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AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN 401k Plan overview

Plan NameAMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN
Plan identification number 501

AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

AMARILLO MEDICAL SPECIALISTS, LLP has sponsored the creation of one or more 401k plans.

Company Name:AMARILLO MEDICAL SPECIALISTS, LLP
Employer identification number (EIN):752562354
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-04-01LAURIE SHEPARD

Plan Statistics for AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN

401k plan membership statisitcs for AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN

Measure Date Value
2017: AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01106
Total number of active participants reported on line 7a of the Form 55002017-04-01113
Total of all active and inactive participants2017-04-01113
Total participants2017-04-01113

Financial Data on AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN

Measure Date Value
2018 : AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-03-31$1,515,579
Total of all expenses incurred2018-03-31$1,515,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,462,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$1,515,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$52,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$508,715
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$309,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$382,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$697,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,079,818
Contract administrator fees2018-03-31$52,799
Did the plan have assets held for investment2018-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31Yes

Form 5500 Responses for AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN

2017: AMARILLO MEDICAL SPECIALISTS HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

INTERMEDIARY INSURANCE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract numberS573611
Policy instance 1
Insurance contract or identification numberS573611
Number of Individuals Covered113
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of fees paid to insurance companyUSD $59,571
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $358,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees59571
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?3
Insurance broker nameSTAN FOGG
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS573611
Policy instance 2
Insurance contract or identification numberS573611
Number of Individuals Covered113
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Other welfare benefits providedTRANSPLANT POLICY
Welfare Benefit Premiums Paid to CarrierUSD $7,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberS573611
Policy instance 3
Insurance contract or identification numberS573611
Number of Individuals Covered113
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $3,516
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,758
Insurance broker organization code?5
Insurance broker nameSTAN FOGG

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