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BOND CLINIC, P.A. HEALTH CARE PLAN 401k Plan overview

Plan NameBOND CLINIC, P.A. HEALTH CARE PLAN
Plan identification number 501

BOND CLINIC, P.A. HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

BOND & STEELE CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BOND & STEELE CLINIC, P.A.
Employer identification number (EIN):591867898
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOND CLINIC, P.A. HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-01JASON MOERSCHBACHER
5012022-06-01
5012022-06-01JASON MOERSCHBACHER
5012021-06-01
5012021-06-01JASON MOERSCHBACHER
5012020-06-01
5012019-06-01
5012016-06-01JASON MOERSCHBACHER
5012015-06-01JASON MOERSCHBACHER
5012014-06-01
5012013-06-01
5012012-06-01JASON MOERSCHBACHER
5012011-06-01JASON MOERSCHBACHER
5012009-06-01JASON MOERSCHBACHER
5012009-06-01JASON MOERSCHBACHER
5012009-01-01JASON MOERSCHBACHER

Plan Statistics for BOND CLINIC, P.A. HEALTH CARE PLAN

401k plan membership statisitcs for BOND CLINIC, P.A. HEALTH CARE PLAN

Measure Date Value
2022: BOND CLINIC, P.A. HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01295
Total number of active participants reported on line 7a of the Form 55002022-06-01296
Total of all active and inactive participants2022-06-01296
Total participants2022-06-01296
2021: BOND CLINIC, P.A. HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01305
Total number of active participants reported on line 7a of the Form 55002021-06-01295
Total of all active and inactive participants2021-06-01295
Total participants2021-06-01295
2020: BOND CLINIC, P.A. HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01308
Total number of active participants reported on line 7a of the Form 55002020-06-01305
Total of all active and inactive participants2020-06-01305
Total participants2020-06-01305
2019: BOND CLINIC, P.A. HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01313
Total number of active participants reported on line 7a of the Form 55002019-06-01308
Total of all active and inactive participants2019-06-01308
Total participants2019-06-01308
2016: BOND CLINIC, P.A. HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01265
Total number of active participants reported on line 7a of the Form 55002016-06-01275
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01275
2015: BOND CLINIC, P.A. HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01261
Total number of active participants reported on line 7a of the Form 55002015-06-01264
Number of retired or separated participants receiving benefits2015-06-011
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01265
2014: BOND CLINIC, P.A. HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01337
Total number of active participants reported on line 7a of the Form 55002014-06-01254
Total of all active and inactive participants2014-06-01254
2013: BOND CLINIC, P.A. HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01307
Total number of active participants reported on line 7a of the Form 55002013-06-01337
Total of all active and inactive participants2013-06-01337
2012: BOND CLINIC, P.A. HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01320
Total number of active participants reported on line 7a of the Form 55002012-06-01307
Total of all active and inactive participants2012-06-01307
2011: BOND CLINIC, P.A. HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01316
Total number of active participants reported on line 7a of the Form 55002011-06-01320
Total of all active and inactive participants2011-06-01320
2009: BOND CLINIC, P.A. HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01341
Total number of active participants reported on line 7a of the Form 55002009-06-01323
Total of all active and inactive participants2009-06-01323
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01323
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01323

Financial Data on BOND CLINIC, P.A. HEALTH CARE PLAN

Measure Date Value
2023 : BOND CLINIC, P.A. HEALTH CARE PLAN 2023 401k financial data
Transfers to/from the plan2023-05-31$0
Total plan liabilities at end of year2023-05-31$0
Total plan liabilities at beginning of year2023-05-31$0
Total income from all sources2023-05-31$0
Expenses. Total of all expenses incurred2023-05-31$0
Benefits paid (including direct rollovers)2023-05-31$0
Total plan assets at end of year2023-05-31$0
Total plan assets at beginning of year2023-05-31$0
Total contributions received or receivable from participants2023-05-31$0
Expenses. Other expenses not covered elsewhere2023-05-31$0
Contributions received from other sources (not participants or employers)2023-05-31$0
Other income received2023-05-31$0
Noncash contributions received2023-05-31$0
Net income (gross income less expenses)2023-05-31$0
Net plan assets at end of year (total assets less liabilities)2023-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$0
Total contributions received or receivable from employer(s)2023-05-31$0
Value of certain deemed distributions of participant loans2023-05-31$0
Value of corrective distributions2023-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$0
2022 : BOND CLINIC, P.A. HEALTH CARE PLAN 2022 401k financial data
Transfers to/from the plan2022-05-31$0
Total plan liabilities at end of year2022-05-31$0
Total plan liabilities at beginning of year2022-05-31$0
Total income from all sources2022-05-31$0
Expenses. Total of all expenses incurred2022-05-31$0
Benefits paid (including direct rollovers)2022-05-31$0
Total plan assets at end of year2022-05-31$0
Total plan assets at beginning of year2022-05-31$0
Total contributions received or receivable from participants2022-05-31$0
Expenses. Other expenses not covered elsewhere2022-05-31$0
Contributions received from other sources (not participants or employers)2022-05-31$0
Other income received2022-05-31$0
Noncash contributions received2022-05-31$0
Net income (gross income less expenses)2022-05-31$0
Net plan assets at end of year (total assets less liabilities)2022-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$0
Total contributions received or receivable from employer(s)2022-05-31$0
Value of certain deemed distributions of participant loans2022-05-31$0
Value of corrective distributions2022-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$0
2021 : BOND CLINIC, P.A. HEALTH CARE PLAN 2021 401k financial data
Transfers to/from the plan2021-05-31$0
Total plan liabilities at end of year2021-05-31$0
Total plan liabilities at beginning of year2021-05-31$0
Total income from all sources2021-05-31$0
Expenses. Total of all expenses incurred2021-05-31$0
Benefits paid (including direct rollovers)2021-05-31$0
Total plan assets at end of year2021-05-31$0
Total plan assets at beginning of year2021-05-31$0
Total contributions received or receivable from participants2021-05-31$0
Expenses. Other expenses not covered elsewhere2021-05-31$0
Contributions received from other sources (not participants or employers)2021-05-31$0
Other income received2021-05-31$0
Noncash contributions received2021-05-31$0
Net income (gross income less expenses)2021-05-31$0
Net plan assets at end of year (total assets less liabilities)2021-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$0
Total contributions received or receivable from employer(s)2021-05-31$0
Value of certain deemed distributions of participant loans2021-05-31$0
Value of corrective distributions2021-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$0
2020 : BOND CLINIC, P.A. HEALTH CARE PLAN 2020 401k financial data
Total income from all sources2020-05-31$0
Expenses. Total of all expenses incurred2020-05-31$0
Total plan assets at end of year2020-05-31$0
Total plan assets at beginning of year2020-05-31$0
Total contributions received or receivable from participants2020-05-31$0
Contributions received from other sources (not participants or employers)2020-05-31$0
Other income received2020-05-31$0
Noncash contributions received2020-05-31$0
Net income (gross income less expenses)2020-05-31$0
Net plan assets at end of year (total assets less liabilities)2020-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$0
Total contributions received or receivable from employer(s)2020-05-31$0
2019 : BOND CLINIC, P.A. HEALTH CARE PLAN 2019 401k financial data
Total income from all sources2019-05-31$0
Total plan assets at end of year2019-05-31$0
Total plan assets at beginning of year2019-05-31$0
Net plan assets at end of year (total assets less liabilities)2019-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$0
2017 : BOND CLINIC, P.A. HEALTH CARE PLAN 2017 401k financial data
Total income from all sources2017-05-31$0
Total plan assets at end of year2017-05-31$0
Total plan assets at beginning of year2017-05-31$0
Net plan assets at end of year (total assets less liabilities)2017-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$0

Form 5500 Responses for BOND CLINIC, P.A. HEALTH CARE PLAN

2022: BOND CLINIC, P.A. HEALTH CARE PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – General assets of the sponsorYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – General assets of the sponsorYes
2021: BOND CLINIC, P.A. HEALTH CARE PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – General assets of the sponsorYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – General assets of the sponsorYes
2020: BOND CLINIC, P.A. HEALTH CARE PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – General assets of the sponsorYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – General assets of the sponsorYes
2019: BOND CLINIC, P.A. HEALTH CARE PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – General assets of the sponsorYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – General assets of the sponsorYes
2016: BOND CLINIC, P.A. HEALTH CARE PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – General assets of the sponsorYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – General assets of the sponsorYes
2015: BOND CLINIC, P.A. HEALTH CARE PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – General assets of the sponsorYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – General assets of the sponsorYes
2014: BOND CLINIC, P.A. HEALTH CARE PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – General assets of the sponsorYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – General assets of the sponsorYes
2013: BOND CLINIC, P.A. HEALTH CARE PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – General assets of the sponsorYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – General assets of the sponsorYes
2012: BOND CLINIC, P.A. HEALTH CARE PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – General assets of the sponsorYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – General assets of the sponsorYes
2011: BOND CLINIC, P.A. HEALTH CARE PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – General assets of the sponsorYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – General assets of the sponsorYes
2009: BOND CLINIC, P.A. HEALTH CARE PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – General assets of the sponsorYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – General assets of the sponsorYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number946273
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number921571
Policy instance 3
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract number417005413971
Policy instance 2
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL L22101618 0
Policy instance 1
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL L21101618 0
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number417005413971
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0921571
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 154131
Policy instance 4
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 154209
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 126283
Policy instance 6
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAI 825485
Policy instance 7
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVCI 800460
Policy instance 8
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 184972
Policy instance 9
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326757
Policy instance 10
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 154131
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 154209
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 126283
Policy instance 4
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAI 825485
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 184972
Policy instance 7
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326757
Policy instance 8
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL L20101618 0
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVCI 800460
Policy instance 6
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417003413971
Policy instance 8
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 154131
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 154209
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAI825485
Policy instance 4
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 126283
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVCI 800460
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 184972
Policy instance 6
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326757
Policy instance 7
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012473-000
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number099129
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012473-000
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number099130
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number99130
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number99129
Policy instance 2
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012473-000
Policy instance 3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number222852
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number99130
Policy instance 3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number037310G
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67066-9
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number037310G
Policy instance 2
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67066-9
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number037310G
Policy instance 2

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