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ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 401k Plan overview

Plan NameANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN
Plan identification number 501

ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

ANTHONY D. CARTER, D.O., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY D. CARTER, D.O., P.C.
Employer identification number (EIN):710871658
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ANTHONY D. CARTER, D.O., P.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 2002-03-14
Company Identification Number: 266536
Legal Registered Office Address: 1635 BLAIN CEMETERY RD. NW

SWISHER
United States of America (USA)
52338

More information about ANTHONY D. CARTER, D.O., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012012-12-27ANTHONY CARTER2014-10-15 ANTHONY CARTER2014-10-15
5012011-12-27ANTHONY CARTER
5012009-12-27ANTHONY CARTER
5012008-12-27

Plan Statistics for ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN

401k plan membership statisitcs for ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN

Measure Date Value
2011: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-271
Total number of active participants reported on line 7a of the Form 55002011-12-271
Number of retired or separated participants receiving benefits2011-12-270
Number of other retired or separated participants entitled to future benefits2011-12-270
Total of all active and inactive participants2011-12-271
2009: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-271
Total number of active participants reported on line 7a of the Form 55002009-12-271
Number of retired or separated participants receiving benefits2009-12-270
Number of other retired or separated participants entitled to future benefits2009-12-270
Total of all active and inactive participants2009-12-271

Financial Data on ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN

Measure Date Value
2012 : ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-26$175,439
Total plan liabilities at beginning of year2012-12-26$172,606
Total income from all sources2012-12-26$7,692
Expenses. Total of all expenses incurred2012-12-26$7,692
Total plan assets at end of year2012-12-26$175,439
Total plan assets at beginning of year2012-12-26$172,606
Expenses. Other expenses not covered elsewhere2012-12-26$6,362
Other income received2012-12-26$2
Net income (gross income less expenses)2012-12-26$0
Net plan assets at end of year (total assets less liabilities)2012-12-26$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-26$0
Total contributions received or receivable from employer(s)2012-12-26$7,690
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-26$1,330
2011 : ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-26$172,606
Total plan liabilities at beginning of year2011-12-26$158,487
Total income from all sources2011-12-26$33,009
Expenses. Total of all expenses incurred2011-12-26$33,009
Total plan assets at end of year2011-12-26$172,606
Total plan assets at beginning of year2011-12-26$158,487
Expenses. Other expenses not covered elsewhere2011-12-26$31,679
Other income received2011-12-26$2
Net income (gross income less expenses)2011-12-26$0
Net plan assets at end of year (total assets less liabilities)2011-12-26$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-26$0
Total contributions received or receivable from employer(s)2011-12-26$33,007
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-26$1,330

Form 5500 Responses for ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN

2011: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-12-27Type of plan entitySingle employer plan
2011-12-27Submission has been amendedNo
2011-12-27This submission is the final filingNo
2011-12-27This return/report is a short plan year return/report (less than 12 months)No
2011-12-27Plan is a collectively bargained planNo
2011-12-27Plan funding arrangement – InsuranceYes
2011-12-27Plan funding arrangement – TrustYes
2011-12-27Plan benefit arrangement – InsuranceYes
2011-12-27Plan benefit arrangement - TrustYes
2009: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-12-27Type of plan entitySingle employer plan
2009-12-27Submission has been amendedNo
2009-12-27This submission is the final filingNo
2009-12-27This return/report is a short plan year return/report (less than 12 months)No
2009-12-27Plan is a collectively bargained planNo
2009-12-27Plan funding arrangement – InsuranceYes
2009-12-27Plan funding arrangement – TrustYes
2009-12-27Plan benefit arrangement – InsuranceYes
2009-12-27Plan benefit arrangement - TrustYes
2008: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2008 form 5500 responses
2008-12-27Type of plan entitySingle employer plan
2008-12-27Submission has been amendedNo
2008-12-27This submission is the final filingNo
2008-12-27This return/report is a short plan year return/report (less than 12 months)No
2008-12-27Plan is a collectively bargained planNo

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberBT00305A00
Policy instance 1
Insurance contract or identification numberBT00305A00
Number of Individuals Covered1
Insurance policy start date2011-12-27
Insurance policy end date2012-12-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,330
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70410417
Policy instance 2
Insurance contract or identification number70410417
Number of Individuals Covered1
Insurance policy start date2011-12-27
Insurance policy end date2012-12-26
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
Other welfare benefits providedANNUITY
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
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract numberBT00305A00
Policy instance 1
Insurance contract or identification numberBT00305A00
Number of Individuals Covered1
Insurance policy start date2010-12-27
Insurance policy end date2011-12-26
Total amount of commissions paid to insurance brokerUSD $147
Total amount of fees paid to insurance companyUSD $1,330
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70780129
Policy instance 2
Insurance contract or identification number70780129
Number of Individuals Covered1
Insurance policy start date2010-12-27
Insurance policy end date2011-12-26
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
Other welfare benefits providedANNUITY
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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