401k Plan data: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST plan

CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST
Plan identification number	001

CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARDIAC SURGERY ASSOCIATES, S.C. has sponsored the creation of one or more 401k plans.

Company Name: CARDIAC SURGERY ASSOCIATES, S.C.

Employer identification number (EIN): 363819436

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 JOHN BARAKAT 2023-10-10 JOHN BARAKAT 2023-10-10
001 2021-01-01 JOHN BARAKAT 2022-10-28 JOHN BARAKAT 2022-10-28
001 2020-01-01 JOHN BARAKAT 2021-10-07 JOHN BARAKAT 2021-10-07
001 2019-01-01 JOHN BARAKAT 2020-10-12 JOHN BARAKAT 2020-10-12
001 2018-01-01 JOHN BARAKAT 2019-10-15 JOHN BARAKAT 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SCOTT EMERING
001 2013-01-01
001 2012-01-01 JOHN BARAKAT
001 2011-01-01 MICHAEL R. BUDZYNSKI MICHAEL R. BUDZYNSKI 2012-10-03
001 2009-01-01 MICHAEL BUDZYNSKI MICHAEL BUDZYNSKI 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	JOHN BARAKAT	2023-10-10	JOHN BARAKAT	2023-10-10
001	2021-01-01	JOHN BARAKAT	2022-10-28	JOHN BARAKAT	2022-10-28
001	2020-01-01	JOHN BARAKAT	2021-10-07	JOHN BARAKAT	2021-10-07
001	2019-01-01	JOHN BARAKAT	2020-10-12	JOHN BARAKAT	2020-10-12
001	2018-01-01	JOHN BARAKAT	2019-10-15	JOHN BARAKAT	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SCOTT EMERING
001	2013-01-01
001	2012-01-01	JOHN BARAKAT
001	2011-01-01	MICHAEL R. BUDZYNSKI		MICHAEL R. BUDZYNSKI	2012-10-03
001	2009-01-01	MICHAEL BUDZYNSKI		MICHAEL BUDZYNSKI	2010-10-11

Plan Statistics for CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2022: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 81
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 80
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 48
Total of all active and inactive participants 2021-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 128
Number of participants with account balances 2021-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 106
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 141
Number of participants with account balances 2019-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 151
Number of participants with account balances 2018-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 129
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 154
Number of participants with account balances 2017-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 159
Number of participants with account balances 2016-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 143
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 151
Number of participants with account balances 2015-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 139
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 156
Number of participants with account balances 2014-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 138
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 155
Number of participants with account balances 2013-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 132
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 144
Number of participants with account balances 2012-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 123
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 134
Number of participants with account balances 2011-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 110
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 122
Number of participants with account balances 2009-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	81
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	80
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	48
Total of all active and inactive participants	2021-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	128
Number of participants with account balances	2021-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	106
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	141
Number of participants with account balances	2019-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	151
Number of participants with account balances	2018-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	129
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	154
Number of participants with account balances	2017-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	159
Number of participants with account balances	2016-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	143
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	151
Number of participants with account balances	2015-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	139
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	156
Number of participants with account balances	2014-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	138
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	155
Number of participants with account balances	2013-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	132
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	144
Number of participants with account balances	2012-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	123
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	134
Number of participants with account balances	2011-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	110
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	122
Number of participants with account balances	2009-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST

Measure	Date	Value
2022 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,132,710
Total of all expenses incurred	2022-12-31	$2,218,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,154,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$791,946
Value of total assets at end of year	2022-12-31	$14,176,153
Value of total assets at beginning of year	2022-12-31	$18,527,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,489
Total interest from all sources	2022-12-31	$1,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$791,946
Participant contributions at end of year	2022-12-31	$33,830
Participant contributions at beginning of year	2022-12-31	$12,171
Participant contributions at end of year	2022-12-31	$32,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,351,188
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,176,153
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,527,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$4,047
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,711,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,228,438
Interest on participant loans	2022-12-31	$1,355
Value of interest in common/collective trusts at end of year	2022-12-31	$393,001
Value of interest in common/collective trusts at beginning of year	2022-12-31	$279,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,881
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,926,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,154,989
Contract administrator fees	2022-12-31	$59,442
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CDH, P.C.
Accountancy firm EIN	2022-12-31	364105119
2021 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,336,193
Total of all expenses incurred	2021-12-31	$4,489,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,408,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$864,783
Value of total assets at end of year	2021-12-31	$18,527,341
Value of total assets at beginning of year	2021-12-31	$19,680,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,218
Total interest from all sources	2021-12-31	$1,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$778,159
Participant contributions at end of year	2021-12-31	$12,171
Participant contributions at beginning of year	2021-12-31	$37,134
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$86,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-1,153,118
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,527,341
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,680,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$3,513
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,508,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,636,444
Interest on participant loans	2021-12-31	$1,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$6,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$6,881
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,470,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,408,093
Contract administrator fees	2021-12-31	$77,705
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BKD, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,830,108
Total of all expenses incurred	2020-12-31	$1,712,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,636,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$954,432
Value of total assets at end of year	2020-12-31	$19,680,459
Value of total assets at beginning of year	2020-12-31	$17,563,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,660
Total interest from all sources	2020-12-31	$2,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$891,815
Participant contributions at end of year	2020-12-31	$37,134
Participant contributions at beginning of year	2020-12-31	$58,510
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$22,598
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$56,522
Administrative expenses (other) incurred	2020-12-31	$4,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,117,301
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,680,459
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,563,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,636,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,475,169
Interest on participant loans	2020-12-31	$2,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$6,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,881
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,873,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$6,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,636,147
Contract administrator fees	2020-12-31	$72,650
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,059,126
Total of all expenses incurred	2019-12-31	$1,218,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,139,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$939,241
Value of total assets at end of year	2019-12-31	$17,563,158
Value of total assets at beginning of year	2019-12-31	$14,722,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$79,484
Total interest from all sources	2019-12-31	$3,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$924,859
Participant contributions at end of year	2019-12-31	$58,510
Participant contributions at beginning of year	2019-12-31	$79,611
Participant contributions at end of year	2019-12-31	$22,598
Participant contributions at beginning of year	2019-12-31	$27,773
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,382
Administrative expenses (other) incurred	2019-12-31	$4,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,840,209
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,563,158
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,722,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,475,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,613,561
Interest on participant loans	2019-12-31	$3,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,004
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,116,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,139,433
Contract administrator fees	2019-12-31	$74,910
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CDH, P.C.
Accountancy firm EIN	2019-12-31	364105119
2018 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-74,169
Total of all expenses incurred	2018-12-31	$766,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$681,079
Expenses. Certain deemed distributions of participant loans	2018-12-31	$45,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$987,205
Value of total assets at end of year	2018-12-31	$14,722,949
Value of total assets at beginning of year	2018-12-31	$15,563,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$39,859
Total interest from all sources	2018-12-31	$5,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$918,779
Participant contributions at end of year	2018-12-31	$79,611
Participant contributions at beginning of year	2018-12-31	$145,621
Participant contributions at end of year	2018-12-31	$27,773
Participant contributions at beginning of year	2018-12-31	$19,019
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$68,426
Administrative expenses (other) incurred	2018-12-31	$4,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-840,519
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,722,949
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,563,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,613,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,396,824
Interest on participant loans	2018-12-31	$5,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,004
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,066,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$681,079
Contract administrator fees	2018-12-31	$35,545
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CDH, P.C.
Accountancy firm EIN	2018-12-31	364105119
2017 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,089,146
Total of all expenses incurred	2017-12-31	$1,372,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,357,893
Expenses. Certain deemed distributions of participant loans	2017-12-31	$8,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$906,297
Value of total assets at end of year	2017-12-31	$15,563,468
Value of total assets at beginning of year	2017-12-31	$13,847,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,224
Total interest from all sources	2017-12-31	$3,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$906,297
Participant contributions at end of year	2017-12-31	$145,621
Participant contributions at beginning of year	2017-12-31	$54,779
Participant contributions at end of year	2017-12-31	$19,019
Participant contributions at beginning of year	2017-12-31	$20,652
Administrative expenses (other) incurred	2017-12-31	$5,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,716,165
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,563,468
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,847,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,396,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,769,868
Interest on participant loans	2017-12-31	$3,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,004
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,179,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,357,893
Contract administrator fees	2017-12-31	$462
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CDH, P.C.
Accountancy firm EIN	2017-12-31	364105119
2016 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,821,166
Total of all expenses incurred	2016-12-31	$645,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$641,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$859,370
Value of total assets at end of year	2016-12-31	$13,847,303
Value of total assets at beginning of year	2016-12-31	$12,671,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,833
Total interest from all sources	2016-12-31	$1,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$857,023
Participant contributions at end of year	2016-12-31	$54,779
Participant contributions at beginning of year	2016-12-31	$35,868
Participant contributions at end of year	2016-12-31	$20,652
Participant contributions at beginning of year	2016-12-31	$25,105
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,347
Administrative expenses (other) incurred	2016-12-31	$3,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,175,636
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,847,303
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,671,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,769,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,608,690
Interest on participant loans	2016-12-31	$1,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,004
Net investment gain/loss from pooled separate accounts	2016-12-31	$960,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$641,697
Contract administrator fees	2016-12-31	$136
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CDH, P.C.
Accountancy firm EIN	2016-12-31	364105119
2015 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$622,262
Total of all expenses incurred	2015-12-31	$394,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$359,482
Expenses. Certain deemed distributions of participant loans	2015-12-31	$30,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$879,825
Value of total assets at end of year	2015-12-31	$12,671,667
Value of total assets at beginning of year	2015-12-31	$12,443,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,640
Total interest from all sources	2015-12-31	$1,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$862,432
Participant contributions at end of year	2015-12-31	$35,868
Participant contributions at beginning of year	2015-12-31	$84,114
Participant contributions at end of year	2015-12-31	$25,105
Participant contributions at beginning of year	2015-12-31	$22,383
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$17,393
Administrative expenses (other) incurred	2015-12-31	$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$228,200
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,671,667
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,443,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,608,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,334,966
Interest on participant loans	2015-12-31	$1,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,004
Net investment gain/loss from pooled separate accounts	2015-12-31	$-259,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$359,482
Contract administrator fees	2015-12-31	$2,540
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CDH, P.C.
Accountancy firm EIN	2015-12-31	364105119
2014 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,516,644
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$587,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$584,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$974,358
Value of total assets at end of year	2014-12-31	$12,443,467
Value of total assets at beginning of year	2014-12-31	$11,514,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,520
Total interest from all sources	2014-12-31	$2,659
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 year	2014-12-31	No
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$805,254
Participant contributions at end of year	2014-12-31	$84,114
Participant contributions at beginning of year	2014-12-31	$56,782
Participant contributions at end of year	2014-12-31	$22,383
Participant contributions at beginning of year	2014-12-31	$7,849
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$169,104
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$1,100
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$928,923
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,443,467
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,514,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,334,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,447,909
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$2,659
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,004
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$539,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$584,201
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$2,420
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CDH, P.C.
Accountancy firm EIN	2014-12-31	364105119
2013 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,460,030
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$442,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$439,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$827,815
Value of total assets at end of year	2013-12-31	$11,514,544
Value of total assets at beginning of year	2013-12-31	$9,496,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,792
Total interest from all sources	2013-12-31	$1,269
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 year	2013-12-31	No
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$740,981
Participant contributions at end of year	2013-12-31	$56,782
Participant contributions at beginning of year	2013-12-31	$32,442
Participant contributions at end of year	2013-12-31	$7,849
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$86,834
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$700
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,017,900
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,514,544
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,496,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,447,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,462,470
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$1,269
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,732
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,630,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$439,338
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$2,092
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CORBETT, DUNCAN & HUBLY, PC
Accountancy firm EIN	2013-12-31	364105119
2012 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,801,667
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$23,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$23,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$723,269
Value of total assets at end of year	2012-12-31	$9,496,644
Value of total assets at beginning of year	2012-12-31	$7,718,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$229
Total interest from all sources	2012-12-31	$1,502
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 year	2012-12-31	No
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$702,656
Participant contributions at end of year	2012-12-31	$32,442
Participant contributions at beginning of year	2012-12-31	$50,912
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,613
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,777,691
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,496,644
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,718,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$9,462,470
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$7,666,309
Income. Interest from loans (other than to participants)	2012-12-31	$1,502
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,732
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,076,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$23,747
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$229
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WELTMAN BERNFIELD LLC
Accountancy firm EIN	2012-12-31	364119553
2011 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$477,642
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$17,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$16,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$738,642
Value of total assets at end of year	2011-12-31	$7,718,953
Value of total assets at beginning of year	2011-12-31	$7,258,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$132
Total interest from all sources	2011-12-31	$2,243
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 year	2011-12-31	No
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$736,152
Participant contributions at end of year	2011-12-31	$50,912
Participant contributions at beginning of year	2011-12-31	$58,518
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$13,224
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,490
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$777
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$460,550
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,718,953
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,258,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$132
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$7,666,309
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,184,152
Interest on participant loans	2011-12-31	$2,243
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,732
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-263,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$16,960
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WELTMAN BERNFIELD LLC
Accountancy firm EIN	2011-12-31	364119553
2010 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$304
Total income from all sources (including contributions)	2010-12-31	$1,514,311
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$312,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$311,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$752,357
Value of total assets at end of year	2010-12-31	$7,258,403
Value of total assets at beginning of year	2010-12-31	$6,056,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$689
Total interest from all sources	2010-12-31	$3,417
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$689,306
Participant contributions at end of year	2010-12-31	$58,518
Participant contributions at beginning of year	2010-12-31	$75,607
Participant contributions at end of year	2010-12-31	$13,224
Participant contributions at beginning of year	2010-12-31	$19,764
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$63,051
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$460
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$304
Total non interest bearing cash at end of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,202,189
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,258,403
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,056,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,184,152
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,960,687
Interest on participant loans	2010-12-31	$3,417
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$758,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$311,433
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WELTMAN BERNFIELD LLC
Accountancy firm EIN	2010-12-31	364119553
2009 : CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST

2022: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	94
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $30,239
Total amount of fees paid to insurance company	USD $2,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,239
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Amount paid for insurance broker fees	2050

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	101
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $38,814
Total amount of fees paid to insurance company	USD $1,468
Commission paid to Insurance Broker	USD $38,814
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Amount paid for insurance broker fees	1468

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	117
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $34,377
Total amount of fees paid to insurance company	USD $950
Commission paid to Insurance Broker	USD $34,377
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Amount paid for insurance broker fees	950

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $32,531
Total amount of fees paid to insurance company	USD $1,150
Commission paid to Insurance Broker	USD $32,531
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Amount paid for insurance broker fees	1150

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $31,332
Total amount of fees paid to insurance company	USD $1,100
Commission paid to Insurance Broker	USD $31,332
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	1
Amount paid for insurance broker fees	1100

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	112
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,975
Total amount of fees paid to insurance company	USD $2,850
Commission paid to Insurance Broker	USD $29,975
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	1
Amount paid for insurance broker fees	2850
Insurance broker name	RETIREMENT SOLUTION GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	119
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $25,310
Total amount of fees paid to insurance company	USD $1,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,310
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	1
Amount paid for insurance broker fees	1100
Insurance broker name	RETIREMENT SOLUTION GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	117
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $23,861
Total amount of fees paid to insurance company	USD $1,100
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $23,861
Insurance broker organization code?	4
Amount paid for insurance broker fees	1100
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	RETIREMENT SOLUTION GROUP, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	109
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $20,536
Total amount of fees paid to insurance company	USD $4,426
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $20,536
Insurance broker organization code?	4
Amount paid for insurance broker fees	3801
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	RETIREMENT, LLC-SERIES TWO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	97
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $17,219
Total amount of fees paid to insurance company	USD $7,123
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,219
Insurance broker organization code?	4
Amount paid for insurance broker fees	7048
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	DANA CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	91
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $17,696
Total amount of fees paid to insurance company	USD $150
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-54-GD86

Policy instance

Insurance contract or identification number	GAP-54-GD86
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97247

Policy instance

Insurance contract or identification number	97247
Number of Individuals Covered	89
Insurance policy start date	2010-06-08
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $22,512
Total amount of fees paid to insurance company	USD $75
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CARDIAC SURGERY ASSOCIATES, S.C.
Employer identification number (EIN):	363819436
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)