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MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 401k Plan overview

Plan NameMILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST
Plan identification number 001

MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILLENNIUM PHYSICIAN GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:MILLENNIUM PHYSICIAN GROUP, LLC
Employer identification number (EIN):262909414
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MILLENNIUM PHYSICIAN GROUP, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2008-01-31
Company Identification Number: L08000011177
Legal Registered Office Address: FARR LAW FIRM

PUNTA GORDA

33950

More information about MILLENNIUM PHYSICIAN GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEFF PAKROSNIS2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JEFF PAKROSNIS
0012013-01-01GEURT PEET
0012012-01-01GEURT PEET
0012011-01-01GEURT PEET

Plan Statistics for MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST

401k plan membership statisitcs for MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST

Measure Date Value
2022: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013,078
Total number of active participants reported on line 7a of the Form 55002022-01-013,185
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01424
Total of all active and inactive participants2022-01-013,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-013,615
Number of participants with account balances2022-01-013,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012,647
Total number of active participants reported on line 7a of the Form 55002021-01-012,380
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01252
Total of all active and inactive participants2021-01-012,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-012,637
Number of participants with account balances2021-01-012,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,423
Total number of active participants reported on line 7a of the Form 55002020-01-012,298
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01310
Total of all active and inactive participants2020-01-012,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,612
Number of participants with account balances2020-01-012,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,989
Total number of active participants reported on line 7a of the Form 55002019-01-012,237
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-012,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,308
Number of participants with account balances2019-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,432
Total number of active participants reported on line 7a of the Form 55002018-01-011,383
Number of retired or separated participants receiving benefits2018-01-0158
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-011,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,579
Number of participants with account balances2018-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,281
Total number of active participants reported on line 7a of the Form 55002017-01-011,206
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01153
Total of all active and inactive participants2017-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,359
Number of participants with account balances2017-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,102
Total number of active participants reported on line 7a of the Form 55002016-01-011,087
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01150
Total of all active and inactive participants2016-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,237
Number of participants with account balances2016-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01982
Total number of active participants reported on line 7a of the Form 55002015-01-01959
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01117
Total of all active and inactive participants2015-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,076
Number of participants with account balances2015-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01712
Total number of active participants reported on line 7a of the Form 55002014-01-01691
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01810
Number of participants with account balances2014-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01479
Total number of active participants reported on line 7a of the Form 55002013-01-01387
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01460
Number of participants with account balances2013-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01429
Total number of active participants reported on line 7a of the Form 55002012-01-01385
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01438
Number of participants with account balances2012-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01296
Total number of active participants reported on line 7a of the Form 55002011-01-01313
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01347
Number of participants with account balances2011-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST

Measure Date Value
2022 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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$13,257,713
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,906,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,563,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,189,461
Value of total assets at end of year2022-12-31$123,729,259
Value of total assets at beginning of year2022-12-31$118,378,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$342,814
Total interest from all sources2022-12-31$457,011
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,274,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,274,290
Administrative expenses professional fees incurred2022-12-31$16,747
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$14,151,011
Participant contributions at end of year2022-12-31$1,380,592
Participant contributions at beginning of year2022-12-31$958,640
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,446,064
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$33,856
Other income not declared elsewhere2022-12-31$21,766
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$5,350,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,729,259
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$118,378,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$95,265,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$93,577,621
Interest on participant loans2022-12-31$53,664
Interest earned on other investments2022-12-31$403,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$27,082,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,530,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,684,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,592,386
Employer contributions (assets) at end of year2022-12-31$842
Employer contributions (assets) at beginning of year2022-12-31$311,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,530,071
Contract administrator fees2022-12-31$304,394
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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$29,125,837
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,971,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,674,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,510,745
Value of total assets at end of year2021-12-31$118,378,287
Value of total assets at beginning of year2021-12-31$95,223,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$297,000
Total interest from all sources2021-12-31$388,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,373,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,373,939
Administrative expenses professional fees incurred2021-12-31$16,575
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$10,255,550
Participant contributions at end of year2021-12-31$958,640
Participant contributions at beginning of year2021-12-31$762,834
Participant contributions at beginning of year2021-12-31$96,551
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,204,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$245
Other income not declared elsewhere2021-12-31$28,107
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$23,154,527
Value of net assets at end of year (total assets less liabilities)2021-12-31$118,378,287
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$95,223,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$93,577,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$74,145,314
Interest on participant loans2021-12-31$45,785
Interest earned on other investments2021-12-31$342,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,530,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,952,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,824,706
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$6,050,373
Employer contributions (assets) at end of year2021-12-31$311,539
Employer contributions (assets) at beginning of year2021-12-31$266,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,674,065
Contract administrator fees2021-12-31$258,977
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$25,065,586
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,004,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,773,131
Expenses. Certain deemed distributions of participant loans2020-12-31$-2,500
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,582,680
Value of total assets at end of year2020-12-31$95,223,760
Value of total assets at beginning of year2020-12-31$77,162,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$233,814
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$381,192
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,143,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,143,491
Administrative expenses professional fees incurred2020-12-31$16,929
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$8,478,083
Participant contributions at end of year2020-12-31$762,834
Participant contributions at beginning of year2020-12-31$802,148
Participant contributions at end of year2020-12-31$96,551
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,158,141
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$7,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$18,615
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables 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$18,061,141
Value of net assets at end of year (total assets less liabilities)2020-12-31$95,223,760
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,162,619
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$21,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$74,145,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,633,995
Interest on participant loans2020-12-31$45,068
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$336,124
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,952,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,556,501
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,939,608
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$4,946,456
Employer contributions (assets) at end of year2020-12-31$266,536
Employer contributions (assets) at beginning of year2020-12-31$169,975
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,766,125
Contract administrator fees2020-12-31$194,977
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,102,762
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,020,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,796,890
Expenses. Certain deemed distributions of participant loans2019-12-31$28,193
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,569,749
Value of total assets at end of year2019-12-31$77,162,619
Value of total assets at beginning of year2019-12-31$54,080,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$195,270
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$367,079
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,192,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,192,014
Administrative expenses professional fees incurred2019-12-31$8,348
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$6,581,810
Participant contributions at end of year2019-12-31$802,148
Participant contributions at beginning of year2019-12-31$605,685
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,157,600
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$23,082,409
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,162,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,080,210
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$10,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,633,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,230,502
Interest on participant loans2019-12-31$44,818
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$322,261
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,556,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,907,200
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,973,920
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,830,339
Employer contributions (assets) at end of year2019-12-31$169,975
Employer contributions (assets) at beginning of year2019-12-31$1,336,823
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,795,480
Contract administrator fees2019-12-31$176,118
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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
Accountancy firm name2019-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2019-12-31721396621
2018 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$11,883,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,157,388
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,253,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,023,960
Expenses. Certain deemed distributions of participant loans2018-12-31$11,125
Value of total corrective distributions2018-12-31$894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,172,871
Value of total assets at end of year2018-12-31$54,080,210
Value of total assets at beginning of year2018-12-31$42,292,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$217,173
Total interest from all sources2018-12-31$29,634
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$4,159,834
Participant contributions at end of year2018-12-31$605,685
Participant contributions at beginning of year2018-12-31$511,853
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$66,920
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$676,214
Other income not declared elsewhere2018-12-31$-4,888
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$-95,764
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,080,210
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,292,499
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$40,230,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,328,617
Interest on participant loans2018-12-31$29,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,907,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,287,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,040,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,336,823
Employer contributions (assets) at end of year2018-12-31$1,336,823
Employer contributions (assets) at beginning of year2018-12-31$1,098,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,023,960
Contract administrator fees2018-12-31$217,173
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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$10,582,449
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,613,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,443,445
Expenses. Certain deemed distributions of participant loans2017-12-31$713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,507,566
Value of total assets at end of year2017-12-31$42,292,499
Value of total assets at beginning of year2017-12-31$33,323,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$169,496
Total interest from all sources2017-12-31$147,925
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,438,099
Participant contributions at end of year2017-12-31$511,853
Participant contributions at beginning of year2017-12-31$433,487
Participant contributions at end of year2017-12-31$66,920
Participant contributions at beginning of year2017-12-31$57,982
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$971,415
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$8,968,795
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,292,499
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,323,704
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$34,328,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,961,823
Interest on participant loans2017-12-31$19,665
Interest earned on other investments2017-12-31$128,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,287,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,956,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,926,958
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,098,052
Employer contributions (assets) at end of year2017-12-31$1,098,052
Employer contributions (assets) at beginning of year2017-12-31$914,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,443,445
Contract administrator fees2017-12-31$169,496
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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$5,972,734
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$965,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$900,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,342,490
Value of total assets at end of year2016-12-31$33,323,704
Value of total assets at beginning of year2016-12-31$28,316,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,948
Total interest from all sources2016-12-31$22,247
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$3,065,570
Participant contributions at end of year2016-12-31$433,487
Participant contributions at beginning of year2016-12-31$488,640
Participant contributions at end of year2016-12-31$57,982
Participant contributions at beginning of year2016-12-31$52,260
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$362,661
Other income not declared elsewhere2016-12-31$20,463
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$5,006,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,323,704
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,316,805
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$25,961,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,391,145
Interest on participant loans2016-12-31$22,247
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$2,843,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,956,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,792,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,587,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$914,259
Employer contributions (assets) at end of year2016-12-31$914,259
Employer contributions (assets) at beginning of year2016-12-31$748,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$900,887
Contract administrator fees2016-12-31$64,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$741,853
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$3,585,620
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,673,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,651,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,783,001
Value of total assets at end of year2015-12-31$28,316,805
Value of total assets at beginning of year2015-12-31$26,662,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,367
Total interest from all sources2015-12-31$20,735
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,640,090
Participant contributions at end of year2015-12-31$488,640
Participant contributions at beginning of year2015-12-31$426,426
Participant contributions at end of year2015-12-31$52,260
Participant contributions at beginning of year2015-12-31$8,336
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$389,837
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$912,343
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,316,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,662,609
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$19,391,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,768,058
Interest on participant loans2015-12-31$20,735
Value of interest in common/collective trusts at end of year2015-12-31$2,843,834
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,792,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,902,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-218,116
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$753,074
Employer contributions (assets) at end of year2015-12-31$748,545
Employer contributions (assets) at beginning of year2015-12-31$557,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,651,910
Contract administrator fees2015-12-31$21,367
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 name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$16,861,086
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$4,413,222
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,863,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,784,945
Expenses. Certain deemed distributions of participant loans2014-12-31$39,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,882,432
Value of total assets at end of year2014-12-31$26,662,609
Value of total assets at beginning of year2014-12-31$8,252,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,762
Total interest from all sources2014-12-31$18,502
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,027,018
Participant contributions at end of year2014-12-31$426,426
Participant contributions at beginning of year2014-12-31$119,483
Participant contributions at end of year2014-12-31$8,336
Participant contributions at beginning of year2014-12-31$8,336
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$297,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,549,400
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,662,609
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,252,123
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$21,768,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,265,976
Interest on participant loans2014-12-31$18,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,902,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$619,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,512,288
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$557,483
Employer contributions (assets) at end of year2014-12-31$557,483
Employer contributions (assets) at beginning of year2014-12-31$238,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,784,945
Contract administrator fees2014-12-31$39,762
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 name2014-12-31KERKERING BARBERIO & CO.
Accountancy firm EIN2014-12-31591753337
2013 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,761,163
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$355,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$327,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,859,019
Value of total assets at end of year2013-12-31$8,252,123
Value of total assets at beginning of year2013-12-31$5,845,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,629
Total interest from all sources2013-12-31$5,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$1,451,854
Participant contributions at end of year2013-12-31$119,483
Participant contributions at beginning of year2013-12-31$120,272
Participant contributions at end of year2013-12-31$8,336
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$136,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,406,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,252,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,845,960
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$7,265,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,980,004
Interest on participant loans2013-12-31$5,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$619,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$462,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$896,571
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$270,383
Employer contributions (assets) at end of year2013-12-31$238,976
Employer contributions (assets) at beginning of year2013-12-31$283,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$327,371
Contract administrator fees2013-12-31$27,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31KERKERING BARBERIO & CO.
Accountancy firm EIN2013-12-31591753337
2012 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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$2,419,268
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$278,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$257,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,954,057
Value of total assets at end of year2012-12-31$5,845,960
Value of total assets at beginning of year2012-12-31$3,704,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,300
Total interest from all sources2012-12-31$5,030
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$80,000
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$1,424,806
Participant contributions at end of year2012-12-31$120,272
Participant contributions at beginning of year2012-12-31$128,293
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$84,826
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,368
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$2,140,993
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,845,960
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,704,967
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$4,980,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,281,680
Interest on participant loans2012-12-31$5,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$462,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$210,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$460,181
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$312,883
Employer contributions (assets) at end of year2012-12-31$283,086
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$257,975
Contract administrator fees2012-12-31$20,300
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 name2012-12-31KERKERING BARBERIO & CO.
Accountancy firm EIN2012-12-31591753337
2011 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$991,388
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$70,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,096
Value of total corrective distributions2011-12-31$18,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,057,213
Value of total assets at end of year2011-12-31$3,704,967
Value of total assets at beginning of year2011-12-31$2,784,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,116
Total interest from all sources2011-12-31$3,761
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,442
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$371,000
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$881,434
Participant contributions at end of year2011-12-31$128,293
Participant contributions at beginning of year2011-12-31$94,243
Participant contributions at end of year2011-12-31$84,826
Participant contributions at beginning of year2011-12-31$18,797
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$175,779
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$920,963
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,704,967
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,784,004
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$3,281,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,395,370
Interest on participant loans2011-12-31$3,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$210,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$106,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-134,580
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at beginning of year2011-12-31$168,969
Income. Dividends from common stock2011-12-31$60,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,096
Contract administrator fees2011-12-31$3,116
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31KERKERING BARBERIO & CO.
Accountancy firm EIN2011-12-31591753337
2010 : MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,312,177
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$144,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,081,244
Value of total assets at end of year2010-12-31$2,784,004
Value of total assets at beginning of year2010-12-31$1,616,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,690
Total interest from all sources2010-12-31$3,735
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,314
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$80,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$688,901
Participant contributions at end of year2010-12-31$94,243
Participant contributions at beginning of year2010-12-31$21,055
Participant contributions at end of year2010-12-31$18,797
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$181,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,167,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,784,004
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,616,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,395,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,457,887
Interest on participant loans2010-12-31$1,698
Interest earned on other investments2010-12-31$2,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$106,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$198,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$210,969
Employer contributions (assets) at end of year2010-12-31$168,969
Employer contributions (assets) at beginning of year2010-12-31$137,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$141,204
Contract administrator fees2010-12-31$3,690
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KERKERING BARBERIO
Accountancy firm EIN2010-12-31012345678

Form 5500 Responses for MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST

2022: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 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: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLENNIUM PHYSICIAN GROUP, LLC 401K PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered3615
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2637
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2612
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2308
Insurance policy start date2019-04-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62277-1
Policy instance 1
Insurance contract or identification numberMR 62277-1
Number of Individuals Covered971
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62277-1
Policy instance 1
Insurance contract or identification numberMR 62277-1
Number of Individuals Covered833
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829438
Policy instance 1
Insurance contract or identification number829438
Number of Individuals Covered645
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,925
Total amount of fees paid to insurance companyUSD $26,616
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,925
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameKB PENSION SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829438
Policy instance 1
Insurance contract or identification number829438
Number of Individuals Covered526
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $65,307
Total amount of fees paid to insurance companyUSD $17,242
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,307
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameKB PENSION SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829438
Policy instance 1
Insurance contract or identification number829438
Number of Individuals Covered296
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,805
Total amount of fees paid to insurance companyUSD $2,361
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,805
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameKB PENSION SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712227
Policy instance 1
Insurance contract or identification number712227
Number of Individuals Covered287
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,551
Total amount of fees paid to insurance companyUSD $1,994
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,955
Insurance broker organization code?3
Amount paid for insurance broker fees1994
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712227
Policy instance 1
Insurance contract or identification number712227
Number of Individuals Covered224
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,367
Total amount of fees paid to insurance companyUSD $1,058
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712227
Policy instance 1
Insurance contract or identification number712227
Number of Individuals Covered157
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,794
Total amount of fees paid to insurance companyUSD $813
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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