401k Plan data: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN plan

NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN
Plan identification number	002

NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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).

401k Sponsoring company profile

NORTHERN TIER NEPHROLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN TIER NEPHROLOGY, INC.

Employer identification number (EIN): 260810031

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN TIER NEPHROLOGY 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 C ROSS BETTS 2023-10-04
002 2021-01-01 C ROSS BETTS 2022-10-03
002 2020-01-01 C ROSS BETTS 2021-10-05
002 2019-01-01 C ROSS BETTS 2020-10-12
002 2018-01-01 C ROSS BETTS 2019-10-08
002 2017-01-01 C ROSS BETTS 2018-10-12
002 2016-01-01 C ROSS BETTS 2017-10-09
002 2015-01-01 C ROSS BETTS 2016-10-10
002 2014-01-01 C ROSS BETTS 2015-09-30
002 2013-01-01 C ROSS BETTS 2014-10-03
002 2012-01-01 C ROSS BETTS 2013-09-24
002 2011-01-01 C ROSS BETTS 2012-10-02
002 2010-01-01 C ROSS BETTS 2011-05-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	C ROSS BETTS	2023-10-04
002	2021-01-01	C ROSS BETTS	2022-10-03
002	2020-01-01	C ROSS BETTS	2021-10-05
002	2019-01-01	C ROSS BETTS	2020-10-12
002	2018-01-01	C ROSS BETTS	2019-10-08
002	2017-01-01	C ROSS BETTS	2018-10-12
002	2016-01-01	C ROSS BETTS	2017-10-09
002	2015-01-01	C ROSS BETTS	2016-10-10
002	2014-01-01	C ROSS BETTS	2015-09-30
002	2013-01-01	C ROSS BETTS	2014-10-03
002	2012-01-01	C ROSS BETTS	2013-09-24
002	2011-01-01	C ROSS BETTS	2012-10-02
002	2010-01-01	C ROSS BETTS	2011-05-27

Plan Statistics for NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN

401k plan membership statisitcs for NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN

Measure Date Value
2022: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,142,777
Acturial value of plan assets 2022-12-31 3,142,777
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 27,158
Active participant vested funding target 2022-12-31 2,748,233
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 2,748,233
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 2,775,391
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 57,926
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 57,926
Present value of excess contributions 2022-12-31 115,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 120,835
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 120,835
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 183,708
Total employer contributions 2022-12-31 149,219
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 137,926
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 321,295
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 137,617
Additional cash requirement 2022-12-31 137,617
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 137,926
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,784,086
Acturial value of plan assets 2021-12-31 2,784,086
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 22,219
Active participant vested funding target 2021-12-31 2,261,846
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 2,261,846
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 2,284,065
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 49,928
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 49,928
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 57,926
Total employer contributions 2021-12-31 125,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 115,169
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 337,639
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 115,169
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,408,476
Acturial value of plan assets 2020-12-31 2,408,476
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 18,243
Active participant vested funding target 2020-12-31 2,149,166
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 2,155,768
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 2,174,011
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 42,488
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 42,488
Present value of excess contributions 2020-12-31 1,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,319
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 49,928
Total employer contributions 2020-12-31 0
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 0
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
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,947,427
Acturial value of plan assets 2019-12-31 1,947,427
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 17,715
Active participant vested funding target 2019-12-31 1,918,160
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 1,921,121
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 1,938,836
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 45,075
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 45,075
Present value of excess contributions 2019-12-31 132,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 138,517
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 42,488
Total employer contributions 2019-12-31 145,193
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 2019-12-31 136,620
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 2019-12-31 135,354
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 2019-12-31 135,354
Additional cash requirement 2019-12-31 135,354
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 136,620
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,907,919
Acturial value of plan assets 2018-12-31 1,907,919
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 5,262
Active participant vested funding target 2018-12-31 1,723,479
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 1,723,479
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 1,728,741
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 39,960
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 39,960
Present value of excess contributions 2018-12-31 129,636
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 135,262
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 45,075
Total employer contributions 2018-12-31 157,500
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 2018-12-31 148,021
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 2018-12-31 149,165
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 15,062
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 15,062
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 148,021
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,420,210
Acturial value of plan assets 2017-12-31 1,420,210
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 4,999
Active participant vested funding target 2017-12-31 1,507,175
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,507,175
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,512,174
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 88,730
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 50,760
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 37,970
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available 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 39,960
Total employer contributions 2017-12-31 321,000
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 2017-12-31 302,952
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 148,838
Net shortfall amortization installment of oustanding balance 2017-12-31 131,924
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 173,316
Additional cash requirement 2017-12-31 173,316
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 302,952
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,239,184
Acturial value of plan assets 2016-12-31 1,239,184
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,293,930
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,295,289
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 1,295,289
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 114,909
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 23,623
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 91,286
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 88,730
Total employer contributions 2016-12-31 127,168
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 2016-12-31 120,382
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 2016-12-31 147,212
Net shortfall amortization installment of oustanding balance 2016-12-31 144,835
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 171,142
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 50,760
Additional cash requirement 2016-12-31 120,382
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 120,382
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
2022: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,142,777
Acturial value of plan assets	2022-12-31	3,142,777
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	27,158
Active participant vested funding target	2022-12-31	2,748,233
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	2,748,233
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	2,775,391
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	57,926
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	57,926
Present value of excess contributions	2022-12-31	115,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	120,835
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	120,835
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	183,708
Total employer contributions	2022-12-31	149,219
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	137,926
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	321,295
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	137,617
Additional cash requirement	2022-12-31	137,617
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	137,926
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,784,086
Acturial value of plan assets	2021-12-31	2,784,086
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	22,219
Active participant vested funding target	2021-12-31	2,261,846
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	2,261,846
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	2,284,065
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	49,928
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	49,928
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	57,926
Total employer contributions	2021-12-31	125,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	115,169
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	337,639
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	115,169
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,408,476
Acturial value of plan assets	2020-12-31	2,408,476
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	18,243
Active participant vested funding target	2020-12-31	2,149,166
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	2,155,768
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	2,174,011
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	42,488
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	42,488
Present value of excess contributions	2020-12-31	1,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,319
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	49,928
Total employer contributions	2020-12-31	0
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	0
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
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,947,427
Acturial value of plan assets	2019-12-31	1,947,427
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	17,715
Active participant vested funding target	2019-12-31	1,918,160
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	1,921,121
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,938,836
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	45,075
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	45,075
Present value of excess contributions	2019-12-31	132,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	138,517
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	42,488
Total employer contributions	2019-12-31	145,193
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	136,620
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	135,354
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	135,354
Additional cash requirement	2019-12-31	135,354
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	136,620
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,907,919
Acturial value of plan assets	2018-12-31	1,907,919
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	5,262
Active participant vested funding target	2018-12-31	1,723,479
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	1,723,479
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,728,741
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	39,960
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	39,960
Present value of excess contributions	2018-12-31	129,636
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	135,262
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	45,075
Total employer contributions	2018-12-31	157,500
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	148,021
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	149,165
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	15,062
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	15,062
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	148,021
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,420,210
Acturial value of plan assets	2017-12-31	1,420,210
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	4,999
Active participant vested funding target	2017-12-31	1,507,175
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,507,175
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,512,174
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	88,730
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	50,760
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	37,970
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available 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	39,960
Total employer contributions	2017-12-31	321,000
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	302,952
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	148,838
Net shortfall amortization installment of oustanding balance	2017-12-31	131,924
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	173,316
Additional cash requirement	2017-12-31	173,316
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	302,952
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,239,184
Acturial value of plan assets	2016-12-31	1,239,184
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,293,930
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,295,289
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,295,289
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	114,909
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	23,623
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	91,286
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	88,730
Total employer contributions	2016-12-31	127,168
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	120,382
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	147,212
Net shortfall amortization installment of oustanding balance	2016-12-31	144,835
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	171,142
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	50,760
Additional cash requirement	2016-12-31	120,382
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	120,382
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NORTHERN TIER NEPHROLOGY, INC.
Employer identification number (EIN):	260810031
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)