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MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 401k Plan overview

Plan NameMEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN
Plan identification number 001

MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL MANAGEMENT RESOURCE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL MANAGEMENT RESOURCE GROUP, LLC
Employer identification number (EIN):030460264
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about MEDICAL MANAGEMENT RESOURCE GROUP, LLC

Jurisdiction of Incorporation: California Secretary of State
Incorporation Date: 2014-05-22
Company Identification Number: 201414710141
Legal Registered Office Address: 10866 WILSHIRE BLVD STE 600

LOS ANGELES
United States of America (USA)
90024

More information about MEDICAL MANAGEMENT RESOURCE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JASON FERNANDEZ JASON FERNANDEZ2018-11-01
0012017-01-01JASON FERNANDEZ JASON FERNANDEZ2018-10-12
0012016-01-01DARREN WIGHT DARREN WIGHT2017-10-16
0012015-01-01KEVIN HOGGE
0012014-01-01JENNIFER GIBSON
0012014-01-01JENNIFER GIBSON
0012013-01-01DON SNYDER
0012012-01-01DON SNYDER
0012011-01-01DON SNYDER

Plan Statistics for MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN

401k plan membership statisitcs for MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN

Measure Date Value
2022: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,113
Total number of active participants reported on line 7a of the Form 55002022-01-011,752
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01274
Total of all active and inactive participants2022-01-012,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,027
Number of participants with account balances2022-01-011,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01398
2021: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,940
Total number of active participants reported on line 7a of the Form 55002021-01-011,595
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01270
Total of all active and inactive participants2021-01-011,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,865
Number of participants with account balances2021-01-011,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01384
2020: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,581
Total number of active participants reported on line 7a of the Form 55002020-01-011,336
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01162
Total of all active and inactive participants2020-01-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,498
Number of participants with account balances2020-01-011,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01236
2019: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,647
Total number of active participants reported on line 7a of the Form 55002019-01-011,277
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01186
Total of all active and inactive participants2019-01-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,463
Number of participants with account balances2019-01-011,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01187
2018: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01960
Total number of active participants reported on line 7a of the Form 55002018-01-011,246
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-011,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,374
Number of participants with account balances2018-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01711
Total number of active participants reported on line 7a of the Form 55002017-01-01642
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01690
Number of participants with account balances2017-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01802
Total number of active participants reported on line 7a of the Form 55002016-01-01635
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01672
Number of participants with account balances2016-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01576
Total number of active participants reported on line 7a of the Form 55002015-01-01563
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01734
Number of participants with account balances2015-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01441
Total number of active participants reported on line 7a of the Form 55002014-01-01457
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01514
Number of participants with account balances2014-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01351
Total number of active participants reported on line 7a of the Form 55002013-01-01384
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01407
Number of participants with account balances2013-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01369
Total number of active participants reported on line 7a of the Form 55002012-01-01333
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01351
Total participants2012-01-01351
Number of participants with account balances2012-01-01285
2011: MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01359
Total number of active participants reported on line 7a of the Form 55002011-01-01330
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01349
Number of participants with account balances2011-01-01282

Financial Data on MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN

Measure Date Value
2022 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,923,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-351,489
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,537,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,294,132
Expenses. Certain deemed distributions of participant loans2022-12-31$420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,006,780
Value of total assets at end of year2022-12-31$57,489,376
Value of total assets at beginning of year2022-12-31$61,455,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$243,353
Total interest from all sources2022-12-31$32,481
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,048,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,048,069
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,403,020
Participant contributions at end of year2022-12-31$685,999
Participant contributions at beginning of year2022-12-31$678,318
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,408,220
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,398,376
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,794,910
Other income not declared elsewhere2022-12-31$-310,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,889,394
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,489,376
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,455,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,867,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$55,049,812
Value of interest in pooled separate accounts at end of year2022-12-31$1,051,399
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,403,390
Interest on participant loans2022-12-31$32,481
Value of interest in common/collective trusts at end of year2022-12-31$3,473,422
Value of interest in common/collective trusts at beginning of year2022-12-31$2,925,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,587,212
Net investment gain/loss from pooled separate accounts2022-12-31$-285,189
Net investment gain or loss from common/collective trusts2022-12-31$-255,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,808,850
Employer contributions (assets) at end of year2022-12-31$3,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,294,132
Contract administrator fees2022-12-31$243,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,192,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,767,864
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,128,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,851,730
Expenses. Certain deemed distributions of participant loans2021-12-31$8,117
Value of total corrective distributions2021-12-31$12,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,444,317
Value of total assets at end of year2021-12-31$61,455,382
Value of total assets at beginning of year2021-12-31$44,623,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$255,721
Total interest from all sources2021-12-31$29,254
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$867,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$867,721
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,409,803
Participant contributions at end of year2021-12-31$678,318
Participant contributions at beginning of year2021-12-31$496,566
Participant contributions at beginning of year2021-12-31$84,017
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,398,376
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,138,780
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$891,143
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$184,641
Other income not declared elsewhere2021-12-31$256,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,639,455
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,455,382
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,623,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$55,049,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,905,352
Value of interest in pooled separate accounts at end of year2021-12-31$1,403,390
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,722,156
Interest on participant loans2021-12-31$29,254
Value of interest in common/collective trusts at end of year2021-12-31$2,925,486
Value of interest in common/collective trusts at beginning of year2021-12-31$3,014,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,105,978
Net investment gain/loss from pooled separate accounts2021-12-31$92,979
Net investment gain or loss from common/collective trusts2021-12-31$-28,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,143,371
Employer contributions (assets) at beginning of year2021-12-31$261,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,667,089
Contract administrator fees2021-12-31$255,721
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
2020 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,147,625
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,849,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,636,443
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$23,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,759,029
Value of total assets at end of year2020-12-31$44,623,549
Value of total assets at beginning of year2020-12-31$40,325,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$189,451
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$21,985
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$558,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$558,049
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,865,238
Participant contributions at end of year2020-12-31$496,566
Participant contributions at beginning of year2020-12-31$387,212
Participant contributions at end of year2020-12-31$84,017
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,138,780
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$857,971
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$305,600
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$4,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$294,625
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,298,229
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,623,549
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,325,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,905,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,067,305
Value of interest in pooled separate accounts at end of year2020-12-31$2,722,156
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,950,887
Interest on participant loans2020-12-31$21,985
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,014,838
Value of interest in common/collective trusts at beginning of year2020-12-31$1,061,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,085,411
Net investment gain/loss from pooled separate accounts2020-12-31$276,848
Net investment gain or loss from common/collective trusts2020-12-31$151,678
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$588,191
Employer contributions (assets) at end of year2020-12-31$261,840
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,631,725
Contract administrator fees2020-12-31$189,451
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,960,719
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,500,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,290,859
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$36,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,105,141
Value of total assets at end of year2019-12-31$40,325,320
Value of total assets at beginning of year2019-12-31$31,865,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,040
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$22,523
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$761,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$761,855
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,517,549
Participant contributions at end of year2019-12-31$387,212
Participant contributions at beginning of year2019-12-31$355,805
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$857,971
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$452,874
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,071,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$328
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$168,560
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,460,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,325,320
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,865,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,067,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,269,232
Value of interest in pooled separate accounts at end of year2019-12-31$2,950,887
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,884,665
Interest on participant loans2019-12-31$22,523
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,061,945
Value of interest in common/collective trusts at beginning of year2019-12-31$1,902,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,629,465
Net investment gain/loss from pooled separate accounts2019-12-31$1,212,020
Net investment gain or loss from common/collective trusts2019-12-31$61,155
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$516,412
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,290,531
Contract administrator fees2019-12-31$173,040
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$19,246,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$647,098
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,955,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,747,945
Expenses. Certain deemed distributions of participant loans2018-12-31$85
Value of total corrective distributions2018-12-31$62,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,079,051
Value of total assets at end of year2018-12-31$31,865,229
Value of total assets at beginning of year2018-12-31$15,926,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$145,044
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$15,844
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$562,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$562,309
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,533,749
Participant contributions at end of year2018-12-31$355,805
Participant contributions at beginning of year2018-12-31$274,114
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$24,603
Assets. Other investments not covered elsewhere at end of year2018-12-31$452,874
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$599,939
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$545,302
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$4,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-64,829
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-3,308,071
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,865,229
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,926,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,937
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,269,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,630,428
Value of interest in pooled separate accounts at end of year2018-12-31$5,884,665
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,285,048
Interest on participant loans2018-12-31$15,844
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,902,653
Value of interest in common/collective trusts at beginning of year2018-12-31$109,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,021,875
Net investment gain/loss from pooled separate accounts2018-12-31$-930,897
Net investment gain or loss from common/collective trusts2018-12-31$7,495
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,743,791
Contract administrator fees2018-12-31$145,044
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE, LLP
Accountancy firm EIN2018-12-31350921680
2017 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-657
Total unrealized appreciation/depreciation of assets2017-12-31$-657
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,090,305
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,788,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,684,567
Expenses. Certain deemed distributions of participant loans2017-12-31$777
Value of total corrective distributions2017-12-31$18,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,746,919
Value of total assets at end of year2017-12-31$15,926,418
Value of total assets at beginning of year2017-12-31$13,624,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,306
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$11,957
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$256,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$256,305
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,627,413
Participant contributions at end of year2017-12-31$274,114
Participant contributions at beginning of year2017-12-31$290,384
Participant contributions at end of year2017-12-31$24,603
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$599,939
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$647,260
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,388
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$132,710
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,301,452
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,926,418
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,624,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Assets. partnership/joint venture interests at end of year2017-12-31$2,937
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,630,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,794,057
Value of interest in pooled separate accounts at end of year2017-12-31$1,285,048
Value of interest in pooled separate accounts at beginning of year2017-12-31$628,181
Interest on participant loans2017-12-31$11,957
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$109,349
Value of interest in common/collective trusts at beginning of year2017-12-31$265,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,772,931
Net investment gain/loss from pooled separate accounts2017-12-31$167,631
Net investment gain or loss from common/collective trusts2017-12-31$2,509
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$118
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,684,567
Contract administrator fees2017-12-31$85,306
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31CROWE, LLP
Accountancy firm EIN2017-12-31350921680
2016 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,060,124
Total transfer of assets from this plan2016-12-31$79,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,624,372
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,864,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,744,137
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$28,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,541,713
Value of total assets at end of year2016-12-31$13,624,966
Value of total assets at beginning of year2016-12-31$11,885,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,201
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$13,451
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$223,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$223,620
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,429,279
Participant contributions at end of year2016-12-31$290,384
Participant contributions at beginning of year2016-12-31$324,228
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$647,260
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$747,129
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$5,244
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-240,574
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,624,966
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,885,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$9,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,794,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,592,319
Value of interest in pooled separate accounts at end of year2016-12-31$628,181
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$13,451
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$265,084
Value of interest in common/collective trusts at beginning of year2016-12-31$221,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$690,214
Net investment gain/loss from pooled separate accounts2016-12-31$146,447
Net investment gain or loss from common/collective trusts2016-12-31$3,683
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$813
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,744,137
Contract administrator fees2016-12-31$82,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HARWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,299,342
Total loss/gain on sale of assets2015-12-31$28,032
Total of all expenses incurred2015-12-31$1,089,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,023,992
Expenses. Certain deemed distributions of participant loans2015-12-31$565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,421,179
Value of total assets at end of year2015-12-31$11,885,377
Value of total assets at beginning of year2015-12-31$11,675,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,893
Total interest from all sources2015-12-31$-24,811
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$446,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$446,141
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,343,669
Participant contributions at end of year2015-12-31$324,228
Participant contributions at beginning of year2015-12-31$173,107
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$747,129
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$751,227
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$77,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$209,892
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,885,377
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,675,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$37,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,592,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,743,042
Interest on participant loans2015-12-31$9,667
Interest earned on other investments2015-12-31$-34,478
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$221,701
Value of interest in common/collective trusts at beginning of year2015-12-31$8,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-572,419
Net investment gain or loss from common/collective trusts2015-12-31$1,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,023,992
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$27,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,637,695
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,609,663
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,953,802
Total loss/gain on sale of assets2014-12-31$18,758
Total of all expenses incurred2014-12-31$452,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$355,582
Expenses. Certain deemed distributions of participant loans2014-12-31$1,386
Value of total corrective distributions2014-12-31$49,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,183,642
Value of total assets at end of year2014-12-31$11,675,485
Value of total assets at beginning of year2014-12-31$10,174,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,814
Total interest from all sources2014-12-31$8,732
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$253,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$253,975
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,069,886
Participant contributions at end of year2014-12-31$173,107
Participant contributions at beginning of year2014-12-31$223,412
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$25,261
Assets. Other investments not covered elsewhere at end of year2014-12-31$751,227
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$113,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$332
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$95,909
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$58,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,501,052
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,675,485
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,174,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$34,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,743,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,502,195
Interest on participant loans2014-12-31$8,732
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$8,109
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$392,774
Net investment gain or loss from common/collective trusts2014-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$355,582
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$11,446
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$364,638
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,994,415
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,975,657
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$89,973
Total unrealized appreciation/depreciation of assets2013-12-31$89,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,437,709
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$289,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,041,763
Value of total assets at end of year2013-12-31$10,174,433
Value of total assets at beginning of year2013-12-31$8,026,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,126
Total interest from all sources2013-12-31$11,417
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$192,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$192,830
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$5,154
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,040,469
Participant contributions at end of year2013-12-31$223,412
Participant contributions at beginning of year2013-12-31$239,427
Participant contributions at end of year2013-12-31$25,261
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$58,595
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,148,020
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,174,433
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,026,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,502,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$357,401
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$366,683
Interest on participant loans2013-12-31$9,538
Interest earned on other investments2013-12-31$1,879
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$6,261,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$62
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$62
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$339,400
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$373,322
Net investment gain/loss from pooled separate accounts2013-12-31$71,783
Net investment gain or loss from common/collective trusts2013-12-31$656,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,563
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$6,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$364,638
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$462,425
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$32,703
Total unrealized appreciation/depreciation of assets2012-12-31$32,703
Total income from all sources (including contributions)2012-12-31$1,739,197
Total of all expenses incurred2012-12-31$634,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$620,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$951,225
Value of total assets at end of year2012-12-31$8,026,413
Value of total assets at beginning of year2012-12-31$6,921,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,440
Total interest from all sources2012-12-31$17,726
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,403
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$929,282
Participant contributions at end of year2012-12-31$239,427
Participant contributions at beginning of year2012-12-31$259,160
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,889
Administrative expenses (other) incurred2012-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,104,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,026,413
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,921,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$357,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$400,667
Value of interest in pooled separate accounts at end of year2012-12-31$366,683
Value of interest in pooled separate accounts at beginning of year2012-12-31$327,427
Interest on participant loans2012-12-31$10,643
Interest earned on other investments2012-12-31$7,083
Value of interest in common/collective trusts at end of year2012-12-31$6,261,015
Value of interest in common/collective trusts at beginning of year2012-12-31$5,557,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$62
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$62
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$339,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$192,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,277
Net investment gain/loss from pooled separate accounts2012-12-31$44,837
Net investment gain or loss from common/collective trusts2012-12-31$671,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$54
Income. Dividends from common stock2012-12-31$3,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$620,880
Contract administrator fees2012-12-31$13,435
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$462,425
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$184,556
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-56,224
Total unrealized appreciation/depreciation of assets2011-12-31$-56,224
Total income from all sources (including contributions)2011-12-31$959,422
Total of all expenses incurred2011-12-31$556,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$541,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$981,502
Value of total assets at end of year2011-12-31$6,921,536
Value of total assets at beginning of year2011-12-31$6,518,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,891
Total interest from all sources2011-12-31$16,831
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$791
Administrative expenses professional fees incurred2011-12-31$366
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$949,007
Participant contributions at end of year2011-12-31$259,160
Participant contributions at beginning of year2011-12-31$307,047
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$43
Other income not declared elsewhere2011-12-31$-118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$402,889
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,921,536
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,518,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$400,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$154,835
Value of interest in pooled separate accounts at end of year2011-12-31$327,427
Value of interest in pooled separate accounts at beginning of year2011-12-31$130,764
Interest on participant loans2011-12-31$13,347
Interest earned on other investments2011-12-31$3,484
Value of interest in common/collective trusts at end of year2011-12-31$5,557,272
Value of interest in common/collective trusts at beginning of year2011-12-31$5,649,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$62
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$192,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$69,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,486
Net investment gain/loss from pooled separate accounts2011-12-31$-4,707
Net investment gain or loss from common/collective trusts2011-12-31$24,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$2,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$541,599
Contract administrator fees2011-12-31$14,525
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$184,556
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$206,610
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$11,493
Total unrealized appreciation/depreciation of assets2010-12-31$11,493
Total income from all sources (including contributions)2010-12-31$1,497,245
Total of all expenses incurred2010-12-31$850,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$817,688
Expenses. Certain deemed distributions of participant loans2010-12-31$27,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$952,062
Value of total assets at end of year2010-12-31$6,518,647
Value of total assets at beginning of year2010-12-31$5,872,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,964
Total interest from all sources2010-12-31$14,103
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$20
Administrative expenses professional fees incurred2010-12-31$752
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$926,285
Participant contributions at end of year2010-12-31$307,047
Participant contributions at beginning of year2010-12-31$252,276
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,777
Total non interest bearing cash at beginning of year2010-12-31$1,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$646,282
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,518,647
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,872,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$154,835
Value of interest in pooled separate accounts at end of year2010-12-31$130,764
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,618,950
Interest on participant loans2010-12-31$13,241
Interest earned on other investments2010-12-31$862
Value of interest in common/collective trusts at end of year2010-12-31$5,649,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$69,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$231,852
Net investment gain/loss from pooled separate accounts2010-12-31$283
Net investment gain or loss from common/collective trusts2010-12-31$286,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$817,688
Contract administrator fees2010-12-31$5,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$206,610
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958

Form 5500 Responses for MEDICAL MANAGEMENT RESOURCE GROUP 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527957
Policy instance 1
Insurance contract or identification number527957
Number of Individuals Covered2027
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527957
Policy instance 1
Insurance contract or identification number527957
Number of Individuals Covered1865
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527957
Policy instance 1
Insurance contract or identification number527957
Number of Individuals Covered1498
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527957
Policy instance 1
Insurance contract or identification number527957
Number of Individuals Covered1463
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527957
Policy instance 1
Insurance contract or identification number527957
Number of Individuals Covered1374
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527957
Policy instance 1
Insurance contract or identification number527957
Number of Individuals Covered690
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-10-22
Total amount of commissions paid to insurance brokerUSD $7,173
Total amount of fees paid to insurance companyUSD $1,960
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,173
Insurance broker organization code?3
Amount paid for insurance broker fees1960
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameBOYCE & ASSOCIATES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521995
Policy instance 2
Insurance contract or identification number521995
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-10-22
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered362
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,574
Total amount of fees paid to insurance companyUSD $80
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,574
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameARQUE CAPITAL LTD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521995
Policy instance 2
Insurance contract or identification number521995
Number of Individuals Covered362
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521995
Policy instance 2
Insurance contract or identification number521995
Number of Individuals Covered360
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered360
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,985
Total amount of fees paid to insurance companyUSD $3,846
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number521995
Policy instance 3
Insurance contract or identification number521995
Number of Individuals Covered347
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69256
Policy instance 2
Insurance contract or identification number69256
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-18
Total amount of commissions paid to insurance brokerUSD $12,875
Total amount of fees paid to insurance companyUSD $6,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered347
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $60,361
Total amount of fees paid to insurance companyUSD $89
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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