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TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameTAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

TAI Q. CHUNG, M.D. has sponsored the creation of one or more 401k plans.

Company Name:TAI Q. CHUNG, M.D.
Employer identification number (EIN):631192456
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-12-01TAI CHUNG2022-09-15 TAI CHUNG2022-09-15
0012019-12-01TAI CHUNG2021-09-15 TAI CHUNG2021-09-15
0012018-12-01TAI CHUNG2020-09-08 TAI CHUNG2020-09-08
0012017-12-01TAI CHUNG2019-09-09 TAI CHUNG2019-09-09
0012016-12-01
0012015-12-01
0012014-12-01TAI CHUNG
0012013-12-01TAI CHUNG
0012012-12-01TAI CHUNG
0012011-12-01KELLY THOMAS
0012010-12-01TAI CHUNG
0012009-12-01TAI CHUNG
0012008-12-01

Plan Statistics for TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-11-302,422,674
Acturial value of plan assets2021-11-302,422,674
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-300
Fundng target for terminated vested participants2021-11-300
Active participant vested funding target2021-11-301,966,604
Number of active participants2021-11-302
Total funding liabilities for active participants2021-11-301,966,604
Total participant count2021-11-302
Total funding target for all participants2021-11-301,966,604
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-309,569
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-012
Total number of active participants reported on line 7a of the Form 55002020-12-012
Number of retired or separated participants receiving benefits2020-12-010
Number of other retired or separated participants entitled to future benefits2020-12-010
Total of all active and inactive participants2020-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-010
Total participants2020-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-302,362,486
Acturial value of plan assets2020-11-302,362,486
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-300
Fundng target for terminated vested participants2020-11-300
Active participant vested funding target2020-11-301,863,935
Number of active participants2020-11-302
Total funding liabilities for active participants2020-11-301,863,935
Total participant count2020-11-302
Total funding target for all participants2020-11-301,863,935
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-30195,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-30206,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-300
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-012
Total number of active participants reported on line 7a of the Form 55002019-12-012
Number of retired or separated participants receiving benefits2019-12-010
Number of other retired or separated participants entitled to future benefits2019-12-010
Total of all active and inactive participants2019-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-010
Total participants2019-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-302,362,486
Acturial value of plan assets2019-11-302,362,486
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-300
Fundng target for terminated vested participants2019-11-300
Active participant vested funding target2019-11-301,850,057
Number of active participants2019-11-302
Total funding liabilities for active participants2019-11-301,850,057
Total participant count2019-11-302
Total funding target for all participants2019-11-301,850,057
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-30185,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-30195,792
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-30199,602
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30195,552
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-304,734
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-30195,552
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-012
Total number of active participants reported on line 7a of the Form 55002018-12-012
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-012
Market value of plan assets2018-11-302,190,024
Acturial value of plan assets2018-11-302,190,024
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-300
Fundng target for terminated vested participants2018-11-300
Active participant vested funding target2018-11-301,812,999
Number of active participants2018-11-302
Total funding liabilities for active participants2018-11-301,812,999
Total participant count2018-11-302
Total funding target for all participants2018-11-301,812,999
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-30156,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-30167,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-30134,187
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30130,925
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-304,818
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-30130,925
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-012
Total number of active participants reported on line 7a of the Form 55002017-12-012
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-302,182,003
Acturial value of plan assets2017-11-302,182,003
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-300
Fundng target for terminated vested participants2017-11-300
Active participant vested funding target2017-11-301,907,851
Number of active participants2017-11-302
Total funding liabilities for active participants2017-11-301,907,851
Total participant count2017-11-302
Total funding target for all participants2017-11-301,907,851
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-30118,717
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-30126,802
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-30160,326
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30156,609
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-304,134
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-30156,609
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-012
Total number of active participants reported on line 7a of the Form 55002016-12-012
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-012
2015: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-012
Total number of active participants reported on line 7a of the Form 55002015-12-012
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-012
2014: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-012
Total number of active participants reported on line 7a of the Form 55002014-12-012
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-010
Total of all active and inactive participants2014-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-012
2013: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-012
Total number of active participants reported on line 7a of the Form 55002013-12-012
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-012
Total number of active participants reported on line 7a of the Form 55002012-12-012
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-010
Total of all active and inactive participants2012-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-012
Total number of active participants reported on line 7a of the Form 55002011-12-012
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-010
Total of all active and inactive participants2011-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-012
Total number of active participants reported on line 7a of the Form 55002010-12-012
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-010
Total of all active and inactive participants2010-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-012
Total number of active participants reported on line 7a of the Form 55002009-12-012
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-11-30$0
Total plan liabilities at end of year2021-11-30$0
Total plan liabilities at beginning of year2021-11-30$0
Total income from all sources2021-11-30$496,302
Expenses. Total of all expenses incurred2021-11-30$0
Benefits paid (including direct rollovers)2021-11-30$0
Total plan assets at end of year2021-11-30$2,918,976
Total plan assets at beginning of year2021-11-30$2,422,674
Total contributions received or receivable from participants2021-11-30$0
Assets. Value of loans (other than to participants)2021-11-30$1,120,000
Expenses. Other expenses not covered elsewhere2021-11-30$0
Contributions received from other sources (not participants or employers)2021-11-30$0
Other income received2021-11-30$496,302
Noncash contributions received2021-11-30$0
Net income (gross income less expenses)2021-11-30$496,302
Net plan assets at end of year (total assets less liabilities)2021-11-30$2,918,976
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$2,422,674
Assets. Value of participant loans2021-11-30$26,892
Assets. Value of real-estate (other than employer real property)2021-11-30$300,000
Total contributions received or receivable from employer(s)2021-11-30$0
Value of certain deemed distributions of participant loans2021-11-30$0
Value of corrective distributions2021-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-11-30$0
Total plan liabilities at end of year2020-11-30$0
Total plan liabilities at beginning of year2020-11-30$0
Total income from all sources2020-11-30$60,188
Expenses. Total of all expenses incurred2020-11-30$0
Benefits paid (including direct rollovers)2020-11-30$0
Total plan assets at end of year2020-11-30$2,422,674
Total plan assets at beginning of year2020-11-30$2,362,486
Total contributions received or receivable from participants2020-11-30$0
Assets. Value of loans (other than to participants)2020-11-30$120,000
Expenses. Other expenses not covered elsewhere2020-11-30$0
Contributions received from other sources (not participants or employers)2020-11-30$0
Other income received2020-11-30$60,188
Noncash contributions received2020-11-30$0
Net income (gross income less expenses)2020-11-30$60,188
Net plan assets at end of year (total assets less liabilities)2020-11-30$2,422,674
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$2,362,486
Assets. Value of participant loans2020-11-30$30,000
Assets. Value of real-estate (other than employer real property)2020-11-30$300,000
Total contributions received or receivable from employer(s)2020-11-30$0
Value of certain deemed distributions of participant loans2020-11-30$0
Value of corrective distributions2020-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$0
2019 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-11-30$0
Total plan liabilities at end of year2019-11-30$0
Total plan liabilities at beginning of year2019-11-30$0
Total income from all sources2019-11-30$58,335
Expenses. Total of all expenses incurred2019-11-30$0
Benefits paid (including direct rollovers)2019-11-30$0
Total plan assets at end of year2019-11-30$2,362,486
Total plan assets at beginning of year2019-11-30$2,304,151
Total contributions received or receivable from participants2019-11-30$0
Assets. Value of loans (other than to participants)2019-11-30$375,000
Expenses. Other expenses not covered elsewhere2019-11-30$0
Contributions received from other sources (not participants or employers)2019-11-30$0
Other income received2019-11-30$-141,267
Noncash contributions received2019-11-30$0
Net income (gross income less expenses)2019-11-30$58,335
Net plan assets at end of year (total assets less liabilities)2019-11-30$2,362,486
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$2,304,151
Assets. Value of participant loans2019-11-30$30,000
Assets. Value of real-estate (other than employer real property)2019-11-30$300,000
Total contributions received or receivable from employer(s)2019-11-30$199,602
Value of certain deemed distributions of participant loans2019-11-30$0
Value of corrective distributions2019-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-11-30$0
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$351,893
Expenses. Total of all expenses incurred2017-11-30$42,070
Benefits paid (including direct rollovers)2017-11-30$0
Total plan assets at end of year2017-11-30$2,190,024
Total plan assets at beginning of year2017-11-30$1,880,201
Total contributions received or receivable from participants2017-11-30$0
Assets. Value of loans (other than to participants)2017-11-30$227,000
Expenses. Other expenses not covered elsewhere2017-11-30$42,070
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$191,567
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$309,823
Net plan assets at end of year (total assets less liabilities)2017-11-30$2,190,024
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$1,880,201
Assets. Value of participant loans2017-11-30$10,000
Assets. Value of real-estate (other than employer real property)2017-11-30$705,000
Total contributions received or receivable from employer(s)2017-11-30$160,326
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$0
2016 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$0
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$-290,144
Expenses. Total of all expenses incurred2016-11-30$10,000
Benefits paid (including direct rollovers)2016-11-30$10,000
Total plan assets at end of year2016-11-30$1,880,201
Total plan assets at beginning of year2016-11-30$2,180,345
Total contributions received or receivable from participants2016-11-30$0
Assets. Value of loans (other than to participants)2016-11-30$860,131
Expenses. Other expenses not covered elsewhere2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$-420,144
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$-300,144
Net plan assets at end of year (total assets less liabilities)2016-11-30$1,880,201
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$2,180,345
Assets. Value of participant loans2016-11-30$10,000
Assets. Value of real-estate (other than employer real property)2016-11-30$300,000
Total contributions received or receivable from employer(s)2016-11-30$130,000
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$188,311
Expenses. Total of all expenses incurred2015-11-30$55,608
Benefits paid (including direct rollovers)2015-11-30$0
Total plan assets at end of year2015-11-30$2,180,345
Total plan assets at beginning of year2015-11-30$2,047,642
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$55,608
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$39,311
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$132,703
Net plan assets at end of year (total assets less liabilities)2015-11-30$2,180,345
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$2,047,642
Assets. Value of participant loans2015-11-30$1,228
Assets. Value of assets in partnership/joint-venture interests2015-11-30$1,483,436
Total contributions received or receivable from employer(s)2015-11-30$149,000
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-11-30$0
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$188,112
Expenses. Total of all expenses incurred2014-11-30$0
Benefits paid (including direct rollovers)2014-11-30$0
Total plan assets at end of year2014-11-30$2,047,642
Total plan assets at beginning of year2014-11-30$1,859,530
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$-11,888
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$188,112
Net plan assets at end of year (total assets less liabilities)2014-11-30$2,047,642
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$1,859,530
Assets. Value of participant loans2014-11-30$1,228
Assets. Value of assets in partnership/joint-venture interests2014-11-30$1,352,436
Total contributions received or receivable from employer(s)2014-11-30$200,000
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-11-30$0
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$-120,212
Expenses. Total of all expenses incurred2013-11-30$0
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$1,859,530
Total plan assets at beginning of year2013-11-30$1,979,742
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$-320,212
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$-120,212
Net plan assets at end of year (total assets less liabilities)2013-11-30$1,859,530
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$1,979,742
Assets. Value of assets in partnership/joint-venture interests2013-11-30$1,077,436
Total contributions received or receivable from employer(s)2013-11-30$200,000
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$0
2012 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-11-30$0
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$88,747
Expenses. Total of all expenses incurred2012-11-30$0
Benefits paid (including direct rollovers)2012-11-30$0
Total plan assets at end of year2012-11-30$1,979,742
Total plan assets at beginning of year2012-11-30$1,890,995
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$-61,253
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$88,747
Net plan assets at end of year (total assets less liabilities)2012-11-30$1,979,742
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,890,995
Assets. Value of participant loans2012-11-30$3,500
Assets. Value of assets in partnership/joint-venture interests2012-11-30$1,229,305
Total contributions received or receivable from employer(s)2012-11-30$150,000
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$347,326
Expenses. Total of all expenses incurred2011-11-30$0
Benefits paid (including direct rollovers)2011-11-30$0
Total plan assets at end of year2011-11-30$1,890,995
Total plan assets at beginning of year2011-11-30$1,543,669
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$0
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$97,326
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$347,326
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,890,995
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$1,543,669
Assets. Value of assets in partnership/joint-venture interests2011-11-30$1,217,305
Assets. Value of real-estate (other than employer real property)2011-11-30$75,000
Total contributions received or receivable from employer(s)2011-11-30$250,000
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN

2020: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: TAI Q. CHUNG, M.D. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GUARDIAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number6358123
Policy instance 1
Insurance contract or identification number6358123
Number of Individuals Covered1
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
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?Yes
GUARDIAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number6358123
Policy instance 1
Insurance contract or identification number6358123
Number of Individuals Covered1
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
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?Yes
GUARDIAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number6358123
Policy instance 1
Insurance contract or identification number6358123
Number of Individuals Covered1
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
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?Yes
GUARDIAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number6358123
Policy instance 1
Insurance contract or identification number6358123
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
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?Yes

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