401k Plan data: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN plan

UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 401k Plan overview

Plan Name	UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN
Plan identification number	003

UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN Benefits

401k Plan Type

Defined 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 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.
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.

401k Sponsoring company profile

UNIVERSITY OF TOLEDO PHYSICIANS LLC has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF TOLEDO PHYSICIANS LLC

Employer identification number (EIN): 341127097

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about UNIVERSITY OF TOLEDO PHYSICIANS LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2004-03-12

Company Identification Number: 1448897

Legal Registered Office Address: 3355 GLENDALE AVENUE
3RD FLOOR
TOLEDO
United States of America (USA)
43614

More information about UNIVERSITY OF TOLEDO PHYSICIANS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 KANDY JUSTICE
003 2016-01-01 KATHY BISHOP
003 2015-01-01 KATHY BISHOP
003 2014-01-01 KATHY BISHOP
003 2013-01-01 KATHY BISHOP
003 2012-01-01 TAMMY SCARBOROUGH
003 2011-01-01 TAMMY SCARBOROUGH
003 2010-01-01 SHERI CALDWELL
003 2009-01-01 SHERI CALDWELL
003 2007-01-01

Plan Statistics for UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN

401k plan membership statisitcs for UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN

Measure Date Value
2020: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 509
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 149
Total of all active and inactive participants 2020-01-01 658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 659
Number of participants with account balances 2020-01-01 587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 561
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 130
Total of all active and inactive participants 2019-01-01 691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 693
Number of participants with account balances 2019-01-01 582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 539
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 103
Total of all active and inactive participants 2018-01-01 642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 643
Number of participants with account balances 2018-01-01 544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 397
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 88
Total of all active and inactive participants 2017-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 485
Number of participants with account balances 2017-01-01 485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 370
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 73
Total of all active and inactive participants 2016-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 443
Number of participants with account balances 2016-01-01 443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 251
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 57
Total of all active and inactive participants 2015-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 308
Number of participants with account balances 2015-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 229
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 276
Number of participants with account balances 2014-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 193
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 41
Total of all active and inactive participants 2013-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 234
Number of participants with account balances 2013-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 172
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 31
Total of all active and inactive participants 2012-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 204
Number of participants with account balances 2012-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 150
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 183
Number of participants with account balances 2011-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 131
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 153
Number of participants with account balances 2010-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 141
Number of participants with account balances 2009-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	509
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	149
Total of all active and inactive participants	2020-01-01	658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	659
Number of participants with account balances	2020-01-01	587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	561
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	130
Total of all active and inactive participants	2019-01-01	691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	693
Number of participants with account balances	2019-01-01	582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	539
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	103
Total of all active and inactive participants	2018-01-01	642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	643
Number of participants with account balances	2018-01-01	544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	397
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	88
Total of all active and inactive participants	2017-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	485
Number of participants with account balances	2017-01-01	485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	370
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	73
Total of all active and inactive participants	2016-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	443
Number of participants with account balances	2016-01-01	443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	251
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	57
Total of all active and inactive participants	2015-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	308
Number of participants with account balances	2015-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	229
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	276
Number of participants with account balances	2014-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	193
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	41
Total of all active and inactive participants	2013-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	234
Number of participants with account balances	2013-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	172
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	31
Total of all active and inactive participants	2012-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	204
Number of participants with account balances	2012-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	150
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	183
Number of participants with account balances	2011-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	131
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	153
Number of participants with account balances	2010-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	141
Number of participants with account balances	2009-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN

Measure	Date	Value
2020 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$38,805,575
Total income from all sources (including contributions)	2020-12-31	$9,619,140
Total of all expenses incurred	2020-12-31	$3,015,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,947,471
Value of total corrective distributions	2020-12-31	$14,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,266,974
Value of total assets at end of year	2020-12-31	$38,805,575
Value of total assets at beginning of year	2020-12-31	$32,201,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,419
Total interest from all sources	2020-12-31	$2,287
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$676,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$676,760
Administrative expenses professional fees incurred	2020-12-31	$11,360
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,006,126
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$90,912
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$260,848
Administrative expenses (other) incurred	2020-12-31	$38,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,603,661
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$38,805,575
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$32,201,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$35,464,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$31,165,631
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$934,376
Interest earned on other investments	2020-12-31	$2,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,341,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$10,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,657,303
Net investment gain/loss from pooled separate accounts	2020-12-31	$15,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,947,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$10,052,623
Total of all expenses incurred	2019-12-31	$1,229,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,183,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,769,415
Value of total assets at end of year	2019-12-31	$32,201,914
Value of total assets at beginning of year	2019-12-31	$23,378,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,674
Total interest from all sources	2019-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$579,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$579,567
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,879,736
Participant contributions at end of year	2019-12-31	$90,912
Participant contributions at beginning of year	2019-12-31	$847
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$889,590
Administrative expenses (other) incurred	2019-12-31	$41,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,823,140
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,201,914
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,378,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$31,165,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,519,791
Value of interest in pooled separate accounts at end of year	2019-12-31	$934,376
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$832,860
Interest earned on other investments	2019-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$25,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,684,974
Net investment gain/loss from pooled separate accounts	2019-12-31	$18,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$89
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,183,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,090,074
Total of all expenses incurred	2018-12-31	$1,141,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,081,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,425,927
Value of total assets at end of year	2018-12-31	$23,378,774
Value of total assets at beginning of year	2018-12-31	$22,430,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,248
Total interest from all sources	2018-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$524,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$524,778
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,287,098
Participant contributions at end of year	2018-12-31	$847
Participant contributions at beginning of year	2018-12-31	$9,669
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$138,829
Administrative expenses (other) incurred	2018-12-31	$57,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$948,123
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,378,774
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,430,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,519,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,657,826
Value of interest in pooled separate accounts at end of year	2018-12-31	$832,860
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$758,174
Interest earned on other investments	2018-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$25,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,873,698
Net investment gain/loss from pooled separate accounts	2018-12-31	$13,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,081,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$5,834,921
Total of all expenses incurred	2017-12-31	$1,026,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$980,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,729,435
Value of total assets at end of year	2017-12-31	$22,430,651
Value of total assets at beginning of year	2017-12-31	$17,622,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$46,496
Total interest from all sources	2017-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$422,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$422,701
Administrative expenses professional fees incurred	2017-12-31	$14,555
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,709,636
Participant contributions at end of year	2017-12-31	$9,669
Participant contributions at beginning of year	2017-12-31	$241,578
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$19,799
Administrative expenses (other) incurred	2017-12-31	$29,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,808,301
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,430,651
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,622,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,450
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,657,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,748,223
Value of interest in pooled separate accounts at end of year	2017-12-31	$758,174
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$627,053
Interest earned on other investments	2017-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,673,175
Net investment gain/loss from pooled separate accounts	2017-12-31	$9,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$980,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2017-12-31	410746749
2016 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,874,760
Total of all expenses incurred	2016-12-31	$1,026,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$982,449
Value of total corrective distributions	2016-12-31	$10,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,775,328
Value of total assets at end of year	2016-12-31	$17,622,350
Value of total assets at beginning of year	2016-12-31	$14,774,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,379
Total interest from all sources	2016-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$264,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$264,599
Administrative expenses professional fees incurred	2016-12-31	$3,745
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,555,789
Participant contributions at end of year	2016-12-31	$241,578
Participant contributions at beginning of year	2016-12-31	$203,051
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$219,539
Administrative expenses (other) incurred	2016-12-31	$24,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,848,173
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,622,350
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,774,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,748,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,976,460
Value of interest in pooled separate accounts at end of year	2016-12-31	$627,053
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$593,877
Interest earned on other investments	2016-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$825,664
Net investment gain/loss from pooled separate accounts	2016-12-31	$9,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$982,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2016-12-31	341145015
2015 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$3,145,276
Total of all expenses incurred	2015-12-31	$1,569,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,551,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,825,352
Value of total assets at end of year	2015-12-31	$14,774,177
Value of total assets at beginning of year	2015-12-31	$13,198,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,189
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$303,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$303,488
Administrative expenses professional fees incurred	2015-12-31	$945
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,447,822
Participant contributions at end of year	2015-12-31	$203,051
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$377,530
Other income not declared elsewhere	2015-12-31	$105
Administrative expenses (other) incurred	2015-12-31	$13,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,575,953
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,774,177
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,198,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,976,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,654,557
Value of interest in pooled separate accounts at end of year	2015-12-31	$593,877
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$543,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$7,850
Net investment gain/loss from pooled separate accounts	2015-12-31	$8,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,551,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2015-12-31	341145015
2014 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,507,266
Total of all expenses incurred	2014-12-31	$527,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$519,999
Value of total corrective distributions	2014-12-31	$6,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,033,005
Value of total assets at end of year	2014-12-31	$13,198,224
Value of total assets at beginning of year	2014-12-31	$11,218,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$959
Total interest from all sources	2014-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$271,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$271,085
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,977,344
Participant contributions at beginning of year	2014-12-31	$5,500
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,661
Other income not declared elsewhere	2014-12-31	$599
Administrative expenses (other) incurred	2014-12-31	$959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,979,332
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,198,224
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,218,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,654,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,731,385
Value of interest in pooled separate accounts at end of year	2014-12-31	$543,667
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$481,775
Interest earned on other investments	2014-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$194,315
Net investment gain/loss from pooled separate accounts	2014-12-31	$8,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$519,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2014-12-31	341145015
2013 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,991,674
Total of all expenses incurred	2013-12-31	$559,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$557,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,845,257
Value of total assets at end of year	2013-12-31	$11,218,892
Value of total assets at beginning of year	2013-12-31	$8,786,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,237
Total interest from all sources	2013-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$172,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$172,993
Administrative expenses professional fees incurred	2013-12-31	$1,200
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,794,258
Participant contributions at end of year	2013-12-31	$5,500
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$50,999
Other income not declared elsewhere	2013-12-31	$90
Administrative expenses (other) incurred	2013-12-31	$1,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,432,062
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,218,892
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,786,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,731,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,324,393
Value of interest in pooled separate accounts at end of year	2013-12-31	$481,775
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$462,366
Interest earned on other investments	2013-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$965,266
Net investment gain/loss from pooled separate accounts	2013-12-31	$8,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$557,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2013-12-31	341145015
2012 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,222,765
Total of all expenses incurred	2012-12-31	$234,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$227,700
Value of total corrective distributions	2012-12-31	$5,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,566,842
Value of total assets at end of year	2012-12-31	$8,786,830
Value of total assets at beginning of year	2012-12-31	$6,798,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,449
Total interest from all sources	2012-12-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$119,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$119,734
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,493,363
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$73,341
Administrative expenses (other) incurred	2012-12-31	$1,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,987,902
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,786,830
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,798,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,324,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,371,193
Value of interest in pooled separate accounts at end of year	2012-12-31	$462,366
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$426,466
Interest earned on other investments	2012-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$71
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$527,753
Net investment gain/loss from pooled separate accounts	2012-12-31	$8,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$227,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2012-12-31	341145015
2011 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,235,422
Total of all expenses incurred	2011-12-31	$317,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$314,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,331,611
Value of total assets at end of year	2011-12-31	$6,798,928
Value of total assets at beginning of year	2011-12-31	$5,880,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,737
Total interest from all sources	2011-12-31	$71
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$93,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$93,731
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,331,611
Administrative expenses (other) incurred	2011-12-31	$2,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$918,094
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,798,928
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,880,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,371,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,556,049
Value of interest in pooled separate accounts at end of year	2011-12-31	$426,466
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$320,883
Interest earned on other investments	2011-12-31	$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-198,168
Net investment gain/loss from pooled separate accounts	2011-12-31	$8,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$314,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2011-12-31	341145015
2010 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,643,369
Total of all expenses incurred	2010-12-31	$246,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$246,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,203,428
Value of total assets at end of year	2010-12-31	$5,880,834
Value of total assets at beginning of year	2010-12-31	$4,483,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1
Total interest from all sources	2010-12-31	$67
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$71,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$71,103
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,203,428
Participant contributions at beginning of year	2010-12-31	$72,225
Other income not declared elsewhere	2010-12-31	$3,731
Administrative expenses (other) incurred	2010-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,397,287
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,880,834
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,483,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,556,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,173,725
Value of interest in pooled separate accounts at end of year	2010-12-31	$320,883
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$237,597
Interest earned on other investments	2010-12-31	$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$355,008
Net investment gain/loss from pooled separate accounts	2010-12-31	$10,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$246,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WILLIAM VAUGHAN COMPANY
Accountancy firm EIN	2010-12-31	341145015
2009 : UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN

2020: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	587
Insurance policy start date	2020-12-15
Insurance policy end date	2020-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	587
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	582
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	544
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	485
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	308
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	276
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	234
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	204
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	183
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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 number

TT069187

Policy instance

Insurance contract or identification number	TT069187
Number of Individuals Covered	153
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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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Company Name:	UNIVERSITY OF TOLEDO PHYSICIANS LLC
Employer identification number (EIN):	341127097
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2004-03-12
Company Identification Number:	1448897
Legal Registered Office Address:	3355 GLENDALE AVENUE 3RD FLOOR TOLEDO United States of America (USA) 43614