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RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameRHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 003

RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • 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.
  • Life insurance

401k Sponsoring company profile

RHEUMATOLOGY ASSOCIATES, SC has sponsored the creation of one or more 401k plans.

Company Name:RHEUMATOLOGY ASSOCIATES, SC
Employer identification number (EIN):362673183
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CARLEN KATZ2023-10-05
0032021-01-01CARLEN KATZ2022-10-12
0032020-01-01CARLEN KATZ2021-10-11
0032019-01-01CARLEN KATZ2020-10-12
0032018-01-01CARLEN KATZ2019-10-04
0032017-01-01
0032016-01-01
0032016-01-01CARLEN KATZ2018-10-11
0032015-01-01CARLEN KATZ
0032014-01-01ROBERT KATZ
0032013-01-01ROBERT KATZ ROBERT KATZ2014-10-13
0032012-01-01ROBERT KATZ ROBERT KATZ2013-10-15
0032011-01-01ROBERT KATZ2012-10-12 ROBERT KATZ2012-10-12
0032009-01-01ROBERT KATZ ROBERT KATZ2010-10-14

Plan Statistics for RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2022: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets2022-12-315,348,428
Acturial value of plan assets2022-12-315,348,428
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3110
Fundng target for terminated vested participants2022-12-31152,880
Active participant vested funding target2022-12-311,705,048
Number of active participants2022-12-3112
Total funding liabilities for active participants2022-12-311,720,316
Total participant count2022-12-3122
Total funding target for all participants2022-12-311,873,196
Balance at beginning of prior year after applicable adjustments2022-12-3140,705
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31923,605
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3140,705
Amount remaining of prefunding balance2022-12-31923,605
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3149,159
Balance of prefunding at beginning of current year2022-12-311,115,438
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3174,185
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-0112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-316,839,575
Acturial value of plan assets2021-12-316,839,575
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3110
Fundng target for terminated vested participants2021-12-31141,150
Active participant vested funding target2021-12-314,560,562
Number of active participants2021-12-3112
Total funding liabilities for active participants2021-12-314,571,844
Total participant count2021-12-3122
Total funding target for all participants2021-12-314,712,994
Balance at beginning of prior year after applicable adjustments2021-12-3138,752
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31879,289
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3138,752
Amount remaining of prefunding balance2021-12-31879,289
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3140,705
Balance of prefunding at beginning of current year2021-12-31923,605
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31125,536
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-316,813,847
Acturial value of plan assets2020-12-316,813,847
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31146,141
Active participant vested funding target2020-12-314,068,033
Number of active participants2020-12-3110
Total funding liabilities for active participants2020-12-314,074,507
Total participant count2020-12-3121
Total funding target for all participants2020-12-314,220,648
Balance at beginning of prior year after applicable adjustments2020-12-3133,540
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31761,026
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3133,540
Amount remaining of prefunding balance2020-12-31761,026
Present value of excess contributions2020-12-31181,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31190,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3138,752
Balance of prefunding at beginning of current year2020-12-31879,289
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31144,375
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0121
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-316,077,374
Acturial value of plan assets2019-12-316,077,374
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3111
Fundng target for terminated vested participants2019-12-31132,527
Active participant vested funding target2019-12-313,890,132
Number of active participants2019-12-319
Total funding liabilities for active participants2019-12-313,891,391
Total participant count2019-12-3120
Total funding target for all participants2019-12-314,023,918
Balance at beginning of prior year after applicable adjustments2019-12-3136,181
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31820,956
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 balance2019-12-3136,181
Amount remaining of prefunding balance2019-12-31820,956
Present value of excess contributions2019-12-31372,010
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31392,843
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 year2019-12-3133,540
Balance of prefunding at beginning of current year2019-12-31761,026
Total employer contributions2019-12-31197,826
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 date2019-12-31181,101
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 cost2019-12-31135,855
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31181,101
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-316,383,347
Acturial value of plan assets2018-12-316,383,347
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3110
Fundng target for terminated vested participants2018-12-31121,934
Active participant vested funding target2018-12-314,808,681
Number of active participants2018-12-3110
Total funding liabilities for active participants2018-12-314,810,193
Total participant count2018-12-3120
Total funding target for all participants2018-12-314,932,127
Balance at beginning of prior year after applicable adjustments2018-12-3131,931
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31724,522
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 balance2018-12-3131,931
Amount remaining of prefunding balance2018-12-31724,522
Present value of excess contributions2018-12-31393,153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31415,877
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 year2018-12-3136,181
Balance of prefunding at beginning of current year2018-12-31820,956
Total employer contributions2018-12-31405,684
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 date2018-12-31372,010
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 cost2018-12-31126,866
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31372,010
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-315,312,046
Acturial value of plan assets2017-12-315,312,046
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-31106,227
Active participant vested funding target2017-12-314,679,783
Number of active participants2017-12-3111
Total funding liabilities for active participants2017-12-314,681,020
Total participant count2017-12-3120
Total funding target for all participants2017-12-314,787,247
Balance at beginning of prior year after applicable adjustments2017-12-3130,653
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31695,519
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 balance2017-12-3130,653
Amount remaining of prefunding balance2017-12-31695,519
Present value of excess contributions2017-12-31394,782
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31418,469
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 year2017-12-3131,931
Balance of prefunding at beginning of current year2017-12-31724,522
Total employer contributions2017-12-31769,763
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 date2017-12-31699,411
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 cost2017-12-31126,743
Net shortfall amortization installment of oustanding balance2017-12-31828,686
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31306,258
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31306,258
Contributions allocatedtoward minimum required contributions for current year2017-12-31699,411
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-314,608,487
Acturial value of plan assets2016-12-314,608,487
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-3191,316
Active participant vested funding target2016-12-314,324,091
Number of active participants2016-12-3112
Total funding liabilities for active participants2016-12-314,325,283
Total participant count2016-12-3119
Total funding target for all participants2016-12-314,416,599
Balance at beginning of prior year after applicable adjustments2016-12-3130,847
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31699,929
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 balance2016-12-3130,847
Amount remaining of prefunding balance2016-12-31699,929
Present value of excess contributions2016-12-31833,204
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31884,946
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 year2016-12-3130,653
Balance of prefunding at beginning of current year2016-12-31695,519
Total employer contributions2016-12-31942,124
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 date2016-12-31859,861
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 cost2016-12-31129,320
Net shortfall amortization installment of oustanding balance2016-12-31959,301
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31308,835
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31308,835
Contributions allocatedtoward minimum required contributions for current year2016-12-31859,861
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0120
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2022 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-838,033
Expenses. Total of all expenses incurred2022-12-31$135,094
Benefits paid (including direct rollovers)2022-12-31$98,856
Total plan assets at end of year2022-12-31$4,375,301
Total plan assets at beginning of year2022-12-31$5,348,428
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$36,238
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-838,033
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-973,127
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,375,301
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,348,428
Assets. Value of assets in partnership/joint-venture interests2022-12-31$27,959
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$939,973
Expenses. Total of all expenses incurred2021-12-31$2,431,120
Benefits paid (including direct rollovers)2021-12-31$2,396,965
Total plan assets at end of year2021-12-31$5,348,428
Total plan assets at beginning of year2021-12-31$6,839,575
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$34,155
Other income received2021-12-31$939,973
Net income (gross income less expenses)2021-12-31$-1,491,147
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,348,428
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,839,575
Assets. Value of assets in partnership/joint-venture interests2021-12-31$28,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$672,222
Expenses. Total of all expenses incurred2020-12-31$653,549
Benefits paid (including direct rollovers)2020-12-31$270,000
Total plan assets at end of year2020-12-31$6,839,575
Total plan assets at beginning of year2020-12-31$6,820,902
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$383,549
Other income received2020-12-31$672,222
Net income (gross income less expenses)2020-12-31$18,673
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,839,575
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,820,902
Assets. Value of assets in partnership/joint-venture interests2020-12-31$28,985
Total contributions received or receivable from employer(s)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,405,869
Expenses. Total of all expenses incurred2019-12-31$675,348
Benefits paid (including direct rollovers)2019-12-31$270,000
Total plan assets at end of year2019-12-31$6,820,902
Total plan assets at beginning of year2019-12-31$6,090,381
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$405,348
Other income received2019-12-31$1,208,043
Net income (gross income less expenses)2019-12-31$730,521
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,820,902
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,090,381
Assets. Value of assets in partnership/joint-venture interests2019-12-31$33,345
Total contributions received or receivable from employer(s)2019-12-31$197,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$344,358
Expenses. Total of all expenses incurred2018-12-31$662,833
Benefits paid (including direct rollovers)2018-12-31$263,333
Total plan assets at end of year2018-12-31$6,090,381
Total plan assets at beginning of year2018-12-31$6,408,856
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$399,500
Other income received2018-12-31$-61,326
Net income (gross income less expenses)2018-12-31$-318,475
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,090,381
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,408,856
Assets. Value of assets in partnership/joint-venture interests2018-12-31$34,208
Total contributions received or receivable from employer(s)2018-12-31$405,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,719,838
Expenses. Total of all expenses incurred2017-12-31$652,921
Benefits paid (including direct rollovers)2017-12-31$254,424
Total plan assets at end of year2017-12-31$6,408,856
Total plan assets at beginning of year2017-12-31$5,341,939
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$398,497
Other income received2017-12-31$950,075
Net income (gross income less expenses)2017-12-31$1,066,917
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,408,856
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,341,939
Assets. Value of assets in partnership/joint-venture interests2017-12-31$37,378
Total contributions received or receivable from employer(s)2017-12-31$769,763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,388,506
Expenses. Total of all expenses incurred2016-12-31$525,693
Benefits paid (including direct rollovers)2016-12-31$212,020
Total plan assets at end of year2016-12-31$5,501,817
Total plan assets at beginning of year2016-12-31$4,639,004
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$313,673
Other income received2016-12-31$446,382
Net income (gross income less expenses)2016-12-31$862,813
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,501,817
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,639,004
Assets. Value of assets in partnership/joint-venture interests2016-12-31$35,261
Total contributions received or receivable from employer(s)2016-12-31$942,124
2015 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,093,773
Expenses. Total of all expenses incurred2015-12-31$41,607
Total plan assets at end of year2015-12-31$4,639,004
Total plan assets at beginning of year2015-12-31$3,586,838
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$41,607
Other income received2015-12-31$-22,487
Net income (gross income less expenses)2015-12-31$1,052,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,639,004
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,586,838
Assets. Value of assets in partnership/joint-venture interests2015-12-31$59,008
Total contributions received or receivable from employer(s)2015-12-31$1,116,260
2014 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$572,816
Expenses. Total of all expenses incurred2014-12-31$29,339
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,586,838
Total plan assets at beginning of year2014-12-31$3,043,361
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$401,616
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$543,477
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,586,838
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,043,361
Assets. Value of assets in partnership/joint-venture interests2014-12-31$97,009
Total contributions received or receivable from employer(s)2014-12-31$171,200
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$29,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$728,152
Expenses. Total of all expenses incurred2013-12-31$20,412
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,043,361
Total plan assets at beginning of year2013-12-31$2,335,621
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$428,152
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$707,740
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,043,361
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,335,621
Assets. Value of assets in partnership/joint-venture interests2013-12-31$144,928
Total contributions received or receivable from employer(s)2013-12-31$300,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$688,663
Expenses. Total of all expenses incurred2012-12-31$52,094
Benefits paid (including direct rollovers)2012-12-31$32,715
Total plan assets at end of year2012-12-31$2,335,621
Total plan assets at beginning of year2012-12-31$1,699,052
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$188,663
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$636,569
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,335,621
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,699,052
Assets. Value of assets in partnership/joint-venture interests2012-12-31$57,196
Total contributions received or receivable from employer(s)2012-12-31$500,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$19,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$259,152
Expenses. Total of all expenses incurred2010-12-31$10,622
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,480,379
Total plan assets at beginning of year2010-12-31$1,231,849
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$10,622
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$132,223
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$248,530
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,480,379
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,231,849
Total contributions received or receivable from employer(s)2010-12-31$126,929
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST

2022: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8310G
Policy instance 1
Insurance contract or identification number8310G
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,141
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8310G
Policy instance 1
Insurance contract or identification number8310G
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,386
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,193
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8310G
Policy instance 1
Insurance contract or identification number8310G
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,015
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8310G
Policy instance 1
Insurance contract or identification number8310G
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,764
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,382
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8310G
Policy instance 1
Insurance contract or identification number8310G
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,191
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8310G
Policy instance 1
Insurance contract or identification number8310G
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,910
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,455
Insurance broker organization code?3
Insurance broker nameSTUART YOUGENTOB
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number2-212-254V
Policy instance 1
Insurance contract or identification number2-212-254V
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $425
Insurance broker organization code?3
Insurance broker nameCLAY A. HESSEL
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number2-212-254V
Policy instance 1
Insurance contract or identification number2-212-254V
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $850
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $850
Insurance broker organization code?3
Insurance broker nameCLAY A. HESSEL
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number2-212-254V
Policy instance 1
Insurance contract or identification number2-212-254V
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker nameCLAY A. HESSEL

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