401k Plan data: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN plan

CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CARONDELET MEDICAL GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CARONDELET MEDICAL GROUP, P.C.

Employer identification number (EIN): 860836126

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 CHRIS BELCHER
001 2014-01-01 TAWNYA TRETSCHOK
001 2013-01-01 IGOR SHEGOLEV
001 2012-01-01 JUDY A. KING
001 2011-01-01 JUDY KING
001 2010-01-01 PAULA REGISTER
001 2009-01-01 PAULA REGISTER PAULA REGISTER 2011-04-28
001 2009-01-01 PAULA REGISTER PAULA REGISTER 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	CHRIS BELCHER
001	2014-01-01	TAWNYA TRETSCHOK
001	2013-01-01	IGOR SHEGOLEV
001	2012-01-01	JUDY A. KING
001	2011-01-01	JUDY KING
001	2010-01-01	PAULA REGISTER
001	2009-01-01	PAULA REGISTER	PAULA REGISTER	2011-04-28
001	2009-01-01	PAULA REGISTER	PAULA REGISTER	2010-10-13

Plan Statistics for CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 233
Total of all active and inactive participants 2015-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 234
Number of participants with account balances 2015-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 203
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 53
Total of all active and inactive participants 2014-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 257
Number of participants with account balances 2014-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 246
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 37
Total of all active and inactive participants 2013-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 283
Number of participants with account balances 2013-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 340
Number of retired or separated participants receiving benefits 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 65
Total of all active and inactive participants 2012-01-01 414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 414
Number of participants with account balances 2012-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 585
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 404
Number of retired or separated participants receiving benefits 2011-01-01 63
Number of other retired or separated participants entitled to future benefits 2011-01-01 85
Total of all active and inactive participants 2011-01-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 552
Number of participants with account balances 2011-01-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 352
Number of retired or separated participants receiving benefits 2010-01-01 78
Number of other retired or separated participants entitled to future benefits 2010-01-01 51
Total of all active and inactive participants 2010-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 481
Number of participants with account balances 2010-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 349
Number of retired or separated participants receiving benefits 2009-01-01 34
Number of other retired or separated participants entitled to future benefits 2009-01-01 50
Total of all active and inactive participants 2009-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 433
Number of participants with account balances 2009-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	233
Total of all active and inactive participants	2015-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	234
Number of participants with account balances	2015-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	203
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	53
Total of all active and inactive participants	2014-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	257
Number of participants with account balances	2014-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	246
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	37
Total of all active and inactive participants	2013-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	283
Number of participants with account balances	2013-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	340
Number of retired or separated participants receiving benefits	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	65
Total of all active and inactive participants	2012-01-01	414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	414
Number of participants with account balances	2012-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	585
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	404
Number of retired or separated participants receiving benefits	2011-01-01	63
Number of other retired or separated participants entitled to future benefits	2011-01-01	85
Total of all active and inactive participants	2011-01-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	552
Number of participants with account balances	2011-01-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	352
Number of retired or separated participants receiving benefits	2010-01-01	78
Number of other retired or separated participants entitled to future benefits	2010-01-01	51
Total of all active and inactive participants	2010-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	481
Number of participants with account balances	2010-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	349
Number of retired or separated participants receiving benefits	2009-01-01	34
Number of other retired or separated participants entitled to future benefits	2009-01-01	50
Total of all active and inactive participants	2009-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	433
Number of participants with account balances	2009-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$66,131
Total of all expenses incurred	2015-12-31	$1,345,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,325,593
Expenses. Certain deemed distributions of participant loans	2015-12-31	$19,702
Value of total assets at end of year	2015-12-31	$14,065,002
Value of total assets at beginning of year	2015-12-31	$15,344,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$530
Total interest from all sources	2015-12-31	$4,663
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$240,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$240,607
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
Participant contributions at end of year	2015-12-31	$99,980
Participant contributions at beginning of year	2015-12-31	$161,399
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$32,217
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$183,117
Other income not declared elsewhere	2015-12-31	$4,990
Administrative expenses (other) incurred	2015-12-31	$530
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	$-1,279,694
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,065,002
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,344,696
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,080,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,838,566
Value of interest in pooled separate accounts at end of year	2015-12-31	$852,347
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,161,614
Interest on participant loans	2015-12-31	$4,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-194,097
Net investment gain/loss from pooled separate accounts	2015-12-31	$9,968
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,325,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$882,057
Total of all expenses incurred	2014-12-31	$1,575,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,441,946
Expenses. Certain deemed distributions of participant loans	2014-12-31	$131,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,661
Value of total assets at end of year	2014-12-31	$15,344,696
Value of total assets at beginning of year	2014-12-31	$16,037,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,150
Total interest from all sources	2014-12-31	$8,842
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$320,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$320,325
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
Participant contributions at end of year	2014-12-31	$161,399
Participant contributions at beginning of year	2014-12-31	$273,084
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$183,117
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$488,266
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,661
Other income not declared elsewhere	2014-12-31	$2,761
Administrative expenses (other) incurred	2014-12-31	$1,150
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	$-692,950
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,344,696
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,037,646
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,838,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,926,095
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,161,614
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,350,201
Interest on participant loans	2014-12-31	$8,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$533,142
Net investment gain/loss from pooled separate accounts	2014-12-31	$13,326
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,441,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,876,900
Total of all expenses incurred	2013-12-31	$3,014,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,985,877
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,697
Value of total assets at end of year	2013-12-31	$16,037,646
Value of total assets at beginning of year	2013-12-31	$16,175,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,737
Total interest from all sources	2013-12-31	$4,053
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$267,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$267,172
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	Yes
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
Participant contributions at end of year	2013-12-31	$273,084
Participant contributions at beginning of year	2013-12-31	$271,431
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$488,266
Other income not declared elsewhere	2013-12-31	$25,054
Administrative expenses (other) incurred	2013-12-31	$24,737
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	$-137,411
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,037,646
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,175,057
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,926,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,203,409
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,350,201
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,651,341
Interest on participant loans	2013-12-31	$4,053
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,749,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$141,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,214,146
Net investment gain/loss from pooled separate accounts	2013-12-31	$425,191
Net investment gain or loss from common/collective trusts	2013-12-31	$-58,716
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$158,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,985,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$194
Total income from all sources (including contributions)	2012-12-31	$3,441,569
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$563,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$532,471
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,907,649
Value of total assets at end of year	2012-12-31	$16,175,057
Value of total assets at beginning of year	2012-12-31	$13,296,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$29,403
Total interest from all sources	2012-12-31	$6,982
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$22,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$22,881
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	$1,187,601
Participant contributions at end of year	2012-12-31	$271,431
Participant contributions at beginning of year	2012-12-31	$199,829
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$246
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$14,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$194
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	$2,878,451
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,175,057
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,296,606
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,203,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,866,338
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,651,341
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,693,585
Interest on participant loans	2012-12-31	$6,137
Interest earned on other investments	2012-12-31	$845
Value of interest in common/collective trusts at end of year	2012-12-31	$2,749,427
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,138,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$141,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$264,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$250,735
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,210,867
Net investment gain or loss from common/collective trusts	2012-12-31	$42,455
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	$705,584
Employer contributions (assets) at end of year	2012-12-31	$158,177
Employer contributions (assets) at beginning of year	2012-12-31	$133,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$532,471
Contract administrator fees	2012-12-31	$29,403
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$625
Total income from all sources (including contributions)	2011-12-31	$1,645,037
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,308,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,278,377
Expenses. Certain deemed distributions of participant loans	2011-12-31	$24,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,693,537
Value of total assets at end of year	2011-12-31	$13,296,800
Value of total assets at beginning of year	2011-12-31	$12,960,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,110
Total interest from all sources	2011-12-31	$7,433
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$19,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$19,827
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,126,508
Participant contributions at end of year	2011-12-31	$199,829
Participant contributions at beginning of year	2011-12-31	$192,404
Participant contributions at end of year	2011-12-31	$246
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$95,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$625
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	$336,869
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,296,606
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,959,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,866,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,944,247
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,693,585
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$8,286,429
Interest on participant loans	2011-12-31	$7,433
Value of interest in common/collective trusts at end of year	2011-12-31	$2,138,346
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,538,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$264,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$503,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-107,662
Net investment gain/loss from pooled separate accounts	2011-12-31	$31,902
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	$471,591
Employer contributions (assets) at end of year	2011-12-31	$133,965
Employer contributions (assets) at beginning of year	2011-12-31	$495,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,278,377
Contract administrator fees	2011-12-31	$5,110
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING 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	$625
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	$3,262,380
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$660,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$610,089
Expenses. Certain deemed distributions of participant loans	2010-12-31	$14,978
Value of total corrective distributions	2010-12-31	$624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,855,721
Value of total assets at end of year	2010-12-31	$12,960,362
Value of total assets at beginning of year	2010-12-31	$10,357,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$34,621
Total interest from all sources	2010-12-31	$16,864
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$19,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$19,437
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,005,273
Participant contributions at end of year	2010-12-31	$192,404
Participant contributions at beginning of year	2010-12-31	$168,229
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$735
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$625
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	$2,602,068
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,959,737
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,357,669
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,944,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,852,431
Value of interest in pooled separate accounts at end of year	2010-12-31	$8,286,429
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,485,533
Interest on participant loans	2010-12-31	$9,774
Interest earned on other investments	2010-12-31	$7,090
Value of interest in common/collective trusts at end of year	2010-12-31	$1,538,281
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$503,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$549,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$183,536
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,182,595
Net investment gain or loss from common/collective trusts	2010-12-31	$4,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$849,713
Employer contributions (assets) at end of year	2010-12-31	$495,861
Employer contributions (assets) at beginning of year	2010-12-31	$301,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$610,078
Contract administrator fees	2010-12-31	$34,621
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	CLIFTON GUNDERSON, LLP
Accountancy firm EIN	2010-12-31	370802863

Form 5500 Responses for CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2015: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARONDELET MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080496

Policy instance

Insurance contract or identification number	TT080496
Number of Individuals Covered	234
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080496

Policy instance

Insurance contract or identification number	TT080496
Number of Individuals Covered	257
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080496

Policy instance

Insurance contract or identification number	TT080496
Number of Individuals Covered	283
Insurance policy start date	2013-03-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

705084

Policy instance

Insurance contract or identification number	705084
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-02-28
Total amount of commissions paid to insurance broker	USD $24,964
Total amount of fees paid to insurance company	USD $7,264
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
Commission paid to Insurance Broker	USD $22,552
Amount paid for insurance broker fees	350
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	KIDDER BENEFITS CONSULTANTS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

705084

Policy instance

Insurance contract or identification number	705084
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,259
Total amount of fees paid to insurance company	USD $9,070
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,259
Amount paid for insurance broker fees	1037
Additional information about fees paid to insurance broker	REFERRAL SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	KIDDER BENEFITS CONSULTANTS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

705084

Policy instance

Insurance contract or identification number	705084
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $19,677
Total amount of fees paid to insurance company	USD $9,604
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

705084

Policy instance

Insurance contract or identification number	705084
Number of Individuals Covered	328
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $19,677
Total amount of fees paid to insurance company	USD $9,604
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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The information provided on this website is not advice, endorsement or recommendation
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Company Name:	CARONDELET MEDICAL GROUP, P.C.
Employer identification number (EIN):	860836126
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)