401k Plan data: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN plan

OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN
Plan identification number	002

OREGON SURGICAL SPECIALISTS PC 401K 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

OREGON SURGICAL SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: OREGON SURGICAL SPECIALISTS, P.C.

Employer identification number (EIN): 930592325

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

Additional information about OREGON SURGICAL SPECIALISTS, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1971-03-18

Company Identification Number: 9247818

Legal Registered Office Address: 520 MEDICAL CENTER DR STE 300

MEDFORD
United States of America (USA)
97504

More information about OREGON SURGICAL SPECIALISTS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-04-01 DAVID STREET 2022-05-17
002 2019-04-01 DAVID STREET 2021-01-13 DAVID STREET 2021-01-13
002 2019-04-01 JUAN CASTILLO 2022-05-17
002 2018-04-01 DAVID L. STREET, M.D. 2020-01-15
002 2017-04-01
002 2016-04-01
002 2015-04-01
002 2014-04-01 DAVID L. STREET, M.D.
002 2013-04-01 DAVID L. STREET, M.D.
002 2012-04-01 DAVID L. STREET, M.D.
002 2011-04-01 DAVID L. STREET, M.D.
002 2010-04-01 DAVID L. STREET, M.D.
002 2009-04-01 DAVID L. STREET, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-04-01	DAVID STREET	2022-05-17
002	2019-04-01	DAVID STREET	2021-01-13	DAVID STREET	2021-01-13
002	2019-04-01	JUAN CASTILLO	2022-05-17
002	2018-04-01	DAVID L. STREET, M.D.	2020-01-15
002	2017-04-01
002	2016-04-01
002	2015-04-01
002	2014-04-01	DAVID L. STREET, M.D.
002	2013-04-01	DAVID L. STREET, M.D.
002	2012-04-01	DAVID L. STREET, M.D.
002	2011-04-01	DAVID L. STREET, M.D.
002	2010-04-01	DAVID L. STREET, M.D.
002	2009-04-01	DAVID L. STREET, M.D.

Plan Statistics for OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN

Measure Date Value
2020: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 98
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 60
Number of retired or separated participants receiving benefits 2020-04-01 3
Number of other retired or separated participants entitled to future benefits 2020-04-01 43
Total of all active and inactive participants 2020-04-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 106
Number of participants with account balances 2020-04-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 14
2019: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 85
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 68
Number of retired or separated participants receiving benefits 2019-04-01 1
Number of other retired or separated participants entitled to future benefits 2019-04-01 24
Total of all active and inactive participants 2019-04-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 93
Number of participants with account balances 2019-04-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 11
2018: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 83
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 65
Number of retired or separated participants receiving benefits 2018-04-01 7
Number of other retired or separated participants entitled to future benefits 2018-04-01 26
Total of all active and inactive participants 2018-04-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 98
Number of participants with account balances 2018-04-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 9
2017: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 58
Number of retired or separated participants receiving benefits 2017-04-01 4
Number of other retired or separated participants entitled to future benefits 2017-04-01 21
Total of all active and inactive participants 2017-04-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 83
Number of participants with account balances 2017-04-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 8
2016: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 51
Number of retired or separated participants receiving benefits 2016-04-01 2
Number of other retired or separated participants entitled to future benefits 2016-04-01 17
Total of all active and inactive participants 2016-04-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 70
Number of participants with account balances 2016-04-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 7
2015: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 60
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 50
Number of retired or separated participants receiving benefits 2015-04-01 2
Number of other retired or separated participants entitled to future benefits 2015-04-01 19
Total of all active and inactive participants 2015-04-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 71
Number of participants with account balances 2015-04-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 5
2014: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 43
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 16
Total of all active and inactive participants 2014-04-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 1
Total participants 2014-04-01 60
Number of participants with account balances 2014-04-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 3
2013: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 52
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 45
Number of retired or separated participants receiving benefits 2013-04-01 4
Number of other retired or separated participants entitled to future benefits 2013-04-01 12
Total of all active and inactive participants 2013-04-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 61
Number of participants with account balances 2013-04-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 6
2012: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 41
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 10
Total of all active and inactive participants 2012-04-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 1
Total participants 2012-04-01 52
Number of participants with account balances 2012-04-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 3
2011: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 51
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 38
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 14
Total of all active and inactive participants 2011-04-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 52
Number of participants with account balances 2011-04-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 10
2010: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 47
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 41
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 10
Total of all active and inactive participants 2010-04-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 51
Number of participants with account balances 2010-04-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 8
2009: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 42
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 4
Total of all active and inactive participants 2009-04-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 1
Total participants 2009-04-01 47
Number of participants with account balances 2009-04-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 4

Measure	Date	Value
2020: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	98
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	60
Number of retired or separated participants receiving benefits	2020-04-01	3
Number of other retired or separated participants entitled to future benefits	2020-04-01	43
Total of all active and inactive participants	2020-04-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	106
Number of participants with account balances	2020-04-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	14
2019: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	85
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	68
Number of retired or separated participants receiving benefits	2019-04-01	1
Number of other retired or separated participants entitled to future benefits	2019-04-01	24
Total of all active and inactive participants	2019-04-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	93
Number of participants with account balances	2019-04-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	11
2018: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	83
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	65
Number of retired or separated participants receiving benefits	2018-04-01	7
Number of other retired or separated participants entitled to future benefits	2018-04-01	26
Total of all active and inactive participants	2018-04-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	98
Number of participants with account balances	2018-04-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	9
2017: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	58
Number of retired or separated participants receiving benefits	2017-04-01	4
Number of other retired or separated participants entitled to future benefits	2017-04-01	21
Total of all active and inactive participants	2017-04-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	83
Number of participants with account balances	2017-04-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	8
2016: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	51
Number of retired or separated participants receiving benefits	2016-04-01	2
Number of other retired or separated participants entitled to future benefits	2016-04-01	17
Total of all active and inactive participants	2016-04-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	70
Number of participants with account balances	2016-04-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	7
2015: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	60
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	50
Number of retired or separated participants receiving benefits	2015-04-01	2
Number of other retired or separated participants entitled to future benefits	2015-04-01	19
Total of all active and inactive participants	2015-04-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	71
Number of participants with account balances	2015-04-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	5
2014: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	43
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	16
Total of all active and inactive participants	2014-04-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	1
Total participants	2014-04-01	60
Number of participants with account balances	2014-04-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	3
2013: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	52
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	45
Number of retired or separated participants receiving benefits	2013-04-01	4
Number of other retired or separated participants entitled to future benefits	2013-04-01	12
Total of all active and inactive participants	2013-04-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	61
Number of participants with account balances	2013-04-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	6
2012: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	41
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	10
Total of all active and inactive participants	2012-04-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	1
Total participants	2012-04-01	52
Number of participants with account balances	2012-04-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	3
2011: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	51
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	38
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	14
Total of all active and inactive participants	2011-04-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	52
Number of participants with account balances	2011-04-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	10
2010: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	47
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	41
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	10
Total of all active and inactive participants	2010-04-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	51
Number of participants with account balances	2010-04-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	8
2009: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	42
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	4
Total of all active and inactive participants	2009-04-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	1
Total participants	2009-04-01	47
Number of participants with account balances	2009-04-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	4

Financial Data on OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN

Measure	Date	Value
2021 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-03-31	$384,319
Total plan liabilities at beginning of year	2021-03-31	$166,454
Total income from all sources	2021-03-31	$4,415,372
Expenses. Total of all expenses incurred	2021-03-31	$233,299
Benefits paid (including direct rollovers)	2021-03-31	$228,401
Total plan assets at end of year	2021-03-31	$15,681,740
Total plan assets at beginning of year	2021-03-31	$11,281,802
Value of fidelity bond covering the plan	2021-03-31	$610,000
Total contributions received or receivable from participants	2021-03-31	$422,308
Assets. Value of loans (other than to participants)	2021-03-31	$12,000
Contributions received from other sources (not participants or employers)	2021-03-31	$1,174
Other income received	2021-03-31	$3,495,160
Net income (gross income less expenses)	2021-03-31	$4,182,073
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$15,297,421
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$11,115,348
Assets. Value of participant loans	2021-03-31	$201,999
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$797,964
Total contributions received or receivable from employer(s)	2021-03-31	$496,730
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$4,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-03-31	$166,454
Total plan liabilities at beginning of year	2020-03-31	$73,020
Total income from all sources	2020-03-31	$324,612
Expenses. Total of all expenses incurred	2020-03-31	$149,053
Benefits paid (including direct rollovers)	2020-03-31	$144,783
Total plan assets at end of year	2020-03-31	$11,107,318
Total plan assets at beginning of year	2020-03-31	$10,838,325
Value of fidelity bond covering the plan	2020-03-31	$610,000
Total contributions received or receivable from participants	2020-03-31	$382,955
Assets. Value of loans (other than to participants)	2020-03-31	$12,000
Contributions received from other sources (not participants or employers)	2020-03-31	$29,425
Other income received	2020-03-31	$-594,866
Net income (gross income less expenses)	2020-03-31	$175,559
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$10,940,864
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$10,765,305
Assets. Value of participant loans	2020-03-31	$217,909
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$729,561
Total contributions received or receivable from employer(s)	2020-03-31	$507,098
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$4,270
2019 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-03-31	$73,020
Total plan liabilities at beginning of year	2019-03-31	$39,706
Total income from all sources	2019-03-31	$3,737,167
Expenses. Total of all expenses incurred	2019-03-31	$4,032,824
Benefits paid (including direct rollovers)	2019-03-31	$3,978,513
Total plan assets at end of year	2019-03-31	$10,838,325
Total plan assets at beginning of year	2019-03-31	$11,100,668
Value of fidelity bond covering the plan	2019-03-31	$610,000
Total contributions received or receivable from participants	2019-03-31	$284,094
Assets. Value of loans (other than to participants)	2019-03-31	$12,000
Expenses. Other expenses not covered elsewhere	2019-03-31	$1,051
Contributions received from other sources (not participants or employers)	2019-03-31	$2,534,383
Other income received	2019-03-31	$466,118
Net income (gross income less expenses)	2019-03-31	$-295,657
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$10,765,305
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$11,060,962
Assets. Value of participant loans	2019-03-31	$132,355
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$411,500
Total contributions received or receivable from employer(s)	2019-03-31	$452,572
Value of certain deemed distributions of participant loans	2019-03-31	$5,555
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$47,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-03-31	$39,706
Total plan liabilities at beginning of year	2018-03-31	$79,099
Total income from all sources	2018-03-31	$1,654,679
Expenses. Total of all expenses incurred	2018-03-31	$201,608
Benefits paid (including direct rollovers)	2018-03-31	$151,302
Total plan assets at end of year	2018-03-31	$11,100,668
Total plan assets at beginning of year	2018-03-31	$9,686,990
Value of fidelity bond covering the plan	2018-03-31	$610,000
Total contributions received or receivable from participants	2018-03-31	$284,100
Assets. Value of loans (other than to participants)	2018-03-31	$12,000
Expenses. Other expenses not covered elsewhere	2018-03-31	$11,862
Contributions received from other sources (not participants or employers)	2018-03-31	$50,237
Other income received	2018-03-31	$878,183
Net income (gross income less expenses)	2018-03-31	$1,453,071
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$11,060,962
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$9,607,891
Assets. Value of participant loans	2018-03-31	$96,848
Assets. Value of assets in partnership/joint-venture interests	2018-03-31	$399,026
Total contributions received or receivable from employer(s)	2018-03-31	$442,159
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$38,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
2017 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-03-31	$79,099
Total plan liabilities at beginning of year	2017-03-31	$16
Total income from all sources	2017-03-31	$1,664,647
Expenses. Total of all expenses incurred	2017-03-31	$442,382
Benefits paid (including direct rollovers)	2017-03-31	$386,545
Total plan assets at end of year	2017-03-31	$9,686,990
Total plan assets at beginning of year	2017-03-31	$8,385,642
Value of fidelity bond covering the plan	2017-03-31	$610,000
Total contributions received or receivable from participants	2017-03-31	$273,403
Assets. Value of loans (other than to participants)	2017-03-31	$12,000
Expenses. Other expenses not covered elsewhere	2017-03-31	$1,819
Noncash contributions received	2017-03-31	$999,646
Net income (gross income less expenses)	2017-03-31	$1,222,265
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$9,607,891
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$8,385,626
Assets. Value of participant loans	2017-03-31	$78,446
Assets. Value of assets in partnership/joint-venture interests	2017-03-31	$503,131
Total contributions received or receivable from employer(s)	2017-03-31	$391,598
Value of corrective distributions	2017-03-31	$15,576
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$38,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
2016 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-03-31	$16
Total plan liabilities at beginning of year	2016-03-31	$0
Total income from all sources	2016-03-31	$522,665
Expenses. Total of all expenses incurred	2016-03-31	$170,117
Benefits paid (including direct rollovers)	2016-03-31	$132,938
Total plan assets at end of year	2016-03-31	$8,385,642
Total plan assets at beginning of year	2016-03-31	$8,033,078
Value of fidelity bond covering the plan	2016-03-31	$610,000
Total contributions received or receivable from participants	2016-03-31	$267,737
Expenses. Other expenses not covered elsewhere	2016-03-31	$817
Contributions received from other sources (not participants or employers)	2016-03-31	$43,089
Other income received	2016-03-31	$-193,325
Net income (gross income less expenses)	2016-03-31	$352,548
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$8,385,626
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$8,033,078
Assets. Value of participant loans	2016-03-31	$79,153
Assets. Value of assets in partnership/joint-venture interests	2016-03-31	$567,455
Total contributions received or receivable from employer(s)	2016-03-31	$405,164
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$36,362
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-03-31	$0
Total plan liabilities at beginning of year	2015-03-31	$3,200
Total income from all sources	2015-03-31	$931,148
Expenses. Total of all expenses incurred	2015-03-31	$152,313
Benefits paid (including direct rollovers)	2015-03-31	$111,171
Total plan assets at end of year	2015-03-31	$8,033,078
Total plan assets at beginning of year	2015-03-31	$7,257,443
Value of fidelity bond covering the plan	2015-03-31	$610,000
Total contributions received or receivable from participants	2015-03-31	$225,072
Assets. Value of loans (other than to participants)	2015-03-31	$0
Expenses. Other expenses not covered elsewhere	2015-03-31	$323
Contributions received from other sources (not participants or employers)	2015-03-31	$1,250
Other income received	2015-03-31	$315,851
Noncash contributions received	2015-03-31	$0
Net income (gross income less expenses)	2015-03-31	$778,835
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$8,033,078
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$7,254,243
Assets. Value of participant loans	2015-03-31	$46,176
Assets. Value of assets in partnership/joint-venture interests	2015-03-31	$547,400
Total contributions received or receivable from employer(s)	2015-03-31	$388,975
Value of certain deemed distributions of participant loans	2015-03-31	$0
Value of corrective distributions	2015-03-31	$6,085
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$34,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
2014 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-03-31	$3,200
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$1,345,889
Expenses. Total of all expenses incurred	2014-03-31	$119,766
Benefits paid (including direct rollovers)	2014-03-31	$87,644
Total plan assets at end of year	2014-03-31	$7,257,443
Total plan assets at beginning of year	2014-03-31	$6,028,120
Value of fidelity bond covering the plan	2014-03-31	$500,000
Total contributions received or receivable from participants	2014-03-31	$200,686
Assets. Value of loans (other than to participants)	2014-03-31	$25,000
Expenses. Other expenses not covered elsewhere	2014-03-31	$55
Other income received	2014-03-31	$731,208
Net income (gross income less expenses)	2014-03-31	$1,226,123
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$7,254,243
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$6,028,120
Assets. Value of participant loans	2014-03-31	$31,943
Assets. Value of assets in partnership/joint-venture interests	2014-03-31	$580,370
Total contributions received or receivable from employer(s)	2014-03-31	$413,995
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$32,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-03-31	$0
Total plan liabilities at beginning of year	2013-03-31	$32,515
Total income from all sources	2013-03-31	$987,121
Expenses. Total of all expenses incurred	2013-03-31	$124,636
Benefits paid (including direct rollovers)	2013-03-31	$99,214
Total plan assets at end of year	2013-03-31	$6,028,120
Total plan assets at beginning of year	2013-03-31	$5,198,150
Value of fidelity bond covering the plan	2013-03-31	$500,000
Total contributions received or receivable from participants	2013-03-31	$171,929
Expenses. Other expenses not covered elsewhere	2013-03-31	$331
Contributions received from other sources (not participants or employers)	2013-03-31	$7,687
Other income received	2013-03-31	$457,500
Noncash contributions received	2013-03-31	$0
Net income (gross income less expenses)	2013-03-31	$862,485
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$6,028,120
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$5,165,635
Assets. Value of participant loans	2013-03-31	$40,458
Assets. Value of assets in partnership/joint-venture interests	2013-03-31	$498,645
Total contributions received or receivable from employer(s)	2013-03-31	$350,005
Value of certain deemed distributions of participant loans	2013-03-31	$0
Value of corrective distributions	2013-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$25,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-03-31	$0
Total plan liabilities at end of year	2012-03-31	$32,515
Total plan liabilities at beginning of year	2012-03-31	$0
Total income from all sources	2012-03-31	$778,802
Expenses. Total of all expenses incurred	2012-03-31	$43,247
Benefits paid (including direct rollovers)	2012-03-31	$22,372
Total plan assets at end of year	2012-03-31	$5,198,150
Total plan assets at beginning of year	2012-03-31	$4,430,080
Value of fidelity bond covering the plan	2012-03-31	$500,000
Total contributions received or receivable from participants	2012-03-31	$155,062
Expenses. Other expenses not covered elsewhere	2012-03-31	$559
Contributions received from other sources (not participants or employers)	2012-03-31	$46,133
Other income received	2012-03-31	$261,932
Noncash contributions received	2012-03-31	$0
Net income (gross income less expenses)	2012-03-31	$735,555
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$5,165,635
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$4,430,080
Assets. Value of participant loans	2012-03-31	$63,601
Assets. Value of assets in partnership/joint-venture interests	2012-03-31	$316,433
Total contributions received or receivable from employer(s)	2012-03-31	$315,675
Value of certain deemed distributions of participant loans	2012-03-31	$0
Value of corrective distributions	2012-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$20,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-03-31	$0
Total plan liabilities at end of year	2011-03-31	$0
Total plan liabilities at beginning of year	2011-03-31	$0
Total income from all sources	2011-03-31	$848,133
Expenses. Total of all expenses incurred	2011-03-31	$35,498
Benefits paid (including direct rollovers)	2011-03-31	$19,276
Total plan assets at end of year	2011-03-31	$4,430,080
Total plan assets at beginning of year	2011-03-31	$3,617,445
Value of fidelity bond covering the plan	2011-03-31	$500,000
Total contributions received or receivable from participants	2011-03-31	$147,723
Expenses. Other expenses not covered elsewhere	2011-03-31	$543
Contributions received from other sources (not participants or employers)	2011-03-31	$45,500
Other income received	2011-03-31	$306,774
Noncash contributions received	2011-03-31	$0
Net income (gross income less expenses)	2011-03-31	$812,635
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$4,430,080
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$3,617,445
Assets. Value of participant loans	2011-03-31	$74,826
Assets. Value of assets in partnership/joint-venture interests	2011-03-31	$269,766
Total contributions received or receivable from employer(s)	2011-03-31	$348,136
Value of certain deemed distributions of participant loans	2011-03-31	$0
Value of corrective distributions	2011-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$15,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN

2020: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: OREGON SURGICAL SPECIALISTS PC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	98
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $9,794
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $6,112
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $8,098
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $8,098
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	98
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $6,971
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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 $6,971
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	85
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $5,832
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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 $5,832
Insurance broker organization code?	3
Insurance broker name	D A DAVIDSON AND CO INC. GREAT FALL

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	62
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $4,794
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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 $4,794
Insurance broker organization code?	3
Insurance broker name	D A DAVIDSON AND CO INC. GREAT FALL

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	44
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $4,447
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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 $4,447
Insurance broker organization code?	3
Insurance broker name	D A DAVIDSON AND CO INC. GREAT FALL

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	44
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $4,502
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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 $4,502
Insurance broker organization code?	3
Insurance broker name	D A DAVIDSON AND CO INC. GREAT FALL

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803342-000

Policy instance

Insurance contract or identification number	803342-000
Number of Individuals Covered	35
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $11,686
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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 $11,686
Insurance broker organization code?	3
Insurance broker name	D A DAVIDSON AND CO INC. GREAT FALL

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Company Name:	OREGON SURGICAL SPECIALISTS, P.C.
Employer identification number (EIN):	930592325
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1971-03-18
Company Identification Number:	9247818
Legal Registered Office Address:	520 MEDICAL CENTER DR STE 300 MEDFORD United States of America (USA) 97504