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MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 401k Plan overview

Plan NameMINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN
Plan identification number 001

MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Life insurance

401k Sponsoring company profile

MINNEAPOLIS CLINIC OF NEUROLOGY LTD has sponsored the creation of one or more 401k plans.

Company Name:MINNEAPOLIS CLINIC OF NEUROLOGY LTD
Employer identification number (EIN):410999094
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TODD JOHNSON
0012016-01-01TODD JOHNSON
0012015-01-01TODD JOHNSON
0012014-01-01TODD JOHNSON
0012013-01-01TODD JOHNSON2014-09-04 TODD JOHNSON2014-09-04
0012012-01-01SUZANNE KERSTEN SUZANNE KERSTEN2013-09-27
0012011-01-01SUZANNE KERSTEN
0012010-01-01SUZANNE KERSTEN
0012009-01-01SUZANNE KERSTEN

Plan Statistics for MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN

401k plan membership statisitcs for MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN

Measure Date Value
2023: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01401
Total number of active participants reported on line 7a of the Form 55002023-01-01211
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01154
Total of all active and inactive participants2023-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01369
Number of participants with account balances2023-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-01208
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01166
Total of all active and inactive participants2022-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01378
Number of participants with account balances2022-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01391
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01361
Number of participants with account balances2021-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01415
Total number of active participants reported on line 7a of the Form 55002020-01-01229
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01367
Number of participants with account balances2020-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01399
Total number of active participants reported on line 7a of the Form 55002019-01-01243
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01430
Number of participants with account balances2019-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01369
Total number of active participants reported on line 7a of the Form 55002018-01-01245
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01150
Total of all active and inactive participants2018-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01398
Number of participants with account balances2018-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01348
Total number of active participants reported on line 7a of the Form 55002017-01-01233
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01126
Total of all active and inactive participants2017-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01364
Number of participants with account balances2017-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01316
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01345
Number of participants with account balances2016-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01294
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01311
Number of participants with account balances2015-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01306
Total number of active participants reported on line 7a of the Form 55002014-01-01225
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01298
Number of participants with account balances2014-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01306
Number of participants with account balances2013-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01288
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01298
Number of participants with account balances2012-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01270
Total number of active participants reported on line 7a of the Form 55002011-01-01209
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01288
Number of participants with account balances2011-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01261
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01270
Number of participants with account balances2010-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01260
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN

Measure Date Value
2023 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$15,771,302
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,831,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,723,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,830,041
Value of total assets at end of year2023-12-31$64,459,921
Value of total assets at beginning of year2023-12-31$57,519,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$107,786
Total interest from all sources2023-12-31$37,942
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$729,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$729,048
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,549,179
Participant contributions at end of year2023-12-31$605,097
Participant contributions at beginning of year2023-12-31$513,181
Assets. Other investments not covered elsewhere at end of year2023-12-31$12,255,339
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$7,126,074
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$298,317
Other income not declared elsewhere2023-12-31$4,749,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,940,111
Value of net assets at end of year (total assets less liabilities)2023-12-31$64,459,921
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$57,519,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$44,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$31,096,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$28,505,686
Interest on participant loans2023-12-31$37,942
Value of interest in common/collective trusts at end of year2023-12-31$19,310,444
Value of interest in common/collective trusts at beginning of year2023-12-31$20,255,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,571,262
Net investment gain or loss from common/collective trusts2023-12-31$2,853,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,982,545
Employer contributions (assets) at end of year2023-12-31$1,192,332
Employer contributions (assets) at beginning of year2023-12-31$1,119,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,723,405
Contract administrator fees2023-12-31$62,798
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,867,091
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,292,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,184,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,551,405
Value of total assets at end of year2022-12-31$57,519,810
Value of total assets at beginning of year2022-12-31$75,679,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,940
Total interest from all sources2022-12-31$23,845
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$792,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$792,779
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,010,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,491,054
Participant contributions at end of year2022-12-31$513,181
Participant contributions at beginning of year2022-12-31$403,279
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,126,074
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,042,519
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$170,617
Other income not declared elsewhere2022-12-31$-6,152,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,159,827
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,519,810
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,679,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$41,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,505,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,214,801
Interest on participant loans2022-12-31$23,845
Value of interest in common/collective trusts at end of year2022-12-31$20,255,832
Value of interest in common/collective trusts at beginning of year2022-12-31$16,893,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,689,503
Net investment gain or loss from common/collective trusts2022-12-31$-2,392,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,889,734
Employer contributions (assets) at end of year2022-12-31$1,119,037
Employer contributions (assets) at beginning of year2022-12-31$1,125,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,184,796
Contract administrator fees2022-12-31$66,596
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,603
Total income from all sources (including contributions)2021-12-31$13,573,158
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,762,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,618,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,133,353
Value of total assets at end of year2021-12-31$75,679,637
Value of total assets at beginning of year2021-12-31$75,895,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,626
Total interest from all sources2021-12-31$37,396
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$659,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$659,007
Administrative expenses professional fees incurred2021-12-31$8,701
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,010,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,517,555
Participant contributions at end of year2021-12-31$403,279
Participant contributions at beginning of year2021-12-31$524,077
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,042,519
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,736,398
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$705,893
Other income not declared elsewhere2021-12-31$2,108,639
Administrative expenses (other) incurred2021-12-31$50,245
Liabilities. Value of operating payables at beginning of year2021-12-31$26,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-189,129
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,679,637
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,868,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,214,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,952,451
Interest on participant loans2021-12-31$37,396
Value of interest in common/collective trusts at end of year2021-12-31$16,893,937
Value of interest in common/collective trusts at beginning of year2021-12-31$21,518,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,209,611
Net investment gain or loss from common/collective trusts2021-12-31$2,425,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,909,905
Employer contributions (assets) at end of year2021-12-31$1,125,101
Employer contributions (assets) at beginning of year2021-12-31$1,163,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,618,661
Contract administrator fees2021-12-31$62,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,412,006
Total unrealized appreciation/depreciation of assets2020-12-31$3,412,006
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,141
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,688,807
Total loss/gain on sale of assets2020-12-31$501,764
Total of all expenses incurred2020-12-31$8,826,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,669,122
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,333,417
Value of total assets at end of year2020-12-31$75,895,369
Value of total assets at beginning of year2020-12-31$71,014,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$157,374
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$21,987
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$404,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$377,460
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,010,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,367,230
Participant contributions at end of year2020-12-31$524,077
Participant contributions at beginning of year2020-12-31$610,736
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,736,398
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,624
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$20,334
Administrative expenses (other) incurred2020-12-31$157,374
Liabilities. Value of operating payables at end of year2020-12-31$26,603
Liabilities. Value of operating payables at beginning of year2020-12-31$8,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$4,862,311
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,868,766
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,006,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,952,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,231,935
Interest on participant loans2020-12-31$21,945
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$21,518,522
Value of interest in common/collective trusts at beginning of year2020-12-31$20,830,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$60,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$60,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,949,925
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$2,044,860
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,940,563
Employer contributions (assets) at end of year2020-12-31$1,163,921
Employer contributions (assets) at beginning of year2020-12-31$1,209,699
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$27,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,669,122
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,071,484
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,948,273
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,446,509
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$984,080
Total unrealized appreciation/depreciation of assets2019-12-31$984,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,326,305
Total loss/gain on sale of assets2019-12-31$277,605
Total of all expenses incurred2019-12-31$6,265,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,061,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,518,224
Value of total assets at end of year2019-12-31$71,014,596
Value of total assets at beginning of year2019-12-31$61,945,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$204,053
Total interest from all sources2019-12-31$37,081
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$749,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$717,126
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,010,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,480,809
Participant contributions at end of year2019-12-31$610,736
Participant contributions at beginning of year2019-12-31$645,577
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,185
Other income not declared elsewhere2019-12-31$-60,523
Administrative expenses (other) incurred2019-12-31$204,053
Liabilities. Value of operating payables at end of year2019-12-31$8,141
Total non interest bearing cash at beginning of year2019-12-31$1,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,060,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,006,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$61,945,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,231,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,219,309
Interest on participant loans2019-12-31$35,054
Interest earned on other investments2019-12-31$78
Value of interest in common/collective trusts at end of year2019-12-31$20,830,233
Value of interest in common/collective trusts at beginning of year2019-12-31$21,149,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$60,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,179,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,179,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$275,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,028,664
Net investment gain or loss from common/collective trusts2019-12-31$2,791,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,005,230
Employer contributions (assets) at end of year2019-12-31$1,209,699
Employer contributions (assets) at beginning of year2019-12-31$1,302,394
Income. Dividends from common stock2019-12-31$32,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,061,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,071,484
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,173,593
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,540,385
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,262,780
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-350,269
Total unrealized appreciation/depreciation of assets2018-12-31$-350,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$636,543
Total loss/gain on sale of assets2018-12-31$153,480
Total of all expenses incurred2018-12-31$2,217,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,026,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,841,108
Value of total assets at end of year2018-12-31$61,945,593
Value of total assets at beginning of year2018-12-31$63,526,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$190,585
Total interest from all sources2018-12-31$31,665
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$672,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$631,188
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,010,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,490,871
Participant contributions at end of year2018-12-31$645,577
Participant contributions at beginning of year2018-12-31$629,590
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$246,378
Other income not declared elsewhere2018-12-31$2,402
Administrative expenses (other) incurred2018-12-31$190,585
Total non interest bearing cash at end of year2018-12-31$1,145
Total non interest bearing cash at beginning of year2018-12-31$-19,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,580,845
Value of net assets at end of year (total assets less liabilities)2018-12-31$61,945,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,526,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,219,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,062,452
Interest on participant loans2018-12-31$30,450
Interest earned on other investments2018-12-31$3
Value of interest in common/collective trusts at end of year2018-12-31$21,149,283
Value of interest in common/collective trusts at beginning of year2018-12-31$20,755,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,179,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$184,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$184,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$275,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$274,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,159,081
Net investment gain or loss from common/collective trusts2018-12-31$-555,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,103,859
Employer contributions (assets) at end of year2018-12-31$1,302,394
Employer contributions (assets) at beginning of year2018-12-31$1,354,818
Income. Dividends from common stock2018-12-31$41,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,026,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,173,593
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,284,481
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,101,754
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,948,274
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$445,876
Total unrealized appreciation/depreciation of assets2017-12-31$445,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,486,927
Total loss/gain on sale of assets2017-12-31$38,642
Total of all expenses incurred2017-12-31$6,269,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,072,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,103,173
Value of total assets at end of year2017-12-31$63,526,438
Value of total assets at beginning of year2017-12-31$57,308,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$196,509
Total interest from all sources2017-12-31$29,227
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$644,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$613,484
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,010,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,528,434
Participant contributions at end of year2017-12-31$629,590
Participant contributions at beginning of year2017-12-31$680,258
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$403,833
Other income not declared elsewhere2017-12-31$866
Administrative expenses (other) incurred2017-12-31$196,509
Total non interest bearing cash at end of year2017-12-31$-19,115
Total non interest bearing cash at beginning of year2017-12-31$-32,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,217,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,526,438
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,308,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,062,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,093,257
Interest on participant loans2017-12-31$29,049
Value of interest in common/collective trusts at end of year2017-12-31$20,755,074
Value of interest in common/collective trusts at beginning of year2017-12-31$15,323,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$184,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$259,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$259,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$274,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$272,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,792,560
Net investment gain or loss from common/collective trusts2017-12-31$1,432,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,170,906
Employer contributions (assets) at end of year2017-12-31$1,354,818
Employer contributions (assets) at beginning of year2017-12-31$1,243,385
Income. Dividends from common stock2017-12-31$30,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,072,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,284,481
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,468,878
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,451,059
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,412,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$121,498
Total unrealized appreciation/depreciation of assets2016-12-31$121,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,538,469
Total loss/gain on sale of assets2016-12-31$9,289
Total of all expenses incurred2016-12-31$4,562,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,354,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,787,057
Value of total assets at end of year2016-12-31$57,308,910
Value of total assets at beginning of year2016-12-31$54,333,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,789
Total interest from all sources2016-12-31$28,548
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$602,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$581,295
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,010,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,546,648
Participant contributions at end of year2016-12-31$680,258
Participant contributions at beginning of year2016-12-31$633,961
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$174,397
Other income not declared elsewhere2016-12-31$9,421
Administrative expenses (other) incurred2016-12-31$208,789
Total non interest bearing cash at end of year2016-12-31$-32,383
Total non interest bearing cash at beginning of year2016-12-31$11,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,975,491
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,308,910
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,333,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,093,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,748,284
Interest on participant loans2016-12-31$28,528
Value of interest in common/collective trusts at end of year2016-12-31$15,323,330
Value of interest in common/collective trusts at beginning of year2016-12-31$13,910,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$259,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$444,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$444,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$272,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$268,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,149,290
Net investment gain or loss from common/collective trusts2016-12-31$831,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,066,012
Employer contributions (assets) at end of year2016-12-31$1,243,385
Employer contributions (assets) at beginning of year2016-12-31$1,240,600
Income. Dividends from common stock2016-12-31$20,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,354,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,468,878
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,076,090
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,853,105
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,843,816
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-163,033
Total unrealized appreciation/depreciation of assets2015-12-31$-163,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,700,992
Total loss/gain on sale of assets2015-12-31$23,070
Total of all expenses incurred2015-12-31$4,140,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,964,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,677,770
Value of total assets at end of year2015-12-31$54,333,419
Value of total assets at beginning of year2015-12-31$54,772,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,041
Total interest from all sources2015-12-31$26,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$652,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$623,990
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,010,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,572,045
Participant contributions at end of year2015-12-31$633,961
Participant contributions at beginning of year2015-12-31$559,664
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,993
Other income not declared elsewhere2015-12-31$-22,691
Administrative expenses (other) incurred2015-12-31$176,041
Total non interest bearing cash at end of year2015-12-31$11,120
Total non interest bearing cash at beginning of year2015-12-31$16,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-439,531
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,333,419
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,772,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,748,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,231,985
Interest on participant loans2015-12-31$26,719
Value of interest in common/collective trusts at end of year2015-12-31$13,910,462
Value of interest in common/collective trusts at beginning of year2015-12-31$10,100,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$444,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$757,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$757,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$268,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$260,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-493,558
Net investment gain or loss from common/collective trusts2015-12-31$-75
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,052,732
Employer contributions (assets) at end of year2015-12-31$1,240,600
Employer contributions (assets) at beginning of year2015-12-31$1,195,404
Income. Dividends from common stock2015-12-31$28,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,964,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,076,090
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,650,788
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$826,284
Aggregate carrying amount (costs) on sale of assets2015-12-31$803,214
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$84,985
Total unrealized appreciation/depreciation of assets2014-12-31$84,985
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$6,282,325
Total loss/gain on sale of assets2014-12-31$-12,267
Total of all expenses incurred2014-12-31$5,730,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,546,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,491,979
Value of total assets at end of year2014-12-31$54,772,950
Value of total assets at beginning of year2014-12-31$54,220,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$183,877
Total interest from all sources2014-12-31$22,285
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,010,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,976,061
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,010,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,474,562
Participant contributions at end of year2014-12-31$559,664
Participant contributions at beginning of year2014-12-31$557,932
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$67,579
Other income not declared elsewhere2014-12-31$955
Administrative expenses (other) incurred2014-12-31$183,877
Total non interest bearing cash at end of year2014-12-31$16,091
Total non interest bearing cash at beginning of year2014-12-31$11,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$552,277
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,772,950
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,220,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,231,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,947,627
Interest on participant loans2014-12-31$22,224
Value of interest in common/collective trusts at end of year2014-12-31$10,100,197
Value of interest in common/collective trusts at beginning of year2014-12-31$10,487,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$757,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$389,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$389,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$260,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$256,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$486,162
Net investment gain or loss from common/collective trusts2014-12-31$197,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,949,838
Employer contributions (assets) at end of year2014-12-31$1,195,404
Employer contributions (assets) at beginning of year2014-12-31$1,187,166
Income. Dividends from common stock2014-12-31$34,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,546,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,650,788
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,382,355
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,145,520
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,157,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$208,937
Total unrealized appreciation/depreciation of assets2013-12-31$208,937
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$10,545,958
Total loss/gain on sale of assets2013-12-31$50,700
Total of all expenses incurred2013-12-31$3,932,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,750,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,322,466
Value of total assets at end of year2013-12-31$54,220,673
Value of total assets at beginning of year2013-12-31$47,607,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$181,897
Total interest from all sources2013-12-31$23,590
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,829,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,797,800
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,010,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,376,532
Participant contributions at end of year2013-12-31$557,932
Participant contributions at beginning of year2013-12-31$638,805
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,522
Other income not declared elsewhere2013-12-31$-22,942
Administrative expenses (other) incurred2013-12-31$181,897
Total non interest bearing cash at end of year2013-12-31$11,567
Total non interest bearing cash at beginning of year2013-12-31$2,836,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,613,394
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,220,673
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,607,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,947,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,375,487
Interest on participant loans2013-12-31$23,545
Interest earned on other investments2013-12-31$15
Value of interest in common/collective trusts at end of year2013-12-31$10,487,835
Value of interest in common/collective trusts at beginning of year2013-12-31$10,282,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$389,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$147,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$147,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$256,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$255,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,582,287
Net investment gain or loss from common/collective trusts2013-12-31$550,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,917,412
Employer contributions (assets) at end of year2013-12-31$1,187,166
Employer contributions (assets) at beginning of year2013-12-31$1,178,486
Income. Dividends from common stock2013-12-31$32,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,750,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,382,355
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$893,926
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$4,511,283
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,460,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$42,291
Total unrealized appreciation/depreciation of assets2012-12-31$42,291
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$7,841,981
Total loss/gain on sale of assets2012-12-31$23,809
Total of all expenses incurred2012-12-31$1,172,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$980,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,223,446
Value of total assets at end of year2012-12-31$47,607,279
Value of total assets at beginning of year2012-12-31$40,937,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$191,827
Total interest from all sources2012-12-31$26,098
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,239,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,215,623
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,010,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,298,556
Participant contributions at end of year2012-12-31$638,805
Participant contributions at beginning of year2012-12-31$549,568
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,824,434
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,092
Other income not declared elsewhere2012-12-31$3,805
Administrative expenses (other) incurred2012-12-31$191,827
Total non interest bearing cash at end of year2012-12-31$2,836,169
Total non interest bearing cash at beginning of year2012-12-31$6,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,669,615
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,607,279
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,937,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,375,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,023,665
Interest on participant loans2012-12-31$26,083
Value of interest in common/collective trusts at end of year2012-12-31$10,282,064
Value of interest in common/collective trusts at beginning of year2012-12-31$8,078,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$147,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$255,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$251,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,004,262
Net investment gain or loss from common/collective trusts2012-12-31$278,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,872,798
Employer contributions (assets) at end of year2012-12-31$1,178,486
Employer contributions (assets) at beginning of year2012-12-31$1,203,883
Income. Dividends from common stock2012-12-31$23,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$980,539
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$893,926
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$485,077
Aggregate carrying amount (costs) on sale of assets2012-12-31$461,268
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$2,867,565
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,691,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,622,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,244,193
Value of total assets at end of year2011-12-31$40,937,664
Value of total assets at beginning of year2011-12-31$39,761,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,405
Total interest from all sources2011-12-31$23,396
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$699,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$699,195
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,010,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,263,981
Participant contributions at end of year2011-12-31$549,568
Participant contributions at beginning of year2011-12-31$477,375
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,824,434
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,825,035
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$90,406
Other income not declared elsewhere2011-12-31$84,996
Administrative expenses (other) incurred2011-12-31$69,405
Total non interest bearing cash at end of year2011-12-31$6,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,175,836
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,937,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,761,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,023,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,174,372
Interest on participant loans2011-12-31$23,396
Value of interest in common/collective trusts at end of year2011-12-31$8,078,168
Value of interest in common/collective trusts at beginning of year2011-12-31$7,826,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$251,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$246,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,319,041
Net investment gain or loss from common/collective trusts2011-12-31$134,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,889,806
Employer contributions (assets) at end of year2011-12-31$1,203,883
Employer contributions (assets) at beginning of year2011-12-31$1,212,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,622,324
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$0
Total income from all sources (including contributions)2010-12-31$7,154,012
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,583,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,413,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,045,701
Value of total assets at end of year2010-12-31$39,761,828
Value of total assets at beginning of year2010-12-31$37,190,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$169,197
Total interest from all sources2010-12-31$37,815
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$820,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$820,454
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,010,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,152,470
Participant contributions at end of year2010-12-31$477,375
Participant contributions at beginning of year2010-12-31$388,099
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,825,035
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,404,529
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,771
Other income not declared elsewhere2010-12-31$387,613
Administrative expenses (other) incurred2010-12-31$169,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,570,900
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,761,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,190,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,174,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,111,498
Interest on participant loans2010-12-31$20,662
Interest earned on other investments2010-12-31$17,153
Value of interest in common/collective trusts at end of year2010-12-31$7,826,268
Value of interest in common/collective trusts at beginning of year2010-12-31$7,887,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$246,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$229,498
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$14,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,446,793
Net investment gain or loss from common/collective trusts2010-12-31$415,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,875,460
Employer contributions (assets) at end of year2010-12-31$1,212,127
Employer contributions (assets) at beginning of year2010-12-31$1,169,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,399,915
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN

2023: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MINNEAPOLIS CLINIC PROFIT SHARING & 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberP03385
Policy instance 1
Insurance contract or identification numberP03385
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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