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UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number 004

UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH
Employer identification number (EIN):621162462
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01TIM CARLEW
0042016-07-01COURTNEY LOVE
0042015-07-01TOYA BATSON
0042014-07-01COURTNEY LOVE
0042013-07-01COURTNEY LOVE
0042013-01-01BRENDA JETER

Plan Statistics for UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01811
Total number of active participants reported on line 7a of the Form 55002023-01-01450
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01312
Total of all active and inactive participants2023-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01762
Number of participants with account balances2023-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0160
2022: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01838
Total number of active participants reported on line 7a of the Form 55002022-01-01487
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01285
Total of all active and inactive participants2022-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-01811
Number of participants with account balances2022-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0166
2021: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01971
Total number of active participants reported on line 7a of the Form 55002021-01-01456
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-01339
Total of all active and inactive participants2021-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01837
Number of participants with account balances2021-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01145
2020: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01898
Total number of active participants reported on line 7a of the Form 55002020-01-01598
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01355
Total of all active and inactive participants2020-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-01971
Number of participants with account balances2020-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0161
2019: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01894
Total number of active participants reported on line 7a of the Form 55002019-01-01546
Number of retired or separated participants receiving benefits2019-01-0132
Number of other retired or separated participants entitled to future benefits2019-01-01313
Total of all active and inactive participants2019-01-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01898
Number of participants with account balances2019-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01776
Total number of active participants reported on line 7a of the Form 55002018-01-01513
Number of retired or separated participants receiving benefits2018-01-0128
Number of other retired or separated participants entitled to future benefits2018-01-01309
Total of all active and inactive participants2018-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01858
Number of participants with account balances2018-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01874
Total number of active participants reported on line 7a of the Form 55002017-01-01341
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-01311
Total of all active and inactive participants2017-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01685
Number of participants with account balances2017-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01904
Total number of active participants reported on line 7a of the Form 55002016-07-01312
Number of retired or separated participants receiving benefits2016-07-0130
Number of other retired or separated participants entitled to future benefits2016-07-01526
Total of all active and inactive participants2016-07-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-016
Total participants2016-07-01874
Number of participants with account balances2016-07-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01990
Total number of active participants reported on line 7a of the Form 55002015-07-01306
Number of retired or separated participants receiving benefits2015-07-0129
Number of other retired or separated participants entitled to future benefits2015-07-01563
Total of all active and inactive participants2015-07-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-01904
Number of participants with account balances2015-07-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,188
Total number of active participants reported on line 7a of the Form 55002014-07-01294
Number of retired or separated participants receiving benefits2014-07-0113
Number of other retired or separated participants entitled to future benefits2014-07-01677
Total of all active and inactive participants2014-07-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01989
Number of participants with account balances2014-07-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,007
Total number of active participants reported on line 7a of the Form 55002013-07-01730
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-01452
Total of all active and inactive participants2013-07-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-011,187
Number of participants with account balances2013-07-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Total participants, beginning-of-year2013-01-01965
Total number of active participants reported on line 7a of the Form 55002013-01-01917
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01993
Number of participants with account balances2013-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-7,143,064
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,156,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,038,386
Expenses. Certain deemed distributions of participant loans2022-12-31$457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,400,402
Value of total assets at end of year2022-12-31$34,078,944
Value of total assets at beginning of year2022-12-31$46,378,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,898
Total interest from all sources2022-12-31$50,532
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$692,457
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$692,457
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Participant contributions at end of year2022-12-31$161,520
Participant contributions at beginning of year2022-12-31$177,703
Assets. Other investments not covered elsewhere at end of year2022-12-31$93,489
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$116,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$270
Other income not declared elsewhere2022-12-31$-23,125
Administrative expenses (other) incurred2022-12-31$82,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,299,805
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,078,944
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,378,749
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$35,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,685,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,061,042
Interest on participant loans2022-12-31$6,134
Interest earned on other investments2022-12-31$43,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$282,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$236,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$236,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,855,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,786,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,263,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,400,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,038,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,451,043
Total of all expenses incurred2021-12-31$5,554,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,408,011
Expenses. Certain deemed distributions of participant loans2021-12-31$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,342,087
Value of total assets at end of year2021-12-31$46,378,749
Value of total assets at beginning of year2021-12-31$44,482,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,755
Total interest from all sources2021-12-31$50,210
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$824,679
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$824,679
Administrative expenses professional fees incurred2021-12-31$6,651
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Participant contributions at end of year2021-12-31$177,703
Participant contributions at beginning of year2021-12-31$228,516
Assets. Other investments not covered elsewhere at end of year2021-12-31$116,614
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$96,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$304
Other income not declared elsewhere2021-12-31$11,144
Administrative expenses (other) incurred2021-12-31$104,604
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$1,896,235
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,378,749
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,482,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$35,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,061,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,167,364
Interest on participant loans2021-12-31$6,461
Interest earned on other investments2021-12-31$43,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$236,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$121,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$121,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,786,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,868,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,222,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,342,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,408,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,577,728
Total of all expenses incurred2020-12-31$3,144,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,043,415
Expenses. Certain deemed distributions of participant loans2020-12-31$1,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,250,624
Value of total assets at end of year2020-12-31$44,482,514
Value of total assets at beginning of year2020-12-31$40,049,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,505
Total interest from all sources2020-12-31$60,599
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$722,274
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$722,274
Administrative expenses professional fees incurred2020-12-31$675
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Participant contributions at end of year2020-12-31$228,516
Participant contributions at beginning of year2020-12-31$239,358
Assets. Other investments not covered elsewhere at end of year2020-12-31$96,386
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$157,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$228
Other income not declared elsewhere2020-12-31$14,890
Administrative expenses (other) incurred2020-12-31$63,330
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$4,433,288
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,482,514
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,049,226
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
Investment advisory and management fees2020-12-31$35,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,167,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,246,070
Interest on participant loans2020-12-31$9,812
Interest earned on other investments2020-12-31$50,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$121,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$28,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$28,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,868,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,376,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,529,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,250,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,043,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$526,698
Total income from all sources (including contributions)2019-12-31$8,471,131
Total of all expenses incurred2019-12-31$2,500,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,378,286
Expenses. Certain deemed distributions of participant loans2019-12-31$271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,162,717
Value of total assets at end of year2019-12-31$40,049,226
Value of total assets at beginning of year2019-12-31$33,551,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$121,908
Total interest from all sources2019-12-31$69,676
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$794,609
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$794,609
Administrative expenses professional fees incurred2019-12-31$7,314
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Participant contributions at end of year2019-12-31$239,358
Participant contributions at beginning of year2019-12-31$376,693
Assets. Other investments not covered elsewhere at end of year2019-12-31$157,802
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$126,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$417
Other income not declared elsewhere2019-12-31$31,568
Administrative expenses (other) incurred2019-12-31$75,794
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$5,970,666
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,049,226
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,551,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,246,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,824,580
Interest on participant loans2019-12-31$13,570
Interest earned on other investments2019-12-31$55,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$28,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,376,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,220,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,412,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,162,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,378,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WATKINS UIBERALL
Accountancy firm EIN2019-12-31621804252
2018 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,559,773
Total of all expenses incurred2018-12-31$3,669,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,585,205
Expenses. Certain deemed distributions of participant loans2018-12-31$2,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$756,705
Value of total assets at end of year2018-12-31$33,551,862
Value of total assets at beginning of year2018-12-31$38,780,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,623
Total interest from all sources2018-12-31$63,718
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$773,935
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$773,935
Administrative expenses professional fees incurred2018-12-31$22,493
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Participant contributions at end of year2018-12-31$376,693
Participant contributions at beginning of year2018-12-31$371,906
Assets. Other investments not covered elsewhere at end of year2018-12-31$126,233
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$185,518
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$696
Other income not declared elsewhere2018-12-31$-1,335
Administrative expenses (other) incurred2018-12-31$26,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,229,072
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,551,862
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,780,934
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
Investment advisory and management fees2018-12-31$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,824,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,125,835
Interest on participant loans2018-12-31$14,606
Interest earned on other investments2018-12-31$49,109
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,220,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,096,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,152,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$755,343
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,585,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WATKINS UIBERALL
Accountancy firm EIN2018-12-31621804252
2017 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,367,496
Total of all expenses incurred2017-12-31$3,623,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,523,559
Value of total corrective distributions2017-12-31$1,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,959,880
Value of total assets at end of year2017-12-31$38,780,934
Value of total assets at beginning of year2017-12-31$34,037,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$98,653
Total interest from all sources2017-12-31$28,701
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$715,374
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$715,374
Administrative expenses professional fees incurred2017-12-31$25,120
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$613,810
Participant contributions at end of year2017-12-31$371,906
Participant contributions at beginning of year2017-12-31$289,478
Assets. Other investments not covered elsewhere at end of year2017-12-31$185,518
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$98,918
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$142,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$696
Other income not declared elsewhere2017-12-31$22,214
Administrative expenses (other) incurred2017-12-31$43,741
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$4,743,598
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,780,934
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,037,336
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
Investment advisory and management fees2017-12-31$29,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,125,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,550,255
Interest on participant loans2017-12-31$12,617
Interest earned on other investments2017-12-31$16,084
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$2,081,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,096,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,641,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,203,768
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,523,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WATKINS UIBERALL
Accountancy firm EIN2017-12-31621804252
2016 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,526
Total income from all sources (including contributions)2016-12-31$2,359,367
Total of all expenses incurred2016-12-31$930,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$884,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,060,530
Value of total assets at end of year2016-12-31$34,037,336
Value of total assets at beginning of year2016-12-31$32,611,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,125
Total interest from all sources2016-12-31$3,739
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$350,551
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$350,551
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$589,468
Participant contributions at end of year2016-12-31$289,478
Participant contributions at beginning of year2016-12-31$245,339
Assets. Other investments not covered elsewhere at end of year2016-12-31$98,918
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$113,231
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$114,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,526
Other income not declared elsewhere2016-12-31$-14,313
Administrative expenses (other) incurred2016-12-31$21,125
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$1,428,414
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,037,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,608,922
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
Investment advisory and management fees2016-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,550,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,211,036
Interest on participant loans2016-12-31$3,739
Value of interest in common/collective trusts at end of year2016-12-31$2,081,245
Value of interest in common/collective trusts at beginning of year2016-12-31$2,039,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$936,721
Net investment gain or loss from common/collective trusts2016-12-31$22,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$356,365
Employer contributions (assets) at end of year2016-12-31$10,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$884,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WATKINS UIBERALL
Accountancy firm EIN2016-12-31621804252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$50,949
Total income from all sources (including contributions)2016-06-30$1,613,187
Total of all expenses incurred2016-06-30$2,009,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,854,476
Value of total corrective distributions2016-06-30$50,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,884,274
Value of total assets at end of year2016-06-30$32,611,448
Value of total assets at beginning of year2016-06-30$33,056,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$104,198
Total interest from all sources2016-06-30$8,226
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$457,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$457,861
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,198,092
Participant contributions at end of year2016-06-30$245,339
Participant contributions at beginning of year2016-06-30$235,984
Participant contributions at beginning of year2016-06-30$65,053
Assets. Other investments not covered elsewhere at end of year2016-06-30$113,231
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$66,790
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$44,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$2,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$50,949
Administrative expenses (other) incurred2016-06-30$54,198
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-396,436
Value of net assets at end of year (total assets less liabilities)2016-06-30$32,608,922
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$33,005,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$30,211,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$30,647,021
Interest on participant loans2016-06-30$8,226
Value of interest in common/collective trusts at end of year2016-06-30$2,039,436
Value of interest in common/collective trusts at beginning of year2016-06-30$2,019,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-779,852
Net investment gain or loss from common/collective trusts2016-06-30$42,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$641,741
Employer contributions (assets) at beginning of year2016-06-30$20,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,854,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-06-30431947695
2015 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$50,949
Total income from all sources (including contributions)2015-06-30$4,567,860
Total of all expenses incurred2015-06-30$8,792,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$8,698,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,057,489
Value of total assets at end of year2015-06-30$33,056,307
Value of total assets at beginning of year2015-06-30$37,229,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$94,055
Total interest from all sources2015-06-30$6,715
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$715,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$715,096
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,282,305
Participant contributions at end of year2015-06-30$235,984
Participant contributions at beginning of year2015-06-30$146,925
Participant contributions at end of year2015-06-30$65,053
Participant contributions at beginning of year2015-06-30$109,073
Assets. Other investments not covered elsewhere at end of year2015-06-30$66,790
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$103,029
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$366,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$50,949
Other income not declared elsewhere2015-06-30$-19,195
Administrative expenses (other) incurred2015-06-30$69,055
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$46,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-4,224,521
Value of net assets at end of year (total assets less liabilities)2015-06-30$33,005,358
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$37,229,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$30,647,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$34,040,652
Interest on participant loans2015-06-30$6,715
Value of interest in common/collective trusts at end of year2015-06-30$2,019,230
Value of interest in common/collective trusts at beginning of year2015-06-30$2,631,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$845,928
Net investment gain or loss from common/collective trusts2015-06-30$-38,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,408,759
Employer contributions (assets) at end of year2015-06-30$20,138
Employer contributions (assets) at beginning of year2015-06-30$151,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$8,698,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-06-30431947695
2014 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$134,228
Total income from all sources (including contributions)2014-06-30$27,075,427
Total of all expenses incurred2014-06-30$1,832,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,792,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$23,784,137
Value of total assets at end of year2014-06-30$37,229,879
Value of total assets at beginning of year2014-06-30$12,121,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$40,141
Total interest from all sources2014-06-30$1,502
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$278,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$278,491
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,291,510
Participant contributions at end of year2014-06-30$146,925
Participant contributions at beginning of year2014-06-30$7,851
Participant contributions at end of year2014-06-30$109,073
Participant contributions at beginning of year2014-06-30$167,600
Assets. Other investments not covered elsewhere at end of year2014-06-30$103,029
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$4,177
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$18,931,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$134,228
Other income not declared elsewhere2014-06-30$8,992
Administrative expenses (other) incurred2014-06-30$40,141
Total non interest bearing cash at end of year2014-06-30$46,480
Total non interest bearing cash at beginning of year2014-06-30$7,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$25,242,999
Value of net assets at end of year (total assets less liabilities)2014-06-30$37,229,879
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,986,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$34,040,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,242,182
Interest on participant loans2014-06-30$1,502
Value of interest in common/collective trusts at end of year2014-06-30$2,631,705
Value of interest in common/collective trusts at beginning of year2014-06-30$442,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,902,373
Net investment gain or loss from common/collective trusts2014-06-30$99,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,560,645
Employer contributions (assets) at end of year2014-06-30$151,999
Employer contributions (assets) at beginning of year2014-06-30$249,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,792,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-06-30431947695
2013 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$134,228
Total income from all sources (including contributions)2013-06-30$12,024,574
Total of all expenses incurred2013-06-30$37,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$32,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$12,020,813
Value of total assets at end of year2013-06-30$12,121,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,756
Total interest from all sources2013-06-30$10
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$21,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$21,230
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,025,289
Participant contributions at end of year2013-06-30$7,851
Participant contributions at end of year2013-06-30$167,600
Assets. Other investments not covered elsewhere at end of year2013-06-30$4,177
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$9,549,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$134,228
Other income not declared elsewhere2013-06-30$113
Administrative expenses (other) incurred2013-06-30$4,756
Total non interest bearing cash at end of year2013-06-30$7,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$11,986,880
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,986,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,242,182
Interest on participant loans2013-06-30$10
Value of interest in common/collective trusts at end of year2013-06-30$442,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-28,384
Net investment gain or loss from common/collective trusts2013-06-30$10,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,445,609
Employer contributions (assets) at end of year2013-06-30$249,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$32,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-06-30431947695

Form 5500 Responses for UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

2023: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UT MEDICAL GROUP, INC. 401(K) RETIREMENT 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: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA090491
Policy instance 1
Insurance contract or identification numberTA090491
Number of Individuals Covered727
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080491
Policy instance 1
Insurance contract or identification numberTA080491
Number of Individuals Covered799
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080491
Policy instance 1
Insurance contract or identification numberTA080491
Number of Individuals Covered820
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080491
Policy instance 1
Insurance contract or identification numberTA080491
Number of Individuals Covered759
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080491
Policy instance 1
Insurance contract or identification numberTA080491
Number of Individuals Covered677
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080491
Policy instance 1
Insurance contract or identification numberTA080491
Number of Individuals Covered556
Insurance policy start date2017-08-24
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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