401k Plan data: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN plan

TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN
Plan identification number	002

TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASSOCIATED ANESTHESIOLOGISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED ANESTHESIOLOGISTS, P.A.

Employer identification number (EIN): 411875330

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROBYN GRAY ROBYN GRAY 2018-10-15
002 2016-01-01
002 2015-01-01 GLENN HALLER
002 2014-01-01 GLENN HALLER
002 2013-01-01 GLENN HALLER
002 2012-01-01 GLENN HALLER
002 2011-01-01 GLENN HALLER
002 2009-01-01 GLENN HALLER GLENN HALLER 2010-10-14
002 2009-01-01 GLENN HALLER GLENN HALLER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ROBYN GRAY	ROBYN GRAY	2018-10-15
002	2016-01-01
002	2015-01-01	GLENN HALLER
002	2014-01-01	GLENN HALLER
002	2013-01-01	GLENN HALLER
002	2012-01-01	GLENN HALLER
002	2011-01-01	GLENN HALLER
002	2009-01-01	GLENN HALLER	GLENN HALLER	2010-10-14
002	2009-01-01	GLENN HALLER	GLENN HALLER	2010-10-14

Plan Statistics for TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN

401k plan membership statisitcs for TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN

Measure Date Value
2021: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 160
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 50
Total of all active and inactive participants 2020-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 210
Number of participants with account balances 2020-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 164
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 212
Number of participants with account balances 2019-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 159
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 182
Number of participants with account balances 2017-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 181
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 41
Total of all active and inactive participants 2016-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 222
Number of participants with account balances 2016-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 33
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 33
Number of participants with account balances 2013-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 35
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	160
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	50
Total of all active and inactive participants	2020-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	210
Number of participants with account balances	2020-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	164
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	212
Number of participants with account balances	2019-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	159
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	182
Number of participants with account balances	2017-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	181
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	41
Total of all active and inactive participants	2016-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	222
Number of participants with account balances	2016-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	33
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	33
Number of participants with account balances	2013-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	35
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN

Measure	Date	Value
2021 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-07-31	$0
Total transfer of assets from this plan	2021-07-31	$141,552,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-31	$1,416,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-31	$0
Total income from all sources (including contributions)	2021-07-31	$18,703,912
Total loss/gain on sale of assets	2021-07-31	$0
Total of all expenses incurred	2021-07-31	$9,348,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-07-31	$9,296,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-07-31	$4,632,327
Value of total assets at end of year	2021-07-31	$1,416,818
Value of total assets at beginning of year	2021-07-31	$132,196,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-07-31	$51,502
Total interest from all sources	2021-07-31	$2,692
Total dividends received (eg from common stock, registered investment company shares)	2021-07-31	$205,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-07-31	$205,169
Was this plan covered by a fidelity bond	2021-07-31	Yes
Value of fidelity bond cover	2021-07-31	$515,000
If this is an individual account plan, was there a blackout period	2021-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-07-31	No
Contributions received from participants	2021-07-31	$1,575,825
Participant contributions at end of year	2021-07-31	$0
Participant contributions at beginning of year	2021-07-31	$116,492
Assets. Other investments not covered elsewhere at end of year	2021-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-07-31	$57,946,399
Income. Received or receivable in cash from other sources (including rollovers)	2021-07-31	$518,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-07-31	$1,416,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-07-31	$0
Other income not declared elsewhere	2021-07-31	$6,615,207
Administrative expenses (other) incurred	2021-07-31	$23,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Value of net income/loss	2021-07-31	$9,355,792
Value of net assets at end of year (total assets less liabilities)	2021-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-07-31	$132,196,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-07-31	No
Were any leases to which the plan was party in default or uncollectible	2021-07-31	No
Investment advisory and management fees	2021-07-31	$28,132
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-07-31	$17,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-07-31	$71,146,956
Interest on participant loans	2021-07-31	$2,692
Value of interest in common/collective trusts at end of year	2021-07-31	$0
Value of interest in common/collective trusts at beginning of year	2021-07-31	$2,286,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-07-31	$7,227,247
Net investment gain or loss from common/collective trusts	2021-07-31	$21,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-07-31	No
Was there a failure to transmit to the plan any participant contributions	2021-07-31	No
Has the plan failed to provide any benefit when due under the plan	2021-07-31	No
Contributions received in cash from employer	2021-07-31	$2,537,955
Employer contributions (assets) at end of year	2021-07-31	$1,399,555
Employer contributions (assets) at beginning of year	2021-07-31	$700,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-07-31	$9,296,618
Did the plan have assets held for investment	2021-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2021-07-31	Disclaimer
Accountancy firm name	2021-07-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-07-31	410746749
2020 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$27,940,258
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$9,999,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,769,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,329,097
Value of total assets at end of year	2020-12-31	$132,196,593
Value of total assets at beginning of year	2020-12-31	$114,255,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$230,568
Total interest from all sources	2020-12-31	$7,089
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,642,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,642,943
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$515,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,647,801
Participant contributions at end of year	2020-12-31	$116,492
Participant contributions at beginning of year	2020-12-31	$155,805
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$57,946,399
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$48,274,402
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,132,064
Other income not declared elsewhere	2020-12-31	$9,581,548
Administrative expenses (other) incurred	2020-12-31	$44,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$17,940,640
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$132,196,593
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$114,255,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$186,263
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$71,146,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$63,462,448
Interest on participant loans	2020-12-31	$7,089
Value of interest in common/collective trusts at end of year	2020-12-31	$2,286,382
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,596,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,337,330
Net investment gain or loss from common/collective trusts	2020-12-31	$42,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,549,232
Employer contributions (assets) at end of year	2020-12-31	$700,364
Employer contributions (assets) at beginning of year	2020-12-31	$766,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,769,050
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
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	$29,862,839
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$14,858,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,587,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,658,334
Value of total assets at end of year	2019-12-31	$114,255,953
Value of total assets at beginning of year	2019-12-31	$99,251,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$270,509
Total interest from all sources	2019-12-31	$7,241
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,782,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,782,893
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$515,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,710,288
Participant contributions at end of year	2019-12-31	$155,805
Participant contributions at beginning of year	2019-12-31	$145,761
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$48,274,402
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$43,922,887
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,190,763
Other income not declared elsewhere	2019-12-31	$9,930,990
Administrative expenses (other) incurred	2019-12-31	$60,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,004,616
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$114,255,953
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$99,251,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$210,030
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$63,462,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$52,164,191
Interest on participant loans	2019-12-31	$7,241
Value of interest in common/collective trusts at end of year	2019-12-31	$1,596,396
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,236,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,439,029
Net investment gain or loss from common/collective trusts	2019-12-31	$44,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,757,283
Employer contributions (assets) at end of year	2019-12-31	$766,902
Employer contributions (assets) at beginning of year	2019-12-31	$781,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,587,714
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$162,957
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$12,492,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,230,131
Value of total corrective distributions	2018-12-31	$191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,526,357
Value of total assets at end of year	2018-12-31	$99,251,337
Value of total assets at beginning of year	2018-12-31	$111,581,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$262,568
Total interest from all sources	2018-12-31	$7,445
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,785,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,785,855
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$515,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,703,377
Participant contributions at end of year	2018-12-31	$145,761
Participant contributions at beginning of year	2018-12-31	$211,615
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$43,922,887
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$49,531,887
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$46,435
Other income not declared elsewhere	2018-12-31	$-3,535,772
Administrative expenses (other) incurred	2018-12-31	$60,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-12,329,933
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$99,251,337
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$111,581,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$202,459
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$52,164,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$58,455,651
Interest on participant loans	2018-12-31	$7,445
Value of interest in common/collective trusts at end of year	2018-12-31	$2,236,790
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,724,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,662,817
Net investment gain or loss from common/collective trusts	2018-12-31	$41,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,776,545
Employer contributions (assets) at end of year	2018-12-31	$781,708
Employer contributions (assets) at beginning of year	2018-12-31	$657,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,230,131
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$40,731,984
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	$28,116,899
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$13,778,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,538,910
Expenses. Certain deemed distributions of participant loans	2017-12-31	$28,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,024,808
Value of total assets at end of year	2017-12-31	$111,581,270
Value of total assets at beginning of year	2017-12-31	$137,974,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$210,154
Total interest from all sources	2017-12-31	$271,652
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$9,054,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$9,054,531
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$369,420
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,785,434
Participant contributions at end of year	2017-12-31	$211,615
Participant contributions at beginning of year	2017-12-31	$231,862
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$49,531,887
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$46,927,584
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$303,538
Other income not declared elsewhere	2017-12-31	$10,716,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$14,338,894
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$111,581,270
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$137,974,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$50,000
Investment advisory and management fees	2017-12-31	$210,154
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$58,455,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$76,904,198
Interest on participant loans	2017-12-31	$9,318
Interest earned on other investments	2017-12-31	$262,334
Value of interest in common/collective trusts at end of year	2017-12-31	$2,724,969
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,295,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,926,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,926,349
Net investment gain or loss from common/collective trusts	2017-12-31	$48,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,935,836
Employer contributions (assets) at end of year	2017-12-31	$657,148
Employer contributions (assets) at beginning of year	2017-12-31	$730,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,538,910
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$7,538,608
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTON LARSEN ALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$3,009,169
Total unrealized appreciation/depreciation of assets	2016-12-31	$3,009,169
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	$18,776,371
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$9,326,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$9,035,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,482,209
Value of total assets at end of year	2016-12-31	$137,974,360
Value of total assets at beginning of year	2016-12-31	$128,523,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$290,983
Total interest from all sources	2016-12-31	$211,470
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,219,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,219,961
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$369,420
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,685,310
Participant contributions at end of year	2016-12-31	$231,862
Participant contributions at beginning of year	2016-12-31	$277,582
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$1,200
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$46,927,584
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$74,253,996
Other income not declared elsewhere	2016-12-31	$3,525,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$9,450,370
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$137,974,360
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$128,523,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$50,000
Investment advisory and management fees	2016-12-31	$290,983
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$76,904,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$48,868,471
Interest on participant loans	2016-12-31	$8,973
Interest earned on other investments	2016-12-31	$202,497
Value of interest in common/collective trusts at end of year	2016-12-31	$3,295,409
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,860,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,926,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,269,161
Net investment gain or loss from common/collective trusts	2016-12-31	$58,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$4,796,899
Employer contributions (assets) at end of year	2016-12-31	$730,930
Employer contributions (assets) at beginning of year	2016-12-31	$1,262,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$9,035,018
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$7,538,608
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTON LARSEN ALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$97,214,891
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$758,528
Expenses. Total of all expenses incurred	2015-12-31	$4,720,509
Benefits paid (including direct rollovers)	2015-12-31	$4,631,857
Total plan assets at end of year	2015-12-31	$128,523,990
Total plan assets at beginning of year	2015-12-31	$35,271,080
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$84,000
Other income received	2015-12-31	$-750,472
Net income (gross income less expenses)	2015-12-31	$-3,961,981
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$128,523,990
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$35,271,080
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$50,000
Total contributions received or receivable from employer(s)	2015-12-31	$1,425,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$88,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$3,334,178
Expenses. Total of all expenses incurred	2014-12-31	$2,198,592
Benefits paid (including direct rollovers)	2014-12-31	$2,118,650
Total plan assets at end of year	2014-12-31	$35,271,080
Total plan assets at beginning of year	2014-12-31	$34,135,494
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$77,000
Other income received	2014-12-31	$1,806,610
Net income (gross income less expenses)	2014-12-31	$1,135,586
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$35,271,080
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$34,135,494
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$50,000
Total contributions received or receivable from employer(s)	2014-12-31	$1,450,568
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$79,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$7,041,332
Expenses. Total of all expenses incurred	2013-12-31	$5,412,452
Benefits paid (including direct rollovers)	2013-12-31	$5,406,344
Total plan assets at end of year	2013-12-31	$34,135,494
Total plan assets at beginning of year	2013-12-31	$32,506,614
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$68,754
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$5,442,578
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,628,880
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$34,135,494
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$32,506,614
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2013-12-31	$70,000
Total contributions received or receivable from employer(s)	2013-12-31	$1,530,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$5,011,533
Expenses. Total of all expenses incurred	2012-12-31	$66,908
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$32,506,614
Total plan assets at beginning of year	2012-12-31	$27,561,989
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$77,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$3,284,533
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$4,944,625
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$32,506,614
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$27,561,989
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$31,000
Assets. Value of real-estate (other than employer real property)	2012-12-31	$273,100
Total contributions received or receivable from employer(s)	2012-12-31	$1,650,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$66,908
2011 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,342,374
Expenses. Total of all expenses incurred	2011-12-31	$1,691,786
Benefits paid (including direct rollovers)	2011-12-31	$1,691,636
Total plan assets at end of year	2011-12-31	$27,561,989
Total plan assets at beginning of year	2011-12-31	$27,911,401
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$77,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-351,626
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-349,412
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$27,561,989
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$27,911,401
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$350,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$300,000
Total contributions received or receivable from employer(s)	2011-12-31	$1,617,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$4,484,099
Expenses. Total of all expenses incurred	2010-12-31	$483,997
Benefits paid (including direct rollovers)	2010-12-31	$483,947
Total plan assets at end of year	2010-12-31	$27,911,401
Total plan assets at beginning of year	2010-12-31	$23,911,299
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$76,549
Expenses. Other expenses not covered elsewhere	2010-12-31	$50
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$2,741,550
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$4,000,102
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$27,911,401
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$23,911,299
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$249,655
Assets. Value of real-estate (other than employer real property)	2010-12-31	$200,000
Total contributions received or receivable from employer(s)	2010-12-31	$1,666,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN

2021: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TWIN CITIES ANESTHESIA ASSOCIATES, P. A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1006498899

Policy instance

Insurance contract or identification number	1006498899
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

11148115

Policy instance

Insurance contract or identification number	11148115
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

306647626

Policy instance

Insurance contract or identification number	306647626
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,574
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,574
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Insurance broker name	THOMAS OTTMAN

Potentially related plans

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Company Name:	ASSOCIATED ANESTHESIOLOGISTS, P.A.
Employer identification number (EIN):	411875330
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)