401k Plan data: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN plan

ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN
Plan identification number	001

ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPAEDIC SPECIALTY GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC SPECIALTY GROUP, P.C.

Employer identification number (EIN): 060868382

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 NANCY HESKE
001 2016-01-01 NANCY HESKE
001 2015-01-01 NANCY HESKE
001 2014-01-01 NANCY HESKE NANCY HESKE 2015-08-26
001 2013-01-01 ROBERT STANTON ROBERT STANTON 2014-09-25
001 2012-01-01 ROBERT STANTON ROBERT STANTON 2013-07-31
001 2011-01-01 ROBERT STANTON ROBERT STANTON 2012-07-19
001 2010-01-01 ROBERT STANTON ROBERT STANTON 2011-10-13
001 2009-01-01 ROBERT A. STANTON ROBERT A. STANTON 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	NANCY HESKE
001	2016-01-01	NANCY HESKE
001	2015-01-01	NANCY HESKE
001	2014-01-01	NANCY HESKE	NANCY HESKE	2015-08-26
001	2013-01-01	ROBERT STANTON	ROBERT STANTON	2014-09-25
001	2012-01-01	ROBERT STANTON	ROBERT STANTON	2013-07-31
001	2011-01-01	ROBERT STANTON	ROBERT STANTON	2012-07-19
001	2010-01-01	ROBERT STANTON	ROBERT STANTON	2011-10-13
001	2009-01-01	ROBERT A. STANTON	ROBERT A. STANTON	2010-10-13

Plan Statistics for ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN

401k plan membership statisitcs for ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN

Measure Date Value
2018: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 160
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 91
Total of all active and inactive participants 2018-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 251
Number of participants with account balances 2018-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 150
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 76
Total of all active and inactive participants 2017-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 226
Number of participants with account balances 2017-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 158
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 81
Total of all active and inactive participants 2016-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 239
Number of participants with account balances 2016-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 163
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 221
Number of participants with account balances 2015-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 158
Number of other retired or separated participants entitled to future benefits 2014-01-01 54
Total of all active and inactive participants 2014-01-01 212
Total participants 2014-01-01 212
Number of participants with account balances 2014-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 169
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 50
Total of all active and inactive participants 2013-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 220
Number of participants with account balances 2013-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 168
Number of other retired or separated participants entitled to future benefits 2012-01-01 67
Total of all active and inactive participants 2012-01-01 235
Total participants 2012-01-01 235
Number of participants with account balances 2012-01-01 203
2011: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 143
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 67
Total of all active and inactive participants 2011-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 210
Number of participants with account balances 2011-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 138
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 56
Total of all active and inactive participants 2010-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 194
Number of participants with account balances 2010-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 143
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 168
Number of participants with account balances 2009-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2018: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	160
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	91
Total of all active and inactive participants	2018-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	251
Number of participants with account balances	2018-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	150
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	76
Total of all active and inactive participants	2017-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	226
Number of participants with account balances	2017-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	158
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	81
Total of all active and inactive participants	2016-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	239
Number of participants with account balances	2016-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	163
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	221
Number of participants with account balances	2015-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	158
Number of other retired or separated participants entitled to future benefits	2014-01-01	54
Total of all active and inactive participants	2014-01-01	212
Total participants	2014-01-01	212
Number of participants with account balances	2014-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	169
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	50
Total of all active and inactive participants	2013-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	220
Number of participants with account balances	2013-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	168
Number of other retired or separated participants entitled to future benefits	2012-01-01	67
Total of all active and inactive participants	2012-01-01	235
Total participants	2012-01-01	235
Number of participants with account balances	2012-01-01	203
2011: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	143
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	67
Total of all active and inactive participants	2011-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	210
Number of participants with account balances	2011-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	138
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	56
Total of all active and inactive participants	2010-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	194
Number of participants with account balances	2010-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	143
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	168
Number of participants with account balances	2009-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN

Measure	Date	Value
2018 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$197,791
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$721,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$691,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,591,399
Value of total assets at end of year	2018-12-31	$24,313,980
Value of total assets at beginning of year	2018-12-31	$24,837,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,408
Total interest from all sources	2018-12-31	$9,490
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$675,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$675,829
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$771,478
Participant contributions at end of year	2018-12-31	$172,684
Participant contributions at beginning of year	2018-12-31	$96,172
Participant contributions at end of year	2018-12-31	$73,518
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$165,148
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$202,922
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$16,289,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-523,614
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,313,980
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,837,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,545,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,500,810
Interest on participant loans	2018-12-31	$5,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$247,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$246,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$246,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,078,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$819,921
Employer contributions (assets) at end of year	2018-12-31	$819,921
Employer contributions (assets) at beginning of year	2018-12-31	$791,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$691,997
Contract administrator fees	2018-12-31	$29,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2018-12-31	060962357
2017 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,835,484
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$687,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$660,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,534,014
Value of total assets at end of year	2017-12-31	$24,837,594
Value of total assets at beginning of year	2017-12-31	$20,689,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,596
Total interest from all sources	2017-12-31	$9,428
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$435,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$435,887
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$742,418
Participant contributions at end of year	2017-12-31	$96,172
Participant contributions at beginning of year	2017-12-31	$84,304
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$20,744
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$202,922
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$228,140
Other income not declared elsewhere	2017-12-31	$9,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,148,244
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,837,594
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,689,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,500,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,313,562
Interest on participant loans	2017-12-31	$4,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$246,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$237,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$237,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$4,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,846,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$791,596
Employer contributions (assets) at end of year	2017-12-31	$791,596
Employer contributions (assets) at beginning of year	2017-12-31	$805,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$660,644
Contract administrator fees	2017-12-31	$26,596
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2017-12-31	060962357
2016 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,039,507
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,740,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,731,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,544,468
Value of total assets at end of year	2016-12-31	$20,689,350
Value of total assets at beginning of year	2016-12-31	$19,390,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,751
Total interest from all sources	2016-12-31	$4,090
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$374,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$374,686
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$737,442
Participant contributions at end of year	2016-12-31	$84,304
Participant contributions at beginning of year	2016-12-31	$50,737
Participant contributions at end of year	2016-12-31	$20,744
Participant contributions at beginning of year	2016-12-31	$31,526
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$228,140
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$243,251
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,876
Other income not declared elsewhere	2016-12-31	$-15,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,299,300
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,689,350
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,390,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,313,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,015,147
Interest on participant loans	2016-12-31	$2,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$237,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$471,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$471,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,131,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$805,150
Employer contributions (assets) at end of year	2016-12-31	$805,150
Employer contributions (assets) at beginning of year	2016-12-31	$577,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,731,456
Contract administrator fees	2016-12-31	$8,751
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2016-12-31	060962357
2015 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,693
Total income from all sources (including contributions)	2015-12-31	$1,272,003
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$625,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$578,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,590,770
Value of total assets at end of year	2015-12-31	$19,390,050
Value of total assets at beginning of year	2015-12-31	$18,744,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,062
Total interest from all sources	2015-12-31	$3,232
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$363,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$363,127
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$734,872
Participant contributions at end of year	2015-12-31	$50,737
Participant contributions at beginning of year	2015-12-31	$56,253
Participant contributions at end of year	2015-12-31	$31,526
Participant contributions at beginning of year	2015-12-31	$47,917
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$243,251
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$39,967
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$53,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,693
Other income not declared elsewhere	2015-12-31	$-36,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$646,792
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,390,050
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,743,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,015,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,487,123
Interest on participant loans	2015-12-31	$2,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$471,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$729,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$729,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-649,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$802,545
Employer contributions (assets) at end of year	2015-12-31	$577,545
Employer contributions (assets) at beginning of year	2015-12-31	$384,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$578,149
Contract administrator fees	2015-12-31	$47,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2015-12-31	060962357
2014 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$1,469
Total unrealized appreciation/depreciation of assets	2014-12-31	$1,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,693
Total income from all sources (including contributions)	2014-12-31	$2,676,992
Total of all expenses incurred	2014-12-31	$342,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$316,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,638,773
Value of total assets at end of year	2014-12-31	$18,744,951
Value of total assets at beginning of year	2014-12-31	$16,408,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,922
Total interest from all sources	2014-12-31	$3,886
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$403,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$403,823
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$740,693
Participant contributions at end of year	2014-12-31	$56,253
Participant contributions at beginning of year	2014-12-31	$55,543
Participant contributions at end of year	2014-12-31	$47,917
Participant contributions at beginning of year	2014-12-31	$1,298
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$39,967
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$38,498
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$63,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,334,811
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,743,258
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,408,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,487,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,221,177
Interest on participant loans	2014-12-31	$3,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$729,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$976,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$976,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$629,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$834,208
Employer contributions (assets) at end of year	2014-12-31	$384,208
Employer contributions (assets) at beginning of year	2014-12-31	$115,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$316,259
Contract administrator fees	2014-12-31	$25,922
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2014-12-31	060962357
2013 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$7,201
Total unrealized appreciation/depreciation of assets	2013-12-31	$7,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,895,090
Total of all expenses incurred	2013-12-31	$1,082,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,016,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,663,802
Value of total assets at end of year	2013-12-31	$16,408,447
Value of total assets at beginning of year	2013-12-31	$13,595,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$66,016
Total interest from all sources	2013-12-31	$1,674
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$314,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$314,130
Administrative expenses professional fees incurred	2013-12-31	$25,248
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$747,286
Participant contributions at end of year	2013-12-31	$55,543
Participant contributions at beginning of year	2013-12-31	$24,687
Participant contributions at end of year	2013-12-31	$1,298
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$38,498
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$31,297
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$94,153
Other income not declared elsewhere	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,812,929
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,408,447
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,595,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,221,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,522,800
Interest on participant loans	2013-12-31	$1,438
Income. Interest from loans (other than to participants)	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$976,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$942,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$942,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,908,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$822,363
Employer contributions (assets) at end of year	2013-12-31	$115,083
Employer contributions (assets) at beginning of year	2013-12-31	$74,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,016,145
Contract administrator fees	2013-12-31	$40,768
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2013-12-31	060962357
2012 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,033
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11,428
Total income from all sources (including contributions)	2012-12-31	$8,935,066
Total of all expenses incurred	2012-12-31	$1,359,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,304,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,507,121
Value of total assets at end of year	2012-12-31	$13,595,518
Value of total assets at beginning of year	2012-12-31	$6,031,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$54,918
Total interest from all sources	2012-12-31	$1,367
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$257,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$257,299
Administrative expenses professional fees incurred	2012-12-31	$19,134
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$721,238
Participant contributions at end of year	2012-12-31	$24,687
Participant contributions at beginning of year	2012-12-31	$19,453
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$31,297
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$30,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$194,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$11,428
Other income not declared elsewhere	2012-12-31	$6,622,176
Administrative expenses (other) incurred	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,575,472
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,595,518
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,020,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,522,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,567,028
Interest on participant loans	2012-12-31	$1,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$942,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,156,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,156,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$546,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$785,883
Employer contributions (assets) at end of year	2012-12-31	$74,454
Employer contributions (assets) at beginning of year	2012-12-31	$63,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,304,676
Contract administrator fees	2012-12-31	$35,784
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2012-12-31	060962357
2011 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,428
Total income from all sources (including contributions)	2011-12-31	$2,382,442
Total of all expenses incurred	2011-12-31	$116,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$98,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,821,507
Value of total assets at end of year	2011-12-31	$6,031,474
Value of total assets at beginning of year	2011-12-31	$3,765,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,688
Total interest from all sources	2011-12-31	$2,438
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$102,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$102,087
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$17,688
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$671,915
Participant contributions at end of year	2011-12-31	$19,453
Participant contributions at beginning of year	2011-12-31	$22,280
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$30,264
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$68,815
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$366,002
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$194,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$11,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$11,428
Other income not declared elsewhere	2011-12-31	$635,643
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,266,230
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,020,046
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,753,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,567,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,526,446
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$1,240
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,156,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,147,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,147,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,198
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-179,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$783,590
Employer contributions (assets) at end of year	2011-12-31	$63,590
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$98,524
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2011-12-31	060962357
2010 : ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$11,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,930,943
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$136,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$97,648
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,352,351
Value of total assets at end of year	2010-12-31	$3,765,244
Value of total assets at beginning of year	2010-12-31	$1,959,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$39,309
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$3,020
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$53,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$53,117
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$39,309
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$613,779
Participant contributions at end of year	2010-12-31	$22,280
Participant contributions at beginning of year	2010-12-31	$33,252
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$68,815
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$61,338
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$11,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$344,061
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,793,986
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,753,816
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,959,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,526,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$604,750
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$2,598
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,147,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,123,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,123,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$422
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$178,394
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$738,572
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$137,209
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$97,648
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TEPLITZKY & CO. P.C.
Accountancy firm EIN	2010-12-31	060962357

Form 5500 Responses for ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN

2018: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPAEDIC SPECIALTY GROUP, P.C. 401(K) PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

INDIV POLICY

Policy instance

Insurance contract or identification number	INDIV POLICY
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-08-31

MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )

Policy contract number

7919766

Policy instance

Insurance contract or identification number	7919766
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

INDIV POLICY

Policy instance

Insurance contract or identification number	INDIV POLICY
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	ORTHOPAEDIC SPECIALTY GROUP, P.C.
Employer identification number (EIN):	060868382
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)