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WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameWELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN
Plan identification number 001

WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WELLMED MEDICAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:WELLMED MEDICAL MANAGEMENT, INC.
Employer identification number (EIN):742786364
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about WELLMED MEDICAL MANAGEMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-04-29
Company Identification Number: 0139849300
Legal Registered Office Address: 8637 FREDERICKSBURG RD STE 360 ATTNCAROL

SAN ANTONIO
United States of America (USA)
78240

More information about WELLMED MEDICAL MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DAVID E. STRAUSS
0012014-01-01DAVID E. STRAUSS
0012013-01-01DAVID E. STRAUSS
0012012-01-01JAMES C COLEMAN JAMES C COLEMAN2013-07-31
0012011-01-01JIM COPPENS
0012009-01-01JOANNE COMER

Plan Statistics for WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2015: WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,215
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,242
Total number of active participants reported on line 7a of the Form 55002014-01-011,116
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,215
Number of participants with account balances2014-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,328
Total number of active participants reported on line 7a of the Form 55002013-01-011,091
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01148
Total of all active and inactive participants2013-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,242
Number of participants with account balances2013-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,547
Total number of active participants reported on line 7a of the Form 55002012-01-011,180
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,328
Number of participants with account balances2012-01-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,379
Total number of active participants reported on line 7a of the Form 55002011-01-011,303
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01133
Total of all active and inactive participants2011-01-011,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,440
Number of participants with account balances2011-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2009: WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01985
Total number of active participants reported on line 7a of the Form 55002009-01-01975
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01197
Total of all active and inactive participants2009-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,174
Number of participants with account balances2009-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2015 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-08$0
Total transfer of assets from this plan2015-06-08$20,472,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-08$0
Total income from all sources (including contributions)2015-06-08$674,999
Total loss/gain on sale of assets2015-06-08$0
Total of all expenses incurred2015-06-08$2,736,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-08$2,726,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-08$0
Value of total assets at end of year2015-06-08$0
Value of total assets at beginning of year2015-06-08$22,534,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-08$10,129
Total interest from all sources2015-06-08$26,117
Total dividends received (eg from common stock, registered investment company shares)2015-06-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-08No
Was this plan covered by a fidelity bond2015-06-08Yes
Value of fidelity bond cover2015-06-08$500,000
If this is an individual account plan, was there a blackout period2015-06-08Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-08$0
Were there any nonexempt tranactions with any party-in-interest2015-06-08No
Participant contributions at end of year2015-06-08$0
Participant contributions at beginning of year2015-06-08$579,495
Administrative expenses (other) incurred2015-06-08$10,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-08No
Value of net income/loss2015-06-08$-2,062,000
Value of net assets at end of year (total assets less liabilities)2015-06-08$0
Value of net assets at beginning of year (total assets less liabilities)2015-06-08$22,534,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-08No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-08No
Were any leases to which the plan was party in default or uncollectible2015-06-08No
Value of interest in pooled separate accounts at end of year2015-06-08$0
Value of interest in pooled separate accounts at beginning of year2015-06-08$19,222,946
Interest on participant loans2015-06-08$11,052
Interest earned on other investments2015-06-08$15,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-08$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-08$2,732,023
Net investment gain/loss from pooled separate accounts2015-06-08$648,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-08No
Was there a failure to transmit to the plan any participant contributions2015-06-08No
Has the plan failed to provide any benefit when due under the plan2015-06-08No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-08$2,726,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-08Yes
Did the plan have assets held for investment2015-06-08No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-08Yes
Opinion of an independent qualified public accountant for this plan2015-06-08Disclaimer
Accountancy firm name2015-06-08BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-06-08390859910
2014 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,502,373
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,269,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,245,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$22,534,464
Value of total assets at beginning of year2014-12-31$23,302,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,520
Total interest from all sources2014-12-31$62,740
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$579,495
Participant contributions at beginning of year2014-12-31$549,007
Administrative expenses (other) incurred2014-12-31$24,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-767,573
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,534,464
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,302,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$19,222,946
Value of interest in pooled separate accounts at beginning of year2014-12-31$19,470,366
Interest on participant loans2014-12-31$24,037
Interest earned on other investments2014-12-31$38,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,732,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,282,664
Net investment gain/loss from pooled separate accounts2014-12-31$1,439,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,245,426
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,116,425
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,629,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,605,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$72,307
Value of total assets at end of year2013-12-31$23,302,037
Value of total assets at beginning of year2013-12-31$21,814,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,135
Total interest from all sources2013-12-31$74,177
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$549,007
Participant contributions at beginning of year2013-12-31$586,902
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,487,403
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,302,037
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,814,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$19,470,366
Value of interest in pooled separate accounts at beginning of year2013-12-31$17,437,871
Interest on participant loans2013-12-31$22,597
Interest earned on other investments2013-12-31$51,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,282,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,789,861
Net investment gain/loss from pooled separate accounts2013-12-31$3,969,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,605,887
Contract administrator fees2013-12-31$20,385
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$15,843,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,438,940
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,097,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,043,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$21,814,634
Value of total assets at beginning of year2012-12-31$37,317,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,704
Total interest from all sources2012-12-31$26,522
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$586,902
Participant contributions at beginning of year2012-12-31$822,219
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$71,889
Other income not declared elsewhere2012-12-31$68,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$341,245
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,814,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,317,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$17,437,871
Value of interest in pooled separate accounts at beginning of year2012-12-31$29,570,381
Interest on participant loans2012-12-31$26,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,789,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,730,917
Net investment gain/loss from pooled separate accounts2012-12-31$2,344,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$121,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,043,991
Contract administrator fees2012-12-31$53,704
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$401,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,426,348
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,405,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,253,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,271,238
Value of total assets at end of year2011-12-31$37,317,300
Value of total assets at beginning of year2011-12-31$32,895,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$152,468
Total interest from all sources2011-12-31$36,618
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,544,684
Participant contributions at end of year2011-12-31$822,219
Participant contributions at beginning of year2011-12-31$902,996
Participant contributions at end of year2011-12-31$71,889
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,658
Other income not declared elsewhere2011-12-31$133,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,020,602
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,317,300
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,895,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$29,570,381
Value of interest in pooled separate accounts at beginning of year2011-12-31$27,250,195
Interest on participant loans2011-12-31$36,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,730,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,742,459
Net investment gain/loss from pooled separate accounts2011-12-31$-1,014,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,638,896
Employer contributions (assets) at end of year2011-12-31$121,894
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,253,278
Contract administrator fees2011-12-31$152,468
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PADGETT STRATEMANN CO LLP
Accountancy firm EIN2011-12-31741650885
2010 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,057,770
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,041,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$923,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,106,281
Value of total assets at end of year2010-12-31$32,895,650
Value of total assets at beginning of year2010-12-31$24,879,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$118,227
Total interest from all sources2010-12-31$36,634
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,206,251
Participant contributions at end of year2010-12-31$902,996
Participant contributions at beginning of year2010-12-31$648,629
Participant contributions at beginning of year2010-12-31$60,876
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$234,966
Other income not declared elsewhere2010-12-31$125,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,016,166
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,895,650
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,879,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$27,250,195
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,328,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$36,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,742,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,698,493
Net investment gain/loss from pooled separate accounts2010-12-31$3,789,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,665,064
Employer contributions (assets) at beginning of year2010-12-31$143,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$923,377
Contract administrator fees2010-12-31$118,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PADGETT STRATEMANN CO LLP
Accountancy firm EIN2010-12-31741650885
2009 : WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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 WELLMED MEDICAL MANAGEMENT, INC. 401(K) PLAN

2015: WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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: WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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: WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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: WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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
2009: WELLMED MEDICAL MANAGEMENT, INC. 401(K) 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990359-000
Policy instance 1
Insurance contract or identification number990359-000
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-06-08
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?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?Yes
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990359-000
Policy instance 1
Insurance contract or identification number990359-000
Number of Individuals Covered561
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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?Yes
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990359-000
Policy instance 1
Insurance contract or identification number990359-000
Number of Individuals Covered1242
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990359-000
Policy instance 1
Insurance contract or identification number990359-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29,810
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $11,924
Insurance broker organization code?3
Insurance broker nameKISELIS BROKERAGE SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990359-000
Policy instance 1
Insurance contract or identification number990359-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $126,556
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number990359-000
Policy instance 1
Insurance contract or identification number990359-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $94,272
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $47,136
Insurance broker organization code?3
Insurance broker nameTRACEY TUCKER

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