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THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN
Plan identification number 002

THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

THE SURGERY CLINIC, L. L. C. has sponsored the creation of one or more 401k plans.

Company Name:THE SURGERY CLINIC, L. L. C.
Employer identification number (EIN):630952320
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JANE SLIGH LUCIAN NEWMAN, III2018-09-26
0022016-01-01JANE SLIGH LUCIAN NEWMAN, III2017-09-28
0022015-01-01JANE SLIGH LUCIAN NEWMAN, III2016-10-03
0022014-01-01JANE SLIGH LUCIAN NEWMAN, III2015-08-27
0022013-01-01JANE SLIGH
0022012-01-01JANE SLIGH
0022011-01-01JANE SLIGH
0022010-01-01JANE SLIGH
0022009-01-01JAMES S. FRANKLIN

Plan Statistics for THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN

Measure Date Value
2022: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0114
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0114
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0119
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0121
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0125
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 participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN

Measure Date Value
2022 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,105,505
Expenses. Total of all expenses incurred2022-12-31$1,547,721
Benefits paid (including direct rollovers)2022-12-31$1,524,610
Total plan assets at end of year2022-12-31$3,262,883
Total plan assets at beginning of year2022-12-31$5,916,109
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-1,105,578
Net income (gross income less expenses)2022-12-31$-2,653,226
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,262,883
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,916,109
Assets. Value of participant loans2022-12-31$10,629
Total contributions received or receivable from employer(s)2022-12-31$73
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,111
2021 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$880,032
Expenses. Total of all expenses incurred2021-12-31$398,733
Benefits paid (including direct rollovers)2021-12-31$375,203
Total plan assets at end of year2021-12-31$5,916,109
Total plan assets at beginning of year2021-12-31$5,434,810
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$841,300
Net income (gross income less expenses)2021-12-31$481,299
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,916,109
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,434,810
Assets. Value of participant loans2021-12-31$18,513
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$38,732
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$835,304
Expenses. Total of all expenses incurred2020-12-31$825,354
Benefits paid (including direct rollovers)2020-12-31$803,657
Total plan assets at end of year2020-12-31$5,434,810
Total plan assets at beginning of year2020-12-31$5,424,860
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$771,417
Net income (gross income less expenses)2020-12-31$9,950
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,434,810
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,424,860
Assets. Value of participant loans2020-12-31$26,618
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$63,887
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$21,697
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,125,293
Expenses. Total of all expenses incurred2019-12-31$20,511
Total plan assets at end of year2019-12-31$5,424,860
Total plan assets at beginning of year2019-12-31$4,320,078
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$987,809
Net income (gross income less expenses)2019-12-31$1,104,782
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,424,860
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,320,078
Assets. Value of participant loans2019-12-31$28,344
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$137,484
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-71,087
Expenses. Total of all expenses incurred2018-12-31$236,149
Benefits paid (including direct rollovers)2018-12-31$215,131
Total plan assets at end of year2018-12-31$4,320,078
Total plan assets at beginning of year2018-12-31$4,627,314
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-291,843
Net income (gross income less expenses)2018-12-31$-307,236
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,320,078
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,627,314
Assets. Value of participant loans2018-12-31$34,539
Assets. Value of assets in partnership/joint-venture interests2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$220,756
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$924,247
Expenses. Total of all expenses incurred2017-12-31$1,978,613
Benefits paid (including direct rollovers)2017-12-31$1,955,321
Total plan assets at end of year2017-12-31$4,627,314
Total plan assets at beginning of year2017-12-31$5,681,680
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$823,540
Net income (gross income less expenses)2017-12-31$-1,054,366
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,627,314
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,681,680
Assets. Value of participant loans2017-12-31$14,159
Assets. Value of assets in partnership/joint-venture interests2017-12-31$12,000
Total contributions received or receivable from employer(s)2017-12-31$100,707
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$23,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$545,662
Expenses. Total of all expenses incurred2016-12-31$200,154
Benefits paid (including direct rollovers)2016-12-31$176,162
Total plan assets at end of year2016-12-31$5,681,680
Total plan assets at beginning of year2016-12-31$5,336,172
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$315,132
Net income (gross income less expenses)2016-12-31$345,508
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,681,680
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,336,172
Assets. Value of participant loans2016-12-31$23,653
Assets. Value of assets in partnership/joint-venture interests2016-12-31$12,119
Total contributions received or receivable from employer(s)2016-12-31$230,530
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$23,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$205,456
Expenses. Total of all expenses incurred2015-12-31$773,923
Benefits paid (including direct rollovers)2015-12-31$747,140
Total plan assets at end of year2015-12-31$5,336,172
Total plan assets at beginning of year2015-12-31$5,904,639
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-31,594
Net income (gross income less expenses)2015-12-31$-568,467
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,336,172
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,904,639
Assets. Value of participant loans2015-12-31$32,009
Assets. Value of assets in partnership/joint-venture interests2015-12-31$12,482
Total contributions received or receivable from employer(s)2015-12-31$237,050
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$26,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$466,636
Expenses. Total of all expenses incurred2014-12-31$136,335
Benefits paid (including direct rollovers)2014-12-31$111,159
Total plan assets at end of year2014-12-31$5,904,639
Total plan assets at beginning of year2014-12-31$5,574,338
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$318,723
Net income (gross income less expenses)2014-12-31$330,301
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,904,639
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,574,338
Assets. Value of participant loans2014-12-31$40,761
Assets. Value of assets in partnership/joint-venture interests2014-12-31$20,970
Total contributions received or receivable from employer(s)2014-12-31$147,913
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,017,471
Expenses. Total of all expenses incurred2013-12-31$183,802
Benefits paid (including direct rollovers)2013-12-31$161,884
Total plan assets at end of year2013-12-31$5,574,338
Total plan assets at beginning of year2013-12-31$4,740,669
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$211,683
Other income received2013-12-31$805,788
Net income (gross income less expenses)2013-12-31$833,669
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,574,338
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,740,669
Assets. Value of participant loans2013-12-31$1,379
Assets. Value of assets in partnership/joint-venture interests2013-12-31$22,091
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$21,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$731,840
Expenses. Total of all expenses incurred2012-12-31$184,966
Benefits paid (including direct rollovers)2012-12-31$164,929
Total plan assets at end of year2012-12-31$4,740,669
Total plan assets at beginning of year2012-12-31$4,193,795
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Noncash contributions received2012-12-31$488,511
Net income (gross income less expenses)2012-12-31$546,874
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,740,669
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,193,795
Assets. Value of participant loans2012-12-31$6,754
Total contributions received or receivable from employer(s)2012-12-31$243,329
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$300,251
Expenses. Total of all expenses incurred2011-12-31$954,529
Benefits paid (including direct rollovers)2011-12-31$933,513
Total plan assets at end of year2011-12-31$4,193,795
Total plan assets at beginning of year2011-12-31$4,848,073
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$21,016
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-24,001
Net income (gross income less expenses)2011-12-31$-654,278
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,193,795
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,848,073
Assets. Value of participant loans2011-12-31$11,906
Total contributions received or receivable from employer(s)2011-12-31$324,252
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$828,785
Expenses. Total of all expenses incurred2010-12-31$83,114
Benefits paid (including direct rollovers)2010-12-31$65,024
Total plan assets at end of year2010-12-31$4,848,073
Total plan assets at beginning of year2010-12-31$4,102,402
Value of fidelity bond covering the plan2010-12-31$400,000
Other income received2010-12-31$485,783
Net income (gross income less expenses)2010-12-31$745,671
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,848,073
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,102,402
Assets. Value of participant loans2010-12-31$15,629
Assets. Value of assets in partnership/joint-venture interests2010-12-31$35,000
Total contributions received or receivable from employer(s)2010-12-31$343,002
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN

2022: THE SURGERY CLINIC, L.L.C. PROFIT SHARING 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: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SURGERY CLINIC, L.L.C. PROFIT SHARING PLAN 2009 form 5500 responses
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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameROBERT TIMOTHY SINKS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3159592
Policy instance 1
Insurance contract or identification number3159592
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameROBERT TIMOTHY SINKS

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