401k Plan data: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN plan

HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 401k Plan overview

Plan Name	HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN
Plan identification number	002

HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HEALTH PARTNERS MEDICAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: HEALTH PARTNERS MEDICAL GROUP, LLC

Employer identification number (EIN): 350924964

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 PAUL APPLEGATE
002 2010-01-01 PAUL APPLEGATE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	PAUL APPLEGATE
002	2010-01-01	PAUL APPLEGATE

Plan Statistics for HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN

401k plan membership statisitcs for HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN

Measure Date Value
2011: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 239
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 67
Total of all active and inactive participants 2011-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 310
Number of participants with account balances 2011-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 248
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 60
Total of all active and inactive participants 2010-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 310
Number of participants with account balances 2010-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9

Measure	Date	Value
2011: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	239
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	67
Total of all active and inactive participants	2011-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	310
Number of participants with account balances	2011-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	248
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	60
Total of all active and inactive participants	2010-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	310
Number of participants with account balances	2010-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9

Financial Data on HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN

Measure	Date	Value
2011 : HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$622,562
Total of all expenses incurred	2011-12-31	$2,636,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,633,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$388,108
Value of total assets at end of year	2011-12-31	$16,961,783
Value of total assets at beginning of year	2011-12-31	$18,975,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,200
Total interest from all sources	2011-12-31	$6,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$196,310
Participant contributions at end of year	2011-12-31	$93,539
Participant contributions at beginning of year	2011-12-31	$129,881
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$7,779
Administrative expenses (other) incurred	2011-12-31	$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,013,711
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,961,783
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,975,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,897,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,902,823
Interest earned on other investments	2011-12-31	$6,010
Value of interest in common/collective trusts at end of year	2011-12-31	$6,744,988
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,702,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$28,636
Net investment gain or loss from common/collective trusts	2011-12-31	$199,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$191,798
Employer contributions (assets) at end of year	2011-12-31	$225,457
Employer contributions (assets) at beginning of year	2011-12-31	$232,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,633,073
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	APPLEGATE & COMPANY, CPAS
Accountancy firm EIN	2011-12-31	351623021
2010 : HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$237,080
Total unrealized appreciation/depreciation of assets	2010-12-31	$237,080
Total income from all sources (including contributions)	2010-12-31	$2,170,023
Total of all expenses incurred	2010-12-31	$8,311,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$8,305,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$461,269
Value of total assets at end of year	2010-12-31	$18,975,494
Value of total assets at beginning of year	2010-12-31	$25,116,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,432
Total interest from all sources	2010-12-31	$6,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$228,358
Participant contributions at end of year	2010-12-31	$129,881
Participant contributions at beginning of year	2010-12-31	$185,937
Participant contributions at end of year	2010-12-31	$7,779
Other income not declared elsewhere	2010-12-31	$721
Administrative expenses (other) incurred	2010-12-31	$5,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-6,141,369
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,975,494
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,116,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,902,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,530,258
Interest earned on other investments	2010-12-31	$6,978
Value of interest in common/collective trusts at end of year	2010-12-31	$6,702,100
Value of interest in common/collective trusts at beginning of year	2010-12-31	$8,899,063
Net investment gain or loss from common/collective trusts	2010-12-31	$1,463,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$232,911
Employer contributions (assets) at end of year	2010-12-31	$232,911
Employer contributions (assets) at beginning of year	2010-12-31	$501,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$8,305,960
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	APPLEGATE & COMPANY, CPAS
Accountancy firm EIN	2010-12-31	351623021

Form 5500 Responses for HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN

2011: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HEALTH PARTNERS MEDICAL GROUP EMPLOYEES PROFIT SHARING & SAVING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEALTH PARTNERS MEDICAL GROUP, LLC
Employer identification number (EIN):	350924964
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)