401k Plan data: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTH BEND CLINIC, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTH BEND CLINIC, LLC

Employer identification number (EIN): 350670330

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA M. WINE LISA M. WINE 2018-10-10
001 2016-01-01 LISA M. WINE LISA M. WINE 2017-10-11
001 2015-01-01 LISA M. WINE LISA M. WINE 2016-10-13
001 2014-01-01 LISA M. WINE LISA M. WINE 2015-10-12
001 2013-01-01 LISA M. WINE LISA M. WINE 2014-10-10
001 2012-01-01 LISA M. WINE LISA M. WINE 2013-10-11
001 2011-01-01 CURTIS J. HOLAWAY CURTIS J. HOLAWAY 2012-10-11
001 2009-01-01 CURTIS J. HOLAWAY CURTIS J. HOLAWAY 2010-09-24
001 2009-01-01 CURTIS J. HOLAWAY CURTIS J. HOLAWAY 2010-09-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LISA M. WINE	LISA M. WINE	2018-10-10
001	2016-01-01	LISA M. WINE	LISA M. WINE	2017-10-11
001	2015-01-01	LISA M. WINE	LISA M. WINE	2016-10-13
001	2014-01-01	LISA M. WINE	LISA M. WINE	2015-10-12
001	2013-01-01	LISA M. WINE	LISA M. WINE	2014-10-10
001	2012-01-01	LISA M. WINE	LISA M. WINE	2013-10-11
001	2011-01-01	CURTIS J. HOLAWAY	CURTIS J. HOLAWAY	2012-10-11
001	2009-01-01	CURTIS J. HOLAWAY	CURTIS J. HOLAWAY	2010-09-24
001	2009-01-01	CURTIS J. HOLAWAY	CURTIS J. HOLAWAY	2010-09-27

Plan Statistics for SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,238
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,138
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 994
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 237
Total of all active and inactive participants 2022-01-01 1,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 1,238
Number of participants with account balances 2022-01-01 1,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 61
2021: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 831
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 885
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 249
Total of all active and inactive participants 2021-01-01 1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 1,138
Number of participants with account balances 2021-01-01 981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 79
2020: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 825
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 663
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 162
Total of all active and inactive participants 2020-01-01 829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 831
Number of participants with account balances 2020-01-01 796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 83
2019: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 806
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 692
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 129
Total of all active and inactive participants 2019-01-01 822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 825
Number of participants with account balances 2019-01-01 790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 64
2018: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 701
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 101
Total of all active and inactive participants 2018-01-01 804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 806
Number of participants with account balances 2018-01-01 762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 62
2017: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 752
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 667
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 104
Total of all active and inactive participants 2017-01-01 773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 775
Number of participants with account balances 2017-01-01 746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 44
2016: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 695
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 641
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 105
Total of all active and inactive participants 2016-01-01 751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 752
Number of participants with account balances 2016-01-01 716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 45
2015: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 678
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 583
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 112
Total of all active and inactive participants 2015-01-01 695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 695
Number of participants with account balances 2015-01-01 677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 38
2014: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 830
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 584
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 94
Total of all active and inactive participants 2014-01-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 678
Number of participants with account balances 2014-01-01 669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 45
2013: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 790
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 736
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 93
Total of all active and inactive participants 2013-01-01 830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 830
Number of participants with account balances 2013-01-01 685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 34
2012: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 792
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 706
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 83
Total of all active and inactive participants 2012-01-01 790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 790
Number of participants with account balances 2012-01-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 38
2011: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 905
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 702
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 81
Total of all active and inactive participants 2011-01-01 787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 787
Number of participants with account balances 2011-01-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 46
2009: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 800
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 75
Total of all active and inactive participants 2009-01-01 876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 876
Number of participants with account balances 2009-01-01 777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 50

Measure	Date	Value
2023: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,238
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,138
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	994
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	237
Total of all active and inactive participants	2022-01-01	1,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	1,238
Number of participants with account balances	2022-01-01	1,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	61
2021: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	831
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	885
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	249
Total of all active and inactive participants	2021-01-01	1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	1,138
Number of participants with account balances	2021-01-01	981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	79
2020: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	825
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	663
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	162
Total of all active and inactive participants	2020-01-01	829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	831
Number of participants with account balances	2020-01-01	796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	83
2019: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	806
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	692
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	129
Total of all active and inactive participants	2019-01-01	822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	825
Number of participants with account balances	2019-01-01	790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	64
2018: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	701
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	101
Total of all active and inactive participants	2018-01-01	804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	806
Number of participants with account balances	2018-01-01	762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	62
2017: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	752
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	667
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	104
Total of all active and inactive participants	2017-01-01	773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	775
Number of participants with account balances	2017-01-01	746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	44
2016: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	695
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	641
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	105
Total of all active and inactive participants	2016-01-01	751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	752
Number of participants with account balances	2016-01-01	716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	45
2015: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	678
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	583
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	112
Total of all active and inactive participants	2015-01-01	695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	695
Number of participants with account balances	2015-01-01	677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	38
2014: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	830
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	584
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	94
Total of all active and inactive participants	2014-01-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	678
Number of participants with account balances	2014-01-01	669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	45
2013: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	790
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	736
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	93
Total of all active and inactive participants	2013-01-01	830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	830
Number of participants with account balances	2013-01-01	685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	34
2012: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	792
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	706
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	83
Total of all active and inactive participants	2012-01-01	790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	790
Number of participants with account balances	2012-01-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	38
2011: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	905
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	702
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	81
Total of all active and inactive participants	2011-01-01	787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	787
Number of participants with account balances	2011-01-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	46
2009: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	800
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	75
Total of all active and inactive participants	2009-01-01	876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	876
Number of participants with account balances	2009-01-01	777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	50

Financial Data on SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-05-01	$0
Total unrealized appreciation/depreciation of assets	2023-05-01	$0
Total transfer of assets to this plan	2023-05-01	$0
Total transfer of assets from this plan	2023-05-01	$153,761,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-01	$0
Expenses. Interest paid	2023-05-01	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-05-01	$0
Total income from all sources (including contributions)	2023-05-01	$11,805,501
Total loss/gain on sale of assets	2023-05-01	$0
Total of all expenses incurred	2023-05-01	$18,831,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-01	$18,463,202
Expenses. Certain deemed distributions of participant loans	2023-05-01	$14,072
Value of total corrective distributions	2023-05-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-01	$1,210,703
Value of total assets at end of year	2023-05-01	$0
Value of total assets at beginning of year	2023-05-01	$160,787,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-01	$354,084
Total interest from all sources	2023-05-01	$1,508
Total dividends received (eg from common stock, registered investment company shares)	2023-05-01	$356,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-05-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-01	$356,486
Assets. Real estate other than employer real property at end of year	2023-05-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-05-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-05-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-05-01	$0
Was this plan covered by a fidelity bond	2023-05-01	Yes
Value of fidelity bond cover	2023-05-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-05-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-05-01	No
Contributions received from participants	2023-05-01	$988,232
Participant contributions at end of year	2023-05-01	$0
Participant contributions at beginning of year	2023-05-01	$209,927
Participant contributions at end of year	2023-05-01	$0
Participant contributions at beginning of year	2023-05-01	$122,678
Assets. Other investments not covered elsewhere at end of year	2023-05-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-05-01	$31,187,246
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-01	$222,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-05-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-05-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-05-01	$0
Assets. Loans (other than to participants) at end of year	2023-05-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-05-01	$0
Other income not declared elsewhere	2023-05-01	$1,005,445
Administrative expenses (other) incurred	2023-05-01	$354,084
Total non interest bearing cash at end of year	2023-05-01	$0
Total non interest bearing cash at beginning of year	2023-05-01	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-01	No
Income. Non cash contributions	2023-05-01	$0
Value of net income/loss	2023-05-01	$-7,025,857
Value of net assets at end of year (total assets less liabilities)	2023-05-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-05-01	$160,787,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-01	No
Were any leases to which the plan was party in default or uncollectible	2023-05-01	No
Assets. partnership/joint venture interests at end of year	2023-05-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-05-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-01	$119,795,197
Interest on participant loans	2023-05-01	$2,725
Interest earned on other investments	2023-05-01	$0
Income. Interest from US Government securities	2023-05-01	$0
Income. Interest from corporate debt instruments	2023-05-01	$0
Value of interest in common/collective trusts at end of year	2023-05-01	$0
Value of interest in common/collective trusts at beginning of year	2023-05-01	$8,742,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-01	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-01	$1,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-01	$1,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-05-01	$-1,217
Asset value of US Government securities at end of year	2023-05-01	$0
Asset value of US Government securities at beginning of year	2023-05-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-01	$9,165,173
Net investment gain/loss from pooled separate accounts	2023-05-01	$0
Net investment gain or loss from common/collective trusts	2023-05-01	$66,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-01	No
Was there a failure to transmit to the plan any participant contributions	2023-05-01	No
Has the plan failed to provide any benefit when due under the plan	2023-05-01	No
Assets. Invements in employer securities at end of year	2023-05-01	$0
Contributions received in cash from employer	2023-05-01	$0
Employer contributions (assets) at end of year	2023-05-01	$0
Employer contributions (assets) at beginning of year	2023-05-01	$728,444
Income. Dividends from preferred stock	2023-05-01	$0
Income. Dividends from common stock	2023-05-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-01	$18,463,202
Asset. Corporate debt instrument preferred debt at end of year	2023-05-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-05-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-05-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-05-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-05-01	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2023-05-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-05-01	$0
Did the plan have assets held for investment	2023-05-01	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	2023-05-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-01	Yes
Aggregate proceeds on sale of assets	2023-05-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-05-01	$0
Opinion of an independent qualified public accountant for this plan	2023-05-01	Unqualified
Accountancy firm name	2023-05-01	CROWE LLP
Accountancy firm EIN	2023-05-01	350921680
2022 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-31,362,541
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$15,771,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$15,441,277
Expenses. Certain deemed distributions of participant loans	2022-12-31	$120,265
Value of total corrective distributions	2022-12-31	$645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,674,717
Value of total assets at end of year	2022-12-31	$160,787,681
Value of total assets at beginning of year	2022-12-31	$207,922,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$209,680
Total interest from all sources	2022-12-31	$8,901
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$5,208,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$5,208,163
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,261,315
Participant contributions at end of year	2022-12-31	$209,927
Participant contributions at beginning of year	2022-12-31	$260,358
Participant contributions at end of year	2022-12-31	$122,678
Participant contributions at beginning of year	2022-12-31	$68,381
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$31,187,246
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$40,037,985
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$192,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-6,747,515
Administrative expenses (other) incurred	2022-12-31	$209,680
Total non interest bearing cash at end of year	2022-12-31	$50
Total non interest bearing cash at beginning of year	2022-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-47,134,408
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$160,787,681
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$207,922,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$119,795,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$157,241,609
Interest on participant loans	2022-12-31	$8,795
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$8,742,707
Value of interest in common/collective trusts at beginning of year	2022-12-31	$10,127,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$71,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$71,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$106
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-39,656,673
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$149,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$6,221,040
Employer contributions (assets) at end of year	2022-12-31	$728,444
Employer contributions (assets) at beginning of year	2022-12-31	$114,883
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$15,441,277
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
2021 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$49,420,052
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$37,052,669
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$23,405,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$22,604,300
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,010
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,860,018
Value of total assets at end of year	2021-12-31	$207,922,089
Value of total assets at beginning of year	2021-12-31	$144,854,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$798,975
Total interest from all sources	2021-12-31	$16,235
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$9,783,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$9,783,940
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,133,421
Participant contributions at end of year	2021-12-31	$260,358
Participant contributions at beginning of year	2021-12-31	$345,666
Participant contributions at end of year	2021-12-31	$68,381
Participant contributions at beginning of year	2021-12-31	$395,982
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$40,037,985
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$34,708,363
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$160,349
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$6,852,086
Administrative expenses (other) incurred	2021-12-31	$798,975
Total non interest bearing cash at end of year	2021-12-31	$50
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$13,647,384
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$207,922,089
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$144,854,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$157,241,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$97,991,329
Interest on participant loans	2021-12-31	$16,225
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$10,127,800
Value of interest in common/collective trusts at beginning of year	2021-12-31	$11,039,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$71,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$10
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$12,378,695
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$161,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$4,566,248
Employer contributions (assets) at end of year	2021-12-31	$114,883
Employer contributions (assets) at beginning of year	2021-12-31	$373,040
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$22,604,300
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$24,504,910
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,435,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,434,566
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,846,493
Value of total assets at end of year	2020-12-31	$144,854,653
Value of total assets at beginning of year	2020-12-31	$125,785,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,025
Total interest from all sources	2020-12-31	$16,733
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,313,457
Participant contributions at end of year	2020-12-31	$345,666
Participant contributions at beginning of year	2020-12-31	$426,295
Participant contributions at end of year	2020-12-31	$395,982
Participant contributions at beginning of year	2020-12-31	$98,932
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$34,708,363
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$31,625,711
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$296,485
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$5,482,752
Administrative expenses (other) incurred	2020-12-31	$1,025
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$19,069,319
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$144,854,653
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$125,785,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$97,991,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$84,654,281
Interest on participant loans	2020-12-31	$16,733
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$11,039,172
Value of interest in common/collective trusts at beginning of year	2020-12-31	$8,753,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,158,932
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$3,236,551
Employer contributions (assets) at end of year	2020-12-31	$373,040
Employer contributions (assets) at beginning of year	2020-12-31	$225,925
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,434,566
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CROWE LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$27,788,322
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,580,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,576,966
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,346,788
Value of total assets at end of year	2019-12-31	$125,785,334
Value of total assets at beginning of year	2019-12-31	$102,577,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,325
Total interest from all sources	2019-12-31	$21,970
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,220,703
Participant contributions at end of year	2019-12-31	$426,295
Participant contributions at beginning of year	2019-12-31	$440,831
Participant contributions at end of year	2019-12-31	$98,932
Participant contributions at beginning of year	2019-12-31	$201,227
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$31,625,711
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$25,157,944
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$324,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$2,471,591
Administrative expenses (other) incurred	2019-12-31	$3,325
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$23,208,031
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$125,785,334
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$102,577,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$84,654,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$59,778,560
Interest on participant loans	2019-12-31	$21,970
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$8,753,104
Value of interest in common/collective trusts at beginning of year	2019-12-31	$16,910,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$-170,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$-170,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$18,644,392
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$303,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$3,801,527
Employer contributions (assets) at end of year	2019-12-31	$225,925
Employer contributions (assets) at beginning of year	2019-12-31	$258,463
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,576,966
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
2018 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,630,050
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$11,620,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,565,247
Expenses. Certain deemed distributions of participant loans	2018-12-31	$48,975
Value of total corrective distributions	2018-12-31	$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,131,096
Value of total assets at end of year	2018-12-31	$102,577,303
Value of total assets at beginning of year	2018-12-31	$111,567,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,149
Total interest from all sources	2018-12-31	$21,711
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,789,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,789,424
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,126,026
Participant contributions at end of year	2018-12-31	$440,831
Participant contributions at beginning of year	2018-12-31	$442,759
Participant contributions at end of year	2018-12-31	$201,227
Participant contributions at beginning of year	2018-12-31	$279,694
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$25,157,944
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$31,881,454
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$157,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-26,837
Administrative expenses (other) incurred	2018-12-31	$6,149
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-8,990,459
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$102,577,303
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$111,567,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$59,778,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$61,421,242
Interest on participant loans	2018-12-31	$20,766
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$16,910,787
Value of interest in common/collective trusts at beginning of year	2018-12-31	$17,381,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$-170,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$-187,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$-187,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$945
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,573,859
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$288,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$3,847,778
Employer contributions (assets) at end of year	2018-12-31	$258,463
Employer contributions (assets) at beginning of year	2018-12-31	$348,151
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,565,247
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$21,317,361
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,518,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,441,082
Expenses. Certain deemed distributions of participant loans	2017-12-31	$68,443
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,132,237
Value of total assets at end of year	2017-12-31	$111,567,762
Value of total assets at beginning of year	2017-12-31	$95,768,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,590
Total interest from all sources	2017-12-31	$19,616
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,267,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,267,037
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,242,868
Participant contributions at end of year	2017-12-31	$442,759
Participant contributions at beginning of year	2017-12-31	$539,577
Participant contributions at end of year	2017-12-31	$279,694
Participant contributions at beginning of year	2017-12-31	$179,027
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$31,881,454
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$28,741,296
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$105,011
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$3,983,458
Administrative expenses (other) incurred	2017-12-31	$8,590
Total non interest bearing cash at end of year	2017-12-31	$50
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$15,799,246
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$111,567,762
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$95,768,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$61,421,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$49,152,296
Interest on participant loans	2017-12-31	$19,529
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$17,381,689
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,001,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$-187,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$-45,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$-45,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$87
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,683,500
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$231,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$3,784,358
Employer contributions (assets) at end of year	2017-12-31	$348,151
Employer contributions (assets) at beginning of year	2017-12-31	$199,995
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,441,082
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$12,662,891
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,404,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,271,969
Expenses. Certain deemed distributions of participant loans	2016-12-31	$56,381
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,822,827
Value of total assets at end of year	2016-12-31	$95,768,516
Value of total assets at beginning of year	2016-12-31	$88,510,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$76,446
Total interest from all sources	2016-12-31	$18,907
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,396,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,396,108
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$2,243,856
Participant contributions at end of year	2016-12-31	$539,577
Participant contributions at beginning of year	2016-12-31	$475,781
Participant contributions at end of year	2016-12-31	$179,027
Participant contributions at beginning of year	2016-12-31	$111,490
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$28,741,296
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$24,811,451
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$834,034
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$700
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$2,520,431
Administrative expenses (other) incurred	2016-12-31	$76,446
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$7,258,095
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$95,768,516
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$88,510,421
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$49,152,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$47,213,638
Interest on participant loans	2016-12-31	$18,907
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$17,001,940
Value of interest in common/collective trusts at beginning of year	2016-12-31	$15,801,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$-45,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,723,048
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$181,570
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
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$3,744,937
Employer contributions (assets) at end of year	2016-12-31	$199,995
Employer contributions (assets) at beginning of year	2016-12-31	$96,130
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,271,969
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2016-12-31	350921680
2015 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	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	$142,954
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,298,142
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,593,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,509,336
Expenses. Certain deemed distributions of participant loans	2015-12-31	$69,956
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,079,287
Value of total assets at end of year	2015-12-31	$88,510,421
Value of total assets at beginning of year	2015-12-31	$85,948,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,200
Total interest from all sources	2015-12-31	$20,310
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,441,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,441,745
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
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	$2,203,353
Participant contributions at end of year	2015-12-31	$475,781
Participant contributions at beginning of year	2015-12-31	$568,044
Participant contributions at end of year	2015-12-31	$111,490
Participant contributions at beginning of year	2015-12-31	$248,228
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$24,811,451
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$23,547,819
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$257,775
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$608
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$142,954
Other income not declared elsewhere	2015-12-31	$-552,356
Administrative expenses (other) incurred	2015-12-31	$14,200
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$2,704,650
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$88,510,421
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$85,805,771
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$47,213,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$46,239,875
Interest on participant loans	2015-12-31	$20,310
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$15,801,231
Value of interest in common/collective trusts at beginning of year	2015-12-31	$15,085,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,829,234
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$138,390
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
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$3,618,159
Employer contributions (assets) at end of year	2015-12-31	$96,130
Employer contributions (assets) at beginning of year	2015-12-31	$258,489
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,509,336
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2015-12-31	350921680
2014 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$142,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$144,298
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$10,624,402
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,022,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,019,371
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,759,620
Value of total assets at end of year	2014-12-31	$85,948,725
Value of total assets at beginning of year	2014-12-31	$82,348,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,075
Total interest from all sources	2014-12-31	$21,754
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,049,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,049,520
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$2,082,517
Participant contributions at end of year	2014-12-31	$568,044
Participant contributions at beginning of year	2014-12-31	$524,016
Participant contributions at end of year	2014-12-31	$248,228
Participant contributions at beginning of year	2014-12-31	$218,126
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$23,547,819
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$22,100,372
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$239,969
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$608
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$142,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$144,298
Other income not declared elsewhere	2014-12-31	$31,555
Administrative expenses (other) incurred	2014-12-31	$3,075
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$3,601,956
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$85,805,771
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$82,203,815
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$46,239,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$42,767,292
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$21,754
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$15,085,662
Value of interest in common/collective trusts at beginning of year	2014-12-31	$16,472,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,619,207
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$142,746
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
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$3,437,134
Employer contributions (assets) at end of year	2014-12-31	$258,489
Employer contributions (assets) at beginning of year	2014-12-31	$264,894
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,019,371
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2014-12-31	350921680
2013 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$144,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$29,293
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$17,362,392
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$6,245,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,181,120
Expenses. Certain deemed distributions of participant loans	2013-12-31	$15,966
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,741,111
Value of total assets at end of year	2013-12-31	$82,348,113
Value of total assets at beginning of year	2013-12-31	$71,116,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$48,716
Total interest from all sources	2013-12-31	$21,235
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,777,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,777,673
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$2,093,208
Participant contributions at end of year	2013-12-31	$524,016
Participant contributions at beginning of year	2013-12-31	$519,290
Participant contributions at end of year	2013-12-31	$218,126
Participant contributions at beginning of year	2013-12-31	$175,816
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$22,100,372
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$22,296,730
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$122,176
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$608
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$144,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$29,293
Other income not declared elsewhere	2013-12-31	$2,994,621
Administrative expenses (other) incurred	2013-12-31	$48,716
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$11,116,590
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$82,203,815
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$71,087,225
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$42,767,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$31,589,237
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$21,235
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$16,472,805
Value of interest in common/collective trusts at beginning of year	2013-12-31	$16,347,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,643,191
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$184,561
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$3,525,727
Employer contributions (assets) at end of year	2013-12-31	$264,894
Employer contributions (assets) at beginning of year	2013-12-31	$187,482
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,181,120
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2013-12-31	350921680
2012 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$11,396,442
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,985,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,961,572
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,404,611
Value of total assets at end of year	2012-12-31	$71,087,225
Value of total assets at beginning of year	2012-12-31	$62,676,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$24,038
Total interest from all sources	2012-12-31	$20,167
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,054,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,054,411
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$2,041,473
Participant contributions at end of year	2012-12-31	$519,290
Participant contributions at beginning of year	2012-12-31	$492,825
Participant contributions at end of year	2012-12-31	$175,816
Participant contributions at beginning of year	2012-12-31	$81,853
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$22,296,730
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$19,119,593
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,989
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$608
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$769,229
Administrative expenses (other) incurred	2012-12-31	$24,038
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$100
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
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$8,410,832
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$71,087,225
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$62,676,393
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$31,589,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$27,273,299
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$20,167
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$16,347,355
Value of interest in common/collective trusts at beginning of year	2012-12-31	$15,586,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$-29,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,146,997
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$1,027
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	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$3,358,149
Employer contributions (assets) at end of year	2012-12-31	$187,482
Employer contributions (assets) at beginning of year	2012-12-31	$121,699
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,961,572
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2012-12-31	350921680
2011 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,827,021
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,165,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,157,054
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,833,569
Value of total assets at end of year	2011-12-31	$62,676,393
Value of total assets at beginning of year	2011-12-31	$62,015,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,807
Total interest from all sources	2011-12-31	$23,913
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$870,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$870,164
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$1,872,793
Participant contributions at end of year	2011-12-31	$492,825
Participant contributions at beginning of year	2011-12-31	$476,499
Participant contributions at end of year	2011-12-31	$81,853
Participant contributions at beginning of year	2011-12-31	$58,082
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$19,119,593
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$19,636,431
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$68,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$606
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-506
Administrative expenses (other) incurred	2011-12-31	$8,807
Total non interest bearing cash at end of year	2011-12-31	$100
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$661,160
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$62,676,393
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$62,015,233
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$27,273,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$26,985,787
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$23,913
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$15,586,416
Value of interest in common/collective trusts at beginning of year	2011-12-31	$14,800,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$-82,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$-82,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-877,373
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$-22,746
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
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$2,892,049
Employer contributions (assets) at end of year	2011-12-31	$121,699
Employer contributions (assets) at beginning of year	2011-12-31	$140,543
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,157,054
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2011-12-31	350921680
2010 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$9,868,342
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,173,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,164,580
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,317,971
Value of total assets at end of year	2010-12-31	$62,015,233
Value of total assets at beginning of year	2010-12-31	$54,320,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,114
Total interest from all sources	2010-12-31	$22,634
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$643,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$643,002
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,902,748
Participant contributions at end of year	2010-12-31	$476,499
Participant contributions at beginning of year	2010-12-31	$361,161
Participant contributions at end of year	2010-12-31	$58,082
Participant contributions at beginning of year	2010-12-31	$152,880
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$19,636,431
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$16,917,588
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$135,054
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$604
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$370,128
Administrative expenses (other) incurred	2010-12-31	$9,114
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$7,694,648
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$62,015,233
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$54,320,585
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$26,985,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$22,933,494
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$22,634
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$14,800,231
Value of interest in common/collective trusts at beginning of year	2010-12-31	$13,900,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$-82,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$-73,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$-73,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,271,517
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$243,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$3,280,169
Employer contributions (assets) at end of year	2010-12-31	$140,543
Employer contributions (assets) at beginning of year	2010-12-31	$128,187
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,164,580
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
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
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
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	CROWE HORWATH
Accountancy firm EIN	2010-12-31	350921680
2009 : SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2023: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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

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Company Name:	SOUTH BEND CLINIC, LLC
Employer identification number (EIN):	350670330
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists