UNIVERSITY OF VIRGINIA PHYSICIANS GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UVA PHYSICIANS GROUP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $28,460,072 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $5,984,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $5,784,581 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $57,905 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $10,585,165 |
| Value of total assets at end of year | 2023-12-31 | $122,615,210 |
| Value of total assets at beginning of year | 2023-12-31 | $100,140,013 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $142,389 |
| Total interest from all sources | 2023-12-31 | $51,049 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $3,229,374 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $3,229,374 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $4,621,082 |
| Participant contributions at end of year | 2023-12-31 | $589,271 |
| Participant contributions at beginning of year | 2023-12-31 | $620,524 |
| Participant contributions at end of year | 2023-12-31 | $445,682 |
| Participant contributions at beginning of year | 2023-12-31 | $388,882 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $889,649 |
| Other income not declared elsewhere | 2023-12-31 | $3,313 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $22,475,197 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $122,615,210 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $100,140,013 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $121,580,257 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $99,130,607 |
| Interest on participant loans | 2023-12-31 | $36,597 |
| Interest earned on other investments | 2023-12-31 | $14,452 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $14,591,171 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $5,074,434 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $5,784,581 |
| Contract administrator fees | 2023-12-31 | $142,389 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BDO USA, P.C. |
| Accountancy firm EIN | 2023-12-31 | 135381590 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| 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 | $28,460,072 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $5,984,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $5,784,581 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $57,905 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $10,585,165 |
| Value of total assets at end of year | 2023-01-01 | $122,615,210 |
| Value of total assets at beginning of year | 2023-01-01 | $100,140,013 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $142,389 |
| Total interest from all sources | 2023-01-01 | $51,049 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $3,229,374 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $3,229,374 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $4,621,082 |
| Participant contributions at end of year | 2023-01-01 | $589,271 |
| Participant contributions at beginning of year | 2023-01-01 | $620,524 |
| Participant contributions at end of year | 2023-01-01 | $445,682 |
| Participant contributions at beginning of year | 2023-01-01 | $388,882 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $889,649 |
| Other income not declared elsewhere | 2023-01-01 | $3,313 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $22,475,197 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $122,615,210 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $100,140,013 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $121,580,257 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $99,130,607 |
| Interest on participant loans | 2023-01-01 | $36,597 |
| Interest earned on other investments | 2023-01-01 | $14,452 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $14,591,171 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $5,074,434 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $5,784,581 |
| Contract administrator fees | 2023-01-01 | $142,389 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BDO USA, P.C. |
| Accountancy firm EIN | 2023-01-01 | 135381590 |
| 2022 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-9,979,040 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $5,019,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,888,286 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,827,319 |
| Value of total assets at end of year | 2022-12-31 | $100,140,013 |
| Value of total assets at beginning of year | 2022-12-31 | $115,138,169 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $130,830 |
| Total interest from all sources | 2022-12-31 | $32,111 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,292,945 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,292,945 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $4,427,607 |
| Participant contributions at end of year | 2022-12-31 | $620,524 |
| Participant contributions at beginning of year | 2022-12-31 | $681,356 |
| Participant contributions at end of year | 2022-12-31 | $388,882 |
| Participant contributions at beginning of year | 2022-12-31 | $351,706 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $690,073 |
| Other income not declared elsewhere | 2022-12-31 | $2,776 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-14,998,156 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $100,140,013 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $115,138,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $99,130,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $114,105,107 |
| Interest on participant loans | 2022-12-31 | $32,111 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-23,134,191 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,709,639 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,888,286 |
| Contract administrator fees | 2022-12-31 | $130,830 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2022-12-31 | 135381590 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $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 | $-9,979,040 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $5,019,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $4,888,286 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $9,827,319 |
| Value of total assets at end of year | 2022-01-01 | $100,140,013 |
| Value of total assets at beginning of year | 2022-01-01 | $115,138,169 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $130,830 |
| Total interest from all sources | 2022-01-01 | $32,111 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3,292,945 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $3,292,945 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $4,427,607 |
| Participant contributions at end of year | 2022-01-01 | $620,524 |
| Participant contributions at beginning of year | 2022-01-01 | $681,356 |
| Participant contributions at end of year | 2022-01-01 | $388,882 |
| Participant contributions at beginning of year | 2022-01-01 | $351,706 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $690,073 |
| Other income not declared elsewhere | 2022-01-01 | $2,776 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-14,998,156 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $100,140,013 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $115,138,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $99,130,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $114,105,107 |
| Interest on participant loans | 2022-01-01 | $32,111 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-23,134,191 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,709,639 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $4,888,286 |
| Contract administrator fees | 2022-01-01 | $130,830 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BDO USA, LLP |
| Accountancy firm EIN | 2022-01-01 | 135381590 |
| 2021 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $22,597,915 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,286,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,139,872 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $6,315 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,683,916 |
| Value of total assets at end of year | 2021-12-31 | $115,138,169 |
| Value of total assets at beginning of year | 2021-12-31 | $96,826,356 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $139,915 |
| Total interest from all sources | 2021-12-31 | $39,687 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,719,433 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,719,433 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $4,316,051 |
| Participant contributions at end of year | 2021-12-31 | $681,356 |
| Participant contributions at beginning of year | 2021-12-31 | $638,456 |
| Participant contributions at end of year | 2021-12-31 | $351,706 |
| Participant contributions at beginning of year | 2021-12-31 | $317,928 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $91,758 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,999 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,389,988 |
| Other income not declared elsewhere | 2021-12-31 | $3,608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $18,311,813 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $115,138,169 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $96,826,356 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $114,013,349 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $95,867,973 |
| Interest on participant loans | 2021-12-31 | $39,687 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,151,271 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,977,877 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,139,872 |
| Contract administrator fees | 2021-12-31 | $139,915 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2021-12-31 | 135381590 |
| 2020 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $21,458,420 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $7,192,394 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,057,091 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,530,149 |
| Value of total assets at end of year | 2020-12-31 | $96,826,356 |
| Value of total assets at beginning of year | 2020-12-31 | $82,560,330 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $133,340 |
| Total interest from all sources | 2020-12-31 | $35,961 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,759,315 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,759,315 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $4,155,847 |
| Participant contributions at end of year | 2020-12-31 | $638,456 |
| Participant contributions at beginning of year | 2020-12-31 | $835,706 |
| Participant contributions at end of year | 2020-12-31 | $317,928 |
| Participant contributions at beginning of year | 2020-12-31 | $40,638 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,999 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $12,476 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $856,241 |
| Other income not declared elsewhere | 2020-12-31 | $2,570 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $14,266,026 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $96,826,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $82,560,330 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $95,867,973 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $81,671,510 |
| Interest on participant loans | 2020-12-31 | $35,961 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,130,425 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,518,061 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,057,091 |
| Contract administrator fees | 2020-12-31 | $133,340 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2020-12-31 | 135381590 |
| 2019 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $22,280,494 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $6,553,414 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,431,298 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,863,007 |
| Value of total assets at end of year | 2019-12-31 | $82,560,330 |
| Value of total assets at beginning of year | 2019-12-31 | $66,833,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $122,116 |
| Total interest from all sources | 2019-12-31 | $38,485 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,379,114 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,379,114 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $3,658,011 |
| Participant contributions at end of year | 2019-12-31 | $835,706 |
| Participant contributions at beginning of year | 2019-12-31 | $723,692 |
| Participant contributions at end of year | 2019-12-31 | $40,638 |
| Participant contributions at beginning of year | 2019-12-31 | $24,024 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $12,476 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $12,311 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $803,176 |
| Other income not declared elsewhere | 2019-12-31 | $3,561 |
| Administrative expenses (other) incurred | 2019-12-31 | $9 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $15,727,080 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $82,560,330 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $66,833,250 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $81,671,510 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $66,073,223 |
| Interest on participant loans | 2019-12-31 | $38,485 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,996,327 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,401,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,431,298 |
| Contract administrator fees | 2019-12-31 | $122,107 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2019-12-31 | 135381590 |
| 2018 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,494,123 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $4,224,246 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,056,688 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $55,686 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,112,471 |
| Value of total assets at end of year | 2018-12-31 | $66,833,387 |
| Value of total assets at beginning of year | 2018-12-31 | $67,563,510 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $111,872 |
| Total interest from all sources | 2018-12-31 | $36,789 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,000,586 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,000,586 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,201,608 |
| Participant contributions at end of year | 2018-12-31 | $723,390 |
| Participant contributions at beginning of year | 2018-12-31 | $896,359 |
| Participant contributions at end of year | 2018-12-31 | $24,161 |
| Participant contributions at beginning of year | 2018-12-31 | $116,749 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $12,311 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $12,190 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $862,245 |
| Other income not declared elsewhere | 2018-12-31 | $2,656 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-730,123 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $66,833,387 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $67,563,510 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $66,073,525 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $66,538,212 |
| Interest on participant loans | 2018-12-31 | $36,789 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,658,379 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,048,618 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,056,688 |
| Contract administrator fees | 2018-12-31 | $109,172 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BDO USA LLP |
| Accountancy firm EIN | 2018-12-31 | 135381590 |
| 2017 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $55,608,155 |
| 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 | $15,093,513 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $3,138,158 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,020,987 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $22,395 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,764,031 |
| Value of total assets at end of year | 2017-12-31 | $67,563,510 |
| Value of total assets at beginning of year | 2017-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $94,776 |
| Total interest from all sources | 2017-12-31 | $45,612 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,821,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,821,577 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,357,104 |
| Participant contributions at end of year | 2017-12-31 | $896,359 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $116,749 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $12,190 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $519,873 |
| Other income not declared elsewhere | 2017-12-31 | $104,713 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $11,955,355 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $67,563,510 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $66,538,212 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Interest on participant loans | 2017-12-31 | $45,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,357,580 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $2,887,054 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,020,987 |
| Contract administrator fees | 2017-12-31 | $94,776 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BDO USA LLP |
| Accountancy firm EIN | 2017-12-31 | 135381590 |
