401k Plan data: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN plan

VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN
Plan identification number	001

VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

VISTA COMMUNITY CLINIC has sponsored the creation of one or more 401k plans.

Company Name: VISTA COMMUNITY CLINIC

Employer identification number (EIN): 952815615

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

Additional information about VISTA COMMUNITY CLINIC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0666905

More information about VISTA COMMUNITY CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 MICHELE LAMBERT
001 2015-07-01 MICHELE LAMBERT
001 2014-07-01 MICHELE LAMBERT MICHELE LAMBERT 2016-04-14
001 2013-07-01 MICHELE LAMBERT MICHELE LAMBERT 2015-04-15
001 2012-07-01 MICHELE LAMBERT MICHELE LAMBERT 2014-01-30
001 2011-07-01 MICHELE LAMBERT MICHELE LAMBERT 2013-03-12
001 2010-07-01 MICHELE LAMBERT
001 2009-07-01 MICHELE LAMBERT
001 2008-07-01 MICHELE LAMBERT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	MICHELE LAMBERT
001	2015-07-01	MICHELE LAMBERT
001	2014-07-01	MICHELE LAMBERT	MICHELE LAMBERT	2016-04-14
001	2013-07-01	MICHELE LAMBERT	MICHELE LAMBERT	2015-04-15
001	2012-07-01	MICHELE LAMBERT	MICHELE LAMBERT	2014-01-30
001	2011-07-01	MICHELE LAMBERT	MICHELE LAMBERT	2013-03-12
001	2010-07-01	MICHELE LAMBERT
001	2009-07-01	MICHELE LAMBERT
001	2008-07-01	MICHELE LAMBERT

Plan Statistics for VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2021: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 839
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 824
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 71
Total of all active and inactive participants 2021-07-01 895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 895
Number of participants with account balances 2021-07-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 795
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 775
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 64
Total of all active and inactive participants 2020-07-01 839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 839
Number of participants with account balances 2020-07-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 751
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 742
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 53
Total of all active and inactive participants 2019-07-01 795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 795
Number of participants with account balances 2019-07-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 727
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 701
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 41
Total of all active and inactive participants 2018-07-01 742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 744
Number of participants with account balances 2018-07-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 709
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 675
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 50
Total of all active and inactive participants 2017-07-01 725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 727
Number of participants with account balances 2017-07-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 663
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 658
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 49
Total of all active and inactive participants 2016-07-01 707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 709
Number of participants with account balances 2016-07-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 275
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 622
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 40
Total of all active and inactive participants 2015-07-01 662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 663
Number of participants with account balances 2015-07-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 339
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 273
Total of all active and inactive participants 2014-07-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 273
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 14
2013: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 313
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 304
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 38
Total of all active and inactive participants 2013-07-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 342
Number of participants with account balances 2013-07-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 19
2012: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 328
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 285
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 27
Total of all active and inactive participants 2012-07-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 312
Number of participants with account balances 2012-07-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 30
2011: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 390
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 302
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 27
Total of all active and inactive participants 2011-07-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 329
Number of participants with account balances 2011-07-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 28
2010: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 301
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 312
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 51
Total of all active and inactive participants 2010-07-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 363
Number of participants with account balances 2010-07-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 29
2009: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 284
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 19
Total of all active and inactive participants 2009-07-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 303
Number of participants with account balances 2009-07-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 20

Measure	Date	Value
2021: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	839
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	824
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	71
Total of all active and inactive participants	2021-07-01	895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	895
Number of participants with account balances	2021-07-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	795
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	775
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	64
Total of all active and inactive participants	2020-07-01	839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	839
Number of participants with account balances	2020-07-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	751
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	742
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	53
Total of all active and inactive participants	2019-07-01	795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	795
Number of participants with account balances	2019-07-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	727
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	701
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	41
Total of all active and inactive participants	2018-07-01	742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	744
Number of participants with account balances	2018-07-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	709
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	675
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	50
Total of all active and inactive participants	2017-07-01	725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	727
Number of participants with account balances	2017-07-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	663
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	658
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	49
Total of all active and inactive participants	2016-07-01	707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	709
Number of participants with account balances	2016-07-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	275
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	622
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	40
Total of all active and inactive participants	2015-07-01	662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	663
Number of participants with account balances	2015-07-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	339
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	273
Total of all active and inactive participants	2014-07-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	273
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	14
2013: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	313
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	304
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	38
Total of all active and inactive participants	2013-07-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	342
Number of participants with account balances	2013-07-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	19
2012: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	328
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	285
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	27
Total of all active and inactive participants	2012-07-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	312
Number of participants with account balances	2012-07-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	30
2011: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	390
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	302
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	27
Total of all active and inactive participants	2011-07-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	329
Number of participants with account balances	2011-07-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	28
2010: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	301
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	312
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	51
Total of all active and inactive participants	2010-07-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	363
Number of participants with account balances	2010-07-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	29
2009: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	284
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	19
Total of all active and inactive participants	2009-07-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	303
Number of participants with account balances	2009-07-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	20

Financial Data on VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$110,184
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,235,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,179,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,571,041
Value of total assets at end of year	2022-06-30	$21,841,574
Value of total assets at beginning of year	2022-06-30	$22,967,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$56,237
Total interest from all sources	2022-06-30	$33,850
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,348,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,348,245
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,278,466
Participant contributions at end of year	2022-06-30	$380,975
Participant contributions at beginning of year	2022-06-30	$369,952
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$345,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,125,591
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$21,841,574
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$22,967,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$19,070,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$21,095,167
Interest on participant loans	2022-06-30	$17,061
Interest earned on other investments	2022-06-30	$16,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,389,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,502,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-4,842,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$947,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,179,538
Contract administrator fees	2022-06-30	$56,237
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2022-06-30	260526155
2021 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$8,318,527
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,433,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,322,962
Expenses. Certain deemed distributions of participant loans	2021-06-30	$38,965
Value of total corrective distributions	2021-06-30	$21,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,051,795
Value of total assets at end of year	2021-06-30	$22,967,165
Value of total assets at beginning of year	2021-06-30	$17,082,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$50,433
Total interest from all sources	2021-06-30	$33,028
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$810,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$810,397
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,832,142
Participant contributions at end of year	2021-06-30	$369,952
Participant contributions at beginning of year	2021-06-30	$319,826
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$367,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$5,885,006
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$22,967,165
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$17,082,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$21,095,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$15,970,656
Interest on participant loans	2021-06-30	$17,294
Interest earned on other investments	2021-06-30	$15,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,502,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$791,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,423,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$852,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,322,962
Contract administrator fees	2021-06-30	$50,433
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2021-06-30	260526155
2020 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$3,337,367
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,473,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,401,527
Expenses. Certain deemed distributions of participant loans	2020-06-30	$31,027
Value of total corrective distributions	2020-06-30	$3,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,708,984
Value of total assets at end of year	2020-06-30	$17,082,159
Value of total assets at beginning of year	2020-06-30	$15,218,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$37,937
Total interest from all sources	2020-06-30	$31,824
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$564,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$564,217
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,651,859
Participant contributions at end of year	2020-06-30	$319,826
Participant contributions at beginning of year	2020-06-30	$294,853
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$309,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,863,554
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$17,082,159
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$15,218,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$15,970,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$14,120,051
Interest on participant loans	2020-06-30	$17,456
Interest earned on other investments	2020-06-30	$14,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$791,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$803,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$32,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$747,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,401,527
Contract administrator fees	2020-06-30	$37,937
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2020-06-30	260526155
2019 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$3,290,457
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$894,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$833,967
Expenses. Certain deemed distributions of participant loans	2019-06-30	$17,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,365,017
Value of total assets at end of year	2019-06-30	$15,218,605
Value of total assets at beginning of year	2019-06-30	$12,822,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$42,785
Total interest from all sources	2019-06-30	$25,267
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$624,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$624,501
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,587,087
Participant contributions at end of year	2019-06-30	$294,853
Participant contributions at beginning of year	2019-06-30	$340,909
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$54,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,396,121
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$15,218,605
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$12,822,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$8,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$14,120,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$12,035,664
Interest on participant loans	2019-06-30	$16,785
Interest earned on other investments	2019-06-30	$8,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$803,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$445,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$275,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$723,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$833,967
Contract administrator fees	2019-06-30	$34,147
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2019-06-30	260526155
2018 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$3,070,374
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$828,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$775,405
Expenses. Certain deemed distributions of participant loans	2018-06-30	$18,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,105,548
Value of total assets at end of year	2018-06-30	$12,822,484
Value of total assets at beginning of year	2018-06-30	$10,580,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$34,754
Total interest from all sources	2018-06-30	$22,684
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$392,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$392,291
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,340,141
Participant contributions at end of year	2018-06-30	$340,909
Participant contributions at beginning of year	2018-06-30	$239,842
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$119,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,241,844
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$12,822,484
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$10,580,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$12,035,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$9,677,903
Interest on participant loans	2018-06-30	$13,361
Interest earned on other investments	2018-06-30	$9,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$445,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$662,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$549,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$645,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$775,405
Contract administrator fees	2018-06-30	$34,754
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2018-06-30	260526155
2017 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,863,590
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$186,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$158,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,807,283
Value of total assets at end of year	2017-06-30	$10,580,640
Value of total assets at beginning of year	2017-06-30	$7,903,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$28,027
Total interest from all sources	2017-06-30	$17,899
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$265,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$265,146
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,096,059
Participant contributions at end of year	2017-06-30	$239,842
Participant contributions at beginning of year	2017-06-30	$207,276
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$177,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,677,497
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$10,580,640
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,903,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$9,677,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$7,219,362
Interest on participant loans	2017-06-30	$9,599
Interest earned on other investments	2017-06-30	$8,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$662,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$476,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$773,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$533,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$158,066
Contract administrator fees	2017-06-30	$28,027
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2017-06-30	260526155
2016 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,428,459
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$267,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$231,800
Expenses. Certain deemed distributions of participant loans	2016-06-30	$4,949
Value of total corrective distributions	2016-06-30	$9,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,383,434
Value of total assets at end of year	2016-06-30	$7,903,143
Value of total assets at beginning of year	2016-06-30	$6,742,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$21,294
Total interest from all sources	2016-06-30	$17,852
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$222,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$222,373
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$868,455
Participant contributions at end of year	2016-06-30	$207,276
Participant contributions at beginning of year	2016-06-30	$223,809
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$89,358
Other income not declared elsewhere	2016-06-30	$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$1,161,081
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,903,143
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,742,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$7,219,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,231,489
Interest on participant loans	2016-06-30	$11,124
Interest earned on other investments	2016-06-30	$6,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$476,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$286,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-195,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$425,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$231,800
Contract administrator fees	2016-06-30	$21,294
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	PORTER & HUNT LLP
Accountancy firm EIN	2016-06-30	260526155
2015 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,682,979
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$504,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$471,039
Expenses. Certain deemed distributions of participant loans	2015-06-30	$9,491
Value of total corrective distributions	2015-06-30	$13,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,503,248
Value of total assets at end of year	2015-06-30	$6,742,062
Value of total assets at beginning of year	2015-06-30	$5,563,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$10,679
Total interest from all sources	2015-06-30	$15,309
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$708,746
Participant contributions at end of year	2015-06-30	$223,809
Participant contributions at beginning of year	2015-06-30	$184,636
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$585,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,178,184
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,742,062
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,563,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,231,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,165,655
Interest on participant loans	2015-06-30	$8,133
Interest earned on other investments	2015-06-30	$7,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$286,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$213,587
Net investment gain/loss from pooled separate accounts	2015-06-30	$164,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$208,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$471,039
Contract administrator fees	2015-06-30	$10,679
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	PORTER & HUNT, LLP
Accountancy firm EIN	2015-06-30	260526155
2014 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,128,046
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$847,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$840,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,334,090
Value of total assets at end of year	2014-06-30	$5,563,878
Value of total assets at beginning of year	2014-06-30	$4,283,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$6,882
Total interest from all sources	2014-06-30	$10,721
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$565,968
Participant contributions at end of year	2014-06-30	$184,636
Participant contributions at beginning of year	2014-06-30	$82,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,280,491
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,563,878
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,283,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,165,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,101,037
Interest on participant loans	2014-06-30	$5,890
Interest earned on other investments	2014-06-30	$4,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$213,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$99,536
Net investment gain/loss from pooled separate accounts	2014-06-30	$783,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$768,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$840,673
Contract administrator fees	2014-06-30	$6,882
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PORTER & HUNT, LLP
Accountancy firm EIN	2014-06-30	260526155
2013 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,094,449
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$558,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$551,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$626,630
Value of total assets at end of year	2013-06-30	$4,283,387
Value of total assets at beginning of year	2013-06-30	$3,746,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$6,900
Total interest from all sources	2013-06-30	$5,206
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$370,669
Participant contributions at end of year	2013-06-30	$82,814
Participant contributions at beginning of year	2013-06-30	$71,442
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$8,832
Administrative expenses (other) incurred	2013-06-30	$6,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$536,410
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,283,387
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,746,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,101,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,610,451
Interest on participant loans	2013-06-30	$2,740
Interest earned on other investments	2013-06-30	$2,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$99,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$65,084
Net investment gain/loss from pooled separate accounts	2013-06-30	$462,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$247,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$551,139
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	TCA PARTNERS, LLP
Accountancy firm EIN	2013-06-30	202707086
2012 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$476,320
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$233,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$231,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$513,905
Value of total assets at end of year	2012-06-30	$3,746,977
Value of total assets at beginning of year	2012-06-30	$3,504,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,062
Total interest from all sources	2012-06-30	$4,425
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$307,081
Participant contributions at end of year	2012-06-30	$71,442
Participant contributions at beginning of year	2012-06-30	$42,183
Administrative expenses (other) incurred	2012-06-30	$2,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$242,971
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,746,977
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,504,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,610,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,401,985
Interest on participant loans	2012-06-30	$2,517
Interest earned on other investments	2012-06-30	$1,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$65,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$59,838
Net investment gain/loss from pooled separate accounts	2012-06-30	$-42,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$206,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$231,287
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	TCA PARTNERS, LLP
Accountancy firm EIN	2012-06-30	202707086
2011 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,204,659
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$104,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$102,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$731,836
Value of total assets at end of year	2011-06-30	$3,504,006
Value of total assets at beginning of year	2011-06-30	$2,403,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,212
Total interest from all sources	2011-06-30	$3,869
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	No
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$311,211
Participant contributions at end of year	2011-06-30	$42,183
Participant contributions at beginning of year	2011-06-30	$51,317
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$11,607
Administrative expenses (other) incurred	2011-06-30	$1,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,100,526
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,504,006
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,403,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,401,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,313,262
Interest on participant loans	2011-06-30	$2,377
Interest earned on other investments	2011-06-30	$1,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$59,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$38,901
Net investment gain/loss from pooled separate accounts	2011-06-30	$468,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$409,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$102,921
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	TCA PARTNERS, LLP
Accountancy firm EIN	2011-06-30	202707086
2010 : VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN

2021: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2008: VISTA COMMUNITY CLINIC TAX-DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894120-007

Policy instance

Insurance contract or identification number	894120-007
Number of Individuals Covered	60
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894120-007

Policy instance

Insurance contract or identification number	894120-007
Number of Individuals Covered	58
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894120-007

Policy instance

Insurance contract or identification number	894120-007
Number of Individuals Covered	62
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894120-007

Policy instance

Insurance contract or identification number	894120-007
Number of Individuals Covered	61
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894120-007

Policy instance

Insurance contract or identification number	894120-007
Number of Individuals Covered	69
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VCC-001

Policy instance

Insurance contract or identification number	VCC-001
Number of Individuals Covered	77
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750612

Policy instance

Insurance contract or identification number	GA-750612
Number of Individuals Covered	0
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750612

Policy instance

Insurance contract or identification number	GA-750612
Number of Individuals Covered	273
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $10,646
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,646
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750612

Policy instance

Insurance contract or identification number	GA-750612
Number of Individuals Covered	339
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $19,971
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,971
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750612

Policy instance

Insurance contract or identification number	GA-750612
Number of Individuals Covered	311
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $13,460
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,460
Insurance broker organization code?	3
Insurance broker name	MORGANSTANLEY SMITHBARNEY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750612

Policy instance

Insurance contract or identification number	GA-750612
Number of Individuals Covered	324
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $11,104
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750612

Policy instance

Insurance contract or identification number	GA-750612
Number of Individuals Covered	353
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $11,328
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

VISTA COMMUNITY CHURCH INC [EIN = 593103144]

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Company Name:	VISTA COMMUNITY CLINIC
Employer identification number (EIN):	952815615
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0666905