NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 401k Plan overview

NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN Benefits

401k Sponsoring company profile

Company Name:	NORTHERN CALIFORNIA MEDICAL ASSOCIATES
Employer identification number (EIN):	942313418
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2020-01-01
502	2019-01-01
502	2018-01-01	CAROLFERRARI1
502	2017-01-01	LINDSAY USHER		LINDSAY USHER	2018-06-18
502	2016-01-01	LINDSAY USHER
502	2015-01-01	LINDSAY USHER
502	2014-01-01	CAROL FERRARI
502	2013-01-01	CAROL FERRARI
502	2012-01-01	CAROL FERRARI
502	2011-01-01	CAROL FERRARI		CAROL FERRARI	2012-07-26
502	2010-01-01	CAROL FERRARI		CAROL FERRARI	2011-07-29
502	2009-01-01	CAROL FERRARI		CAROL FERRARI	2010-07-20

Plan Statistics for NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN

Measure	Date	Value
2020: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	143
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	155
2019: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	293
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	297
2018: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	276
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	293
2017: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	285
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	286
2016: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	214
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	227
2015: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	282
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	298
2014: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	281
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	283
2013: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	237
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	240
2012: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	234
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	239
2011: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	197
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	199
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	175
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	182
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	204
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	212
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for NORTHERN CALIFORNIA MEDICAL ASSOCIATES HEALTH & WELFARE PLAN

Insurance Providers Used on plan

Potentially related plans

• NORTHERN CALIFORNIA PRESBYTERIAN HOMES & SERVICES 403(B) PLAN [EIN = 941437728]
• NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN [EIN = 946251593]
• NORTHERN CALIFORNIA GOLF ASSOCIATION/POPPY HOLDING, INC. 401(K) PLAN [EIN = 941371594]
• NORTHERN CALIFORNIA JASS RESTAURANT INCORPORATED RETIREMENT PLAN [EIN = 455366885]
• NORTHERN CALIFORNIA SURGICAL GROUP, A MED. CORP. 401K PROFIT SHARING PLAN [EIN = 680183058]
• NORTHERN CALIFORNIA BAKERY DRIVERS' SECURITY FUND [EIN = 946073089]
• NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN [EIN = 943190386]
• NORTHERN CALIFORNIA PRESBYTERIAN HOMES AND SERVICES WELFARE PLAN [EIN = 941437728]
• NORTHERN CALIFORNIA IMAGING ASSOCIATES MEDICAL GROUP, INC. PROFIT SHARING PLAN [EIN = 510476249]
• NORTHERN CALIFORNIA BAKERY & CONFECTIONERY HEALTH AND WELFARE FUND [EIN = 946203695]
• NORTHERN CALIFORNIA TILE INDUSTRY VACATION AND HOLIDAY TRUST FUND [EIN = 800560254]
• NORTHERN CALIFORNIA CARPENTERS 401(K) TRUST FUND [EIN = 800204601]
• NORTHERN CALIFORNIA FERTILITY MEDICAL CENTER 401(K) PLAN [EIN = 680284516]
• NORTHERN CALIFORNIA PIPE TRADES SUPPLEMENTAL 401(K) RETIREMENT PLAN [EIN = 943190386]
• NORTHERN CALIFORNIA PENSION PLAN [EIN = 946559867]
• NORTHERN CALIFORNIA TILE INDUSTRY D [EIN = 946129121]
• NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION DEFINED [EIN = 943084159]
• NORTHERN CALIFORNIA ELECTRICAL WORKERS PENSION TRUST [EIN = 946062674]
• NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN [EIN = 943183274]
• NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION 403(B) SAVINGS PLAN [EIN = 943084159]
• NORTHERN CALIFORNIA LOG SCALING & GRADING BUREAU PROFIT SHARING/401(K) PLAN [EIN = 941214646]
• NORTHERN CALIFORNIA TILE & STONE, INC. 401(K) PLAN & TRUST [EIN = 264542726]
• NORTHERN CALIFORNIA RETINA VITREOUS ASSOCIATES 401(K) PROFIT SHARING PLAN [EIN = 942906234]
• NORTHERN CALIFORNIA PSYCHIATRIC SOCIETY MONEY PURCHASE PLAN [EIN = 946079052]
• NORTHERN CALIFORNIA RESEARCH CORPORATION 401K PROFIT SHARING PLAN [EIN = 680393783]
• NORTHERN CALIFORNIA JOINT POLE ASSOCIATION TARGET BENEFIT PLAN [EIN = 940590300]
• NORTHERN CALIFORNIA EMS, INC. 403(B) PLAN [EIN = 942837755]
• NORTHERN CALIFORNIA COURT REPORTERS 401K PLAN [EIN = 680423245]
• NORTHERN CALIFORNIA GRAPHICS RETIREMENT TRUST [EIN = 941747938]
• NORTHERN CALIFORNIA ALLIED TRADES 401(K) PLAN & TRUST [EIN = 651265522]
• NORTHERN CALIFORNIA CORNEA ASSOCIATES, INC. PROFIT SHARING 401K PLAN [EIN = 205610319]
• NORTHERN CALIFORNIA CHAIR CORP 401 K PROFIT SHARING PLAN TRUST [EIN = 942894888]
• NORTHERN CALIFORNIA GASTROENTEROLOGY CONSULTANTS, INC. 401(K) PLAN [EIN = 870813539]
• NORTHERN CALIFORNIA SPINE INSTITUTE 401(K) PROFIT SHARING PLAN [EIN = 030400096]
• NORTHERN CALIFORNIA DEALER SERVICES 401(K) PLAN [EIN = 330707373]
• NORTHERN CALIFORNIA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION MONEY PURCHASE PLAN [EIN = 941005907]
• NORTHERN CALIFORNIA ADVANCED SURGERY CENTER, LP 401(K) PROFIT SHARING PLAN [EIN = 264264927]
• NORTHERN CALIFORNIA PREPARATORY SCHOOL 401(K) PROFIT SHARING PLAN [EIN = 680309033]
• NORTHERN CALIFORNIA EDUCATIONAL TELEVISION ASSOC, INC [EIN = 941569300]
• NORTHERN CALIFORNIA CHILD DEVELOPMENT, INC. 401(K) PLAN [EIN = 941642028]
• NORTHERN CALIFORNIA MEDICAL WEIGHT LOSS CLINICS 401K PLAN [EIN = 300511797]
• NORTHERN CALIFORNIA CHILDREN'S 401(K) PROFIT SHARING PLAN & TRU [EIN = 680309705]
• NORTHERN CALIFORNIA SURGICAL A 401K PROFIT SHARING PLAN & TRUST [EIN = 452716150]
• NORTHERN CALIFORNIA INDIAN DEVELOPMENT COUNCIL, INC. EMPLOYEE 403(B) PLAN [EIN = 510189400]
• NORTHERN CALIFORNIA FIRE PROTECTION SERVICES INC 401KPLAN [EIN = 770500010]
• NORTHERN CALIFORNIA EMS, INC. 401(A) RETIREMENT SAVINGS PLAN [EIN = 942837755]
• NORTHERN CALIFORNIA MINORITY SUPPLIER DEVELOPMENT COUNCIL 401(K) PLAN [EIN = 942416322]
• NORTHERN CALIFORNIA CLINICAL RESEARCH CENTER 401(K) PROFIT SHARING PLAN [EIN = 274469733]
• NORTHERN CALIFORNIA WATER ASSN. 401 K PROFIT SHARING PLAN [EIN = 680273555]
• NORTHERN CALIFORNIA ESCROW SER 401 K PROFIT SHARING PLAN TRUST [EIN = 262859503]
• NORTHERN CALIFORNIA COMMUNITY BLOOD BANK 403(B) TAX DEFERRED ANNUITY PLAN [EIN = 941337639]
• NORTHERN CALIFORNIA ORTHOPAEDIC ASSOCIATES EMPLOYEE PROFIT SHARING PLAN 401(K) [EIN = 465372124]
• NORTHERN CALIFORNIA REGIONAL LAND TRUST 401K PLAN [EIN = 680216430]
• NORTHERN CALIFORNIA ELECTRICAL CONSTRUCTION INDUSTRY-LMCT 401(K) PLAN & TRUST [EIN = 946712355]
• NORTHERN CALIFORNIA COMMUNITY LOAN FUND 403B [EIN = 943032394]
• NORTHERN CALIFORNIA MOUNTAIN SPORTS, INC. 401(K) PROFIT SHARING PLAN [EIN = 942314093]
• NORTHERN CALIFORNIA FINANCIAL SERV 401K PROFIT SHARING PLAN AN [EIN = 263203421]
• NORTHERN CALIFORNIA CHAPTER - NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST [EIN = 941005907]
• NORTHERN CALIFORNIA HUMAN RESOURCES COUNCIL 401K PLAN [EIN = 946103023]
• NORTHERN CALIFORNIA NOBLE DEVELOPMENT, INC. DEFINED BENEFIT PENSION PLAN [EIN = 203899407]
• NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTER HEALTH AND WELFARE TRUST FUND [EIN = 946330971]
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• NORTHERN CALIFORNIA CHAPTER NECA 401K PLAN [EIN = 941005906]
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• NORTHERN CALIFORNIA SWIMSTITUTE, INC. 401(K) PLAN [EIN = 263841095]
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• NORTHERN CALIFORNIA PRIMARY CARE ASSOCIATES MEDICAL GROUP MONEY PURCHASE PENSION PLAN & TRUST [EIN = 943287198]
• NORTHERN CALIFORNIA P.E.T. IMAGING CENTER RETIREMENT PLAN [EIN = 680244363]
• NORTHERN CALIFORNIA COMMUNITY BLOOD BANK 403B7 TAX DEFERRED ANNUITY PLAN [EIN = 941337639]
• NORTHERN CALIFORNIA CARPENTERS REGIONAL COUNCIL 401K TRUST FUND [EIN = 943280065]
• NORTHERN CALIFORNIA FORENSIC PATHOLOGY MED CORP PROFIT SHARING PLAN & TRUST [EIN = 680190862]
• NORTHERN CALIFORNIA FACIAL & ORAL SURGERY 401(K) PLAN [EIN = 814052206]
• NORTHERN CALIFORNIA REGIONAL LAND TRUST 403(B) PLAN [EIN = 680216430]
• NORTHERN CALIFORNIA FACIAL & ORAL SURGERY CASH BALANCE PLAN [EIN = 814052206]
• NORTHERN CALIFORNIA IMAGING ASSOCIATES MEDICAL GROUP, INC. CASH BALANCE PLAN [EIN = 510476249]
• NORTHERN CALIFORNIA POWER AGENCY FSA PLAN [EIN = 942550072]
• NORTHERN CALIFORNIA LAW GROUP, P.C. RETIREMENT TRUST [EIN = 821107654]
• NORTHERN CALIFORNIA CHAPTER - NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST [EIN = 941005907]
• NORTHERN CALIFORNIA WORLD TRADE CENTER 401K PROFIT SHARING PLAN [EIN = 911811449]
• NORTHERN CALIFORNIA PEDIATRIC HOSPITALISTS, INC. 401(K) PLAN [EIN = 833267818]
• NORTHERN CALIFORNIA CENTER FOR WELL BEING 403(B) PLAN [EIN = 931144835]
• NORTHERN CALIFORNIA NURSING AC 401K PLAN [EIN = 272924541]

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