Logo

SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameSOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN
Plan identification number 001

SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SOUTH BEND MEDICAL FOUNDATION, INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTH BEND MEDICAL FOUNDATION, INC
Employer identification number (EIN):350868178
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JAMES L. FRAIN
0012016-01-01JAMES L. FRAIN
0012015-01-01JAMES L. FRAIN
0012014-01-01JAMES L. FRAIN
0012013-01-01JAMES L. FRAIN
0012012-01-01JAMES L. FRAIN
0012011-01-01JAMES L. FRAIN
0012010-01-01JAMES L. FRAIN
0012009-01-01JAMES L. FRAIN

Plan Statistics for SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN

Measure Date Value
2020: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-2881,427,944
Acturial value of plan assets2020-12-2878,948,551
Funding target for retired participants and beneficiaries receiving payment2020-12-2840,759,035
Number of terminated vested participants2020-12-28238
Fundng target for terminated vested participants2020-12-2816,975,483
Active participant vested funding target2020-12-289,083,589
Number of active participants2020-12-2898
Total funding liabilities for active participants2020-12-289,083,589
Total participant count2020-12-28694
Total funding target for all participants2020-12-2866,818,107
Balance at beginning of prior year after applicable adjustments2020-12-280
Prefunding balance at beginning of prior year after applicable adjustments2020-12-280
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-280
Prefunding balanced used to offset prior years funding requirement2020-12-280
Amount remaining of carryover balance2020-12-280
Amount remaining of prefunding balance2020-12-280
Present value of excess contributions2020-12-2816,506,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-2817,410,882
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-2817,410,882
Balance of carryovers at beginning of current year2020-12-280
Balance of prefunding at beginning of current year2020-12-2817,410,882
Total employer contributions2020-12-285,160,195
Total employee contributions2020-12-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-284,946,410
Liquidity shortfalls end of Q12020-12-280
Liquidity shortfalls end of Q22020-12-280
Liquidity shortfalls end of Q32020-12-280
Liquidity shortfalls end of Q42020-12-280
Unpaid minimum required contributions for all prior years2020-12-280
Remaining amount of unpaid minimum required contributions2020-12-280
Minimum required contributions for current year target normal cost2020-12-28440,000
Net shortfall amortization installment of oustanding balance2020-12-285,280,438
Waiver amortization installment2020-12-280
Total funding amount beforereflecting carryover/prefunding balances2020-12-281,679,174
Carryover balance elected to use to offset funding requirement2020-12-280
Prefunding balance elected to use to offset funding requirement2020-12-281,679,174
Additional cash requirement2020-12-280
Contributions allocatedtoward minimum required contributions for current year2020-12-284,946,410
Unpaid minimum required contributions for current year2020-12-280
Unpaid minimum required contributions for all years2020-12-280
Total participants, beginning-of-year2020-01-01694
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3156,073,154
Acturial value of plan assets2019-12-3158,853,876
Funding target for retired participants and beneficiaries receiving payment2019-12-3139,913,170
Number of terminated vested participants2019-12-31101
Fundng target for terminated vested participants2019-12-318,082,452
Active participant vested funding target2019-12-3118,418,850
Number of active participants2019-12-31262
Total funding liabilities for active participants2019-12-3118,418,850
Total participant count2019-12-31707
Total funding target for all participants2019-12-3166,414,472
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3119,472,194
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3118,522,186
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31590,000
Net shortfall amortization installment of oustanding balance2019-12-317,560,596
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,015,851
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-312,015,851
Contributions allocatedtoward minimum required contributions for current year2019-12-3118,522,186
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01707
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-01329
Number of other retired or separated participants entitled to future benefits2019-01-01238
Total of all active and inactive participants2019-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3163,505,049
Acturial value of plan assets2018-12-3159,878,894
Funding target for retired participants and beneficiaries receiving payment2018-12-3137,001,524
Number of terminated vested participants2018-12-31149
Fundng target for terminated vested participants2018-12-318,419,188
Active participant vested funding target2018-12-3119,362,473
Number of active participants2018-12-31290
Total funding liabilities for active participants2018-12-3119,362,473
Total participant count2018-12-31776
Total funding target for all participants2018-12-3164,783,185
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,635,678
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,561,874
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31675,000
Net shortfall amortization installment of oustanding balance2018-12-314,904,291
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,561,874
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,561,874
Contributions allocatedtoward minimum required contributions for current year2018-12-311,561,874
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01776
Total number of active participants reported on line 7a of the Form 55002018-01-01262
Number of retired or separated participants receiving benefits2018-01-01316
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3157,675,444
Acturial value of plan assets2017-12-3158,999,408
Funding target for retired participants and beneficiaries receiving payment2017-12-3134,719,553
Number of terminated vested participants2017-12-31120
Fundng target for terminated vested participants2017-12-316,687,006
Active participant vested funding target2017-12-3121,492,262
Number of active participants2017-12-31341
Total funding liabilities for active participants2017-12-3121,492,262
Total participant count2017-12-31784
Total funding target for all participants2017-12-3162,898,821
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,423,639
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,334,253
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31685,000
Net shortfall amortization installment of oustanding balance2017-12-313,899,413
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,334,253
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,334,253
Contributions allocatedtoward minimum required contributions for current year2017-12-311,334,253
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01784
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-01309
Number of other retired or separated participants entitled to future benefits2017-01-01149
Total of all active and inactive participants2017-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0128
Total participants2017-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3158,155,422
Acturial value of plan assets2016-12-3161,794,804
Funding target for retired participants and beneficiaries receiving payment2016-12-3133,155,968
Number of terminated vested participants2016-12-31132
Fundng target for terminated vested participants2016-12-315,334,862
Active participant vested funding target2016-12-3123,763,144
Number of active participants2016-12-31386
Total funding liabilities for active participants2016-12-3123,763,144
Total participant count2016-12-31823
Total funding target for all participants2016-12-3162,253,974
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31832,436
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31753,352
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31677,000
Net shortfall amortization installment of oustanding balance2016-12-31459,170
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31752,866
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31752,866
Contributions allocatedtoward minimum required contributions for current year2016-12-31753,352
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01823
Total number of active participants reported on line 7a of the Form 55002016-01-01341
Number of retired or separated participants receiving benefits2016-01-01298
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01928
Total number of active participants reported on line 7a of the Form 55002015-01-01386
Number of retired or separated participants receiving benefits2015-01-01279
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0126
Total participants2015-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01939
Total number of active participants reported on line 7a of the Form 55002014-01-01423
Number of retired or separated participants receiving benefits2014-01-01263
Number of other retired or separated participants entitled to future benefits2014-01-01220
Total of all active and inactive participants2014-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01959
Total number of active participants reported on line 7a of the Form 55002013-01-01467
Number of retired or separated participants receiving benefits2013-01-01233
Number of other retired or separated participants entitled to future benefits2013-01-01216
Total of all active and inactive participants2013-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0123
Total participants2013-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01974
Total number of active participants reported on line 7a of the Form 55002012-01-01511
Number of retired or separated participants receiving benefits2012-01-01219
Number of other retired or separated participants entitled to future benefits2012-01-01208
Total of all active and inactive participants2012-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01988
Total number of active participants reported on line 7a of the Form 55002011-01-01544
Number of retired or separated participants receiving benefits2011-01-01203
Number of other retired or separated participants entitled to future benefits2011-01-01211
Total of all active and inactive participants2011-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,000
Total number of active participants reported on line 7a of the Form 55002010-01-01574
Number of retired or separated participants receiving benefits2010-01-01190
Number of other retired or separated participants entitled to future benefits2010-01-01213
Total of all active and inactive participants2010-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0111
Total participants2010-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01997
Total number of active participants reported on line 7a of the Form 55002009-01-01611
Number of retired or separated participants receiving benefits2009-01-01172
Number of other retired or separated participants entitled to future benefits2009-01-01207
Total of all active and inactive participants2009-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN

Measure Date Value
2020 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-28$11,030,842
Total of all expenses incurred2020-12-28$92,458,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-28$91,848,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-28$5,160,195
Value of total assets at end of year2020-12-28$0
Value of total assets at beginning of year2020-12-28$81,427,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-28$610,308
Total dividends received (eg from common stock, registered investment company shares)2020-12-28$1,732,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-28$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-28$1,732,442
Administrative expenses professional fees incurred2020-12-28$99,210
Was this plan covered by a fidelity bond2020-12-28Yes
Value of fidelity bond cover2020-12-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-28$0
Were there any nonexempt tranactions with any party-in-interest2020-12-28No
Administrative expenses (other) incurred2020-12-28$444,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-28No
Value of net income/loss2020-12-28$-81,427,944
Value of net assets at end of year (total assets less liabilities)2020-12-28$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-28$81,427,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-28No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-28No
Were any leases to which the plan was party in default or uncollectible2020-12-28No
Investment advisory and management fees2020-12-28$66,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-28$81,427,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-28$4,138,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-28Yes
Was there a failure to transmit to the plan any participant contributions2020-12-28No
Has the plan failed to provide any benefit when due under the plan2020-12-28No
Contributions received in cash from employer2020-12-28$5,160,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-28$91,848,478
Did the plan have assets held for investment2020-12-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-28Yes
Opinion of an independent qualified public accountant for this plan2020-12-28Disclaimer
Accountancy firm name2020-12-28RSM US, LLP
Accountancy firm EIN2020-12-28420714325
2019 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$29,957,059
Total of all expenses incurred2019-12-31$4,614,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,977,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,472,194
Value of total assets at end of year2019-12-31$81,427,944
Value of total assets at beginning of year2019-12-31$56,085,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$637,227
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,507,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,507,967
Administrative expenses professional fees incurred2019-12-31$55,250
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Administrative expenses (other) incurred2019-12-31$516,227
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$25,342,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$81,427,944
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,085,181
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$65,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$81,427,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,450,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,976,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$19,472,194
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$634,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,977,069
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,204,804
Total of all expenses incurred2018-12-31$6,241,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,497,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,635,678
Value of total assets at end of year2018-12-31$56,085,181
Value of total assets at beginning of year2018-12-31$63,531,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$744,087
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,334,480
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$1,334,480
Administrative expenses professional fees incurred2018-12-31$67,275
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Other income not declared elsewhere2018-12-31$292
Administrative expenses (other) incurred2018-12-31$615,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,446,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,085,181
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,531,721
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
Investment advisory and management fees2018-12-31$61,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,450,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,672,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,175,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,635,678
Employer contributions (assets) at end of year2018-12-31$634,989
Employer contributions (assets) at beginning of year2018-12-31$858,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,497,649
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,119,992
Total of all expenses incurred2017-12-31$4,297,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,705,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,423,639
Value of total assets at end of year2017-12-31$63,531,721
Value of total assets at beginning of year2017-12-31$57,709,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$592,049
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,350,732
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$1,350,732
Administrative expenses professional fees incurred2017-12-31$12,000
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 period2017-12-31Yes
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
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$17,985
Other income not declared elsewhere2017-12-31$725
Administrative expenses (other) incurred2017-12-31$530,125
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$5,822,482
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,531,721
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,709,239
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
Investment advisory and management fees2017-12-31$49,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,672,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,783,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,075,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,075,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,344,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,423,639
Employer contributions (assets) at end of year2017-12-31$858,988
Employer contributions (assets) at beginning of year2017-12-31$832,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,705,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31CROWE, LLP
Accountancy firm EIN2017-12-31350921680
2016 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,720
Total income from all sources (including contributions)2016-12-31$5,246,474
Total of all expenses incurred2016-12-31$5,681,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,992,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$832,436
Value of total assets at end of year2016-12-31$57,709,239
Value of total assets at beginning of year2016-12-31$58,155,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$689,566
Total interest from all sources2016-12-31$71
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,298,191
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$1,298,191
Administrative expenses professional fees incurred2016-12-31$11,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$17,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$21,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,720
Other income not declared elsewhere2016-12-31$3,232
Administrative expenses (other) incurred2016-12-31$509,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-435,463
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,709,239
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,144,702
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
Investment advisory and management fees2016-12-31$168,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,783,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,869,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,075,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$264,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$264,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,112,544
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$832,436
Employer contributions (assets) at end of year2016-12-31$832,436
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,992,371
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 name2016-12-31CROWE HORWATH, LLP
Accountancy firm EIN2016-12-31350921680
2015 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,547
Total income from all sources (including contributions)2015-12-31$-1,181,402
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,868,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,215,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$58,155,422
Value of total assets at beginning of year2015-12-31$65,206,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$652,682
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$211,882
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$21,163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,547
Administrative expenses (other) incurred2015-12-31$440,800
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,049,861
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,144,702
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,194,563
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$57,869,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,556,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$264,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$90,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$90,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,181,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,548,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,215,777
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,275
Total income from all sources (including contributions)2014-12-31$6,389,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,737,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,317,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,172,262
Value of total assets at end of year2014-12-31$65,206,110
Value of total assets at beginning of year2014-12-31$62,583,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$419,284
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$225,296
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$17,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$41,275
Administrative expenses (other) incurred2014-12-31$193,988
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,652,010
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,194,563
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,542,553
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$63,556,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$61,730,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$90,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$174,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$174,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,216,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,172,262
Employer contributions (assets) at end of year2014-12-31$1,548,218
Employer contributions (assets) at beginning of year2014-12-31$661,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,317,775
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,058
Total income from all sources (including contributions)2013-12-31$9,781,259
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,648,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,282,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,444,056
Value of total assets at end of year2013-12-31$62,583,828
Value of total assets at beginning of year2013-12-31$55,425,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$365,542
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$177,907
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$17,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,058
Administrative expenses (other) incurred2013-12-31$187,635
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,133,062
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,542,553
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,409,491
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$61,730,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,210,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$174,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$64,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$64,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,337,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,444,056
Employer contributions (assets) at end of year2013-12-31$661,014
Employer contributions (assets) at beginning of year2013-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,282,655
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,119
Total income from all sources (including contributions)2012-12-31$7,809,334
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,546,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,197,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,628,088
Value of total assets at end of year2012-12-31$55,425,549
Value of total assets at beginning of year2012-12-31$50,170,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$348,977
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$149,284
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$36,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,119
Administrative expenses (other) incurred2012-12-31$199,693
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,263,306
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,409,491
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,146,185
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$55,210,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,197,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$64,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$212,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$212,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,181,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$1,628,088
Employer contributions (assets) at end of year2012-12-31$150,000
Employer contributions (assets) at beginning of year2012-12-31$1,723,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,197,051
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,570
Total income from all sources (including contributions)2011-12-31$2,304,411
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,339,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,993,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,245,937
Value of total assets at end of year2011-12-31$50,170,304
Value of total assets at beginning of year2011-12-31$50,222,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$345,610
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$187,742
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$36,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$75,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$41,570
Administrative expenses (other) incurred2011-12-31$157,868
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-35,120
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,146,185
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$50,181,305
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$48,197,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$44,369,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$212,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$483,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$483,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$58,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$2,245,937
Employer contributions (assets) at end of year2011-12-31$1,723,559
Employer contributions (assets) at beginning of year2011-12-31$654,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,993,921
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,640,164
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$240,596
Total unrealized appreciation/depreciation of assets2010-12-31$240,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,720
Total income from all sources (including contributions)2010-12-31$6,132,772
Total loss/gain on sale of assets2010-12-31$131,391
Total of all expenses incurred2010-12-31$2,327,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,879,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$767,030
Value of total assets at end of year2010-12-31$50,222,875
Value of total assets at beginning of year2010-12-31$46,403,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$447,469
Total interest from all sources2010-12-31$277
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,800,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,071,278
Administrative expenses professional fees incurred2010-12-31$207,797
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$75,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$40,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$41,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$27,720
Administrative expenses (other) incurred2010-12-31$239,672
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$8,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,805,450
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,181,305
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,375,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$44,369,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,559,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$483,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$292,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$292,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,192,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$767,030
Employer contributions (assets) at end of year2010-12-31$654,530
Employer contributions (assets) at beginning of year2010-12-31$1,402,824
Income. Dividends from common stock2010-12-31$729,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,879,853
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,640,164
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,099,154
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,398,373
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,266,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN

2020: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH BEND MEDICAL FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

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