401k Plan data: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN plan

TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 401k Plan overview

Plan Name	TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN
Plan identification number	001

TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

TUCSON ORTHOPAEDIC INSTITUTE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: TUCSON ORTHOPAEDIC INSTITUTE, P.C.

Employer identification number (EIN): 860742798

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 PAULA REGISTER PAULA REGISTER 2017-10-12
001 2015-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2016-10-14
001 2014-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2015-10-15
001 2013-01-01 GREG WATERS GREG WATERS 2014-10-14
001 2012-01-01 GREG WATERS GREG WATERS 2013-10-15
001 2011-01-01 GREG WATERS GREG WATERS 2012-10-15
001 2010-01-01 GREG WATERS GREG WATERS 2011-10-17
001 2009-01-01 GREG WATERS GREG WATERS 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	PAULA REGISTER	PAULA REGISTER	2017-10-12
001	2015-01-01	KEVIN J. DONOVAN	KEVIN J. DONOVAN	2016-10-14
001	2014-01-01	KEVIN J. DONOVAN	KEVIN J. DONOVAN	2015-10-15
001	2013-01-01	GREG WATERS	GREG WATERS	2014-10-14
001	2012-01-01	GREG WATERS	GREG WATERS	2013-10-15
001	2011-01-01	GREG WATERS	GREG WATERS	2012-10-15
001	2010-01-01	GREG WATERS	GREG WATERS	2011-10-17
001	2009-01-01	GREG WATERS	GREG WATERS	2010-10-15

Plan Statistics for TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN

401k plan membership statisitcs for TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN

Measure Date Value
2016: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 225
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 132
Total of all active and inactive participants 2016-01-01 362
Total participants 2016-01-01 362
Number of participants with account balances 2016-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 215
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 133
Total of all active and inactive participants 2015-01-01 351
Total participants 2015-01-01 351
Number of participants with account balances 2015-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 225
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 133
Total of all active and inactive participants 2014-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 361
Number of participants with account balances 2014-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 216
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 129
Total of all active and inactive participants 2013-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 347
Number of participants with account balances 2013-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 239
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 80
Total of all active and inactive participants 2012-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 322
Number of participants with account balances 2012-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 25
2011: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 269
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 79
Total of all active and inactive participants 2011-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 351
Number of participants with account balances 2011-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 40
2010: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 263
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 39
Total of all active and inactive participants 2010-01-01 303
Total participants 2010-01-01 303
Number of participants with account balances 2010-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 31
2009: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 260
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 44
Total of all active and inactive participants 2009-01-01 305
Total participants 2009-01-01 305
Number of participants with account balances 2009-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 27

Measure	Date	Value
2016: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	225
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	132
Total of all active and inactive participants	2016-01-01	362
Total participants	2016-01-01	362
Number of participants with account balances	2016-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	215
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	133
Total of all active and inactive participants	2015-01-01	351
Total participants	2015-01-01	351
Number of participants with account balances	2015-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	225
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	133
Total of all active and inactive participants	2014-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	361
Number of participants with account balances	2014-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	216
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	129
Total of all active and inactive participants	2013-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	347
Number of participants with account balances	2013-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	239
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	80
Total of all active and inactive participants	2012-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	322
Number of participants with account balances	2012-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	25
2011: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	269
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	79
Total of all active and inactive participants	2011-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	351
Number of participants with account balances	2011-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	40
2010: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	263
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	39
Total of all active and inactive participants	2010-01-01	303
Total participants	2010-01-01	303
Number of participants with account balances	2010-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	31
2009: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	260
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	44
Total of all active and inactive participants	2009-01-01	305
Total participants	2009-01-01	305
Number of participants with account balances	2009-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	27

Financial Data on TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN

Measure	Date	Value
2016 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$5,655,287
Total of all expenses incurred	2016-12-31	$2,873,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,580,491
Expenses. Certain deemed distributions of participant loans	2016-12-31	$83,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,637,009
Value of total assets at end of year	2016-12-31	$56,679,412
Value of total assets at beginning of year	2016-12-31	$53,897,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$209,423
Total interest from all sources	2016-12-31	$35,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$825,239
Participant contributions at end of year	2016-12-31	$486,165
Participant contributions at beginning of year	2016-12-31	$548,732
Participant contributions at end of year	2016-12-31	$21,079
Participant contributions at beginning of year	2016-12-31	$41,957
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$19,791,725
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$22,671,158
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$658
Other income not declared elsewhere	2016-12-31	$597,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,781,837
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$56,679,412
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$53,897,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$209,423
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,747,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,607,798
Interest on participant loans	2016-12-31	$20,702
Interest earned on other investments	2016-12-31	$14,888
Value of interest in common/collective trusts at end of year	2016-12-31	$6,742,490
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,141,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,850,173
Net investment gain or loss from common/collective trusts	2016-12-31	$534,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,811,112
Employer contributions (assets) at end of year	2016-12-31	$1,890,747
Employer contributions (assets) at beginning of year	2016-12-31	$1,886,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,580,491
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2016-12-31	860683059
2015 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2015 401k financial data
Expenses. Interest paid	2015-12-31	$27,106
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$27,106
Total income from all sources (including contributions)	2015-12-31	$1,993,564
Total of all expenses incurred	2015-12-31	$3,576,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,300,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,575,012
Value of total assets at end of year	2015-12-31	$53,897,575
Value of total assets at beginning of year	2015-12-31	$55,480,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$248,461
Total interest from all sources	2015-12-31	$54,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$850,431
Participant contributions at end of year	2015-12-31	$548,732
Participant contributions at beginning of year	2015-12-31	$491,910
Participant contributions at end of year	2015-12-31	$41,957
Participant contributions at beginning of year	2015-12-31	$6,627
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$22,671,158
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$24,702,622
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,029
Other income not declared elsewhere	2015-12-31	$-522,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,582,800
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$53,897,575
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$55,480,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$248,461
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,607,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$24,186,606
Interest on participant loans	2015-12-31	$19,835
Interest earned on other investments	2015-12-31	$34,717
Value of interest in common/collective trusts at end of year	2015-12-31	$5,141,747
Value of interest in common/collective trusts at beginning of year	2015-12-31	$4,170,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-96,971
Net investment gain or loss from common/collective trusts	2015-12-31	$-16,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,723,552
Employer contributions (assets) at end of year	2015-12-31	$1,886,183
Employer contributions (assets) at beginning of year	2015-12-31	$1,921,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,300,797
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2015-12-31	860683059
2014 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,923,018
Total of all expenses incurred	2014-12-31	$4,749,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,492,958
Expenses. Certain deemed distributions of participant loans	2014-12-31	$21,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,734,205
Value of total assets at end of year	2014-12-31	$55,480,375
Value of total assets at beginning of year	2014-12-31	$55,306,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$235,234
Total interest from all sources	2014-12-31	$85,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$890,579
Participant contributions at end of year	2014-12-31	$491,910
Participant contributions at beginning of year	2014-12-31	$496,039
Participant contributions at end of year	2014-12-31	$6,627
Participant contributions at beginning of year	2014-12-31	$15,870
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$24,702,622
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$23,345,504
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$49,823
Other income not declared elsewhere	2014-12-31	$646,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$173,800
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$55,480,375
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$55,306,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$217,329
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$24,186,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$25,806,285
Interest on participant loans	2014-12-31	$18,487
Interest earned on other investments	2014-12-31	$67,135
Value of interest in common/collective trusts at end of year	2014-12-31	$4,170,674
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,618,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,123,674
Net investment gain or loss from common/collective trusts	2014-12-31	$332,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,793,803
Employer contributions (assets) at end of year	2014-12-31	$1,921,936
Employer contributions (assets) at beginning of year	2014-12-31	$2,024,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,492,958
Contract administrator fees	2014-12-31	$17,905
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2014-12-31	860683059
2013 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$17,819,952
Total of all expenses incurred	2013-12-31	$4,358,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,107,377
Expenses. Certain deemed distributions of participant loans	2013-12-31	$27,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$10,379,487
Value of total assets at end of year	2013-12-31	$55,306,575
Value of total assets at beginning of year	2013-12-31	$41,845,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$224,126
Total interest from all sources	2013-12-31	$37,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$960,697
Participant contributions at end of year	2013-12-31	$496,039
Participant contributions at beginning of year	2013-12-31	$462,852
Participant contributions at end of year	2013-12-31	$15,870
Participant contributions at beginning of year	2013-12-31	$8,853
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$23,345,504
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$17,728,274
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,382,681
Other income not declared elsewhere	2013-12-31	$2,258,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$13,461,320
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$55,306,575
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$41,845,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$224,126
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$25,806,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,541,770
Interest on participant loans	2013-12-31	$20,443
Interest earned on other investments	2013-12-31	$17,127
Value of interest in common/collective trusts at end of year	2013-12-31	$3,618,507
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,539,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,528,172
Net investment gain or loss from common/collective trusts	2013-12-31	$616,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,036,109
Employer contributions (assets) at end of year	2013-12-31	$2,024,370
Employer contributions (assets) at beginning of year	2013-12-31	$1,563,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,107,377
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2013-12-31	860683059
2012 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$7,476,833
Total of all expenses incurred	2012-12-31	$1,832,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,721,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,564,648
Value of total assets at end of year	2012-12-31	$41,845,255
Value of total assets at beginning of year	2012-12-31	$36,200,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$111,509
Total interest from all sources	2012-12-31	$145,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$976,267
Participant contributions at end of year	2012-12-31	$462,852
Participant contributions at beginning of year	2012-12-31	$412,907
Participant contributions at end of year	2012-12-31	$8,853
Participant contributions at beginning of year	2012-12-31	$31,161
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$17,728,274
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$15,893,612
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$484,036
Other income not declared elsewhere	2012-12-31	$1,410,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,644,291
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$41,845,255
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$36,200,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$111,509
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,541,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,739,652
Interest on participant loans	2012-12-31	$19,082
Interest earned on other investments	2012-12-31	$126,680
Value of interest in common/collective trusts at end of year	2012-12-31	$2,539,867
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,063,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,054,413
Net investment gain or loss from common/collective trusts	2012-12-31	$301,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,104,345
Employer contributions (assets) at end of year	2012-12-31	$1,563,639
Employer contributions (assets) at beginning of year	2012-12-31	$60,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,721,033
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2012-12-31	860683059
2011 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2011 401k financial data
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	$2,400,980
Total of all expenses incurred	2011-12-31	$1,418,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,299,258
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,060,638
Value of total assets at end of year	2011-12-31	$36,200,964
Value of total assets at beginning of year	2011-12-31	$35,218,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$119,451
Total interest from all sources	2011-12-31	$17,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$968,369
Participant contributions at end of year	2011-12-31	$412,907
Participant contributions at beginning of year	2011-12-31	$393,082
Participant contributions at end of year	2011-12-31	$31,161
Participant contributions at beginning of year	2011-12-31	$18,226
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$15,893,612
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$12,069,151
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$25,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-733,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$982,271
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$36,200,964
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$35,218,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$119,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,739,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$20,905,402
Interest on participant loans	2011-12-31	$17,789
Value of interest in common/collective trusts at end of year	2011-12-31	$2,063,535
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,804,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$36,370
Net investment gain or loss from common/collective trusts	2011-12-31	$19,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,067,250
Employer contributions (assets) at end of year	2011-12-31	$60,097
Employer contributions (assets) at beginning of year	2011-12-31	$28,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,299,258
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2011-12-31	860683059
2010 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$7,368,117
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,399,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,315,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,173,328
Value of total assets at end of year	2010-12-31	$35,218,693
Value of total assets at beginning of year	2010-12-31	$30,249,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$84,170
Total interest from all sources	2010-12-31	$21,497
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,017,187
Participant contributions at end of year	2010-12-31	$393,082
Participant contributions at beginning of year	2010-12-31	$459,201
Participant contributions at end of year	2010-12-31	$18,226
Participant contributions at beginning of year	2010-12-31	$41,705
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$12,069,151
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$9,978,030
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$41,864
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,001
Other income not declared elsewhere	2010-12-31	$1,573,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,968,806
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$35,218,693
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$30,249,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$84,170
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$20,905,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$18,479,138
Interest on participant loans	2010-12-31	$21,497
Value of interest in common/collective trusts at end of year	2010-12-31	$1,804,612
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,216,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,391,561
Net investment gain or loss from common/collective trusts	2010-12-31	$208,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,114,277
Employer contributions (assets) at end of year	2010-12-31	$28,220
Employer contributions (assets) at beginning of year	2010-12-31	$74,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,315,141
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BEACHFLEISCHMAN, P.C.
Accountancy firm EIN	2010-12-31	860683059
2009 : TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN

2016: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TUCSON ORTHOPAEDIC INSTITUTE, P.C.
Employer identification number (EIN):	860742798
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)