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ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 401k Plan overview

Plan NameORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN
Plan identification number 501

ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC.
Employer identification number (EIN):310746642
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1968-12-31
Company Identification Number: 378833
Legal Registered Office Address: 2854 BELL ST
-
ZANESVILLE
United States of America (USA)
437010000

More information about ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-05-01
5012018-05-01
5012017-05-01KARL C. SAUNDERS, MD
5012016-05-01KARL C. SAUNDERS, MD
5012015-05-01KARL C. SAUNDERS, MD
5012014-05-01KARL C. SAUNDERS, MD
5012013-05-01KARL C SAUNDERS

Plan Statistics for ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN

401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Measure Date Value
2019: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-010
Total number of active participants reported on line 7a of the Form 55002019-05-010
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-010
2018: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-0136
Total number of active participants reported on line 7a of the Form 55002018-05-0140
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-0140
2017: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-0136
Total number of active participants reported on line 7a of the Form 55002017-05-0135
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-0135
2016: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-0135
Total number of active participants reported on line 7a of the Form 55002016-05-0135
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-0135
2015: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-0136
Total number of active participants reported on line 7a of the Form 55002015-05-0136
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-0136
2014: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-0137
Total number of active participants reported on line 7a of the Form 55002014-05-0138
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-0138
2013: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-0139
Total number of active participants reported on line 7a of the Form 55002013-05-0136
Number of retired or separated participants receiving benefits2013-05-011
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-0137

Financial Data on ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Measure Date Value
2020 : ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-04-30$-195,126
Total income from all sources2020-04-30$36,226
Expenses. Total of all expenses incurred2020-04-30$45,684
Benefits paid (including direct rollovers)2020-04-30$44,328
Total plan assets at end of year2020-04-30$0
Total plan assets at beginning of year2020-04-30$204,584
Value of fidelity bond covering the plan2020-04-30$500,000
Other income received2020-04-30$910
Net income (gross income less expenses)2020-04-30$-9,458
Net plan assets at end of year (total assets less liabilities)2020-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$204,584
Total contributions received or receivable from employer(s)2020-04-30$35,316
Expenses. Administrative service providers (salaries,fees and commissions)2020-04-30$1,356
2018 : ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-04-30$3,047
Total income from all sources2018-04-30$214,228
Expenses. Total of all expenses incurred2018-04-30$202,422
Benefits paid (including direct rollovers)2018-04-30$178,116
Total plan assets at end of year2018-04-30$174,413
Total plan assets at beginning of year2018-04-30$159,560
Value of fidelity bond covering the plan2018-04-30$500,000
Total contributions received or receivable from participants2018-04-30$80,261
Other income received2018-04-30$1,825
Net income (gross income less expenses)2018-04-30$11,806
Net plan assets at end of year (total assets less liabilities)2018-04-30$171,366
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$159,560
Total contributions received or receivable from employer(s)2018-04-30$132,142
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$24,306
2017 : ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 401k financial data
Total income from all sources2017-04-30$177,780
Expenses. Total of all expenses incurred2017-04-30$144,457
Benefits paid (including direct rollovers)2017-04-30$123,928
Total plan assets at end of year2017-04-30$159,560
Total plan assets at beginning of year2017-04-30$126,237
Value of fidelity bond covering the plan2017-04-30$50,000
Total contributions received or receivable from participants2017-04-30$53,145
Other income received2017-04-30$584
Net income (gross income less expenses)2017-04-30$33,323
Net plan assets at end of year (total assets less liabilities)2017-04-30$159,560
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$126,237
Total contributions received or receivable from employer(s)2017-04-30$124,051
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$20,529
2016 : ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k financial data
Total income from all sources2016-04-30$167,415
Expenses. Total of all expenses incurred2016-04-30$127,046
Benefits paid (including direct rollovers)2016-04-30$107,087
Total plan assets at end of year2016-04-30$126,237
Total plan assets at beginning of year2016-04-30$85,868
Value of fidelity bond covering the plan2016-04-30$500,000
Total contributions received or receivable from participants2016-04-30$55,780
Other income received2016-04-30$59
Net income (gross income less expenses)2016-04-30$40,369
Net plan assets at end of year (total assets less liabilities)2016-04-30$126,237
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$85,868
Total contributions received or receivable from employer(s)2016-04-30$111,576
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$19,959
2015 : ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-04-30$112
Total income from all sources2015-04-30$192,034
Expenses. Total of all expenses incurred2015-04-30$116,369
Benefits paid (including direct rollovers)2015-04-30$95,962
Total plan assets at end of year2015-04-30$85,868
Total plan assets at beginning of year2015-04-30$10,315
Value of fidelity bond covering the plan2015-04-30$500,000
Total contributions received or receivable from participants2015-04-30$37,292
Other income received2015-04-30$21
Net income (gross income less expenses)2015-04-30$75,665
Net plan assets at end of year (total assets less liabilities)2015-04-30$85,868
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$10,203
Total contributions received or receivable from employer(s)2015-04-30$154,721
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$20,407
2014 : ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-04-30$112
Total income from all sources2014-04-30$135,635
Expenses. Total of all expenses incurred2014-04-30$125,432
Benefits paid (including direct rollovers)2014-04-30$106,757
Total plan assets at end of year2014-04-30$10,315
Total plan assets at beginning of year2014-04-30$0
Value of fidelity bond covering the plan2014-04-30$500,000
Total contributions received or receivable from participants2014-04-30$31,986
Other income received2014-04-30$3
Net income (gross income less expenses)2014-04-30$10,203
Net plan assets at end of year (total assets less liabilities)2014-04-30$10,203
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$0
Total contributions received or receivable from employer(s)2014-04-30$103,646
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$18,675

Form 5500 Responses for ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN

2019: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01This submission is the final filingYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: ORTHOPAEDIC ASSOCIATES OF ZANESVILLE, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01First time form 5500 has been submittedYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes

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