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GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN
Plan identification number 001

GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

ATRIUS HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATRIUS HEALTH, INC.
Employer identification number (EIN):043397450
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DAVID E. STRAUSS2022-10-12
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRACY ESPERANZA
0012016-01-01ELYSE KAPLAN ANDREW TOWNE2017-10-12
0012015-01-01
0012015-01-01SHARON DISALVO ANDREW TOWNE2016-10-10
0012014-01-01SHARON DISALVO
0012013-01-01DAN MICHAUD
0012012-01-01ROGER WELLINGTON
0012011-01-01ROGER WELLINGTON
0012009-01-01ROGER WELLINGTON

Plan Statistics for GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2021: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,528
Total number of active participants reported on line 7a of the Form 55002021-01-015,138
Number of retired or separated participants receiving benefits2021-01-01182
Number of other retired or separated participants entitled to future benefits2021-01-014,402
Total of all active and inactive participants2021-01-019,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0131
Total participants2021-01-019,753
Number of participants with account balances2021-01-019,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01179
2020: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,428
Total number of active participants reported on line 7a of the Form 55002020-01-015,033
Number of retired or separated participants receiving benefits2020-01-01115
Number of other retired or separated participants entitled to future benefits2020-01-014,356
Total of all active and inactive participants2020-01-019,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-019,528
Number of participants with account balances2020-01-019,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01213
2019: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,036
Total number of active participants reported on line 7a of the Form 55002019-01-015,313
Number of retired or separated participants receiving benefits2019-01-01201
Number of other retired or separated participants entitled to future benefits2019-01-013,892
Total of all active and inactive participants2019-01-019,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-019,428
Number of participants with account balances2019-01-018,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01174
2018: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,809
Total number of active participants reported on line 7a of the Form 55002018-01-015,254
Number of retired or separated participants receiving benefits2018-01-01138
Number of other retired or separated participants entitled to future benefits2018-01-013,626
Total of all active and inactive participants2018-01-019,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-019,036
Number of participants with account balances2018-01-018,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01179
2017: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,634
Total number of active participants reported on line 7a of the Form 55002017-01-015,199
Number of retired or separated participants receiving benefits2017-01-01115
Number of other retired or separated participants entitled to future benefits2017-01-013,476
Total of all active and inactive participants2017-01-018,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-018,809
Number of participants with account balances2017-01-018,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01197
2016: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,674
Total number of active participants reported on line 7a of the Form 55002016-01-015,796
Number of retired or separated participants receiving benefits2016-01-0194
Number of other retired or separated participants entitled to future benefits2016-01-013,726
Total of all active and inactive participants2016-01-019,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0118
Total participants2016-01-019,634
Number of participants with account balances2016-01-018,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01135
2015: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,613
Total number of active participants reported on line 7a of the Form 55002014-01-014,690
Number of retired or separated participants receiving benefits2014-01-0150
Number of other retired or separated participants entitled to future benefits2014-01-013,784
Total of all active and inactive participants2014-01-018,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-018,543
Number of participants with account balances2014-01-018,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,613
Total number of active participants reported on line 7a of the Form 55002013-01-014,728
Number of retired or separated participants receiving benefits2013-01-0140
Number of other retired or separated participants entitled to future benefits2013-01-013,764
Total of all active and inactive participants2013-01-018,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-018,549
Number of participants with account balances2013-01-018,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01118
2012: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,140
Total number of active participants reported on line 7a of the Form 55002012-01-015,509
Number of retired or separated participants receiving benefits2012-01-0163
Number of other retired or separated participants entitled to future benefits2012-01-013,028
Total of all active and inactive participants2012-01-018,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-018,613
Number of participants with account balances2012-01-017,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01142
2011: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,607
Total number of active participants reported on line 7a of the Form 55002011-01-014,623
Number of retired or separated participants receiving benefits2011-01-0145
Number of other retired or separated participants entitled to future benefits2011-01-012,451
Total of all active and inactive participants2011-01-017,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-017,140
Number of participants with account balances2011-01-016,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01151
2009: GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,329
Total number of active participants reported on line 7a of the Form 55002009-01-014,196
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-012,239
Total of all active and inactive participants2009-01-016,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-016,477
Number of participants with account balances2009-01-016,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01151

Financial Data on GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2021 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,850
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$283,151,154
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$125,760,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$124,733,614
Expenses. Certain deemed distributions of participant loans2021-12-31$15,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$68,889,139
Value of total assets at end of year2021-12-31$1,680,819,505
Value of total assets at beginning of year2021-12-31$1,523,416,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,011,416
Total interest from all sources2021-12-31$328,408
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,607,935
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$35,607,935
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$105,392
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$33,221,632
Participant contributions at end of year2021-12-31$6,363,100
Participant contributions at beginning of year2021-12-31$6,654,800
Assets. Other investments not covered elsewhere at end of year2021-12-31$80,899,209
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-4,910
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,080,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$9,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$79,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,850
Other income not declared elsewhere2021-12-31$7,630,956
Administrative expenses (other) incurred2021-12-31$1,011,416
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$17,367
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$157,390,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,680,806,655
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,523,416,416
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$606,997,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$588,683,406
Value of interest in pooled separate accounts at end of year2021-12-31$4,139,698
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,582,416
Interest on participant loans2021-12-31$328,408
Value of interest in common/collective trusts at end of year2021-12-31$774,246,769
Value of interest in common/collective trusts at beginning of year2021-12-31$681,591,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,355,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,355,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$190,772,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$199,861,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$65,663,373
Net investment gain/loss from pooled separate accounts2021-12-31$632,002
Net investment gain or loss from common/collective trusts2021-12-31$104,399,341
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$30,587,321
Employer contributions (assets) at end of year2021-12-31$17,391,740
Employer contributions (assets) at beginning of year2021-12-31$17,334,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$124,733,614
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$91,685
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$12,063,763
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,853,000
Total unrealized appreciation/depreciation of assets2020-12-31$2,853,000
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$425,543
Total income from all sources (including contributions)2020-12-31$265,584,065
Total loss/gain on sale of assets2020-12-31$2,430,876
Total of all expenses incurred2020-12-31$112,318,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$111,282,224
Expenses. Certain deemed distributions of participant loans2020-12-31$23,577
Value of total corrective distributions2020-12-31$20,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$65,886,843
Value of total assets at end of year2020-12-31$1,523,416,416
Value of total assets at beginning of year2020-12-31$1,370,575,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$991,531
Total interest from all sources2020-12-31$6,672,463
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,160,427
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$14,078,203
Administrative expenses professional fees incurred2020-12-31$46,827
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$105,392
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$154,801
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$31,595,682
Participant contributions at end of year2020-12-31$6,654,800
Participant contributions at beginning of year2020-12-31$6,221,955
Assets. Other investments not covered elsewhere at end of year2020-12-31$-4,910
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,369,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$79,182
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 end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$425,543
Other income not declared elsewhere2020-12-31$205,983
Administrative expenses (other) incurred2020-12-31$629,722
Total non interest bearing cash at end of year2020-12-31$17,367
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$153,265,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,523,416,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,370,150,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$314,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$588,683,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$693,389,479
Value of interest in pooled separate accounts at end of year2020-12-31$3,582,416
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,109,030
Interest on participant loans2020-12-31$211,737
Interest earned on other investments2020-12-31$6,411,230
Income. Interest from US Government securities2020-12-31$28
Income. Interest from corporate debt instruments2020-12-31$2,905
Value of interest in common/collective trusts at end of year2020-12-31$681,591,774
Value of interest in common/collective trusts at beginning of year2020-12-31$447,864,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,355,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,396,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,396,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$46,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$199,861,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$183,195,943
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$822,902
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$44,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$55,312,582
Net investment gain/loss from pooled separate accounts2020-12-31$-37,280
Net investment gain or loss from common/collective trusts2020-12-31$118,099,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,922,130
Employer contributions (assets) at end of year2020-12-31$17,334,871
Employer contributions (assets) at beginning of year2020-12-31$18,288,907
Income. Dividends from preferred stock2020-12-31$8,910
Income. Dividends from common stock2020-12-31$73,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$110,459,322
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$91,685
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$12,063,763
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,909,906
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$24,002,709
Aggregate carrying amount (costs) on sale of assets2020-12-31$21,571,833
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$965,207
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$965,207
Total unrealized appreciation/depreciation of assets2019-12-31$965,207
Total unrealized appreciation/depreciation of assets2019-12-31$965,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$425,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$425,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62,407
Total income from all sources (including contributions)2019-12-31$311,749,662
Total income from all sources (including contributions)2019-12-31$311,749,662
Total loss/gain on sale of assets2019-12-31$472,951
Total loss/gain on sale of assets2019-12-31$472,951
Total of all expenses incurred2019-12-31$100,690,176
Total of all expenses incurred2019-12-31$100,690,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$99,657,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$99,657,894
Expenses. Certain deemed distributions of participant loans2019-12-31$15,802
Expenses. Certain deemed distributions of participant loans2019-12-31$15,802
Value of total corrective distributions2019-12-31$3,381
Value of total corrective distributions2019-12-31$3,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$73,509,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$73,509,443
Value of total assets at end of year2019-12-31$1,370,575,987
Value of total assets at end of year2019-12-31$1,370,575,987
Value of total assets at beginning of year2019-12-31$1,159,153,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,013,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,013,099
Total interest from all sources2019-12-31$5,830,110
Total interest from all sources2019-12-31$5,830,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,533,843
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,533,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$21,473,129
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,473,129
Administrative expenses professional fees incurred2019-12-31$38,212
Administrative expenses professional fees incurred2019-12-31$38,212
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$154,801
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$33,289,459
Participant contributions at end of year2019-12-31$6,221,955
Participant contributions at beginning of year2019-12-31$5,845,970
Participant contributions at beginning of year2019-12-31$5,845,970
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,656,171
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,656,171
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$414,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$414,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$425,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$425,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$62,407
Other income not declared elsewhere2019-12-31$440,042
Other income not declared elsewhere2019-12-31$440,042
Administrative expenses (other) incurred2019-12-31$630,553
Administrative expenses (other) incurred2019-12-31$630,553
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
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$211,059,486
Value of net income/loss2019-12-31$211,059,486
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,370,150,444
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,370,150,444
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,159,090,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$342,660
Investment advisory and management fees2019-12-31$342,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$693,389,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$693,389,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$575,300,030
Value of interest in pooled separate accounts at end of year2019-12-31$4,109,030
Value of interest in pooled separate accounts at end of year2019-12-31$4,109,030
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,260,126
Interest on participant loans2019-12-31$244,896
Interest on participant loans2019-12-31$244,896
Interest earned on other investments2019-12-31$5,328,949
Interest earned on other investments2019-12-31$5,328,949
Income. Interest from US Government securities2019-12-31$55
Income. Interest from US Government securities2019-12-31$55
Value of interest in common/collective trusts at end of year2019-12-31$447,864,951
Value of interest in common/collective trusts at end of year2019-12-31$447,864,951
Value of interest in common/collective trusts at beginning of year2019-12-31$358,803,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,396,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,637,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,637,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,637,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,637,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$256,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$183,195,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$183,195,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$180,604,571
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$200,418
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$200,418
Asset value of US Government securities at end of year2019-12-31$44,589
Asset value of US Government securities at beginning of year2019-12-31$42,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$127,430,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$127,430,031
Net investment gain/loss from pooled separate accounts2019-12-31$219,065
Net investment gain/loss from pooled separate accounts2019-12-31$219,065
Net investment gain or loss from common/collective trusts2019-12-31$81,348,970
Net investment gain or loss from common/collective trusts2019-12-31$81,348,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$32,563,813
Contributions received in cash from employer2019-12-31$32,563,813
Employer contributions (assets) at end of year2019-12-31$18,288,907
Employer contributions (assets) at beginning of year2019-12-31$18,424,096
Employer contributions (assets) at beginning of year2019-12-31$18,424,096
Income. Dividends from preferred stock2019-12-31$5,618
Income. Dividends from preferred stock2019-12-31$5,618
Income. Dividends from common stock2019-12-31$55,096
Income. Dividends from common stock2019-12-31$55,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$99,457,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$99,457,476
Contract administrator fees2019-12-31$1,674
Contract administrator fees2019-12-31$1,674
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,909,906
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,821,356
Did the plan have assets held for investment2019-12-31Yes
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
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
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$6,313,251
Aggregate proceeds on sale of assets2019-12-31$6,313,251
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,840,300
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,840,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-976,178
Total unrealized appreciation/depreciation of assets2018-12-31$-976,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$62,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$302,306
Total income from all sources (including contributions)2018-12-31$16,264,598
Total loss/gain on sale of assets2018-12-31$196,403
Total of all expenses incurred2018-12-31$84,882,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$83,817,216
Expenses. Certain deemed distributions of participant loans2018-12-31$52,736
Value of total corrective distributions2018-12-31$20,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$71,906,534
Value of total assets at end of year2018-12-31$1,159,153,365
Value of total assets at beginning of year2018-12-31$1,228,011,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$992,366
Total interest from all sources2018-12-31$5,787,257
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,215,521
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$37,160,742
Administrative expenses professional fees incurred2018-12-31$64,808
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$33,221,399
Participant contributions at end of year2018-12-31$5,845,970
Participant contributions at beginning of year2018-12-31$5,489,891
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,386,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$414,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$62,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$302,306
Other income not declared elsewhere2018-12-31$530,239
Administrative expenses (other) incurred2018-12-31$65,767
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$346,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-68,618,003
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,159,090,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,227,708,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$300,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$575,300,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$623,511,710
Value of interest in pooled separate accounts at end of year2018-12-31$4,260,126
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,260,930
Interest on participant loans2018-12-31$237,311
Interest earned on other investments2018-12-31$5,401,678
Value of interest in common/collective trusts at end of year2018-12-31$358,803,031
Value of interest in common/collective trusts at beginning of year2018-12-31$387,094,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,637,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,647,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,647,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$148,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$180,604,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$178,855,012
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$300,916
Asset value of US Government securities at end of year2018-12-31$42,324
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-73,940,187
Net investment gain/loss from pooled separate accounts2018-12-31$200,224
Net investment gain or loss from common/collective trusts2018-12-31$-24,655,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,298,381
Employer contributions (assets) at end of year2018-12-31$18,424,096
Employer contributions (assets) at beginning of year2018-12-31$17,932,359
Income. Dividends from common stock2018-12-31$54,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$83,516,300
Contract administrator fees2018-12-31$561,448
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,821,356
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,873,703
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$16,662,562
Aggregate carrying amount (costs) on sale of assets2018-12-31$16,466,159
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$156,430
Total unrealized appreciation/depreciation of assets2017-12-31$156,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$302,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,048
Total income from all sources (including contributions)2017-12-31$259,714,824
Total loss/gain on sale of assets2017-12-31$192,420
Total of all expenses incurred2017-12-31$97,693,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$96,721,589
Expenses. Certain deemed distributions of participant loans2017-12-31$31,869
Value of total corrective distributions2017-12-31$34,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$86,163,107
Value of total assets at end of year2017-12-31$1,228,011,267
Value of total assets at beginning of year2017-12-31$1,065,688,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$906,031
Total interest from all sources2017-12-31$5,553,814
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,225,967
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$25,178,402
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$33,376,975
Participant contributions at end of year2017-12-31$5,489,891
Participant contributions at beginning of year2017-12-31$5,506,374
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,689,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$302,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$95
Other income not declared elsewhere2017-12-31$318,800
Administrative expenses (other) incurred2017-12-31$811,916
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$953
Total non interest bearing cash at end of year2017-12-31$346,003
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
Value of net income/loss2017-12-31$162,021,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,227,708,961
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,065,687,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$94,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$623,511,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$529,337,764
Value of interest in pooled separate accounts at end of year2017-12-31$4,260,930
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,973,301
Interest on participant loans2017-12-31$229,145
Interest earned on other investments2017-12-31$5,285,808
Value of interest in common/collective trusts at end of year2017-12-31$387,094,023
Value of interest in common/collective trusts at beginning of year2017-12-31$329,733,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,647,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,908,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,908,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$38,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$178,855,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$184,435,988
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$36,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$85,083,853
Net investment gain/loss from pooled separate accounts2017-12-31$176,009
Net investment gain or loss from common/collective trusts2017-12-31$56,844,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$32,096,675
Employer contributions (assets) at end of year2017-12-31$17,932,359
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$47,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,684,844
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,873,703
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,793,066
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$2,221,313
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,028,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,432,654
Total unrealized appreciation/depreciation of assets2016-12-31$1,432,654
Total transfer of assets to this plan2016-12-31$41,214,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,423
Total income from all sources (including contributions)2016-12-31$140,434,145
Total loss/gain on sale of assets2016-12-31$-250,815
Total of all expenses incurred2016-12-31$61,078,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$60,097,119
Expenses. Certain deemed distributions of participant loans2016-12-31$96,257
Value of total corrective distributions2016-12-31$31,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$71,736,240
Value of total assets at end of year2016-12-31$1,065,688,997
Value of total assets at beginning of year2016-12-31$945,128,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$853,808
Total interest from all sources2016-12-31$5,297,822
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,439,313
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$16,350,478
Administrative expenses professional fees incurred2016-12-31$70,173
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,685,745
Participant contributions at end of year2016-12-31$5,506,374
Participant contributions at beginning of year2016-12-31$4,666,440
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,052,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$329
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 end of year2016-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,358
Other income not declared elsewhere2016-12-31$182,798
Administrative expenses (other) incurred2016-12-31$118,443
Liabilities. Value of operating payables at end of year2016-12-31$953
Liabilities. Value of operating payables at beginning of year2016-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$79,355,663
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,065,687,949
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$945,117,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$95,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$529,337,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$468,675,565
Value of interest in pooled separate accounts at end of year2016-12-31$3,973,301
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,043,685
Interest on participant loans2016-12-31$219,175
Interest earned on other investments2016-12-31$5,070,090
Income. Interest from corporate debt instruments2016-12-31$3,100
Value of interest in common/collective trusts at end of year2016-12-31$329,733,927
Value of interest in common/collective trusts at beginning of year2016-12-31$290,509,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,908,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,083,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,083,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$184,435,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$167,036,149
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$821,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,849,561
Net investment gain/loss from pooled separate accounts2016-12-31$204,522
Net investment gain or loss from common/collective trusts2016-12-31$24,542,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$31,998,177
Income. Dividends from common stock2016-12-31$88,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$59,275,456
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$458,193
Contract administrator fees2016-12-31$570,030
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,793,066
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,655,656
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$2,607,042
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,857,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-383,539
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$29,856,166
Total transfer of assets from this plan2015-12-31$28,654,406
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$2,621,673
Total loss/gain on sale of assets2015-12-31$-131,788
Total of all expenses incurred2015-12-31$1,113,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,050,455
Expenses. Certain deemed distributions of participant loans2015-12-31$2,776
Value of total corrective distributions2015-12-31$981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,687,659
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$27,146,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,702
Total interest from all sources2015-12-31$19,664
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,237,003
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$1,185,199
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,011,594
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$36,702
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,349
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
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$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$18,902
Other income not declared elsewhere2015-12-31$324,614
Administrative expenses (other) incurred2015-12-31$60,072
Liabilities. Value of operating payables at end of year2015-12-31$65
Liabilities. Value of operating payables 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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,507,740
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,146,666
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
Investment advisory and management fees2015-12-31$630
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,058,495
Value of interest in pooled separate accounts at end of year2015-12-31$4,043,685
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,624,271
Interest on participant loans2015-12-31$3,587
Interest earned on other investments2015-12-31$4,695,287
Income. Interest from corporate debt instruments2015-12-31$15,810
Value of interest in common/collective trusts at end of year2015-12-31$290,509,376
Value of interest in common/collective trusts at beginning of year2015-12-31$269,596,679
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$2,342,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,342,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$167,036,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$156,101,385
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$400,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,190,865
Net investment gain/loss from pooled separate accounts2015-12-31$296,882
Net investment gain or loss from common/collective trusts2015-12-31$-2,104,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,634,716
Income. Dividends from common stock2015-12-31$51,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,050,455
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$497,856
Contract administrator fees2015-12-31$657
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$3,210,790
Did the plan have assets held for investment2015-12-31No
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 PBGC2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$4,831,420
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,963,208
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 name2015-12-31PKF, P.C.
Accountancy firm EIN2015-12-31043138777
2014 : GRANITE MEDICAL GROUP 401(K) RETIREMENT 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$18,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,714
Total income from all sources (including contributions)2014-12-31$115,150,916
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$58,769,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,112,324
Expenses. Certain deemed distributions of participant loans2014-12-31$22,857
Value of total corrective distributions2014-12-31$1,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$60,425,245
Value of total assets at end of year2014-12-31$894,575,830
Value of total assets at beginning of year2014-12-31$838,179,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$632,476
Total interest from all sources2014-12-31$4,880,268
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,234,765
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$21,234,765
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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$28,013,733
Participant contributions at end of year2014-12-31$4,524,745
Participant contributions at beginning of year2014-12-31$4,246,195
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,441,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$18,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,602
Other income not declared elsewhere2014-12-31$445,153
Administrative expenses (other) incurred2014-12-31$630,458
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$112
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$56,381,450
Value of net assets at end of year (total assets less liabilities)2014-12-31$894,556,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$838,175,478
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$456,853,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$676,012,475
Value of interest in pooled separate accounts at end of year2014-12-31$3,624,271
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,309,391
Interest on participant loans2014-12-31$186,662
Interest earned on other investments2014-12-31$4,693,241
Value of interest in common/collective trusts at end of year2014-12-31$269,596,679
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$3,875,510
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$156,101,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$154,600,131
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$415,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,770,259
Net investment gain/loss from pooled separate accounts2014-12-31$11,395,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,969,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$57,696,413
Contract administrator fees2014-12-31$2,018
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
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 name2014-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,660
Total income from all sources (including contributions)2013-12-31$191,369,274
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$44,274,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$43,999,688
Expenses. Certain deemed distributions of participant loans2013-12-31$3,847
Value of total corrective distributions2013-12-31$7,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$65,949,927
Value of total assets at end of year2013-12-31$838,179,192
Value of total assets at beginning of year2013-12-31$691,137,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$263,426
Total interest from all sources2013-12-31$5,308,318
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,841,902
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$21,841,902
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$27,682,065
Participant contributions at end of year2013-12-31$4,246,195
Participant contributions at beginning of year2013-12-31$3,950,863
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,613,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$31,655
Other income not declared elsewhere2013-12-31$257,780
Administrative expenses (other) incurred2013-12-31$263,426
Liabilities. Value of operating payables at end of year2013-12-31$112
Liabilities. Value of operating payables at beginning of year2013-12-31$25,005
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$78,063
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$147,095,097
Value of net assets at end of year (total assets less liabilities)2013-12-31$838,175,478
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$691,080,381
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$676,012,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$531,430,248
Value of interest in pooled separate accounts at end of year2013-12-31$3,309,391
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,081,003
Interest on participant loans2013-12-31$176,402
Interest earned on other investments2013-12-31$5,131,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$154,600,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$152,596,786
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$516,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$97,713,109
Net investment gain/loss from pooled separate accounts2013-12-31$298,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$27,654,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,482,983
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
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 name2013-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2013-12-31042684828
2012 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$64,860
Total income from all sources (including contributions)2012-12-31$113,018,185
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$28,305,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,264,649
Expenses. Certain deemed distributions of participant loans2012-12-31$13,128
Value of total corrective distributions2012-12-31$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$55,076,159
Value of total assets at end of year2012-12-31$691,137,041
Value of total assets at beginning of year2012-12-31$606,432,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,324
Total interest from all sources2012-12-31$-3,266,248
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,714,603
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$13,714,603
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,989,868
Participant contributions at end of year2012-12-31$3,950,863
Participant contributions at beginning of year2012-12-31$3,401,809
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,864,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$31,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$42,170
Other income not declared elsewhere2012-12-31$139,020
Administrative expenses (other) incurred2012-12-31$27,138
Liabilities. Value of operating payables at end of year2012-12-31$25,005
Liabilities. Value of operating payables at beginning of year2012-12-31$22,690
Total non interest bearing cash at end of year2012-12-31$78,063
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$84,712,481
Value of net assets at end of year (total assets less liabilities)2012-12-31$691,080,381
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$606,367,900
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$531,430,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$440,225,226
Value of interest in pooled separate accounts at end of year2012-12-31$3,081,003
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,985,292
Interest on participant loans2012-12-31$154,182
Interest earned on other investments2012-12-31$-3,420,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,746,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,746,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$152,596,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$157,064,237
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$96,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$47,061,583
Net investment gain/loss from pooled separate accounts2012-12-31$293,068
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$26,221,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,168,400
Contract administrator fees2012-12-31$186
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 name2012-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2012-12-31042684828
2011 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$64,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,735
Total income from all sources (including contributions)2011-12-31$59,569,944
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,156,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,103,494
Value of total corrective distributions2011-12-31$20,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$55,275,329
Value of total assets at end of year2011-12-31$606,432,760
Value of total assets at beginning of year2011-12-31$573,992,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,589
Total interest from all sources2011-12-31$5,315,893
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,929,577
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$12,929,577
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$24,089,939
Participant contributions at end of year2011-12-31$3,401,809
Participant contributions at beginning of year2011-12-31$3,151,781
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,379,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$42,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,852
Other income not declared elsewhere2011-12-31$8,657,212
Administrative expenses (other) incurred2011-12-31$32,589
Liabilities. Value of operating payables at end of year2011-12-31$22,690
Liabilities. Value of operating payables at beginning of year2011-12-31$21,883
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$32,413,247
Value of net assets at end of year (total assets less liabilities)2011-12-31$606,367,900
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$573,954,653
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$440,225,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$426,396,421
Value of interest in pooled separate accounts at end of year2011-12-31$2,985,292
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,244,319
Interest on participant loans2011-12-31$148,435
Interest earned on other investments2011-12-31$5,167,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,746,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$228,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$228,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$157,064,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$140,971,187
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$306,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,974,083
Net investment gain/loss from pooled separate accounts2011-12-31$366,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$24,805,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$26,796,788
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 name2011-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2011-12-31042684828
2010 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$123,819
Total income from all sources (including contributions)2010-12-31$184,915,565
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$28,528,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,471,250
Expenses. Certain deemed distributions of participant loans2010-12-31$1,159
Value of total corrective distributions2010-12-31$3,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$128,016,519
Value of total assets at end of year2010-12-31$573,992,388
Value of total assets at beginning of year2010-12-31$417,691,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$52,882
Total interest from all sources2010-12-31$4,925,084
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,902,793
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$5,902,793
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$23,485,071
Participant contributions at end of year2010-12-31$3,151,781
Participant contributions at beginning of year2010-12-31$2,010,443
Participant contributions at beginning of year2010-12-31$1,153
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$80,601,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$123,819
Administrative expenses (other) incurred2010-12-31$52,664
Liabilities. Value of operating payables at end of year2010-12-31$21,883
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$156,387,111
Value of net assets at end of year (total assets less liabilities)2010-12-31$573,954,653
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$417,567,542
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$426,396,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$305,971,755
Value of interest in pooled separate accounts at end of year2010-12-31$3,244,319
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,382,117
Interest on participant loans2010-12-31$136,962
Interest earned on other investments2010-12-31$4,788,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$228,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$140,971,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$107,319,220
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$286,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$45,698,642
Net investment gain/loss from pooled separate accounts2010-12-31$372,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$23,929,518
Employer contributions (assets) at beginning of year2010-12-31$444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,185,236
Contract administrator fees2010-12-31$218
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 name2010-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2010-12-31042684828
2009 : GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GRANITE MEDICAL GROUP 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered650
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered683
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered723
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered754
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered785
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered851
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered895
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered939
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Number of Individuals Covered1032
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 25690
Policy instance 1
Insurance contract or identification numberGAC 25690
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 2
Insurance contract or identification number102975
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25690
Policy instance 2
Insurance contract or identification number25690
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $46,733
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
Commission paid to Insurance BrokerUSD $46,733
Insurance broker organization code?3
Insurance broker nameBRUCE M. ARONS
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102975
Policy instance 1
Insurance contract or identification number102975
Number of Individuals Covered1210
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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

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