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UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 401k Plan overview

Plan NameUNC PHYSICIANS NETWORK, LLC 403(B) PLAN
Plan identification number 002

UNC PHYSICIANS NETWORK, LLC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

UNC PHYSICIANS NETWORK, LLC has sponsored the creation of one or more 401k plans.

Company Name:UNC PHYSICIANS NETWORK, LLC
Employer identification number (EIN):271081647
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNC PHYSICIANS NETWORK, LLC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01DEREK WILDMAN
0022016-01-01DEREK WILDMAN
0022015-01-01DEREK WILDMAN
0022014-01-01DEREK WILDMAN
0022013-01-01CANDACE GLASS
0022012-01-01CANDACE GLASS
0022011-03-14CANDACE GLASS

Plan Statistics for UNC PHYSICIANS NETWORK, LLC 403(B) PLAN

401k plan membership statisitcs for UNC PHYSICIANS NETWORK, LLC 403(B) PLAN

Measure Date Value
2019: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,802
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,677
Total number of active participants reported on line 7a of the Form 55002018-01-011,532
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01266
Total of all active and inactive participants2018-01-011,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,802
Number of participants with account balances2018-01-011,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01138
2017: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,134
Total number of active participants reported on line 7a of the Form 55002017-01-011,375
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01175
Total of all active and inactive participants2017-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,553
Number of participants with account balances2017-01-011,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0199
2016: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01878
Total number of active participants reported on line 7a of the Form 55002016-01-01978
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01152
Total of all active and inactive participants2016-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,133
Number of participants with account balances2016-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0186
2015: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01729
Total number of active participants reported on line 7a of the Form 55002015-01-01746
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01126
Total of all active and inactive participants2015-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01878
Number of participants with account balances2015-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0170
2014: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01681
Total number of active participants reported on line 7a of the Form 55002014-01-01661
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01726
Number of participants with account balances2014-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0148
2013: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01704
Total number of active participants reported on line 7a of the Form 55002013-01-01609
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01681
Number of participants with account balances2013-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01437
Total number of active participants reported on line 7a of the Form 55002012-01-01654
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01703
Number of participants with account balances2012-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0158
2011: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-14268
Total number of active participants reported on line 7a of the Form 55002011-03-14424
Number of retired or separated participants receiving benefits2011-03-140
Number of other retired or separated participants entitled to future benefits2011-03-1413
Total of all active and inactive participants2011-03-14437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-140
Total participants2011-03-14437
Number of participants with account balances2011-03-14361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-1432

Financial Data on UNC PHYSICIANS NETWORK, LLC 403(B) PLAN

Measure Date Value
2019 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$52,297,805
Total income from all sources (including contributions)2019-12-31$20,955,139
Total of all expenses incurred2019-12-31$2,754,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,546,827
Expenses. Certain deemed distributions of participant loans2019-12-31$28,364
Value of total corrective distributions2019-12-31$564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,641,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,641,681
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$34,097,003
Value of total assets at beginning of year2019-12-31$34,097,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$178,582
Total interest from all sources2019-12-31$13,535
Total interest from all sources2019-12-31$13,535
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,023,971
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,023,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,023,971
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,023,971
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,692,697
Contributions received from participants2019-12-31$7,692,697
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$243,864
Participant contributions at beginning of year2019-12-31$243,864
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,236,736
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,236,736
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,036,142
Other income not declared elsewhere2019-12-31$128,257
Other income not declared elsewhere2019-12-31$128,257
Administrative expenses (other) incurred2019-12-31$178,582
Administrative expenses (other) incurred2019-12-31$178,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,200,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,097,003
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,097,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,800,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,800,150
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$700,069
Value of interest in pooled separate accounts at beginning of year2019-12-31$700,069
Interest on participant loans2019-12-31$12,046
Interest on participant loans2019-12-31$12,046
Interest earned on other investments2019-12-31$1,489
Interest earned on other investments2019-12-31$1,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$116,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$116,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,133,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,133,136
Net investment gain/loss from pooled separate accounts2019-12-31$14,559
Net investment gain/loss from pooled separate accounts2019-12-31$14,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,912,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,546,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,546,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$7,572,070
Total of all expenses incurred2018-12-31$1,609,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,473,951
Expenses. Certain deemed distributions of participant loans2018-12-31$21,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,864,870
Value of total assets at end of year2018-12-31$34,097,003
Value of total assets at beginning of year2018-12-31$28,134,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,401
Total interest from all sources2018-12-31$9,754
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$735,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$735,551
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$6,376,173
Participant contributions at end of year2018-12-31$243,864
Participant contributions at beginning of year2018-12-31$174,954
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,236,736
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$725,446
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,005,230
Other income not declared elsewhere2018-12-31$-81,010
Administrative expenses (other) incurred2018-12-31$114,401
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$5,962,309
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,097,003
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,134,694
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$31,800,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,658,350
Value of interest in pooled separate accounts at end of year2018-12-31$700,069
Value of interest in pooled separate accounts at beginning of year2018-12-31$544,857
Interest on participant loans2018-12-31$9,033
Interest earned on other investments2018-12-31$721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$116,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,964,440
Net investment gain/loss from pooled separate accounts2018-12-31$7,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,483,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,473,951
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$22,598
Total income from all sources (including contributions)2017-12-31$10,412,729
Total of all expenses incurred2017-12-31$2,033,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,911,166
Expenses. Certain deemed distributions of participant loans2017-12-31$35,674
Value of total corrective distributions2017-12-31$6,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,667,341
Value of total assets at end of year2017-12-31$28,134,694
Value of total assets at beginning of year2017-12-31$19,732,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,224
Total interest from all sources2017-12-31$6,133
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$443,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$443,515
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,437,091
Participant contributions at end of year2017-12-31$174,954
Participant contributions at beginning of year2017-12-31$100,245
Assets. Other investments not covered elsewhere at end of year2017-12-31$725,446
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$548,142
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$734,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$399
Other income not declared elsewhere2017-12-31$44,522
Administrative expenses (other) incurred2017-12-31$80,224
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$8,379,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,134,694
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,732,698
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$26,658,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,566,804
Value of interest in pooled separate accounts at end of year2017-12-31$544,857
Value of interest in pooled separate accounts at beginning of year2017-12-31$464,863
Interest on participant loans2017-12-31$5,578
Interest earned on other investments2017-12-31$555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$52,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,246,273
Net investment gain/loss from pooled separate accounts2017-12-31$4,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,496,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,911,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$15,152
Total income from all sources (including contributions)2016-12-31$6,027,415
Total of all expenses incurred2016-12-31$2,444,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,367,823
Expenses. Certain deemed distributions of participant loans2016-12-31$16,567
Value of total corrective distributions2016-12-31$2,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,707,595
Value of total assets at end of year2016-12-31$19,732,698
Value of total assets at beginning of year2016-12-31$16,135,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,315
Total interest from all sources2016-12-31$6,329
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$342,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$342,289
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,199,235
Participant contributions at end of year2016-12-31$100,245
Participant contributions at beginning of year2016-12-31$91,069
Assets. Other investments not covered elsewhere at end of year2016-12-31$548,142
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$290,988
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$455,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$398
Other income not declared elsewhere2016-12-31$13,565
Administrative expenses (other) incurred2016-12-31$58,315
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$3,582,419
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,732,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,135,127
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$18,566,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,058,992
Value of interest in pooled separate accounts at end of year2016-12-31$464,863
Value of interest in pooled separate accounts at beginning of year2016-12-31$569,639
Interest on participant loans2016-12-31$5,064
Interest earned on other investments2016-12-31$1,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$52,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$124,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$953,241
Net investment gain/loss from pooled separate accounts2016-12-31$4,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,053,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,367,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,581,552
Total of all expenses incurred2015-12-31$2,632,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,549,654
Expenses. Certain deemed distributions of participant loans2015-12-31$31,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,783,410
Value of total assets at end of year2015-12-31$16,135,127
Value of total assets at beginning of year2015-12-31$15,186,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,312
Total interest from all sources2015-12-31$4,406
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$275,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$275,389
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$2,610,698
Participant contributions at end of year2015-12-31$91,069
Participant contributions at beginning of year2015-12-31$107,187
Assets. Other investments not covered elsewhere at end of year2015-12-31$290,988
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$218,234
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$224,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$540
Other income not declared elsewhere2015-12-31$-1,977
Administrative expenses (other) incurred2015-12-31$51,312
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$949,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,135,127
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,186,054
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$15,058,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,193,151
Value of interest in pooled separate accounts at end of year2015-12-31$569,639
Value of interest in pooled separate accounts at beginning of year2015-12-31$588,125
Interest on participant loans2015-12-31$3,393
Interest earned on other investments2015-12-31$1,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$124,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$78,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-485,599
Net investment gain/loss from pooled separate accounts2015-12-31$5,923
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$948,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,549,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$127,676
Total income from all sources (including contributions)2014-12-31$4,596,993
Total of all expenses incurred2014-12-31$882,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$821,371
Expenses. Certain deemed distributions of participant loans2014-12-31$23,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,796,296
Value of total assets at end of year2014-12-31$15,186,054
Value of total assets at beginning of year2014-12-31$11,343,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,628
Total interest from all sources2014-12-31$3,544
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$255,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$255,752
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$2,440,732
Participant contributions at end of year2014-12-31$107,187
Participant contributions at beginning of year2014-12-31$64,653
Assets. Other investments not covered elsewhere at end of year2014-12-31$218,234
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$107,959
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$389,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$536
Other income not declared elsewhere2014-12-31$820
Administrative expenses (other) incurred2014-12-31$37,628
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$3,714,846
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,186,054
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,343,532
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$14,193,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,535,764
Value of interest in pooled separate accounts at end of year2014-12-31$588,125
Value of interest in pooled separate accounts at beginning of year2014-12-31$515,869
Interest on participant loans2014-12-31$2,715
Interest earned on other investments2014-12-31$829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$78,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$118,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$534,483
Net investment gain/loss from pooled separate accounts2014-12-31$6,098
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$965,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$821,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,722,469
Total of all expenses incurred2013-12-31$964,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$936,776
Expenses. Certain deemed distributions of participant loans2013-12-31$7,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,173,881
Value of total assets at end of year2013-12-31$11,343,532
Value of total assets at beginning of year2013-12-31$6,585,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,258
Total interest from all sources2013-12-31$2,773
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$156,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$156,789
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 period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,548,796
Participant contributions at end of year2013-12-31$64,653
Participant contributions at beginning of year2013-12-31$13,806
Assets. Other investments not covered elsewhere at end of year2013-12-31$107,959
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$54,031
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$616,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$108
Other income not declared elsewhere2013-12-31$2,884
Administrative expenses (other) incurred2013-12-31$20,258
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$4,758,156
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,343,532
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,585,376
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$10,535,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,153,695
Value of interest in pooled separate accounts at end of year2013-12-31$515,869
Value of interest in pooled separate accounts at beginning of year2013-12-31$343,784
Interest on participant loans2013-12-31$2,305
Interest earned on other investments2013-12-31$468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$118,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,381,208
Net investment gain/loss from pooled separate accounts2013-12-31$4,934
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$1,008,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$936,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,337,741
Total of all expenses incurred2012-12-31$189,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$182,006
Expenses. Certain deemed distributions of participant loans2012-12-31$1,860
Value of total corrective distributions2012-12-31$348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,825,502
Value of total assets at end of year2012-12-31$6,585,376
Value of total assets at beginning of year2012-12-31$2,436,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,137
Total interest from all sources2012-12-31$293
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$127,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$127,465
Was this plan covered by a fidelity bond2012-12-31No
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$2,172,395
Participant contributions at end of year2012-12-31$13,806
Assets. Other investments not covered elsewhere at end of year2012-12-31$54,031
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$813,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$108
Other income not declared elsewhere2012-12-31$583
Administrative expenses (other) incurred2012-12-31$5,137
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$4,148,390
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,585,376
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,436,986
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$6,153,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,229,378
Value of interest in pooled separate accounts at end of year2012-12-31$343,784
Value of interest in pooled separate accounts at beginning of year2012-12-31$203,598
Interest on participant loans2012-12-31$216
Interest earned on other investments2012-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$380,470
Net investment gain/loss from pooled separate accounts2012-12-31$3,428
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$839,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$182,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,475,098
Total of all expenses incurred2011-12-31$38,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,476,343
Value of total assets at end of year2011-12-31$2,436,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$246
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,926
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$38,926
Was this plan covered by a fidelity bond2011-12-31No
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$730,559
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,464,664
Administrative expenses (other) incurred2011-12-31$246
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$2,436,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,436,986
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$2,229,378
Value of interest in pooled separate accounts at end of year2011-12-31$203,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,957
Net investment gain/loss from pooled separate accounts2011-12-31$1,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$281,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2011-12-31410746749

Form 5500 Responses for UNC PHYSICIANS NETWORK, LLC 403(B) PLAN

2019: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
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: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: UNC PHYSICIANS NETWORK, LLC 403(B) PLAN 2011 form 5500 responses
2011-03-14Type of plan entitySingle employer plan
2011-03-14First time form 5500 has been submittedYes
2011-03-14This return/report is a short plan year return/report (less than 12 months)Yes
2011-03-14Plan funding arrangement – InsuranceYes
2011-03-14Plan funding arrangement – TrustYes
2011-03-14Plan benefit arrangement – InsuranceYes
2011-03-14Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,446
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,446
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered1743
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $985
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $985
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered1483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered813
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,049
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,049
Insurance broker organization code?3
Insurance broker nameDAVENPORT & COMPANY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered660
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $965
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $965
Insurance broker organization code?3
Insurance broker nameDAVENPORT & COMPANY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered643
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered583
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069413
Policy instance 1
Insurance contract or identification numberTT069413
Number of Individuals Covered361
Insurance policy start date2011-03-14
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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