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TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

TEXAS INSTITUTE FOR SURGERY, LLP has sponsored the creation of one or more 401k plans.

Company Name:TEXAS INSTITUTE FOR SURGERY, LLP
Employer identification number (EIN):770628004
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LAURA HENDRIX2023-10-16 LAURA HENDRIX2023-10-16
0022021-01-01MONTRECE SMITH2022-10-11 MONTRECE SMITH2022-10-11
0022020-01-01MONTRECE SMITH2021-10-12 MONTRECE SMITH2021-10-12
0022019-01-01
0022018-01-01
0022017-01-01JOHN CROLEY
0022016-01-01JOHN CROLEY
0022015-01-01JOHN CROLEY
0022014-01-01JOHN CROLEY
0022013-06-05JOHN CROLEY

Plan Statistics for TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01219
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01217
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01232
Number of participants with account balances2021-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01212
Number of participants with account balances2020-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01230
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01231
Number of participants with account balances2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01241
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01223
Number of participants with account balances2017-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-0131
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01224
Number of participants with account balances2014-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-05190
Total number of active participants reported on line 7a of the Form 55002013-06-05182
Number of retired or separated participants receiving benefits2013-06-053
Number of other retired or separated participants entitled to future benefits2013-06-0537
Total of all active and inactive participants2013-06-05222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-050
Total participants2013-06-05222
Number of participants with account balances2013-06-05159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-050

Financial Data on TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-855,049
Total of all expenses incurred2022-12-31$1,325,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,238,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,231,926
Value of total assets at end of year2022-12-31$11,779,641
Value of total assets at beginning of year2022-12-31$13,960,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,107
Total interest from all sources2022-12-31$29,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$715,537
Participant contributions at end of year2022-12-31$369,663
Participant contributions at beginning of year2022-12-31$303,297
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$36
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$117,523
Other income not declared elsewhere2022-12-31$596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,180,942
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,779,641
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,960,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,136,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,613,643
Interest on participant loans2022-12-31$19,392
Interest earned on other investments2022-12-31$1,877
Value of interest in common/collective trusts at end of year2022-12-31$7,451,749
Value of interest in common/collective trusts at beginning of year2022-12-31$9,284,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$744,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$744,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$805,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-635,276
Net investment gain or loss from common/collective trusts2022-12-31$-1,482,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$398,866
Employer contributions (assets) at end of year2022-12-31$15,699
Employer contributions (assets) at beginning of year2022-12-31$14,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,238,786
Contract administrator fees2022-12-31$87,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,771,458
Total of all expenses incurred2021-12-31$1,551,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,458,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,232,753
Value of total assets at end of year2021-12-31$13,960,583
Value of total assets at beginning of year2021-12-31$12,740,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,599
Total interest from all sources2021-12-31$27,752
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$736,965
Participant contributions at end of year2021-12-31$303,297
Participant contributions at beginning of year2021-12-31$333,563
Participant contributions at end of year2021-12-31$36
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$103,052
Other income not declared elsewhere2021-12-31$371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,220,235
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,960,583
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,740,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,613,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,850,309
Interest on participant loans2021-12-31$20,672
Value of interest in common/collective trusts at end of year2021-12-31$9,284,618
Value of interest in common/collective trusts at beginning of year2021-12-31$8,076,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$744,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$464,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$464,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$584,407
Net investment gain or loss from common/collective trusts2021-12-31$926,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$392,736
Employer contributions (assets) at end of year2021-12-31$14,706
Employer contributions (assets) at beginning of year2021-12-31$15,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,458,624
Contract administrator fees2021-12-31$92,599
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,836,970
Total of all expenses incurred2020-12-31$1,116,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,039,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,156,966
Value of total assets at end of year2020-12-31$12,740,348
Value of total assets at beginning of year2020-12-31$11,019,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,651
Total interest from all sources2020-12-31$36,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$695,993
Participant contributions at end of year2020-12-31$333,563
Participant contributions at beginning of year2020-12-31$512,821
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,307
Other income not declared elsewhere2020-12-31$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,720,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,740,348
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,019,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,850,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,734,227
Interest on participant loans2020-12-31$28,670
Value of interest in common/collective trusts at end of year2020-12-31$8,076,496
Value of interest in common/collective trusts at beginning of year2020-12-31$7,343,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$464,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$412,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$412,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$787,017
Net investment gain or loss from common/collective trusts2020-12-31$856,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$399,666
Employer contributions (assets) at end of year2020-12-31$15,330
Employer contributions (assets) at beginning of year2020-12-31$16,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,039,471
Contract administrator fees2020-12-31$76,651
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,428,895
Total income from all sources (including contributions)2019-12-31$3,428,895
Total of all expenses incurred2019-12-31$1,781,066
Total of all expenses incurred2019-12-31$1,781,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,704,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,704,009
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,558,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,558,073
Value of total assets at end of year2019-12-31$11,019,500
Value of total assets at end of year2019-12-31$11,019,500
Value of total assets at beginning of year2019-12-31$9,371,671
Value of total assets at beginning of year2019-12-31$9,371,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,057
Total interest from all sources2019-12-31$38,670
Total interest from all sources2019-12-31$38,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$691,523
Contributions received from participants2019-12-31$691,523
Participant contributions at end of year2019-12-31$512,821
Participant contributions at end of year2019-12-31$512,821
Participant contributions at beginning of year2019-12-31$429,929
Participant contributions at beginning of year2019-12-31$429,929
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$481,349
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$481,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,647,829
Value of net income/loss2019-12-31$1,647,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,019,500
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,019,500
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,371,671
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,371,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,057
Investment advisory and management fees2019-12-31$77,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,734,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,734,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,241,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,241,745
Interest on participant loans2019-12-31$30,494
Interest on participant loans2019-12-31$30,494
Value of interest in common/collective trusts at end of year2019-12-31$7,343,721
Value of interest in common/collective trusts at end of year2019-12-31$7,343,721
Value of interest in common/collective trusts at beginning of year2019-12-31$6,316,323
Value of interest in common/collective trusts at beginning of year2019-12-31$6,316,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$412,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$412,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$383,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$383,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$383,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$383,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$606,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$606,773
Net investment gain or loss from common/collective trusts2019-12-31$1,225,379
Net investment gain or loss from common/collective trusts2019-12-31$1,225,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$385,201
Contributions received in cash from employer2019-12-31$385,201
Employer contributions (assets) at end of year2019-12-31$16,517
Employer contributions (assets) at end of year2019-12-31$16,517
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,704,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,704,009
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$594,366
Total of all expenses incurred2018-12-31$1,394,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,315,979
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,099,450
Value of total assets at end of year2018-12-31$9,371,671
Value of total assets at beginning of year2018-12-31$10,171,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,101
Total interest from all sources2018-12-31$30,280
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$667,996
Participant contributions at end of year2018-12-31$429,929
Participant contributions at beginning of year2018-12-31$374,339
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$58,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-799,714
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,371,671
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,171,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$78,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,241,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,483,589
Interest on participant loans2018-12-31$23,081
Value of interest in common/collective trusts at end of year2018-12-31$6,316,323
Value of interest in common/collective trusts at beginning of year2018-12-31$6,874,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$383,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$421,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$421,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$326
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-124,987
Net investment gain or loss from common/collective trusts2018-12-31$-410,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$372,500
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$17,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,315,979
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,080,454
Total of all expenses incurred2017-12-31$831,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$786,316
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,811,225
Value of total assets at end of year2017-12-31$10,171,385
Value of total assets at beginning of year2017-12-31$7,922,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,244
Total interest from all sources2017-12-31$29,377
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$649,054
Participant contributions at end of year2017-12-31$374,339
Participant contributions at beginning of year2017-12-31$360,881
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$25,323
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$810,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,248,894
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,171,385
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,922,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$45,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,483,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,779,184
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$19,657
Value of interest in common/collective trusts at end of year2017-12-31$6,874,252
Value of interest in common/collective trusts at beginning of year2017-12-31$5,137,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$421,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$578,599
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$393,331
Net investment gain or loss from common/collective trusts2017-12-31$844,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$351,566
Employer contributions (assets) at end of year2017-12-31$17,799
Employer contributions (assets) at beginning of year2017-12-31$41,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$786,316
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GIREILICH, LLP
Accountancy firm EIN2017-12-31752919818
2016 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,702,622
Total of all expenses incurred2016-12-31$1,293,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,280,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,241,289
Value of total assets at end of year2016-12-31$7,922,491
Value of total assets at beginning of year2016-12-31$7,512,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,890
Total interest from all sources2016-12-31$22,583
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$605,417
Participant contributions at end of year2016-12-31$360,881
Participant contributions at beginning of year2016-12-31$412,081
Participant contributions at end of year2016-12-31$25,323
Participant contributions at beginning of year2016-12-31$20,102
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$248,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$54,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$409,573
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,922,491
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,512,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,779,184
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,529,211
Interest on participant loans2016-12-31$16,794
Value of interest in common/collective trusts at end of year2016-12-31$5,137,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$578,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$484,495
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,194
Net investment gain/loss from pooled separate accounts2016-12-31$327,032
Net investment gain or loss from common/collective trusts2016-12-31$68,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$386,988
Employer contributions (assets) at end of year2016-12-31$41,012
Employer contributions (assets) at beginning of year2016-12-31$12,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,280,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GIREILICH, LLP
Accountancy firm EIN2016-12-31752919818
2015 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$524
Total income from all sources (including contributions)2015-12-31$1,049,505
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$322,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$302,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,075,010
Value of total assets at end of year2015-12-31$7,512,918
Value of total assets at beginning of year2015-12-31$6,786,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,414
Total interest from all sources2015-12-31$18,154
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,853
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$563,234
Participant contributions at end of year2015-12-31$412,081
Participant contributions at beginning of year2015-12-31$372,742
Participant contributions at end of year2015-12-31$20,102
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$147,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$54,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$726,615
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,512,918
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,786,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$16,561
Value of interest in pooled separate accounts at end of year2015-12-31$6,529,211
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,973,601
Interest on participant loans2015-12-31$18,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$484,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$440,484
Net investment gain/loss from pooled separate accounts2015-12-31$-43,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$364,109
Employer contributions (assets) at end of year2015-12-31$12,261
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$302,476
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONTGOMERY COSCIA GIREILICH, LLP
Accountancy firm EIN2015-12-31752919818
2014 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 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$524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$524
Total income from all sources (including contributions)2014-12-31$1,247,562
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$964,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$964,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$895,905
Value of total assets at end of year2014-12-31$6,786,827
Value of total assets at beginning of year2014-12-31$6,503,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$17,073
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
Contributions received from participants2014-12-31$501,681
Participant contributions at end of year2014-12-31$372,742
Participant contributions at beginning of year2014-12-31$306,844
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$111,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$524
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$283,404
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,786,303
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,502,899
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$5,973,601
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,836,991
Interest on participant loans2014-12-31$15,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$440,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$359,588
Net investment gain/loss from pooled separate accounts2014-12-31$334,584
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
Contributions received in cash from employer2014-12-31$283,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$964,158
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$6,269,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$524
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$1,010,788
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$777,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$777,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$428,983
Value of total assets at end of year2013-12-31$6,503,423
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,352
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
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
Contributions received from participants2013-12-31$273,179
Participant contributions at end of year2013-12-31$306,844
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
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$233,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,502,899
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$359,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$5,836,991
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$7,876
Interest earned on other investments2013-12-31$-524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$574,453
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
Contributions received in cash from employer2013-12-31$155,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$777,788
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260

Form 5500 Responses for TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST

2022: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 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: TEXAS INSTITUTE FOR SURGERY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-06-05Type of plan entitySingle employer plan
2013-06-05First time form 5500 has been submittedYes
2013-06-05Submission has been amendedNo
2013-06-05This submission is the final filingNo
2013-06-05This return/report is a short plan year return/report (less than 12 months)Yes
2013-06-05Plan is a collectively bargained planNo
2013-06-05Plan funding arrangement – InsuranceYes
2013-06-05Plan funding arrangement – TrustYes
2013-06-05Plan benefit arrangement – InsuranceYes
2013-06-05Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780940-01
Policy instance 2
Insurance contract or identification number780940-01
Number of Individuals Covered28
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
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 types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62155 - 1
Policy instance 1
Insurance contract or identification numberMR 62155 - 1
Number of Individuals Covered170
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62155 - 1
Policy instance 1
Insurance contract or identification numberMR 62155 - 1
Number of Individuals Covered175
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62155 - 1
Policy instance 1
Insurance contract or identification numberMR 62155 - 1
Number of Individuals Covered170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62155 - 1
Policy instance 1
Insurance contract or identification numberMR 62155 - 1
Number of Individuals Covered172
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62155 - 1
Policy instance 1
Insurance contract or identification numberMR 62155 - 1
Number of Individuals Covered231
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62155 - 1
Policy instance 1
Insurance contract or identification numberMR 62155 - 1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342474-000
Policy instance 1
Insurance contract or identification number342474-000
Number of Individuals Covered171
Insurance policy start date2015-06-05
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,123
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
Amount paid for insurance broker fees10123
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameSIMPKINS & ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342474-000
Policy instance 1
Insurance contract or identification number342474-000
Number of Individuals Covered224
Insurance policy start date2014-06-05
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,243
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
Amount paid for insurance broker fees9243
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameSIMPKINS & ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342474-000
Policy instance 1
Insurance contract or identification number342474-000
Number of Individuals Covered159
Insurance policy start date2013-06-05
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,467
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
Amount paid for insurance broker fees2239
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameSIMPKINS & ASSOCIATES

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