401k Plan data: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN plan

CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 401k Plan overview

Plan Name	CALIFORNIA RETINA CONSULTANTS 401(K) PLAN
Plan identification number	001

CALIFORNIA RETINA CONSULTANTS 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALIFORNIA RETINA CONSULTANTS has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA RETINA CONSULTANTS

Employer identification number (EIN): 223697030

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA RETINA CONSULTANTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 DR. ROBERT AVERY 2021-10-13
001 2019-01-01 DR. ROBERT AVERY 2020-10-15
001 2018-01-01 DR. ROBERT AVERY 2019-10-15
001 2017-01-01
001 2016-01-01 DR. ROBERT AVERY 2017-10-16
001 2015-01-01 DR. ROBERT AVERY 2016-10-17
001 2014-01-01 DR. ROBERT AVERY 2015-10-16
001 2013-01-01
001 2012-01-01 DR. ROBERT AVERY 2013-10-15
001 2011-01-01 DR. ROBERT AVERY 2012-10-15
001 2010-01-01 DR. ROBERT AVERY 2011-10-17 DR. ROBERT AVERY 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	DR. ROBERT AVERY	2021-10-13
001	2019-01-01	DR. ROBERT AVERY	2020-10-15
001	2018-01-01	DR. ROBERT AVERY	2019-10-15
001	2017-01-01
001	2016-01-01	DR. ROBERT AVERY	2017-10-16
001	2015-01-01	DR. ROBERT AVERY	2016-10-17
001	2014-01-01	DR. ROBERT AVERY	2015-10-16
001	2013-01-01
001	2012-01-01	DR. ROBERT AVERY	2013-10-15
001	2011-01-01	DR. ROBERT AVERY	2012-10-15
001	2010-01-01	DR. ROBERT AVERY	2011-10-17	DR. ROBERT AVERY	2011-10-17

Plan Statistics for CALIFORNIA RETINA CONSULTANTS 401(K) PLAN

401k plan membership statisitcs for CALIFORNIA RETINA CONSULTANTS 401(K) PLAN

Measure Date Value
2020: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 110
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 136
Number of participants with account balances 2020-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 128
Number of participants with account balances 2019-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 93
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 57
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 150
Number of participants with account balances 2018-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22

Measure	Date	Value
2020: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	110
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	136
Number of participants with account balances	2020-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	128
Number of participants with account balances	2019-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	93
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	57
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	150
Number of participants with account balances	2018-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22

Financial Data on CALIFORNIA RETINA CONSULTANTS 401(K) PLAN

Measure	Date	Value
2020 : CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,745,835
Total of all expenses incurred	2020-12-31	$3,929,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,928,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$689,487
Value of total assets at end of year	2020-12-31	$13,421,347
Value of total assets at beginning of year	2020-12-31	$14,605,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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
Contributions received from participants	2020-12-31	$398,517
Participant contributions at end of year	2020-12-31	$2,260
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$53,847
Other income not declared elsewhere	2020-12-31	$2,783
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	$-1,183,831
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,421,347
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,605,178
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,072,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,927,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$109,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$119,052
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,053,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$237,123
Employer contributions (assets) at end of year	2020-12-31	$237,123
Employer contributions (assets) at beginning of year	2020-12-31	$558,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,928,866
Contract administrator fees	2020-12-31	$800
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLTHOUSE, CARLIN & VAN TRIGT
Accountancy firm EIN	2020-12-31	954345526
2019 : CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,363,844
Total income from all sources (including contributions)	2019-12-31	$3,363,844
Total of all expenses incurred	2019-12-31	$247,065
Total of all expenses incurred	2019-12-31	$247,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$245,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$245,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$923,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$923,798
Value of total assets at end of year	2019-12-31	$14,605,178
Value of total assets at beginning of year	2019-12-31	$11,488,399
Value of total assets at beginning of year	2019-12-31	$11,488,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,640
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
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	$350,000
Value of fidelity bond cover	2019-12-31	$350,000
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
Contributions received from participants	2019-12-31	$365,198
Contributions received from participants	2019-12-31	$365,198
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$98,900
Participant contributions at beginning of year	2019-12-31	$98,900
Other income not declared elsewhere	2019-12-31	$3,658
Other income not declared elsewhere	2019-12-31	$3,658
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	$3,116,779
Value of net income/loss	2019-12-31	$3,116,779
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,605,178
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,605,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,488,399
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,488,399
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,927,526
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,927,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,767,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,767,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$119,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$119,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$66,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$66,021
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,436,388
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,436,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	$558,600
Contributions received in cash from employer	2019-12-31	$558,600
Employer contributions (assets) at end of year	2019-12-31	$558,600
Employer contributions (assets) at end of year	2019-12-31	$558,600
Employer contributions (assets) at beginning of year	2019-12-31	$556,259
Employer contributions (assets) at beginning of year	2019-12-31	$556,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$245,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$245,425
Contract administrator fees	2019-12-31	$1,640
Contract administrator fees	2019-12-31	$1,640
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
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
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	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm name	2019-12-31	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2019-12-31	954345526
Accountancy firm EIN	2019-12-31	954345526
2018 : CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$303,370
Total of all expenses incurred	2018-12-31	$260,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$257,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$985,967
Value of total assets at end of year	2018-12-31	$11,488,399
Value of total assets at beginning of year	2018-12-31	$11,445,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$322,018
Participant contributions at end of year	2018-12-31	$98,900
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$107,690
Other income not declared elsewhere	2018-12-31	$1,528
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	$43,203
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,488,399
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,445,196
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	$10,767,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,869,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$66,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$32,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-684,125
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	No
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	$556,259
Employer contributions (assets) at end of year	2018-12-31	$556,259
Employer contributions (assets) at beginning of year	2018-12-31	$543,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$257,160
Contract administrator fees	2018-12-31	$3,007
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	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2018-12-31	954345526

Form 5500 Responses for CALIFORNIA RETINA CONSULTANTS 401(K) PLAN

2020: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: CALIFORNIA RETINA CONSULTANTS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37523

Policy instance

Insurance contract or identification number	G37523
Number of Individuals Covered	89
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37523

Policy instance

Insurance contract or identification number	G37523
Number of Individuals Covered	79
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37523

Policy instance

Insurance contract or identification number	G37523
Number of Individuals Covered	92
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CALIFORNIA RETINA CONSULTANTS
Employer identification number (EIN):	223697030
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists