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ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NameALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number 004

ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

ALLIED PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLIED PHYSICIANS, INC.
Employer identification number (EIN):351155438
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ALLIED PHYSICIANS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1996-07-02
Company Identification Number: 19961150202
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about ALLIED PHYSICIANS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01KRISTEN PAYNE
0042016-01-01JILL WALTER
0042015-01-01AMY CROUCH
0042014-01-01BARRY KUNKLE
0042013-01-01BARRY KUNKLE
0042012-01-01STEVE SMITH
0042011-01-01STEVE SMITH
0042009-01-01JEFF HERR STEPHEN SMITH2010-10-04

Plan Statistics for ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2022: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-0164
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01126
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01144
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01140
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01144
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01143
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01137
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01132
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-0175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01137
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01167
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01173
Number of participants with account balances2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01207
Total number of active participants reported on line 7a of the Form 55002012-01-01154
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01205
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01249
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01256
Number of participants with account balances2009-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2022 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-5,761,443
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,320,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,292,619
Value of total corrective distributions2022-12-31$4,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,007,829
Value of total assets at end of year2022-12-31$33,021,061
Value of total assets at beginning of year2022-12-31$44,102,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,796
Total interest from all sources2022-12-31$42,692
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$988,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$988,917
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$459,050
Participant contributions at end of year2022-12-31$151,845
Participant contributions at beginning of year2022-12-31$164,515
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,760,087
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,458,267
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,157
Other income not declared elsewhere2022-12-31$-1,485,328
Administrative expenses (other) incurred2022-12-31$4,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,081,866
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,021,061
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,102,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,218,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,583,315
Interest on participant loans2022-12-31$8,546
Value of interest in common/collective trusts at end of year2022-12-31$970,078
Value of interest in common/collective trusts at beginning of year2022-12-31$1,161,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,886,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$735,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$735,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$34,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,089,172
Net investment gain or loss from common/collective trusts2022-12-31$-226,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$545,622
Employer contributions (assets) at end of year2022-12-31$33,338
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,292,619
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2022-12-31522127371
2021 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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
Total income from all sources (including contributions)2021-12-31$6,501,702
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,835,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,802,622
Value of total corrective distributions2021-12-31$5,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,133,577
Value of total assets at end of year2021-12-31$44,102,927
Value of total assets at beginning of year2021-12-31$39,436,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,374
Total interest from all sources2021-12-31$12,152
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,001,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,001,476
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$517,229
Participant contributions at end of year2021-12-31$164,515
Participant contributions at beginning of year2021-12-31$210,161
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,458,267
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,094,741
Other income not declared elsewhere2021-12-31$1,084,580
Administrative expenses (other) incurred2021-12-31$4,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,666,479
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,102,927
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,436,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,583,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,322,927
Interest on participant loans2021-12-31$12,152
Value of interest in common/collective trusts at end of year2021-12-31$1,161,059
Value of interest in common/collective trusts at beginning of year2021-12-31$999,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$735,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,804,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,804,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,185,408
Net investment gain or loss from common/collective trusts2021-12-31$84,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$616,348
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,802,622
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2021-12-31522127371
2020 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$6,601,944
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,437,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,379,080
Expenses. Certain deemed distributions of participant loans2020-12-31$7,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,222,466
Value of total assets at end of year2020-12-31$39,436,448
Value of total assets at beginning of year2020-12-31$38,271,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,052
Total interest from all sources2020-12-31$23,551
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$805,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$805,708
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$552,769
Participant contributions at end of year2020-12-31$210,161
Participant contributions at beginning of year2020-12-31$275,280
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,094,741
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,965,427
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$54,932
Other income not declared elsewhere2020-12-31$1,336,165
Administrative expenses (other) incurred2020-12-31$4,091
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,164,652
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,436,448
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,271,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$46,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,322,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,770,966
Interest on participant loans2020-12-31$16,104
Value of interest in common/collective trusts at end of year2020-12-31$999,063
Value of interest in common/collective trusts at beginning of year2020-12-31$771,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,804,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$484,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$484,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,093,991
Net investment gain or loss from common/collective trusts2020-12-31$120,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$614,765
Employer contributions (assets) at end of year2020-12-31$4,882
Employer contributions (assets) at beginning of year2020-12-31$2,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,379,080
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2020-12-31522127371
2019 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$43,682
Total income from all sources (including contributions)2019-12-31$7,851,363
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,489,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,418,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,299,713
Value of total assets at end of year2019-12-31$38,271,796
Value of total assets at beginning of year2019-12-31$31,953,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,185
Total interest from all sources2019-12-31$36,436
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,026,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,026,649
Administrative expenses professional fees incurred2019-12-31$2,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$563,721
Participant contributions at end of year2019-12-31$275,280
Participant contributions at beginning of year2019-12-31$271,187
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,965,427
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,354,215
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,682
Other income not declared elsewhere2019-12-31$1,675,707
Administrative expenses (other) incurred2019-12-31$1,940
Total non interest bearing cash at end of year2019-12-31$1,253
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,361,874
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,271,796
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,909,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$67,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,770,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,200,021
Interest on participant loans2019-12-31$18,027
Value of interest in common/collective trusts at end of year2019-12-31$771,542
Value of interest in common/collective trusts at beginning of year2019-12-31$398,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$484,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$712,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$712,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,704,122
Net investment gain or loss from common/collective trusts2019-12-31$108,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$641,628
Employer contributions (assets) at end of year2019-12-31$2,368
Employer contributions (assets) at beginning of year2019-12-31$17,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,418,304
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2019-12-31522127371
2018 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-623,177
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$541,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$467,331
Expenses. Certain deemed distributions of participant loans2018-12-31$7,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,110,244
Value of total assets at end of year2018-12-31$31,953,604
Value of total assets at beginning of year2018-12-31$33,074,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,979
Total interest from all sources2018-12-31$27,659
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,638,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,638,603
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$492,497
Participant contributions at end of year2018-12-31$271,187
Participant contributions at beginning of year2018-12-31$78,260
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,354,215
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,815,277
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$43,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-604,904
Administrative expenses (other) incurred2018-12-31$5,411
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,164,647
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,909,922
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,074,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$61,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,200,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,150,841
Interest on participant loans2018-12-31$9,968
Value of interest in common/collective trusts at end of year2018-12-31$398,077
Value of interest in common/collective trusts at beginning of year2018-12-31$380,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$712,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$615,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$615,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,767,936
Net investment gain or loss from common/collective trusts2018-12-31$-26,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$581,184
Employer contributions (assets) at end of year2018-12-31$17,834
Employer contributions (assets) at beginning of year2018-12-31$7,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$467,331
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2018-12-31522127371
2017 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$6,245,984
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,244,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,156,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,228,742
Value of total assets at end of year2017-12-31$33,074,569
Value of total assets at beginning of year2017-12-31$39,073,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,430
Total interest from all sources2017-12-31$11,352
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,294,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,294,922
Administrative expenses professional fees incurred2017-12-31$11,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$600,540
Participant contributions at end of year2017-12-31$78,260
Participant contributions at beginning of year2017-12-31$63,827
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,815,277
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,812,503
Other income not declared elsewhere2017-12-31$1,286,911
Administrative expenses (other) incurred2017-12-31$8,957
Total non interest bearing cash at end of year2017-12-31$489
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-5,998,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,074,569
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,073,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$68,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,150,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,854,767
Interest on participant loans2017-12-31$3,442
Value of interest in common/collective trusts at end of year2017-12-31$380,579
Value of interest in common/collective trusts at beginning of year2017-12-31$314,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$615,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$946,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$946,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$80,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,371,454
Net investment gain or loss from common/collective trusts2017-12-31$52,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$628,202
Employer contributions (assets) at end of year2017-12-31$7,760
Employer contributions (assets) at beginning of year2017-12-31$602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,156,056
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2017-12-31522127371
2016 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,097,787
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,125,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,040,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,489,610
Value of total assets at end of year2016-12-31$39,073,071
Value of total assets at beginning of year2016-12-31$36,101,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$85,201
Total interest from all sources2016-12-31$4,063
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$798,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$798,488
Administrative expenses professional fees incurred2016-12-31$11,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$686,234
Participant contributions at end of year2016-12-31$63,827
Participant contributions at beginning of year2016-12-31$8,540
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,812,503
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$13,907,272
Other income not declared elsewhere2016-12-31$640,753
Administrative expenses (other) incurred2016-12-31$8,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,971,886
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,073,071
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,101,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$65,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,854,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,894,601
Interest on participant loans2016-12-31$1,790
Value of interest in common/collective trusts at end of year2016-12-31$314,996
Value of interest in common/collective trusts at beginning of year2016-12-31$282,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$946,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$917,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$917,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$80,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$88,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,149,958
Net investment gain or loss from common/collective trusts2016-12-31$14,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$803,376
Employer contributions (assets) at end of year2016-12-31$602
Employer contributions (assets) at beginning of year2016-12-31$3,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,040,700
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2016-12-31522127371
2015 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$1,372,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$787,335
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,922,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,841,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,561,819
Value of total assets at end of year2015-12-31$36,101,594
Value of total assets at beginning of year2015-12-31$39,609,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$80,357
Total interest from all sources2015-12-31$905
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,348,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,348,672
Administrative expenses professional fees incurred2015-12-31$11,875
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$727,422
Participant contributions at end of year2015-12-31$8,540
Participant contributions at beginning of year2015-12-31$23,451
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,250
Assets. Other investments not covered elsewhere at end of year2015-12-31$13,907,272
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$14,207,789
Other income not declared elsewhere2015-12-31$-400,050
Administrative expenses (other) incurred2015-12-31$6,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,135,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,101,594
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,609,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$61,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,894,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,766,444
Interest on participant loans2015-12-31$774
Value of interest in common/collective trusts at end of year2015-12-31$282,028
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$917,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,485,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,485,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$88,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$94,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,705,295
Net investment gain or loss from common/collective trusts2015-12-31$-18,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$834,397
Employer contributions (assets) at end of year2015-12-31$3,067
Employer contributions (assets) at beginning of year2015-12-31$27,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,841,991
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2015-12-31522127371
2014 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,331,315
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,248,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,178,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,572,222
Value of total assets at end of year2014-12-31$39,609,532
Value of total assets at beginning of year2014-12-31$40,527,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,236
Total interest from all sources2014-12-31$1,404
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,915,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,915,476
Administrative expenses professional fees incurred2014-12-31$10,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$737,689
Participant contributions at end of year2014-12-31$23,451
Participant contributions at beginning of year2014-12-31$25,074
Participant contributions at end of year2014-12-31$5,250
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,207,789
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,780,309
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,718
Other income not declared elsewhere2014-12-31$519,625
Administrative expenses (other) incurred2014-12-31$5,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-917,483
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,609,532
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,527,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$54,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,766,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,914,256
Interest on participant loans2014-12-31$1,234
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,485,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,688,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,688,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$94,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$113,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-677,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$832,815
Employer contributions (assets) at end of year2014-12-31$27,160
Employer contributions (assets) at beginning of year2014-12-31$6,097
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,178,562
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2014-12-31522127371
2013 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,873,458
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$758,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$732,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,397,926
Value of total assets at end of year2013-12-31$40,527,015
Value of total assets at beginning of year2013-12-31$35,411,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,555
Total interest from all sources2013-12-31$1,453
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,242,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,242,853
Administrative expenses professional fees incurred2013-12-31$11,400
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$650,939
Participant contributions at end of year2013-12-31$25,074
Participant contributions at beginning of year2013-12-31$25,140
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,290
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,780,309
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,403,537
Other income not declared elsewhere2013-12-31$945,623
Administrative expenses (other) incurred2013-12-31$4,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,115,387
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,527,015
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,411,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,914,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,637,402
Interest on participant loans2013-12-31$1,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,688,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,201,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,201,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$113,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$115,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,285,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$746,987
Employer contributions (assets) at end of year2013-12-31$6,097
Employer contributions (assets) at beginning of year2013-12-31$26,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$732,516
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2013-12-31522127371
2012 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,042,113
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,772,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,747,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,606,401
Value of total assets at end of year2012-12-31$35,411,628
Value of total assets at beginning of year2012-12-31$33,142,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,230
Total interest from all sources2012-12-31$1,637
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$751,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$751,594
Administrative expenses professional fees incurred2012-12-31$10,650
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$699,366
Participant contributions at end of year2012-12-31$25,140
Participant contributions at beginning of year2012-12-31$38,336
Participant contributions at end of year2012-12-31$2,290
Participant contributions at beginning of year2012-12-31$1,427
Assets. Other investments not covered elsewhere at end of year2012-12-31$13,403,537
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,724,764
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$97,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,345
Other income not declared elsewhere2012-12-31$1,043,950
Administrative expenses (other) incurred2012-12-31$4,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,269,376
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,411,628
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,142,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,637,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,839,176
Interest on participant loans2012-12-31$1,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,201,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,390,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,390,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$115,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$117,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,638,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$809,717
Employer contributions (assets) at end of year2012-12-31$26,217
Employer contributions (assets) at beginning of year2012-12-31$22,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,747,507
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2012-12-31522127371
2011 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$894,732
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,650,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,623,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,187,081
Value of total assets at end of year2011-12-31$33,142,252
Value of total assets at beginning of year2011-12-31$48,898,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,030
Total interest from all sources2011-12-31$2,727
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$516,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$516,275
Administrative expenses professional fees incurred2011-12-31$10,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$717,681
Participant contributions at end of year2011-12-31$38,336
Participant contributions at beginning of year2011-12-31$90,288
Participant contributions at end of year2011-12-31$1,427
Participant contributions at beginning of year2011-12-31$41,828
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,724,764
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$22,104,725
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$646,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,151
Other income not declared elsewhere2011-12-31$63,709
Administrative expenses (other) incurred2011-12-31$6,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,756,057
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,142,252
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,898,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,839,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,975,381
Interest on participant loans2011-12-31$2,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,390,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,503,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,503,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$117,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$117,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,875,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$822,524
Employer contributions (assets) at end of year2011-12-31$22,808
Employer contributions (assets) at beginning of year2011-12-31$54,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,623,759
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2011-12-31522127371
2010 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,015,135
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,908,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,880,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,247,041
Value of total assets at end of year2010-12-31$48,898,309
Value of total assets at beginning of year2010-12-31$44,791,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,650
Total interest from all sources2010-12-31$6,018
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$675,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$675,361
Administrative expenses professional fees incurred2010-12-31$9,850
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$922,816
Participant contributions at end of year2010-12-31$90,288
Participant contributions at beginning of year2010-12-31$83,231
Participant contributions at end of year2010-12-31$41,828
Participant contributions at beginning of year2010-12-31$53,899
Assets. Other investments not covered elsewhere at end of year2010-12-31$22,104,725
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$19,385,051
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$103,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,105
Other income not declared elsewhere2010-12-31$2,240,054
Administrative expenses (other) incurred2010-12-31$5,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,106,626
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,898,309
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,791,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$18,294
Investment advisory and management fees2010-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,975,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,619,147
Interest on participant loans2010-12-31$5,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,503,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,444,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,444,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$117,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$109,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,846,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,220,780
Employer contributions (assets) at end of year2010-12-31$54,045
Employer contributions (assets) at beginning of year2010-12-31$67,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,880,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2010-12-31522127371
2009 : ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

2022: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-04-26
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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