401k Plan data: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN plan

EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN
Plan identification number	002

EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC

Employer identification number (EIN): 201442673

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01 DOUGLAS D. FRANKEY 2023-02-21
002 2020-01-01 DOUGLAS D. FRANKEY 2021-10-15 DOUGLAS D. FRANKEY 2021-10-15
002 2019-01-01 JOSHUA SCHWARTZ 2020-10-15 AMY CHERNAULT 2020-10-15
002 2019-01-01 GARY MULLEN 2021-05-19
002 2018-01-01
002 2017-01-01
002 2016-01-01 JOSHUA SCHWARTZ 2018-01-16
002 2015-01-01 JOSHUA SCHWARTZ 2016-10-17
002 2014-01-01 JOSHUA SCWARTZ 2015-10-12
002 2013-01-01 JOSHUA SCWARTZ 2014-10-10
002 2012-01-01 JOSHUA SCWARTZ 2013-10-09
002 2011-01-01 DR. JOSHUA SCHWARTZ 2012-10-12
002 2010-01-01 DR. JOSHUA SCHWARTZ 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01	DOUGLAS D. FRANKEY	2023-02-21
002	2020-01-01	DOUGLAS D. FRANKEY	2021-10-15	DOUGLAS D. FRANKEY	2021-10-15
002	2019-01-01	JOSHUA SCHWARTZ	2020-10-15	AMY CHERNAULT	2020-10-15
002	2019-01-01	GARY MULLEN	2021-05-19
002	2018-01-01
002	2017-01-01
002	2016-01-01	JOSHUA SCHWARTZ	2018-01-16
002	2015-01-01	JOSHUA SCHWARTZ	2016-10-17
002	2014-01-01	JOSHUA SCWARTZ	2015-10-12
002	2013-01-01	JOSHUA SCWARTZ	2014-10-10
002	2012-01-01	JOSHUA SCWARTZ	2013-10-09
002	2011-01-01	DR. JOSHUA SCHWARTZ	2012-10-12
002	2010-01-01	DR. JOSHUA SCHWARTZ	2011-10-03

Plan Statistics for EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

Measure Date Value
2021: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 19
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 38
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 27,386,111
Acturial value of plan assets 2020-12-31 27,386,111
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 22
Fundng target for terminated vested participants 2020-12-31 710,085
Active participant vested funding target 2020-12-31 22,809,732
Number of active participants 2020-12-31 140
Total funding liabilities for active participants 2020-12-31 22,864,637
Total participant count 2020-12-31 162
Total funding target for all participants 2020-12-31 23,574,722
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 2,544,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 2,673,437
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 4,396,699
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 4,207,774
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 4,207,774
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 19,787,090
Acturial value of plan assets 2019-12-31 19,787,090
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 29
Fundng target for terminated vested participants 2019-12-31 786,195
Active participant vested funding target 2019-12-31 18,264,741
Number of active participants 2019-12-31 117
Total funding liabilities for active participants 2019-12-31 18,847,773
Total participant count 2019-12-31 146
Total funding target for all participants 2019-12-31 19,633,968
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 3,003,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,163,296
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 4,837,042
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 4,699,051
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 2,307,254
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 2,154,132
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 2,154,132
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 4,699,051
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 17,682,915
Acturial value of plan assets 2018-12-31 17,682,915
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 15
Fundng target for terminated vested participants 2018-12-31 99,438
Active participant vested funding target 2018-12-31 1,434,128
Number of active participants 2018-12-31 92
Total funding liabilities for active participants 2018-12-31 15,114,861
Total participant count 2018-12-31 107
Total funding target for all participants 2018-12-31 15,214,299
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,676,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,676,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 3,089,234
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 3,003,509
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 2,434,800
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 3,003,509
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 14,716,846
Acturial value of plan assets 2017-12-31 14,716,846
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 14
Fundng target for terminated vested participants 2017-12-31 86,570
Active participant vested funding target 2017-12-31 12,311,078
Number of active participants 2017-12-31 69
Total funding liabilities for active participants 2017-12-31 12,388,104
Total participant count 2017-12-31 83
Total funding target for all participants 2017-12-31 12,474,674
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 1,139,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,211,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 1,728,619
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,676,494
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,673,507
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,676,494
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 12,433,461
Acturial value of plan assets 2016-12-31 12,433,461
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 14
Fundng target for terminated vested participants 2016-12-31 722,524
Active participant vested funding target 2016-12-31 11,843,797
Number of active participants 2016-12-31 53
Total funding liabilities for active participants 2016-12-31 11,845,057
Total participant count 2016-12-31 68
Total funding target for all participants 2016-12-31 12,567,581
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 1,023,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,089,612
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 2,364,653
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 2,273,271
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,111,619
Net shortfall amortization installment of oustanding balance 2016-12-31 134,120
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,133,779
Additional cash requirement 2016-12-31 1,133,779
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,273,271
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	19
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	38
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	27,386,111
Acturial value of plan assets	2020-12-31	27,386,111
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	22
Fundng target for terminated vested participants	2020-12-31	710,085
Active participant vested funding target	2020-12-31	22,809,732
Number of active participants	2020-12-31	140
Total funding liabilities for active participants	2020-12-31	22,864,637
Total participant count	2020-12-31	162
Total funding target for all participants	2020-12-31	23,574,722
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	2,544,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,673,437
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	4,396,699
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	4,207,774
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	4,207,774
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	19,787,090
Acturial value of plan assets	2019-12-31	19,787,090
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	29
Fundng target for terminated vested participants	2019-12-31	786,195
Active participant vested funding target	2019-12-31	18,264,741
Number of active participants	2019-12-31	117
Total funding liabilities for active participants	2019-12-31	18,847,773
Total participant count	2019-12-31	146
Total funding target for all participants	2019-12-31	19,633,968
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	3,003,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,163,296
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	4,837,042
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	4,699,051
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	2,307,254
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	2,154,132
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	2,154,132
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	4,699,051
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	17,682,915
Acturial value of plan assets	2018-12-31	17,682,915
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	15
Fundng target for terminated vested participants	2018-12-31	99,438
Active participant vested funding target	2018-12-31	1,434,128
Number of active participants	2018-12-31	92
Total funding liabilities for active participants	2018-12-31	15,114,861
Total participant count	2018-12-31	107
Total funding target for all participants	2018-12-31	15,214,299
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,676,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,676,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	3,089,234
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	3,003,509
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	2,434,800
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	3,003,509
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	14,716,846
Acturial value of plan assets	2017-12-31	14,716,846
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	14
Fundng target for terminated vested participants	2017-12-31	86,570
Active participant vested funding target	2017-12-31	12,311,078
Number of active participants	2017-12-31	69
Total funding liabilities for active participants	2017-12-31	12,388,104
Total participant count	2017-12-31	83
Total funding target for all participants	2017-12-31	12,474,674
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	1,139,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,211,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	1,728,619
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,676,494
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,673,507
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,676,494
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	12,433,461
Acturial value of plan assets	2016-12-31	12,433,461
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	14
Fundng target for terminated vested participants	2016-12-31	722,524
Active participant vested funding target	2016-12-31	11,843,797
Number of active participants	2016-12-31	53
Total funding liabilities for active participants	2016-12-31	11,845,057
Total participant count	2016-12-31	68
Total funding target for all participants	2016-12-31	12,567,581
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	1,023,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,089,612
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	2,364,653
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	2,273,271
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,111,619
Net shortfall amortization installment of oustanding balance	2016-12-31	134,120
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,133,779
Additional cash requirement	2016-12-31	1,133,779
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,273,271
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

Measure	Date	Value
2021 : EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$4,405
Total unrealized appreciation/depreciation of assets	2021-12-31	$4,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$17,910
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$27,200,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$27,087,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$1,309,345
Value of total assets at beginning of year	2021-12-31	$28,492,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$113,001
Total interest from all sources	2021-12-31	$13,505
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$47,614
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$242,317
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$36,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-27,182,937
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,309,345
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,492,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$11,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$172,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$13,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,136,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$26,008,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$26,008,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$61,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$2,142,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$27,087,846
Contract administrator fees	2021-12-31	$53,537
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2021-12-31	560747981
2020 : EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,877,006
Total loss/gain on sale of assets	2020-12-31	$619,150
Total of all expenses incurred	2020-12-31	$2,814,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,585,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,396,699
Value of total assets at end of year	2020-12-31	$28,492,282
Value of total assets at beginning of year	2020-12-31	$27,430,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$229,734
Total interest from all sources	2020-12-31	$138,403
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$57,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$148,112
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$242,317
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,289,039
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$22,965
Other income not declared elsewhere	2020-12-31	$135,827
Administrative expenses (other) incurred	2020-12-31	$1,019
Total non interest bearing cash at end of year	2020-12-31	$36,961
Total non interest bearing cash at beginning of year	2020-12-31	$36,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,062,201
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,492,282
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,430,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$15,980
Investment advisory and management fees	2020-12-31	$65,384
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Interest earned on other investments	2020-12-31	$24,863
Income. Interest from US Government securities	2020-12-31	$33,671
Income. Interest from corporate debt instruments	2020-12-31	$73,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$26,008,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,563,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,563,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$61,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,959,329
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$1,008,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-1,470,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,396,699
Employer contributions (assets) at end of year	2020-12-31	$2,142,891
Employer contributions (assets) at beginning of year	2020-12-31	$1,088,796
Income. Dividends from common stock	2020-12-31	$57,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,585,071
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$1,478,103
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$2,727,955
Contract administrator fees	2020-12-31	$15,219
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$9,239,418
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$10,277,990
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$9,658,840
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2020-12-31	560747981
2019 : EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,478,411
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,478,411
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,478,411
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,478,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,104,834
Total income from all sources (including contributions)	2019-12-31	$8,104,834
Total loss/gain on sale of assets	2019-12-31	$-100,744
Total loss/gain on sale of assets	2019-12-31	$-100,744
Total of all expenses incurred	2019-12-31	$498,804
Total of all expenses incurred	2019-12-31	$498,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$350,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$350,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,837,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,837,042
Value of total assets at end of year	2019-12-31	$27,393,120
Value of total assets at end of year	2019-12-31	$27,393,120
Value of total assets at beginning of year	2019-12-31	$19,787,090
Value of total assets at beginning of year	2019-12-31	$19,787,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$148,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$148,703
Total interest from all sources	2019-12-31	$239,338
Total interest from all sources	2019-12-31	$239,338
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$251,946
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$251,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$8,348
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$8,348
Administrative expenses professional fees incurred	2019-12-31	$17,220
Administrative expenses professional fees incurred	2019-12-31	$17,220
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,289,039
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,289,039
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$993,657
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$993,657
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$22,965
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$22,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$596,410
Other income not declared elsewhere	2019-12-31	$596,410
Administrative expenses (other) incurred	2019-12-31	$4,144
Administrative expenses (other) incurred	2019-12-31	$4,144
Total non interest bearing cash at end of year	2019-12-31	$36,961
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,606,030
Value of net income/loss	2019-12-31	$7,606,030
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,393,120
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,393,120
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,787,090
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,787,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$15,980
Assets. partnership/joint venture interests at end of year	2019-12-31	$15,980
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$91,080
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$91,080
Investment advisory and management fees	2019-12-31	$127,339
Investment advisory and management fees	2019-12-31	$127,339
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$227,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$227,599
Income. Interest from US Government securities	2019-12-31	$23,486
Income. Interest from US Government securities	2019-12-31	$23,486
Income. Interest from corporate debt instruments	2019-12-31	$195,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,563,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,563,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,206,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,206,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$20,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$20,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,959,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,959,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,899,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,899,867
Asset value of US Government securities at end of year	2019-12-31	$1,008,294
Asset value of US Government securities at end of year	2019-12-31	$1,008,294
Asset value of US Government securities at beginning of year	2019-12-31	$1,965,990
Asset value of US Government securities at beginning of year	2019-12-31	$1,965,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$-197,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$-197,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,837,042
Contributions received in cash from employer	2019-12-31	$4,837,042
Employer contributions (assets) at end of year	2019-12-31	$1,088,796
Employer contributions (assets) at end of year	2019-12-31	$1,088,796
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$243,598
Income. Dividends from common stock	2019-12-31	$243,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$350,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$350,101
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$1,478,103
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$1,478,103
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$721,945
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$721,945
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$2,727,955
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$2,727,955
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$2,943,934
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$2,943,934
Contract administrator fees	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$9,239,418
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$9,239,418
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$5,736,989
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$5,736,989
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$5,713,493
Aggregate proceeds on sale of assets	2019-12-31	$5,713,493
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$5,814,237
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$5,814,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2019-12-31	560747981
Accountancy firm EIN	2019-12-31	560747981

Form 5500 Responses for EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

2021: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )

Policy contract number

1020315535

Policy instance

Insurance contract or identification number	1020315535
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	1
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

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )

Policy contract number

1020315535

Policy instance

Insurance contract or identification number	1020315535
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	1
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

317019376

Policy instance

Insurance contract or identification number	317019376
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316069110

Policy instance

Insurance contract or identification number	316069110
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

317091410

Policy instance

Insurance contract or identification number	317091410
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $20,000
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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
Commission paid to Insurance Broker	USD $20,000
Insurance broker organization code?	3

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )

Policy contract number

1007699367

Policy instance

Insurance contract or identification number	1007699367
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )

Policy contract number

1013189281

Policy instance

Insurance contract or identification number	1013189281
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )

Policy contract number

1019210240

Policy instance

Insurance contract or identification number	1019210240
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )

Policy contract number

1020315535

Policy instance

Insurance contract or identification number	1020315535
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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

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Company Name:	EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC
Employer identification number (EIN):	201442673
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)