401k Plan data: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN plan

UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number	001

UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

UNIVERSITY MEDICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY MEDICAL ASSOCIATES, INC.

Employer identification number (EIN): 310925968

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

Additional information about UNIVERSITY MEDICAL ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1978-02-16

Company Identification Number: 511531

Legal Registered Office Address: 3200 NATL CTY CTR 1900 E 9TH ST
-
CLEVELAND
United States of America (USA)
44114

More information about UNIVERSITY MEDICAL ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ALICIA PORTER
001 2017-01-01
001 2016-01-01 ALICIA PORTER
001 2015-01-01 ALICIA PORTER
001 2014-01-01 ALICIA PORTER
001 2013-01-01 ALICIA PORTER
001 2012-01-01 ALICIA PORTER
001 2011-01-01 ALICIA PORTER
001 2010-01-01 ALICIA PORTER
001 2009-01-01 KEN WILLIS

Plan Statistics for UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2017: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 111
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 139
Number of participants with account balances 2016-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 114
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 44
Total of all active and inactive participants 2015-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 158
Number of participants with account balances 2015-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 119
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 36
Total of all active and inactive participants 2014-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 155
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 143
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 53
Total of all active and inactive participants 2013-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 196
Number of participants with account balances 2013-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 134
Number of retired or separated participants receiving benefits 2012-01-01 63
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 197
Number of participants with account balances 2012-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 36
2011: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 178
Number of participants with account balances 2011-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 99
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 32
Total of all active and inactive participants 2010-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 135
Number of participants with account balances 2010-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 151
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	111
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	139
Number of participants with account balances	2016-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	114
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	44
Total of all active and inactive participants	2015-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	158
Number of participants with account balances	2015-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	119
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	36
Total of all active and inactive participants	2014-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	155
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	143
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	53
Total of all active and inactive participants	2013-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	196
Number of participants with account balances	2013-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	134
Number of retired or separated participants receiving benefits	2012-01-01	63
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	197
Number of participants with account balances	2012-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	36
2011: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	178
Number of participants with account balances	2011-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	99
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	32
Total of all active and inactive participants	2010-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	135
Number of participants with account balances	2010-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	151
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Measure	Date	Value
2017 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-12	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-12	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-12	$0
Total income from all sources (including contributions)	2017-09-12	$1,093,595
Total loss/gain on sale of assets	2017-09-12	$0
Total of all expenses incurred	2017-09-12	$10,050,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-12	$10,035,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-12	$269,216
Value of total assets at end of year	2017-09-12	$0
Value of total assets at beginning of year	2017-09-12	$8,956,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-12	$14,960
Total interest from all sources	2017-09-12	$1,577
Total dividends received (eg from common stock, registered investment company shares)	2017-09-12	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-12	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-09-12	$0
Administrative expenses professional fees incurred	2017-09-12	$10,180
Was this plan covered by a fidelity bond	2017-09-12	Yes
Value of fidelity bond cover	2017-09-12	$500,000
If this is an individual account plan, was there a blackout period	2017-09-12	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-09-12	$0
Were there any nonexempt tranactions with any party-in-interest	2017-09-12	No
Contributions received from participants	2017-09-12	$169,943
Participant contributions at end of year	2017-09-12	$0
Participant contributions at beginning of year	2017-09-12	$87,720
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-12	$21,202
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-09-12	$328
Other income not declared elsewhere	2017-09-12	$5,727
Administrative expenses (other) incurred	2017-09-12	$2,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-12	No
Value of net income/loss	2017-09-12	$-8,956,521
Value of net assets at end of year (total assets less liabilities)	2017-09-12	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-09-12	$8,956,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-12	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-12	No
Were any leases to which the plan was party in default or uncollectible	2017-09-12	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-12	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-12	$8,868,473
Interest on participant loans	2017-09-12	$1,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-09-12	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-09-12	$328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-09-12	$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-12	$817,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-12	No
Was there a failure to transmit to the plan any participant contributions	2017-09-12	No
Has the plan failed to provide any benefit when due under the plan	2017-09-12	No
Contributions received in cash from employer	2017-09-12	$78,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-12	$10,034,828
Contract administrator fees	2017-09-12	$2,640
Did the plan have assets held for investment	2017-09-12	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-12	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-12	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-12	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-12	Disclaimer
Accountancy firm name	2017-09-12	ARNETT CARBIS TOOTHMAN PLLC
Accountancy firm EIN	2017-09-12	550486667
2016 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,220,135
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,336,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,325,192
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$647,160
Value of total assets at end of year	2016-12-31	$8,956,521
Value of total assets at beginning of year	2016-12-31	$9,072,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,445
Total interest from all sources	2016-12-31	$2,757
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,755
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$455,049
Participant contributions at end of year	2016-12-31	$87,720
Participant contributions at beginning of year	2016-12-31	$104,500
Other income not declared elsewhere	2016-12-31	$16,356
Administrative expenses (other) incurred	2016-12-31	$3,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-116,318
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,956,521
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,072,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,868,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,968,141
Interest on participant loans	2016-12-31	$2,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$553,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$192,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,325,192
Contract administrator fees	2016-12-31	$921
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ARNETT CARBIS TOOTHMAN PLLC
Accountancy firm EIN	2016-12-31	550486667
2015 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$464,538
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$642,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$636,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$647,312
Value of total assets at end of year	2015-12-31	$9,072,839
Value of total assets at beginning of year	2015-12-31	$9,250,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,458
Total interest from all sources	2015-12-31	$4,077
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$444,053
Participant contributions at end of year	2015-12-31	$104,500
Participant contributions at beginning of year	2015-12-31	$150,690
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,402
Other income not declared elsewhere	2015-12-31	$15,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-177,517
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,072,839
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,250,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$3,585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,968,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,099,468
Interest on participant loans	2015-12-31	$4,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$198
Net investment gain/loss from pooled separate accounts	2015-12-31	$-202,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$183,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$636,597
Contract administrator fees	2015-12-31	$1,873
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ARNETT CARBIS TOOTHMAN PLLC
Accountancy firm EIN	2015-12-31	550486667
2014 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,255,347
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,230,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,220,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$869,003
Value of total assets at end of year	2014-12-31	$9,250,356
Value of total assets at beginning of year	2014-12-31	$11,225,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,592
Total interest from all sources	2014-12-31	$3,010
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$503,232
Participant contributions at end of year	2014-12-31	$150,690
Participant contributions at beginning of year	2014-12-31	$84,969
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$161,074
Other income not declared elsewhere	2014-12-31	$7,466
Administrative expenses (other) incurred	2014-12-31	$5,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-1,974,859
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,250,356
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,225,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,099,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,140,048
Interest on participant loans	2014-12-31	$3,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$198
Net investment gain/loss from pooled separate accounts	2014-12-31	$375,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$204,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,220,614
Contract administrator fees	2014-12-31	$4,530
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ARNETT CARBIS TOOTHMAN PLLC
Accountancy firm EIN	2014-12-31	550486667
2013 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,484,142
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$602,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$596,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,048,316
Value of total assets at end of year	2013-12-31	$11,225,215
Value of total assets at beginning of year	2013-12-31	$9,343,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,888
Total interest from all sources	2013-12-31	$1,643
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$504,955
Participant contributions at end of year	2013-12-31	$84,969
Participant contributions at beginning of year	2013-12-31	$40,287
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$328,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,881,468
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,225,215
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,343,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,140,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,303,262
Interest on participant loans	2013-12-31	$1,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,434,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$214,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$596,786
Contract administrator fees	2013-12-31	$5,888
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ARNETT FOSTER TOOTHMAN PLLC
Accountancy firm EIN	2013-12-31	550486667
2012 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,131,605
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,618,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,608,807
Value of total corrective distributions	2012-12-31	$4,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$901,584
Value of total assets at end of year	2012-12-31	$9,343,747
Value of total assets at beginning of year	2012-12-31	$9,831,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,263
Total interest from all sources	2012-12-31	$1,939
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$2,310
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$605,670
Participant contributions at end of year	2012-12-31	$40,287
Participant contributions at beginning of year	2012-12-31	$46,090
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$81,026
Other income not declared elsewhere	2012-12-31	$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-487,265
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,343,747
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,831,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,303,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,784,911
Interest on participant loans	2012-12-31	$1,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,226,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$214,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,608,807
Contract administrator fees	2012-12-31	$2,953
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHINDLER & ADAMS
Accountancy firm EIN	2012-12-31	311354302
2011 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$670,092
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,647,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,641,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$887,247
Value of total assets at end of year	2011-12-31	$9,831,012
Value of total assets at beginning of year	2011-12-31	$10,808,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,420
Total interest from all sources	2011-12-31	$2,821
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$3,124
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$646,789
Participant contributions at end of year	2011-12-31	$46,090
Participant contributions at beginning of year	2011-12-31	$63,285
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$48,075
Other income not declared elsewhere	2011-12-31	$-110
Administrative expenses (other) incurred	2011-12-31	$1,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-977,237
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,831,012
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,808,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,784,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,744,964
Interest on participant loans	2011-12-31	$2,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-219,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$192,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,641,909
Contract administrator fees	2011-12-31	$506
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SCHINDLER & ADAMS
Accountancy firm EIN	2011-12-31	311354302
2010 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,042,546
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$705,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$705,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$878,818
Value of total assets at end of year	2010-12-31	$10,808,249
Value of total assets at beginning of year	2010-12-31	$9,471,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$3,308
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$683,639
Participant contributions at end of year	2010-12-31	$63,285
Participant contributions at beginning of year	2010-12-31	$77,690
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$8,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,336,561
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,808,249
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,471,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,744,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,393,998
Interest on participant loans	2010-12-31	$3,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,160,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$186,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$705,985
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SCHINDLER & ADAMS
Accountancy firm EIN	2010-12-31	311354302
2009 : UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN

2017: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY MEDICAL ASSOCIATES, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-12
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $36,766
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Amount paid for insurance broker fees	16899
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	ARNETT CARBIS TOOTHMAN, LLP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	160
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $88,330
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Amount paid for insurance broker fees	71559
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	ARNETT CARBIS TOOTHMAN, LLP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	153
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $30,308
Total amount of fees paid to insurance company	USD $21,213
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $25,934
Insurance broker organization code?	3
Amount paid for insurance broker fees	14283
Additional information about fees paid to insurance broker	TPA FEES/COMPENSATION
Insurance broker name	NFP ADVISOR SERVICES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	196
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $42,490
Total amount of fees paid to insurance company	USD $10,926
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,383
Insurance broker organization code?	3
Amount paid for insurance broker fees	10926
Additional information about fees paid to insurance broker	TPA FEES/COMPENSATION
Insurance broker name	ARNETT FOSTER TOOTHMAN, PL

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	197
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $38,924
Total amount of fees paid to insurance company	USD $18,842
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,924
Insurance broker organization code?	3
Amount paid for insurance broker fees	11286
Additional information about fees paid to insurance broker	TPA FEES/COMPENSATION
Insurance broker name	SCHINDLER & ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	165
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $46,697
Total amount of fees paid to insurance company	USD $24,828
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95668

Policy instance

Insurance contract or identification number	95668
Number of Individuals Covered	132
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $50,462
Total amount of fees paid to insurance company	USD $15,333
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	UNIVERSITY MEDICAL ASSOCIATES, INC.
Employer identification number (EIN):	310925968
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1978-02-16
Company Identification Number:	511531
Legal Registered Office Address:	3200 NATL CTY CTR 1900 E 9TH ST - CLEVELAND United States of America (USA) 44114

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	ALICIA PORTER
001	2017-01-01
001	2016-01-01	ALICIA PORTER
001	2015-01-01	ALICIA PORTER
001	2014-01-01	ALICIA PORTER
001	2013-01-01	ALICIA PORTER
001	2012-01-01	ALICIA PORTER
001	2011-01-01	ALICIA PORTER
001	2010-01-01	ALICIA PORTER
001	2009-01-01	KEN WILLIS