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OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 401k Plan overview

Plan NameOREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN
Plan identification number 001

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 ANESTHESIOLOGY GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:OREGON ANESTHESIOLOGY GROUP, P.C.
Employer identification number (EIN):931013923
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about OREGON ANESTHESIOLOGY GROUP, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1989-10-05
Company Identification Number: 17416389
Legal Registered Office Address: 707 SW WASHINGTON STREET

PORTLAND
United States of America (USA)
97205

More information about OREGON ANESTHESIOLOGY GROUP, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MICHEAL MCCARTHY
0012023-01-01
0012023-01-01URSULA LUCKERT
0012023-01-01URSULA LUCKERT
0012022-01-01
0012022-01-01URSULA LUCKERT
0012021-01-01
0012021-01-01URSULA LUCKERT
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JONATHAN L. JUREVIC
0012016-01-01JONATHAN L. JUREVIC
0012015-01-01JONATHAN L. JUREVIC, CFO
0012014-01-01JONATHAN L. JUREVIC, CFO
0012013-01-01JONATHAN L. JUREVIC, CFO
0012012-01-01JONATHAN JUREVIC
0012011-01-01PHIL ARZT
0012009-01-01PHIL ARZT

Plan Statistics for OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN

401k plan membership statisitcs for OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN

Measure Date Value
2023: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01408
Total number of active participants reported on line 7a of the Form 55002023-01-01213
Number of retired or separated participants receiving benefits2023-01-0133
Number of other retired or separated participants entitled to future benefits2023-01-01162
Total of all active and inactive participants2023-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01408
Number of participants with account balances2023-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-01263
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01408
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01426
Total number of active participants reported on line 7a of the Form 55002021-01-01312
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01430
Number of participants with account balances2021-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01426
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01435
Number of participants with account balances2020-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01337
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01426
Number of participants with account balances2019-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01398
Total number of active participants reported on line 7a of the Form 55002018-01-01321
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01405
Number of participants with account balances2018-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01387
Total number of active participants reported on line 7a of the Form 55002017-01-01314
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01398
Number of participants with account balances2017-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01369
Total number of active participants reported on line 7a of the Form 55002016-01-01306
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01387
Number of participants with account balances2016-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01362
Total number of active participants reported on line 7a of the Form 55002015-01-01291
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01369
Number of participants with account balances2015-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01350
Total number of active participants reported on line 7a of the Form 55002014-01-01287
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01362
Number of participants with account balances2014-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01276
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01350
Number of participants with account balances2013-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01339
Total number of active participants reported on line 7a of the Form 55002012-01-01275
Number of retired or separated participants receiving benefits2012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01347
Number of participants with account balances2012-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01324
Total number of active participants reported on line 7a of the Form 55002011-01-01267
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01339
Number of participants with account balances2011-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01234
Total number of active participants reported on line 7a of the Form 55002009-01-01269
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01318
Number of participants with account balances2009-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN

Measure Date Value
2023 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$75,144,510
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$46,938,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$46,786,753
Expenses. Certain deemed distributions of participant loans2023-12-31$11,709
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$15,442,950
Value of total assets at end of year2023-12-31$379,134,450
Value of total assets at beginning of year2023-12-31$350,928,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$139,909
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$352,591
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,939,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,939,885
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,243,123
Participant contributions at end of year2023-12-31$672,606
Participant contributions at beginning of year2023-12-31$770,574
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$-1,088
Assets. Other investments not covered elsewhere at end of year2023-12-31$65,015,734
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$52,415,062
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$56,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$11,728,809
Administrative expenses (other) incurred2023-12-31$8,916
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$28,206,139
Value of net assets at end of year (total assets less liabilities)2023-12-31$379,134,450
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$350,928,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$54,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$299,816,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$282,033,171
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$42,175
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$310,416
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$12,866,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$14,743,317
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$40,680,275
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$14,143,346
Employer contributions (assets) at end of year2023-12-31$763,013
Employer contributions (assets) at beginning of year2023-12-31$967,275
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$46,786,753
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS, LLP
Accountancy firm EIN2023-12-31910189318
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$75,144,510
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$46,938,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$46,786,753
Expenses. Certain deemed distributions of participant loans2023-01-01$11,709
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$15,442,950
Value of total assets at end of year2023-01-01$379,134,450
Value of total assets at beginning of year2023-01-01$350,928,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$139,909
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$352,591
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$6,939,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$6,939,885
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,243,123
Participant contributions at end of year2023-01-01$672,606
Participant contributions at beginning of year2023-01-01$770,574
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$-1,088
Assets. Other investments not covered elsewhere at end of year2023-01-01$65,015,734
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$52,415,062
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$56,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$11,728,809
Administrative expenses (other) incurred2023-01-01$8,916
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$28,206,139
Value of net assets at end of year (total assets less liabilities)2023-01-01$379,134,450
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$350,928,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$54,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$299,816,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$282,033,171
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$42,175
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$310,416
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$12,866,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$14,743,317
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$40,680,275
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$0
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$14,143,346
Employer contributions (assets) at end of year2023-01-01$763,013
Employer contributions (assets) at beginning of year2023-01-01$967,275
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$46,786,753
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS, LLP
Accountancy firm EIN2023-01-01910189318
2022 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-57,674,901
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$45,383,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,072,258
Expenses. Certain deemed distributions of participant loans2022-12-31$61,547
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,927,342
Value of total assets at end of year2022-12-31$350,928,311
Value of total assets at beginning of year2022-12-31$453,986,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$249,287
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$402,666
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,186,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,186,405
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$4,953
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,400,329
Participant contributions at end of year2022-12-31$770,574
Participant contributions at beginning of year2022-12-31$1,179,866
Participant contributions at end of year2022-12-31$-1,088
Participant contributions at beginning of year2022-12-31$-618
Assets. Other investments not covered elsewhere at end of year2022-12-31$52,415,062
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$66,472,948
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$581,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-10,308,295
Administrative expenses (other) incurred2022-12-31$106,210
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-103,057,993
Value of net assets at end of year (total assets less liabilities)2022-12-31$350,928,311
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$453,986,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$138,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$282,033,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$364,755,290
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$45,963
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$356,703
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,743,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,509,113
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-70,883,019
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$14,945,994
Employer contributions (assets) at end of year2022-12-31$967,275
Employer contributions (assets) at beginning of year2022-12-31$1,069,705
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,072,258
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSSA ADAMS, LLP
Accountancy firm EIN2022-12-31911089318
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-57,674,901
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$45,383,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$45,072,258
Expenses. Certain deemed distributions of participant loans2022-01-01$61,547
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$16,927,342
Value of total assets at end of year2022-01-01$350,928,311
Value of total assets at beginning of year2022-01-01$453,986,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$249,287
Total income from rents2022-01-01$0
Total interest from all sources2022-01-01$402,666
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$6,186,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$6,186,405
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$4,953
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$4,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,400,329
Participant contributions at end of year2022-01-01$770,574
Participant contributions at beginning of year2022-01-01$1,179,866
Participant contributions at end of year2022-01-01$-1,088
Participant contributions at beginning of year2022-01-01$-618
Assets. Other investments not covered elsewhere at end of year2022-01-01$52,415,062
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$66,472,948
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$581,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$-10,308,295
Administrative expenses (other) incurred2022-01-01$106,210
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-103,057,993
Value of net assets at end of year (total assets less liabilities)2022-01-01$350,928,311
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$453,986,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$138,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$282,033,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$364,755,290
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$45,963
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$356,703
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$14,743,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$20,509,113
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-70,883,019
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$14,945,994
Employer contributions (assets) at end of year2022-01-01$967,275
Employer contributions (assets) at beginning of year2022-01-01$1,069,705
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$45,072,258
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSSA ADAMS, LLP
Accountancy firm EIN2022-01-01911089318
2021 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,258
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$69,115,833
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$37,010,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$36,726,985
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,649,487
Value of total assets at end of year2021-12-31$453,986,304
Value of total assets at beginning of year2021-12-31$421,893,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$283,741
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$495,675
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,086,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,086,672
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$1,699
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,841,410
Participant contributions at end of year2021-12-31$1,179,866
Participant contributions at beginning of year2021-12-31$1,323,367
Participant contributions at end of year2021-12-31$-618
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$66,472,948
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$68,871,488
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,662,299
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$900,000
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$4,552,235
Administrative expenses (other) incurred2021-12-31$127,987
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$12,258
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$32,105,107
Value of net assets at end of year (total assets less liabilities)2021-12-31$453,986,304
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$421,881,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$154,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$364,755,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$319,035,400
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$63,155
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$432,520
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,509,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,627,986
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,331,764
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$15,145,778
Employer contributions (assets) at end of year2021-12-31$1,069,705
Employer contributions (assets) at beginning of year2021-12-31$1,135,214
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,726,985
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSSA ADAMS, LLP
Accountancy firm EIN2021-12-31911089318
2020 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$73,821,748
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,402,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,100,780
Expenses. Certain deemed distributions of participant loans2020-12-31$38,085
Value of total corrective distributions2020-12-31$15,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,368,157
Value of total assets at end of year2020-12-31$421,893,455
Value of total assets at beginning of year2020-12-31$376,461,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$248,096
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$636,749
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,996,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,996,401
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$1,564
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,889,847
Participant contributions at end of year2020-12-31$1,323,367
Participant contributions at beginning of year2020-12-31$897,094
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$68,871,488
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$801
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,103,274
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$900,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$12,820,338
Administrative expenses (other) incurred2020-12-31$107,681
Liabilities. Value of operating payables at end of year2020-12-31$12,258
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$7,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$45,419,627
Value of net assets at end of year (total assets less liabilities)2020-12-31$421,881,197
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$376,461,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$138,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$319,035,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$305,802,570
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$46,801
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$589,948
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,486,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,486,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,627,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$24,177,885
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,000,103
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$15,375,036
Employer contributions (assets) at end of year2020-12-31$1,135,214
Employer contributions (assets) at beginning of year2020-12-31$1,157,632
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,100,780
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$760,809
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$35,171,226
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31911089318
2019 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,775,005
Total unrealized appreciation/depreciation of assets2019-12-31$6,775,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$86,893,242
Total loss/gain on sale of assets2019-12-31$1,320,712
Total of all expenses incurred2019-12-31$27,964,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,764,378
Expenses. Certain deemed distributions of participant loans2019-12-31$281
Value of total corrective distributions2019-12-31$356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,991,536
Value of total assets at end of year2019-12-31$376,461,570
Value of total assets at beginning of year2019-12-31$317,532,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$199,247
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$637,981
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,110,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,250,049
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,722,010
Participant contributions at end of year2019-12-31$897,094
Participant contributions at beginning of year2019-12-31$1,075,771
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$801
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,757,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$83,532
Administrative expenses (other) incurred2019-12-31$80,897
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$7,446
Total non interest bearing cash at beginning of year2019-12-31$-159,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$58,928,980
Value of net assets at end of year (total assets less liabilities)2019-12-31$376,461,570
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$317,532,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$118,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$305,802,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,117,377
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$54,659
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$535,888
Income. Interest from US Government securities2019-12-31$12,969
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,486,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,763,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,763,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34,465
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$24,177,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$32,893,810
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$48,974,353
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$15,511,802
Employer contributions (assets) at end of year2019-12-31$1,157,632
Employer contributions (assets) at beginning of year2019-12-31$1,137,650
Income. Dividends from preferred stock2019-12-31$10,727
Income. Dividends from common stock2019-12-31$849,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,764,378
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$760,809
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$488,762
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$35,171,226
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$30,215,419
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$21,180,340
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,859,628
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31911089318
2018 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,948,978
Total unrealized appreciation/depreciation of assets2018-12-31$-1,948,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,059,969
Total loss/gain on sale of assets2018-12-31$-1,000,703
Total of all expenses incurred2018-12-31$19,231,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,829,647
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$2,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,733,736
Value of total assets at end of year2018-12-31$317,532,590
Value of total assets at beginning of year2018-12-31$338,824,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$399,475
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$667,582
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,320,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,646,292
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$529,079
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,640,732
Participant contributions at end of year2018-12-31$1,075,771
Participant contributions at beginning of year2018-12-31$974,114
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$25
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$53
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$143,470
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$262,758
Administrative expenses (other) incurred2018-12-31$217,579
Total non interest bearing cash at end of year2018-12-31$-159,508
Total non interest bearing cash at beginning of year2018-12-31$12,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-21,291,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$317,532,590
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$338,824,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$181,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$241,117,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$263,835,568
Interest on participant loans2018-12-31$55,188
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$580,834
Income. Interest from US Government securities2018-12-31$3,125
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,763,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,244,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,244,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,435
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$32,893,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$30,578,455
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-28,095,104
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$14,949,534
Employer contributions (assets) at end of year2018-12-31$1,137,650
Employer contributions (assets) at beginning of year2018-12-31$1,088,663
Income. Dividends from preferred stock2018-12-31$19,615
Income. Dividends from common stock2018-12-31$654,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,829,647
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$488,762
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$745,602
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$30,215,419
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$27,815,801
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$13,921,457
Aggregate carrying amount (costs) on sale of assets2018-12-31$14,922,160
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31911089318
2017 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,902,616
Total unrealized appreciation/depreciation of assets2017-12-31$3,902,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$63,626,540
Total loss/gain on sale of assets2017-12-31$354,633
Total of all expenses incurred2017-12-31$16,854,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,594,574
Expenses. Certain deemed distributions of participant loans2017-12-31$15,243
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,772,369
Value of total assets at end of year2017-12-31$338,824,460
Value of total assets at beginning of year2017-12-31$292,052,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$244,544
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$220,705
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,348,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,733,246
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$529,079
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$563,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,691,109
Participant contributions at end of year2017-12-31$974,114
Participant contributions at beginning of year2017-12-31$1,248,020
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$53
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,138
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$896,216
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$58,642
Administrative expenses (other) incurred2017-12-31$31,532
Total non interest bearing cash at end of year2017-12-31$12,525
Total non interest bearing cash at beginning of year2017-12-31$-13,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$46,772,179
Value of net assets at end of year (total assets less liabilities)2017-12-31$338,824,460
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$292,052,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$213,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$263,835,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$222,850,844
Interest on participant loans2017-12-31$52,486
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$144,037
Income. Interest from US Government securities2017-12-31$1,500
Income. Interest from corporate debt instruments2017-12-31$16,165
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$27,444,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,244,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,489,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,489,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,517
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$30,578,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$32,625,491
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$344,077
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$14,185,044
Employer contributions (assets) at end of year2017-12-31$1,088,663
Employer contributions (assets) at beginning of year2017-12-31$1,013,724
Income. Dividends from preferred stock2017-12-31$47,716
Income. Dividends from common stock2017-12-31$567,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,594,574
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$745,602
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$353,895
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$27,815,801
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$26,100,037
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$13,426,649
Aggregate carrying amount (costs) on sale of assets2017-12-31$13,072,016
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31911089318
2016 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,593,708
Total unrealized appreciation/depreciation of assets2016-12-31$1,593,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$33,553,708
Total loss/gain on sale of assets2016-12-31$-664,857
Total of all expenses incurred2016-12-31$14,729,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,558,994
Expenses. Certain deemed distributions of participant loans2016-12-31$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,259,868
Value of total assets at end of year2016-12-31$292,052,281
Value of total assets at beginning of year2016-12-31$273,228,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$170,714
Total interest from all sources2016-12-31$110,035
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,072,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,504,669
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$563,024
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$709,556
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,343,977
Participant contributions at end of year2016-12-31$1,248,020
Participant contributions at beginning of year2016-12-31$1,360,682
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,138
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$490,042
Other income not declared elsewhere2016-12-31$853,808
Administrative expenses (other) incurred2016-12-31$80,864
Total non interest bearing cash at end of year2016-12-31$-13,774
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$18,823,865
Value of net assets at end of year (total assets less liabilities)2016-12-31$292,052,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$273,228,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$49,493
Investment advisory and management fees2016-12-31$89,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$222,850,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$207,942,181
Interest on participant loans2016-12-31$63,294
Income. Interest from corporate debt instruments2016-12-31$46,034
Value of interest in common/collective trusts at end of year2016-12-31$27,444,718
Value of interest in common/collective trusts at beginning of year2016-12-31$24,601,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,489,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,619,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,619,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,996,207
Net investment gain or loss from common/collective trusts2016-12-31$332,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,425,849
Employer contributions (assets) at end of year2016-12-31$1,013,724
Employer contributions (assets) at beginning of year2016-12-31$946,026
Income. Dividends from preferred stock2016-12-31$31,983
Income. Dividends from common stock2016-12-31$535,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,558,994
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$353,895
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,429,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$26,100,037
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$25,570,371
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$19,005,322
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,670,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31911089318
2015 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-346,222
Total unrealized appreciation/depreciation of assets2015-12-31$-346,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,099,477
Total loss/gain on sale of assets2015-12-31$-1,063,745
Total of all expenses incurred2015-12-31$23,440,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,038,211
Expenses. Certain deemed distributions of participant loans2015-12-31$3
Value of total corrective distributions2015-12-31$2,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,113,690
Value of total assets at end of year2015-12-31$273,228,416
Value of total assets at beginning of year2015-12-31$284,569,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$400,578
Total interest from all sources2015-12-31$134,675
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,044,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,387,489
Administrative expenses professional fees incurred2015-12-31$2,979
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$709,556
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$801,380
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,478,082
Participant contributions at end of year2015-12-31$1,360,682
Participant contributions at beginning of year2015-12-31$1,395,401
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$86,808
Other income not declared elsewhere2015-12-31$163,177
Administrative expenses (other) incurred2015-12-31$177,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,341,380
Value of net assets at end of year (total assets less liabilities)2015-12-31$273,228,416
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$284,569,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$49,493
Assets. partnership/joint venture interests at beginning of year2015-12-31$236,530
Investment advisory and management fees2015-12-31$220,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$207,942,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$215,253,116
Interest on participant loans2015-12-31$69,739
Value of interest in common/collective trusts at end of year2015-12-31$24,601,389
Value of interest in common/collective trusts at beginning of year2015-12-31$25,267,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,619,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,601,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,601,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$64,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,155,193
Net investment gain or loss from common/collective trusts2015-12-31$208,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,548,800
Employer contributions (assets) at end of year2015-12-31$946,026
Employer contributions (assets) at beginning of year2015-12-31$920,975
Income. Dividends from preferred stock2015-12-31$54,080
Income. Dividends from common stock2015-12-31$602,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,038,211
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,429,096
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$923,864
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$25,570,371
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$28,170,463
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$18,110,307
Aggregate carrying amount (costs) on sale of assets2015-12-31$19,174,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31911089318
2014 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,812,383
Total unrealized appreciation/depreciation of assets2014-12-31$1,812,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$29,515,280
Total loss/gain on sale of assets2014-12-31$32,622
Total of all expenses incurred2014-12-31$7,086,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,881,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,736,674
Value of total assets at end of year2014-12-31$284,569,796
Value of total assets at beginning of year2014-12-31$262,141,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$205,070
Total interest from all sources2014-12-31$116,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,774,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$12,110,349
Administrative expenses professional fees incurred2014-12-31$502
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$801,380
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$677,303
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,377,741
Participant contributions at end of year2014-12-31$1,395,401
Participant contributions at beginning of year2014-12-31$1,338,580
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$254,198
Other income not declared elsewhere2014-12-31$87,889
Administrative expenses (other) incurred2014-12-31$204,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$22,428,457
Value of net assets at end of year (total assets less liabilities)2014-12-31$284,569,796
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$262,141,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$236,530
Assets. partnership/joint venture interests at beginning of year2014-12-31$2,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$215,253,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$202,342,158
Interest on participant loans2014-12-31$66,335
Value of interest in common/collective trusts at end of year2014-12-31$25,267,060
Value of interest in common/collective trusts at beginning of year2014-12-31$20,756,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,601,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,838,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,838,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$49,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$468,906
Net investment gain or loss from common/collective trusts2014-12-31$485,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,104,735
Employer contributions (assets) at end of year2014-12-31$920,975
Employer contributions (assets) at beginning of year2014-12-31$908,700
Income. Dividends from preferred stock2014-12-31$59,877
Income. Dividends from common stock2014-12-31$604,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,881,753
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$923,864
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$902,143
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$28,170,463
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$22,375,454
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$10,459,150
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,426,528
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,238,816
Total unrealized appreciation/depreciation of assets2013-12-31$4,238,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$49,145,368
Total loss/gain on sale of assets2013-12-31$344,936
Total of all expenses incurred2013-12-31$12,282,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,067,461
Value of total corrective distributions2013-12-31$2,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,340,299
Value of total assets at end of year2013-12-31$262,141,339
Value of total assets at beginning of year2013-12-31$225,278,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$212,312
Total interest from all sources2013-12-31$109,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,164,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,574,154
Administrative expenses professional fees incurred2013-12-31$8,113
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$677,303
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$820,029
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,266,872
Participant contributions at end of year2013-12-31$1,338,580
Participant contributions at beginning of year2013-12-31$1,274,908
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$383,700
Other income not declared elsewhere2013-12-31$51,612
Administrative expenses (other) incurred2013-12-31$204,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$36,863,118
Value of net assets at end of year (total assets less liabilities)2013-12-31$262,141,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$225,278,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$2,018
Assets. partnership/joint venture interests at beginning of year2013-12-31$4,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$202,342,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$182,624,498
Interest on participant loans2013-12-31$65,767
Income. Interest from corporate debt instruments2013-12-31$43,303
Value of interest in common/collective trusts at end of year2013-12-31$20,756,689
Value of interest in common/collective trusts at beginning of year2013-12-31$22,089,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,838,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,952,714
Net investment gain or loss from common/collective trusts2013-12-31$-56,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,689,727
Employer contributions (assets) at end of year2013-12-31$908,700
Employer contributions (assets) at beginning of year2013-12-31$901,066
Income. Dividends from preferred stock2013-12-31$52,669
Income. Dividends from common stock2013-12-31$537,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,067,461
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$902,143
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$867,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$22,375,454
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$16,695,809
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$11,625,112
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,280,176
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,460,113
Total unrealized appreciation/depreciation of assets2012-12-31$1,460,113
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$37,779,886
Total loss/gain on sale of assets2012-12-31$543,901
Total of all expenses incurred2012-12-31$11,999,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,873,452
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,651,065
Value of total assets at end of year2012-12-31$225,278,221
Value of total assets at beginning of year2012-12-31$199,497,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$125,698
Total interest from all sources2012-12-31$103,071
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,871,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,266,556
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$820,029
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$781,081
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,282,216
Participant contributions at end of year2012-12-31$1,274,908
Participant contributions at beginning of year2012-12-31$1,365,251
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$206,749
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$125,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$25,780,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$225,278,221
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$199,497,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$4,231
Assets. partnership/joint venture interests at beginning of year2012-12-31$297,351
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$182,624,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$115,749,216
Interest on participant loans2012-12-31$63,610
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$813
Income. Interest from corporate debt instruments2012-12-31$38,648
Value of interest in common/collective trusts at end of year2012-12-31$22,089,917
Value of interest in common/collective trusts at beginning of year2012-12-31$45,539,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,961,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,961,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$75,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,515,448
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$2,634,484
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,162,100
Employer contributions (assets) at end of year2012-12-31$901,066
Employer contributions (assets) at beginning of year2012-12-31$901,958
Income. Dividends from preferred stock2012-12-31$62,942
Income. Dividends from common stock2012-12-31$542,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,873,452
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$867,763
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$636,208
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$16,695,809
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$21,190,285
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$16,866,074
Aggregate carrying amount (costs) on sale of assets2012-12-31$16,322,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-953,003
Total unrealized appreciation/depreciation of assets2011-12-31$-953,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,138,071
Total loss/gain on sale of assets2011-12-31$-529,602
Total of all expenses incurred2011-12-31$5,737,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,602,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,543,902
Value of total assets at end of year2011-12-31$199,497,485
Value of total assets at beginning of year2011-12-31$198,096,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$135,015
Total interest from all sources2011-12-31$95,346
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,723,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,238,320
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$781,081
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$811,097
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,008,319
Participant contributions at end of year2011-12-31$1,365,251
Participant contributions at beginning of year2011-12-31$1,182,965
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$290,841
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,441
Other income not declared elsewhere2011-12-31$12,066
Administrative expenses (other) incurred2011-12-31$135,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,400,617
Value of net assets at end of year (total assets less liabilities)2011-12-31$199,497,485
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$198,096,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$297,351
Assets. partnership/joint venture interests at beginning of year2011-12-31$154,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$115,749,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$124,503,194
Interest on participant loans2011-12-31$64,077
Income. Interest from US Government securities2011-12-31$1,840
Income. Interest from corporate debt instruments2011-12-31$28,581
Value of interest in common/collective trusts at end of year2011-12-31$45,539,477
Value of interest in common/collective trusts at beginning of year2011-12-31$35,860,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,961,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,366,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,366,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$848
Asset value of US Government securities at end of year2011-12-31$75,184
Asset value of US Government securities at beginning of year2011-12-31$50,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,144,053
Net investment gain or loss from common/collective trusts2011-12-31$1,390,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,531,142
Employer contributions (assets) at end of year2011-12-31$901,958
Employer contributions (assets) at beginning of year2011-12-31$831,720
Income. Dividends from preferred stock2011-12-31$62,579
Income. Dividends from common stock2011-12-31$422,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,602,439
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$636,208
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$422,877
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$21,190,285
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$20,622,499
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$11,034,571
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,564,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AKT, LLP
Accountancy firm EIN2011-12-31930623286
2010 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,805,552
Total unrealized appreciation/depreciation of assets2010-12-31$2,805,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$33,520,750
Total loss/gain on sale of assets2010-12-31$212,182
Total of all expenses incurred2010-12-31$1,750,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,654,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,293,196
Value of total assets at end of year2010-12-31$198,096,868
Value of total assets at beginning of year2010-12-31$166,326,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$95,659
Total interest from all sources2010-12-31$108,223
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,397,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,995,411
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$811,097
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$686,411
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,039,245
Participant contributions at end of year2010-12-31$1,182,965
Participant contributions at beginning of year2010-12-31$989,027
Participant contributions at beginning of year2010-12-31$186
Assets. Other investments not covered elsewhere at end of year2010-12-31$290,841
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$239,385
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$128,938
Other income not declared elsewhere2010-12-31$28,523
Administrative expenses (other) incurred2010-12-31$95,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$31,770,221
Value of net assets at end of year (total assets less liabilities)2010-12-31$198,096,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$166,326,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$154,559
Assets. partnership/joint venture interests at beginning of year2010-12-31$128,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$124,503,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$103,876,644
Interest on participant loans2010-12-31$66,444
Income. Interest from US Government securities2010-12-31$1,420
Income. Interest from corporate debt instruments2010-12-31$29,311
Value of interest in common/collective trusts at end of year2010-12-31$35,860,447
Value of interest in common/collective trusts at beginning of year2010-12-31$28,568,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,366,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$13,259,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$13,259,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,048
Asset value of US Government securities at end of year2010-12-31$50,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,815,767
Net investment gain or loss from common/collective trusts2010-12-31$2,859,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,125,013
Employer contributions (assets) at end of year2010-12-31$831,720
Employer contributions (assets) at beginning of year2010-12-31$890,569
Income. Dividends from preferred stock2010-12-31$60,341
Income. Dividends from common stock2010-12-31$341,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,654,870
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$422,877
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$535,400
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$20,622,499
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$17,152,258
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$13,554,188
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,342,006
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AKT LLP
Accountancy firm EIN2010-12-31930623286
2009 : OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN

2023: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) P/S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
Insurance contract or identification number150034-01
Number of Individuals Covered48
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
Insurance contract or identification number150034-01
Number of Individuals Covered48
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
Insurance contract or identification number150034-01
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150951-01
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150034-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number150951-01
Policy instance 2

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