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UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameUVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN
Plan identification number 010

UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

UNIVERSITY OF VIRGINIA PHYSICIANS GROUP has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF VIRGINIA PHYSICIANS GROUP
Employer identification number (EIN):541124769
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about UNIVERSITY OF VIRGINIA PHYSICIANS GROUP

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1979-12-13
Company Identification Number: 0201424
Legal Registered Office Address: 4105 LEWIS & CLARK DRIVE

CHARLOTTESVILLE
United States of America (USA)
22911

More information about UNIVERSITY OF VIRGINIA PHYSICIANS GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102024-01-01CHRISTINE RUDGE
0102023-01-01
0102023-01-01CHRISTINE RUDGE
0102022-01-01
0102022-01-01CHRISTINE RUDGE
0102021-01-01
0102021-01-01CHRISTINE RUDGE
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01BRENDA JARRELL
0102016-01-01BRENDA JARRELL
0102015-01-01BRENDA JARRELL
0102014-01-01BRENDA JARRELL
0102013-01-01BRENDA JARRELL
0102012-01-01BRENDA JARRELL
0102011-01-01BRENDA JARRELL
0102010-01-01BRENDA JARRELL
0102009-01-01BRENDA JARRELL

Plan Statistics for UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

401k plan membership statisitcs for UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

Measure Date Value
2023: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,365
Total number of active participants reported on line 7a of the Form 55002023-01-011,994
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01357
Total of all active and inactive participants2023-01-012,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012,351
Number of participants with account balances2023-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,267
Total number of active participants reported on line 7a of the Form 55002022-01-012,005
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01347
Total of all active and inactive participants2022-01-012,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-012,365
Number of participants with account balances2022-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,193
Total number of active participants reported on line 7a of the Form 55002021-01-011,937
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01322
Total of all active and inactive participants2021-01-012,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-012,267
Number of participants with account balances2021-01-01805
2020: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,076
Total number of active participants reported on line 7a of the Form 55002020-01-011,976
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01214
Total of all active and inactive participants2020-01-012,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,193
Number of participants with account balances2020-01-01783
2019: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,925
Total number of active participants reported on line 7a of the Form 55002019-01-011,884
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01191
Total of all active and inactive participants2019-01-012,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,076
Number of participants with account balances2019-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,847
Total number of active participants reported on line 7a of the Form 55002018-01-011,761
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01163
Total of all active and inactive participants2018-01-011,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,925
Number of participants with account balances2018-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,826
Total number of active participants reported on line 7a of the Form 55002017-01-011,706
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01141
Total of all active and inactive participants2017-01-011,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,847
Number of participants with account balances2017-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,773
Total number of active participants reported on line 7a of the Form 55002016-01-011,736
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-011,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,826
Number of participants with account balances2016-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,686
Total number of active participants reported on line 7a of the Form 55002015-01-011,683
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-011,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,773
Number of participants with account balances2015-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,657
Total number of active participants reported on line 7a of the Form 55002014-01-011,595
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,686
Number of participants with account balances2014-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,461
Total number of active participants reported on line 7a of the Form 55002013-01-011,378
Number of retired or separated participants receiving benefits2013-01-011,564
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-013,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-013,035
Number of participants with account balances2013-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,391
Total number of active participants reported on line 7a of the Form 55002012-01-011,375
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-011,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,461
Number of participants with account balances2012-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,367
Total number of active participants reported on line 7a of the Form 55002011-01-011,303
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-011,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,391
Number of participants with account balances2011-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,337
Total number of active participants reported on line 7a of the Form 55002010-01-011,280
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0185
Total of all active and inactive participants2010-01-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,367
Number of participants with account balances2010-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,323
Total number of active participants reported on line 7a of the Form 55002009-01-011,246
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,337
Number of participants with account balances2009-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

Measure Date Value
2023 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$13,137
Total unrealized appreciation/depreciation of assets2023-12-31$13,137
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$24,955,018
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,297,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,228,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,742,497
Value of total assets at end of year2023-12-31$114,011,423
Value of total assets at beginning of year2023-12-31$95,353,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$69,041
Total interest from all sources2023-12-31$914,704
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,484,392
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$1,484,392
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$5,560,399
Participant contributions at end of year2023-12-31$23,837
Participant contributions at beginning of year2023-12-31$28,994
Participant contributions at end of year2023-12-31$187,703
Participant contributions at beginning of year2023-12-31$184,171
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,182,098
Other income not declared elsewhere2023-12-31$72,906
Administrative expenses (other) incurred2023-12-31$6,108
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$18,657,518
Value of net assets at end of year (total assets less liabilities)2023-12-31$114,011,423
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$95,353,905
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$6,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$89,727,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$71,072,985
Value of interest in pooled separate accounts at end of year2023-12-31$2,569,186
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,201,423
Interest on participant loans2023-12-31$1,138
Interest earned on other investments2023-12-31$912,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$22,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$14,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$14,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$21,414,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$20,851,851
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$71,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,147,375
Net investment gain/loss from pooled separate accounts2023-12-31$-419,993
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,156,546
Contract administrator fees2023-12-31$17,996
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$66,410
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
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 plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$13,137
Total unrealized appreciation/depreciation of assets2023-01-01$13,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$24,955,018
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$6,297,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$6,228,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$8,742,497
Value of total assets at end of year2023-01-01$114,011,423
Value of total assets at beginning of year2023-01-01$95,353,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$69,041
Total interest from all sources2023-01-01$914,704
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,484,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,484,392
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$5,560,399
Participant contributions at end of year2023-01-01$23,837
Participant contributions at beginning of year2023-01-01$28,994
Participant contributions at end of year2023-01-01$187,703
Participant contributions at beginning of year2023-01-01$184,171
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$3,182,098
Other income not declared elsewhere2023-01-01$72,906
Administrative expenses (other) incurred2023-01-01$6,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$18,657,518
Value of net assets at end of year (total assets less liabilities)2023-01-01$114,011,423
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$95,353,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$6,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$89,727,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$71,072,985
Value of interest in pooled separate accounts at end of year2023-01-01$2,569,186
Value of interest in pooled separate accounts at beginning of year2023-01-01$3,201,423
Interest on participant loans2023-01-01$1,138
Interest earned on other investments2023-01-01$912,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$22,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$21,414,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$20,851,851
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$71,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$14,147,375
Net investment gain/loss from pooled separate accounts2023-01-01$-419,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$6,156,546
Contract administrator fees2023-01-01$17,996
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$66,410
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-013
Accountancy firm name2023-01-01BDO USA, P.C.
Accountancy firm EIN2023-01-01135381590
2022 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-9,815,113
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,753,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,703,439
Value of total corrective distributions2022-12-31$539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,639,562
Value of total assets at end of year2022-12-31$95,353,905
Value of total assets at beginning of year2022-12-31$109,922,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,169
Total interest from all sources2022-12-31$788,484
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,296,839
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$1,296,839
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$4,811,861
Participant contributions at end of year2022-12-31$28,994
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$184,171
Participant contributions at beginning of year2022-12-31$121,265
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$827,701
Other income not declared elsewhere2022-12-31$75,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,568,260
Value of net assets at end of year (total assets less liabilities)2022-12-31$95,353,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$109,922,165
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$49,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,072,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$86,610,171
Value of interest in pooled separate accounts at end of year2022-12-31$3,201,423
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,051,830
Income. Interest from loans (other than to participants)2022-12-31$886
Interest earned on other investments2022-12-31$787,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,851,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,138,899
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$43,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,868,884
Net investment gain/loss from pooled separate accounts2022-12-31$253,493
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,660,416
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-9,815,113
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,753,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,703,439
Value of total corrective distributions2022-01-01$539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,639,562
Value of total assets at end of year2022-01-01$95,353,905
Value of total assets at beginning of year2022-01-01$109,922,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$49,169
Total interest from all sources2022-01-01$788,484
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,296,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,296,839
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,811,861
Participant contributions at end of year2022-01-01$28,994
Participant contributions at beginning of year2022-01-01$0
Participant contributions at end of year2022-01-01$184,171
Participant contributions at beginning of year2022-01-01$121,265
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$827,701
Other income not declared elsewhere2022-01-01$75,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-14,568,260
Value of net assets at end of year (total assets less liabilities)2022-01-01$95,353,905
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$109,922,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$49,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$71,072,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$86,610,171
Value of interest in pooled separate accounts at end of year2022-01-01$3,201,423
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,051,830
Income. Interest from loans (other than to participants)2022-01-01$886
Interest earned on other investments2022-01-01$787,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$14,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$20,851,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$20,138,899
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$43,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-17,868,884
Net investment gain/loss from pooled separate accounts2022-01-01$253,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,660,416
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01BDO USA, P.C.
Accountancy firm EIN2022-01-01135381590
2021 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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$0
Total income from all sources (including contributions)2021-12-31$19,369,607
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,531,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,520,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,537,075
Value of total assets at end of year2021-12-31$109,922,165
Value of total assets at beginning of year2021-12-31$96,084,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,366
Total interest from all sources2021-12-31$662,958
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,825,292
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$2,825,292
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$4,365,810
Participant contributions at end of year2021-12-31$121,265
Participant contributions at beginning of year2021-12-31$103,255
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,171,265
Other income not declared elsewhere2021-12-31$42,272
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$13,838,135
Value of net assets at end of year (total assets less liabilities)2021-12-31$109,922,165
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,084,030
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$86,610,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,783,557
Value of interest in pooled separate accounts at end of year2021-12-31$3,051,830
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,470,474
Interest earned on other investments2021-12-31$660,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$682,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$682,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,138,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,044,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,855,504
Net investment gain/loss from pooled separate accounts2021-12-31$446,506
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,520,106
Contract administrator fees2021-12-31$11,366
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$17,812,959
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,217,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,184,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,324,396
Value of total assets at end of year2020-12-31$96,084,030
Value of total assets at beginning of year2020-12-31$84,488,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,984
Total interest from all sources2020-12-31$696,505
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,788,905
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$2,788,905
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Contributions received from participants2020-12-31$3,851,130
Participant contributions at end of year2020-12-31$103,255
Participant contributions at beginning of year2020-12-31$83,535
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,473,266
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
Value of net income/loss2020-12-31$11,595,661
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,084,030
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,488,369
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$72,783,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,968,795
Value of interest in pooled separate accounts at end of year2020-12-31$2,470,474
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,673,227
Interest earned on other investments2020-12-31$694,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$682,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$593,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$593,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,044,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,169,339
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$56,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,023,828
Net investment gain/loss from pooled separate accounts2020-12-31$-20,675
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,127,858
Contract administrator fees2020-12-31$32,984
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$19,216,789
Total income from all sources (including contributions)2019-12-31$19,216,789
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,513,892
Total of all expenses incurred2019-12-31$4,513,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,508,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,508,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,752,847
Value of total assets at end of year2019-12-31$84,488,369
Value of total assets at beginning of year2019-12-31$69,785,472
Value of total assets at beginning of year2019-12-31$69,785,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,370
Total interest from all sources2019-12-31$686,150
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,299,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,299,441
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,921,435
Participant contributions at end of year2019-12-31$83,535
Participant contributions at end of year2019-12-31$83,535
Participant contributions at beginning of year2019-12-31$110,709
Participant contributions at beginning of year2019-12-31$110,709
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,831,412
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
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$14,702,897
Value of net income/loss2019-12-31$14,702,897
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,488,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,785,472
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,785,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$62,968,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,968,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,436,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,436,230
Value of interest in pooled separate accounts at end of year2019-12-31$2,673,227
Value of interest in pooled separate accounts at end of year2019-12-31$2,673,227
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,156,195
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,156,195
Interest earned on other investments2019-12-31$676,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$593,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$593,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$522,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$522,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$522,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$522,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,169,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,169,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,559,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,559,709
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$167,254
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$167,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,349,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,349,956
Net investment gain/loss from pooled separate accounts2019-12-31$128,395
Net investment gain/loss from pooled separate accounts2019-12-31$128,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,341,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,341,268
Contract administrator fees2019-12-31$5,370
Contract administrator fees2019-12-31$5,370
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,338,200
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,171,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,166,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,373,652
Value of total assets at end of year2018-12-31$69,785,472
Value of total assets at beginning of year2018-12-31$71,618,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,191
Total interest from all sources2018-12-31$668,258
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,557,067
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$2,557,067
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$3,854,546
Participant contributions at end of year2018-12-31$110,709
Participant contributions at beginning of year2018-12-31$169,426
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$519,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,833,325
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,785,472
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,618,797
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$49,436,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,450,655
Value of interest in pooled separate accounts at end of year2018-12-31$2,156,195
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,095,740
Interest earned on other investments2018-12-31$661,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$522,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$470,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$470,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,559,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,432,463
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$137,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,361,554
Net investment gain/loss from pooled separate accounts2018-12-31$100,777
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,029,135
Contract administrator fees2018-12-31$5,191
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$13,545,135
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,551,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,546,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,788,809
Value of total assets at end of year2017-12-31$71,618,797
Value of total assets at beginning of year2017-12-31$61,625,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,484
Total interest from all sources2017-12-31$633,605
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,647,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,647,818
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$3,552,358
Participant contributions at end of year2017-12-31$169,426
Participant contributions at beginning of year2017-12-31$155,723
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$236,451
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$9,993,535
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,618,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$61,625,262
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$52,450,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,571,821
Value of interest in pooled separate accounts at end of year2017-12-31$2,095,740
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,843,902
Interest earned on other investments2017-12-31$630,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$470,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$727,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$727,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,432,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,325,846
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$78,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,391,679
Net investment gain/loss from pooled separate accounts2017-12-31$83,224
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,467,838
Contract administrator fees2017-12-31$5,484
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$8,196,321
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,139,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,133,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,729,844
Value of total assets at end of year2016-12-31$61,625,262
Value of total assets at beginning of year2016-12-31$56,568,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,252
Total interest from all sources2016-12-31$665,790
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$958,143
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$958,143
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$3,303,091
Participant contributions at end of year2016-12-31$155,723
Participant contributions at beginning of year2016-12-31$168,714
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,426,753
Administrative expenses (other) incurred2016-12-31$506
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$5,057,022
Value of net assets at end of year (total assets less liabilities)2016-12-31$61,625,262
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,568,240
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$42,571,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,901,123
Value of interest in pooled separate accounts at end of year2016-12-31$1,843,902
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,222,523
Interest earned on other investments2016-12-31$665,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$727,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$654,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$654,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,325,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,621,448
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$162,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,769,987
Net investment gain/loss from pooled separate accounts2016-12-31$72,557
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,970,095
Contract administrator fees2016-12-31$5,746
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$4,558,550
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,284,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,280,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,710,635
Value of total assets at end of year2015-12-31$56,568,240
Value of total assets at beginning of year2015-12-31$56,294,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,988
Total interest from all sources2015-12-31$609,794
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,168,320
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$1,168,320
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,909,989
Participant contributions at end of year2015-12-31$168,714
Participant contributions at beginning of year2015-12-31$140,128
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$800,646
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$273,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,568,240
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,294,493
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$38,901,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,596,895
Value of interest in pooled separate accounts at end of year2015-12-31$1,222,523
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,084,448
Interest earned on other investments2015-12-31$609,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$654,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$606,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$606,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,621,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,866,053
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$556,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,022,882
Net investment gain/loss from pooled separate accounts2015-12-31$92,683
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,724,387
Contract administrator fees2015-12-31$3,988
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381590
2014 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$7,310,111
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,132,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,129,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,091,032
Value of total assets at end of year2014-12-31$56,294,493
Value of total assets at beginning of year2014-12-31$52,117,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,576
Total interest from all sources2014-12-31$604,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,271,967
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$1,271,967
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,622,623
Participant contributions at end of year2014-12-31$140,128
Participant contributions at beginning of year2014-12-31$110,632
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,468,409
Administrative expenses (other) incurred2014-12-31$119
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$4,177,326
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,294,493
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,117,167
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$39,596,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,801,518
Value of interest in pooled separate accounts at end of year2014-12-31$1,084,448
Value of interest in pooled separate accounts at beginning of year2014-12-31$903,161
Interest earned on other investments2014-12-31$604,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$606,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$860,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$860,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,866,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,441,580
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$202,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,228,802
Net investment gain/loss from pooled separate accounts2014-12-31$114,023
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,926,870
Contract administrator fees2014-12-31$3,457
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA LLP
Accountancy firm EIN2014-12-31135381590
2013 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$11,141,183
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,693,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,688,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,632,409
Value of total assets at end of year2013-12-31$52,117,167
Value of total assets at beginning of year2013-12-31$43,669,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,288
Total interest from all sources2013-12-31$565,166
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$840,946
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$840,946
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,527,402
Participant contributions at end of year2013-12-31$110,632
Participant contributions at beginning of year2013-12-31$104,615
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,105,007
Administrative expenses (other) incurred2013-12-31$3,040
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$8,447,455
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,117,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,669,712
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$35,801,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,922,808
Value of interest in pooled separate accounts at end of year2013-12-31$903,161
Value of interest in pooled separate accounts at beginning of year2013-12-31$888,604
Interest earned on other investments2013-12-31$565,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$860,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$745,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$745,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,441,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,008,475
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$77,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,018,697
Net investment gain/loss from pooled separate accounts2013-12-31$83,965
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,610,949
Contract administrator fees2013-12-31$2,248
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA LLP
Accountancy firm EIN2013-12-31135381590
2012 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$6,418,566
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,037,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,035,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,136,422
Value of total assets at end of year2012-12-31$43,669,712
Value of total assets at beginning of year2012-12-31$39,288,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,642
Total interest from all sources2012-12-31$516,827
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$274,765
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$274,765
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,024,019
Participant contributions at end of year2012-12-31$104,616
Participant contributions at beginning of year2012-12-31$117,910
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$112,403
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$4,381,159
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,669,712
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,288,553
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$27,922,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,472,606
Value of interest in pooled separate accounts at end of year2012-12-31$888,604
Value of interest in pooled separate accounts at beginning of year2012-12-31$831,970
Interest earned on other investments2012-12-31$516,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$745,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$565,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$565,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,008,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,300,701
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$94,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,412,269
Net investment gain/loss from pooled separate accounts2012-12-31$78,283
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,941,420
Contract administrator fees2012-12-31$1,642
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA LLP
Accountancy firm EIN2012-12-31135381590
2011 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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$1,830,432
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,645,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,630,912
Value of total corrective distributions2011-12-31$13,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,005,927
Value of total assets at end of year2011-12-31$39,288,553
Value of total assets at beginning of year2011-12-31$39,104,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,748
Total interest from all sources2011-12-31$497,556
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$201,205
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$201,205
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,821,129
Participant contributions at end of year2011-12-31$117,910
Participant contributions at beginning of year2011-12-31$3,099
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$184,798
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$184,517
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,288,553
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,104,036
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$24,472,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,580,018
Value of interest in pooled separate accounts at end of year2011-12-31$831,970
Value of interest in pooled separate accounts at beginning of year2011-12-31$489,127
Interest earned on other investments2011-12-31$497,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$565,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$397,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$397,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,300,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,634,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-951,872
Net investment gain/loss from pooled separate accounts2011-12-31$77,616
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,630,912
Contract administrator fees2011-12-31$1,748
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 name2011-12-31BDO USA LLP
Accountancy firm EIN2011-12-31135381590
2010 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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$5,429,679
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,413,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,410,370
Value of total corrective distributions2010-12-31$1,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,741,657
Value of total assets at end of year2010-12-31$39,104,036
Value of total assets at beginning of year2010-12-31$35,088,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,329
Total interest from all sources2010-12-31$452,141
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$120,928
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$120,928
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,599,982
Participant contributions at end of year2010-12-31$3,099
Participant contributions at beginning of year2010-12-31$24,358
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$141,675
Administrative expenses (other) incurred2010-12-31$13
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$4,015,790
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,104,036
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,088,246
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$25,580,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,665,225
Value of interest in pooled separate accounts at end of year2010-12-31$489,127
Value of interest in pooled separate accounts at beginning of year2010-12-31$490,468
Interest earned on other investments2010-12-31$452,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$397,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$327,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$327,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,634,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,580,209
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$103,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,057,497
Net investment gain/loss from pooled separate accounts2010-12-31$57,456
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,307,151
Contract administrator fees2010-12-31$2,316
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 name2010-12-31BDO USA LLP
Accountancy firm EIN2010-12-31135381590
2009 : UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$6,210,242
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$1,152,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,134,666
Value of total corrective distributions2009-12-31$16,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$1,198,968
Value of total assets at end of year2009-12-31$35,088,246
Value of total assets at beginning of year2009-12-31$30,030,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$1,362
Total interest from all sources2009-12-31$101,963
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$94,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$94,584
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$1,146,676
Participant contributions at end of year2009-12-31$24,358
Participant contributions at beginning of year2009-12-31$23,268
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$52,292
Administrative expenses (other) incurred2009-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$5,057,250
Value of net assets at end of year (total assets less liabilities)2009-12-31$35,088,246
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$30,030,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$21,665,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$16,751,841
Value of interest in pooled separate accounts at end of year2009-12-31$490,468
Value of interest in pooled separate accounts at beginning of year2009-12-31$919,118
Interest earned on other investments2009-12-31$100,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$327,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$311,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$311,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$1,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$12,580,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$12,025,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$5,043,450
Net investment gain/loss from pooled separate accounts2009-12-31$-228,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,134,666
Contract administrator fees2009-12-31$1,330
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31BDO USA LLP
Accountancy firm EIN2009-12-31135381590

Form 5500 Responses for UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

2023: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS 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: UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1
Insurance contract or identification number334250
Number of Individuals Covered323
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334250
Policy instance 1

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