-31$2,315
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH, LLP
Accountancy firm EIN2011-12-31350921680

Form 5500 Responses for PHYSICIANS MANAGEMENT EMPLOYEE LEASING COMPANY LLC 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered121
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,047
Total amount of fees paid to insurance companyUSD $1,691
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,490
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered121
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,125
Total amount of fees paid to insurance companyUSD $1,724
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,556
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered118
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,236
Total amount of fees paid to insurance companyUSD $1,330
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,251
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered110
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,115
Total amount of fees paid to insurance companyUSD $1,120
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,448
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,547
Total amount of fees paid to insurance companyUSD $957
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,115
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,932
Total amount of fees paid to insurance companyUSD $887
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,592
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameBENEFITS ADMINISTRATORS, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered74
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,293
Total amount of fees paid to insurance companyUSD $940
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,899
Insurance broker organization code?3
Amount paid for insurance broker fees940
Additional information about fees paid to insurance brokerTPA ADMINISTRATION
Insurance broker nameBENEFITS ADMINISTRATORS, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,466
Total amount of fees paid to insurance companyUSD $1,733
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,496
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804374-000
Policy instance 1
Insurance contract or identification number804374-000
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,864
Total amount of fees paid to insurance companyUSD $4,768
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,864
Insurance broker organization code?3
Amount paid for insurance broker fees4768
Additional information about fees paid to insurance brokerTPA ADMINISTRATION
Insurance broker nameBENEFITS ADMINISTRATORS, LLC

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