401k Plan data: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN plan

THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan Name	THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN
Plan identification number	002

THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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)).

401k Sponsoring company profile

AMERICAN OSTEOPATHIC ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN OSTEOPATHIC ASSOCIATION

Employer identification number (EIN): 362170786

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 JOSHUA PROBER JOSHUA PROBER 2019-03-15
002 2016-06-01 JULIUS RHODES 2018-04-16
002 2016-06-01 JOSHUA PROBER 2018-11-29
002 2016-06-01 JULIUS RHODES 2018-05-21
002 2015-06-01 ERIC BIEGANSKI ERIC BIEGANSKI 2017-03-15
002 2014-06-01 ERIC BIEGANSKI ERIC BIEGANSKI 2016-03-15
002 2013-06-01 ERIC BIEGANSKI ERIC BIEGANSKI 2015-10-05
002 2012-06-01 STEPHANIE DRAKE STEPHANIE DRAKE 2014-03-13
002 2011-06-01 OLLIE MCCARROLL OLLIE MCCARROLL 2013-03-13
002 2009-06-01 OLLIE MCCARROLL OLLIE MCCARROLL 2011-03-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-01
002	2021-06-01
002	2020-06-01
002	2019-06-01
002	2018-06-01
002	2017-06-01	JOSHUA PROBER	JOSHUA PROBER	2019-03-15
002	2016-06-01		JULIUS RHODES	2018-04-16
002	2016-06-01		JOSHUA PROBER	2018-11-29
002	2016-06-01		JULIUS RHODES	2018-05-21
002	2015-06-01	ERIC BIEGANSKI	ERIC BIEGANSKI	2017-03-15
002	2014-06-01	ERIC BIEGANSKI	ERIC BIEGANSKI	2016-03-15
002	2013-06-01	ERIC BIEGANSKI	ERIC BIEGANSKI	2015-10-05
002	2012-06-01	STEPHANIE DRAKE	STEPHANIE DRAKE	2014-03-13
002	2011-06-01	OLLIE MCCARROLL	OLLIE MCCARROLL	2013-03-13
002	2009-06-01	OLLIE MCCARROLL	OLLIE MCCARROLL	2011-03-14

Plan Statistics for THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 228
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 141
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 81
Total of all active and inactive participants 2022-06-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 1
Total participants 2022-06-01 223
Number of participants with account balances 2022-06-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 3
2021: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 224
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 146
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 78
Total of all active and inactive participants 2021-06-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 1
Total participants 2021-06-01 225
Number of participants with account balances 2021-06-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 4
2020: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 230
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 141
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 81
Total of all active and inactive participants 2020-06-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 222
Number of participants with account balances 2020-06-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 4
2019: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 250
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 139
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 88
Total of all active and inactive participants 2019-06-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 227
Number of participants with account balances 2019-06-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 16
2018: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 253
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 173
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 70
Total of all active and inactive participants 2018-06-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 243
Number of participants with account balances 2018-06-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 8
2017: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 245
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 178
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 72
Total of all active and inactive participants 2017-06-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 250
Number of participants with account balances 2017-06-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 6
2016: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 270
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 180
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 62
Total of all active and inactive participants 2016-06-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 1
Total participants 2016-06-01 243
Number of participants with account balances 2016-06-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 7
2015: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 237
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 190
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 54
Total of all active and inactive participants 2015-06-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 1
Total participants 2015-06-01 245
Number of participants with account balances 2015-06-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 5
2014: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 227
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 183
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 40
Total of all active and inactive participants 2014-06-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 2
Total participants 2014-06-01 225
Number of participants with account balances 2014-06-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 2
2013: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 227
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 183
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 34
Total of all active and inactive participants 2013-06-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 1
Total participants 2013-06-01 218
Number of participants with account balances 2013-06-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 1
2012: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 208
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 192
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 26
Total of all active and inactive participants 2012-06-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 218
Number of participants with account balances 2012-06-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 1
2011: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 189
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 172
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 29
Total of all active and inactive participants 2011-06-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 201
Number of participants with account balances 2011-06-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 4
2009: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 186
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 156
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 27
Total of all active and inactive participants 2009-06-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 183
Number of participants with account balances 2009-06-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 2

Measure	Date	Value
2022: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	228
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	141
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	81
Total of all active and inactive participants	2022-06-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	1
Total participants	2022-06-01	223
Number of participants with account balances	2022-06-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	3
2021: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	224
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	146
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	78
Total of all active and inactive participants	2021-06-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	1
Total participants	2021-06-01	225
Number of participants with account balances	2021-06-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	4
2020: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	230
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	141
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	81
Total of all active and inactive participants	2020-06-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	222
Number of participants with account balances	2020-06-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	4
2019: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	250
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	139
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	88
Total of all active and inactive participants	2019-06-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	227
Number of participants with account balances	2019-06-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	16
2018: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	253
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	173
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	70
Total of all active and inactive participants	2018-06-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	243
Number of participants with account balances	2018-06-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	8
2017: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	245
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	178
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	72
Total of all active and inactive participants	2017-06-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	250
Number of participants with account balances	2017-06-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	6
2016: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	270
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	180
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	62
Total of all active and inactive participants	2016-06-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	1
Total participants	2016-06-01	243
Number of participants with account balances	2016-06-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	7
2015: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	237
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	190
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	54
Total of all active and inactive participants	2015-06-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	1
Total participants	2015-06-01	245
Number of participants with account balances	2015-06-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	5
2014: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	227
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	183
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	40
Total of all active and inactive participants	2014-06-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	2
Total participants	2014-06-01	225
Number of participants with account balances	2014-06-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	2
2013: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	227
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	183
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	34
Total of all active and inactive participants	2013-06-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	1
Total participants	2013-06-01	218
Number of participants with account balances	2013-06-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	1
2012: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	208
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	192
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	26
Total of all active and inactive participants	2012-06-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	218
Number of participants with account balances	2012-06-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	1
2011: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	189
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	172
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	29
Total of all active and inactive participants	2011-06-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	201
Number of participants with account balances	2011-06-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	4
2009: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	186
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	156
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	27
Total of all active and inactive participants	2009-06-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	183
Number of participants with account balances	2009-06-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	2

Financial Data on THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN

Measure	Date	Value
2022 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,227
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	$-188,270
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,124,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,081,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,264,307
Value of total assets at end of year	2022-12-31	$28,486,474
Value of total assets at beginning of year	2022-12-31	$29,790,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$42,750
Total interest from all sources	2022-12-31	$14,893
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$251,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$251,588
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$677,944
Participant contributions at end of year	2022-12-31	$199,313
Participant contributions at beginning of year	2022-12-31	$167,109
Participant contributions at end of year	2022-12-31	$46,378
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$137,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$8,227
Other income not declared elsewhere	2022-12-31	$-14,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,312,667
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,478,247
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,790,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$23,046
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$15,238,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,697,131
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,813,669
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$12,882,930
Interest on participant loans	2022-12-31	$5,258
Interest earned on other investments	2022-12-31	$9,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,159,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,043,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-997,355
Net investment gain/loss from pooled separate accounts	2022-12-31	$-706,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$448,901
Employer contributions (assets) at end of year	2022-12-31	$29,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,081,647
Contract administrator fees	2022-12-31	$19,704
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$43,469
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$2,267,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$2,189,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$1,876,788
Value of total assets at end of year	2022-05-31	$29,790,914
Value of total assets at beginning of year	2022-05-31	$32,014,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$77,714
Total interest from all sources	2022-05-31	$12,515
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$1,070,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$1,070,084
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$1,104,342
Participant contributions at end of year	2022-05-31	$167,109
Participant contributions at beginning of year	2022-05-31	$230,865
Participant contributions at beginning of year	2022-05-31	$41,416
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$12,090
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-05-31	$5,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-2,223,678
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$29,790,914
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$32,014,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$15,697,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$17,747,923
Value of interest in pooled separate accounts at end of year	2022-05-31	$12,882,930
Value of interest in pooled separate accounts at beginning of year	2022-05-31	$12,880,021
Interest on participant loans	2022-05-31	$9,204
Interest earned on other investments	2022-05-31	$3,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$1,043,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$1,084,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-2,531,160
Net investment gain/loss from pooled separate accounts	2022-05-31	$-384,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$760,356
Employer contributions (assets) at beginning of year	2022-05-31	$30,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$2,184,311
Contract administrator fees	2022-05-31	$77,714
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	MARCUM LLP
Accountancy firm EIN	2022-05-31	111986323
2021 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total income from all sources (including contributions)	2021-05-31	$10,254,230
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$2,789,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$2,699,868
Value of total corrective distributions	2021-05-31	$1,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$1,909,072
Value of total assets at end of year	2021-05-31	$32,014,592
Value of total assets at beginning of year	2021-05-31	$24,549,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$87,775
Total interest from all sources	2021-05-31	$16,849
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$192,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$192,233
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$1,028,228
Participant contributions at end of year	2021-05-31	$230,865
Participant contributions at beginning of year	2021-05-31	$219,182
Participant contributions at end of year	2021-05-31	$41,416
Income. Received or receivable in cash from other sources (including rollovers)	2021-05-31	$129,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-05-31	$1,487
Other income not declared elsewhere	2021-05-31	$10,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$7,465,102
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$32,014,592
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$24,549,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Investment advisory and management fees	2021-05-31	$55,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$17,747,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$13,202,297
Value of interest in pooled separate accounts at end of year	2021-05-31	$12,880,021
Value of interest in pooled separate accounts at beginning of year	2021-05-31	$10,026,864
Interest on participant loans	2021-05-31	$9,073
Interest earned on other investments	2021-05-31	$7,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$1,084,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$1,101,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$4,222,027
Net investment gain/loss from pooled separate accounts	2021-05-31	$3,903,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$751,761
Employer contributions (assets) at end of year	2021-05-31	$30,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$2,698,381
Contract administrator fees	2021-05-31	$32,493
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	JMM CPA
Accountancy firm EIN	2021-05-31	472940358
2020 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-05-31	$0
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total transfer of assets to this plan	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total income from all sources (including contributions)	2020-05-31	$3,530,378
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$5,791,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$5,679,930
Expenses. Certain deemed distributions of participant loans	2020-05-31	$0
Value of total corrective distributions	2020-05-31	$21,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$1,795,519
Value of total assets at end of year	2020-05-31	$24,549,490
Value of total assets at beginning of year	2020-05-31	$26,810,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$89,970
Total income from rents	2020-05-31	$0
Total interest from all sources	2020-05-31	$24,375
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$248,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$248,207
Administrative expenses professional fees incurred	2020-05-31	$0
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Amount of non-exempt transactions with any party-in-interest	2020-05-31	$0
Contributions received from participants	2020-05-31	$988,403
Participant contributions at end of year	2020-05-31	$219,182
Participant contributions at beginning of year	2020-05-31	$272,723
Participant contributions at end of year	2020-05-31	$0
Participant contributions at beginning of year	2020-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-05-31	$51,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-05-31	$2,423
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-05-31	$0
Other income not declared elsewhere	2020-05-31	$29,976
Administrative expenses (other) incurred	2020-05-31	$0
Liabilities. Value of operating payables at beginning of year	2020-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$-2,261,353
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$24,549,490
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$26,810,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-05-31	$0
Investment advisory and management fees	2020-05-31	$54,492
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$13,202,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$15,305,742
Value of interest in pooled separate accounts at end of year	2020-05-31	$10,026,864
Value of interest in pooled separate accounts at beginning of year	2020-05-31	$10,130,977
Interest on participant loans	2020-05-31	$12,327
Income. Interest from loans (other than to participants)	2020-05-31	$0
Interest earned on other investments	2020-05-31	$12,048
Income. Interest from US Government securities	2020-05-31	$0
Income. Interest from corporate debt instruments	2020-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$1,101,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$1,101,401
Expenses. Payments to insurance carriers foe the provision of benefits	2020-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$968,890
Net investment gain/loss from pooled separate accounts	2020-05-31	$463,411
Net investment gain or loss from common/collective trusts	2020-05-31	$0
Net gain/loss from 103.12 investment entities	2020-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$755,430
Employer contributions (assets) at end of year	2020-05-31	$0
Employer contributions (assets) at beginning of year	2020-05-31	$0
Income. Dividends from preferred stock	2020-05-31	$0
Income. Dividends from common stock	2020-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$5,677,507
Contract administrator fees	2020-05-31	$35,478
Liabilities. Value of benefit claims payable at beginning of year	2020-05-31	$0
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Aggregate proceeds on sale of assets	2020-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	JMM CPA
Accountancy firm EIN	2020-05-31	472940358
2019 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-05-31	$0
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total transfer of assets to this plan	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$2,819,673
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$2,277,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$2,242,329
Expenses. Certain deemed distributions of participant loans	2019-05-31	$0
Value of total corrective distributions	2019-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$2,575,976
Value of total assets at end of year	2019-05-31	$26,810,843
Value of total assets at beginning of year	2019-05-31	$26,268,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$35,138
Total income from rents	2019-05-31	$0
Total interest from all sources	2019-05-31	$25,495
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$267,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$267,835
Administrative expenses professional fees incurred	2019-05-31	$0
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Amount of non-exempt transactions with any party-in-interest	2019-05-31	$0
Contributions received from participants	2019-05-31	$1,279,994
Participant contributions at end of year	2019-05-31	$272,723
Participant contributions at beginning of year	2019-05-31	$370,411
Participant contributions at end of year	2019-05-31	$0
Participant contributions at beginning of year	2019-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$376,799
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-05-31	$617
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-05-31	$0
Other income not declared elsewhere	2019-05-31	$45,576
Administrative expenses (other) incurred	2019-05-31	$0
Liabilities. Value of operating payables at beginning of year	2019-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$542,206
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$26,810,843
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$26,268,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-05-31	$0
Investment advisory and management fees	2019-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$15,305,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$14,975,339
Value of interest in pooled separate accounts at end of year	2019-05-31	$10,130,977
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$9,645,444
Interest on participant loans	2019-05-31	$15,202
Income. Interest from loans (other than to participants)	2019-05-31	$0
Interest earned on other investments	2019-05-31	$10,293
Income. Interest from US Government securities	2019-05-31	$0
Income. Interest from corporate debt instruments	2019-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$1,101,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$1,277,443
Expenses. Payments to insurance carriers foe the provision of benefits	2019-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$67,492
Net investment gain/loss from pooled separate accounts	2019-05-31	$-162,701
Net investment gain or loss from common/collective trusts	2019-05-31	$0
Net gain/loss from 103.12 investment entities	2019-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$919,183
Employer contributions (assets) at end of year	2019-05-31	$0
Employer contributions (assets) at beginning of year	2019-05-31	$0
Income. Dividends from preferred stock	2019-05-31	$0
Income. Dividends from common stock	2019-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$2,241,712
Contract administrator fees	2019-05-31	$35,138
Liabilities. Value of benefit claims payable at beginning of year	2019-05-31	$0
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Aggregate proceeds on sale of assets	2019-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	JMM CPA
Accountancy firm EIN	2019-05-31	472940358
2018 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-05-31	$0
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total transfer of assets to this plan	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$4,875,842
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$3,246,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$3,226,703
Expenses. Certain deemed distributions of participant loans	2018-05-31	$0
Value of total corrective distributions	2018-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$2,329,741
Value of total assets at end of year	2018-05-31	$26,268,637
Value of total assets at beginning of year	2018-05-31	$24,639,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$20,276
Total income from rents	2018-05-31	$0
Total interest from all sources	2018-05-31	$21,857
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$77,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$77,542
Administrative expenses professional fees incurred	2018-05-31	$0
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Amount of non-exempt transactions with any party-in-interest	2018-05-31	$0
Contributions received from participants	2018-05-31	$1,213,775
Participant contributions at end of year	2018-05-31	$370,411
Participant contributions at beginning of year	2018-05-31	$289,614
Participant contributions at end of year	2018-05-31	$0
Participant contributions at beginning of year	2018-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$211,909
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-05-31	$0
Other income not declared elsewhere	2018-05-31	$-12,779
Administrative expenses (other) incurred	2018-05-31	$0
Liabilities. Value of operating payables at beginning of year	2018-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$1,628,863
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$26,268,637
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$24,639,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-05-31	$0
Investment advisory and management fees	2018-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$14,975,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$6,883,836
Value of interest in pooled separate accounts at end of year	2018-05-31	$9,645,444
Value of interest in pooled separate accounts at beginning of year	2018-05-31	$15,492,985
Interest on participant loans	2018-05-31	$16,464
Income. Interest from loans (other than to participants)	2018-05-31	$0
Interest earned on other investments	2018-05-31	$5,393
Income. Interest from US Government securities	2018-05-31	$0
Income. Interest from corporate debt instruments	2018-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$1,277,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$1,973,339
Expenses. Payments to insurance carriers foe the provision of benefits	2018-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$746,022
Net investment gain/loss from pooled separate accounts	2018-05-31	$1,713,459
Net investment gain or loss from common/collective trusts	2018-05-31	$0
Net gain/loss from 103.12 investment entities	2018-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$904,057
Employer contributions (assets) at end of year	2018-05-31	$0
Employer contributions (assets) at beginning of year	2018-05-31	$0
Income. Dividends from preferred stock	2018-05-31	$0
Income. Dividends from common stock	2018-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$3,226,703
Contract administrator fees	2018-05-31	$20,276
Liabilities. Value of benefit claims payable at beginning of year	2018-05-31	$0
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Aggregate proceeds on sale of assets	2018-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	JMM CPA
Accountancy firm EIN	2018-05-31	472940358
2017 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-05-31	$0
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total transfer of assets to this plan	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$5,478,905
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$4,046,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$4,037,858
Expenses. Certain deemed distributions of participant loans	2017-05-31	$0
Value of total corrective distributions	2017-05-31	$1,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$2,713,517
Value of total assets at end of year	2017-05-31	$24,639,774
Value of total assets at beginning of year	2017-05-31	$23,207,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$6,982
Total income from rents	2017-05-31	$0
Total interest from all sources	2017-05-31	$20,600
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$83,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$83,267
Administrative expenses professional fees incurred	2017-05-31	$0
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Amount of non-exempt transactions with any party-in-interest	2017-05-31	$0
Contributions received from participants	2017-05-31	$1,247,423
Participant contributions at end of year	2017-05-31	$289,614
Participant contributions at beginning of year	2017-05-31	$226,419
Participant contributions at end of year	2017-05-31	$0
Participant contributions at beginning of year	2017-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$553,752
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-05-31	$0
Other income not declared elsewhere	2017-05-31	$-4,643
Administrative expenses (other) incurred	2017-05-31	$0
Liabilities. Value of operating payables at beginning of year	2017-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$1,432,671
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$24,639,774
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$23,207,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-05-31	$0
Investment advisory and management fees	2017-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$6,883,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$6,275,336
Value of interest in pooled separate accounts at end of year	2017-05-31	$15,492,985
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$14,717,774
Interest on participant loans	2017-05-31	$11,570
Income. Interest from loans (other than to participants)	2017-05-31	$0
Interest earned on other investments	2017-05-31	$9,030
Income. Interest from US Government securities	2017-05-31	$0
Income. Interest from corporate debt instruments	2017-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$1,973,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$1,987,574
Expenses. Payments to insurance carriers foe the provision of benefits	2017-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$717,618
Net investment gain/loss from pooled separate accounts	2017-05-31	$1,948,546
Net investment gain or loss from common/collective trusts	2017-05-31	$0
Net gain/loss from 103.12 investment entities	2017-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$912,342
Employer contributions (assets) at end of year	2017-05-31	$0
Employer contributions (assets) at beginning of year	2017-05-31	$0
Income. Dividends from preferred stock	2017-05-31	$0
Income. Dividends from common stock	2017-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$4,037,858
Contract administrator fees	2017-05-31	$6,982
Liabilities. Value of benefit claims payable at beginning of year	2017-05-31	$0
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Aggregate proceeds on sale of assets	2017-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	RSM US LLP
Accountancy firm EIN	2017-05-31	420714325
2016 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-05-31	$0
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total transfer of assets to this plan	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$1,784,514
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$4,749,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$4,740,482
Expenses. Certain deemed distributions of participant loans	2016-05-31	$0
Value of total corrective distributions	2016-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$2,239,178
Value of total assets at end of year	2016-05-31	$23,207,103
Value of total assets at beginning of year	2016-05-31	$26,172,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$9,496
Total income from rents	2016-05-31	$0
Total interest from all sources	2016-05-31	$22,034
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$73,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$73,274
Administrative expenses professional fees incurred	2016-05-31	$0
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Amount of non-exempt transactions with any party-in-interest	2016-05-31	$0
Contributions received from participants	2016-05-31	$1,257,271
Participant contributions at end of year	2016-05-31	$226,419
Participant contributions at beginning of year	2016-05-31	$291,062
Participant contributions at end of year	2016-05-31	$0
Participant contributions at beginning of year	2016-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$126,683
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-05-31	$1,446
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-05-31	$0
Other income not declared elsewhere	2016-05-31	$-2,917
Administrative expenses (other) incurred	2016-05-31	$0
Liabilities. Value of operating payables at beginning of year	2016-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-2,965,464
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$23,207,103
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$26,172,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-05-31	$0
Investment advisory and management fees	2016-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$6,275,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$7,396,528
Value of interest in pooled separate accounts at end of year	2016-05-31	$14,717,774
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$16,598,827
Interest on participant loans	2016-05-31	$13,163
Income. Interest from loans (other than to participants)	2016-05-31	$0
Interest earned on other investments	2016-05-31	$8,871
Income. Interest from US Government securities	2016-05-31	$0
Income. Interest from corporate debt instruments	2016-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$1,987,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$1,886,150
Expenses. Payments to insurance carriers foe the provision of benefits	2016-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-385,833
Net investment gain/loss from pooled separate accounts	2016-05-31	$-161,222
Net investment gain or loss from common/collective trusts	2016-05-31	$0
Net gain/loss from 103.12 investment entities	2016-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$855,224
Employer contributions (assets) at end of year	2016-05-31	$0
Employer contributions (assets) at beginning of year	2016-05-31	$0
Income. Dividends from preferred stock	2016-05-31	$0
Income. Dividends from common stock	2016-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$4,739,036
Contract administrator fees	2016-05-31	$9,496
Liabilities. Value of benefit claims payable at beginning of year	2016-05-31	$0
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Aggregate proceeds on sale of assets	2016-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	RSM US LLP
Accountancy firm EIN	2016-05-31	420174325
2015 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-05-31	$0
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total transfer of assets to this plan	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total income from all sources (including contributions)	2015-05-31	$4,355,822
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$4,297,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$4,289,950
Expenses. Certain deemed distributions of participant loans	2015-05-31	$0
Value of total corrective distributions	2015-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$2,166,131
Value of total assets at end of year	2015-05-31	$26,172,567
Value of total assets at beginning of year	2015-05-31	$26,114,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$7,995
Total income from rents	2015-05-31	$0
Total interest from all sources	2015-05-31	$25,815
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$80,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$80,231
Administrative expenses professional fees incurred	2015-05-31	$0
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Amount of non-exempt transactions with any party-in-interest	2015-05-31	$0
Contributions received from participants	2015-05-31	$1,145,182
Participant contributions at end of year	2015-05-31	$291,062
Participant contributions at beginning of year	2015-05-31	$415,870
Participant contributions at end of year	2015-05-31	$0
Participant contributions at beginning of year	2015-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$170,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-05-31	$54,789
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-05-31	$0
Other income not declared elsewhere	2015-05-31	$8,407
Administrative expenses (other) incurred	2015-05-31	$0
Liabilities. Value of operating payables at beginning of year	2015-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$57,877
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$26,172,567
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$26,114,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-05-31	$0
Investment advisory and management fees	2015-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$7,396,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$7,366,815
Value of interest in pooled separate accounts at end of year	2015-05-31	$16,598,827
Value of interest in pooled separate accounts at beginning of year	2015-05-31	$16,112,028
Interest on participant loans	2015-05-31	$16,546
Income. Interest from loans (other than to participants)	2015-05-31	$0
Interest earned on other investments	2015-05-31	$9,269
Income. Interest from US Government securities	2015-05-31	$0
Income. Interest from corporate debt instruments	2015-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-31	$1,886,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-31	$2,219,977
Expenses. Payments to insurance carriers foe the provision of benefits	2015-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$804,342
Net investment gain/loss from pooled separate accounts	2015-05-31	$1,270,896
Net investment gain or loss from common/collective trusts	2015-05-31	$0
Net gain/loss from 103.12 investment entities	2015-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$850,691
Employer contributions (assets) at end of year	2015-05-31	$0
Employer contributions (assets) at beginning of year	2015-05-31	$0
Income. Dividends from preferred stock	2015-05-31	$0
Income. Dividends from common stock	2015-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$4,235,161
Contract administrator fees	2015-05-31	$7,995
Liabilities. Value of benefit claims payable at beginning of year	2015-05-31	$0
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Aggregate proceeds on sale of assets	2015-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	RSM US LLP
Accountancy firm EIN	2015-05-31	420174325
2014 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-05-31	$0
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total transfer of assets to this plan	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total income from all sources (including contributions)	2014-05-31	$5,851,269
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$3,768,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$3,761,340
Expenses. Certain deemed distributions of participant loans	2014-05-31	$0
Value of total corrective distributions	2014-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$2,655,591
Value of total assets at end of year	2014-05-31	$26,114,690
Value of total assets at beginning of year	2014-05-31	$24,032,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$7,432
Total income from rents	2014-05-31	$0
Total interest from all sources	2014-05-31	$31,690
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$89,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$89,095
Administrative expenses professional fees incurred	2014-05-31	$0
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Amount of non-exempt transactions with any party-in-interest	2014-05-31	$0
Contributions received from participants	2014-05-31	$1,392,863
Participant contributions at end of year	2014-05-31	$415,870
Participant contributions at beginning of year	2014-05-31	$382,449
Participant contributions at end of year	2014-05-31	$0
Participant contributions at beginning of year	2014-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$290,423
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-05-31	$1,774
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-05-31	$0
Other income not declared elsewhere	2014-05-31	$366
Administrative expenses (other) incurred	2014-05-31	$0
Liabilities. Value of operating payables at beginning of year	2014-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$2,082,497
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$26,114,690
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$24,032,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-05-31	$0
Investment advisory and management fees	2014-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$7,366,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$6,776,692
Value of interest in pooled separate accounts at end of year	2014-05-31	$16,112,028
Value of interest in pooled separate accounts at beginning of year	2014-05-31	$14,660,094
Interest on participant loans	2014-05-31	$20,003
Income. Interest from loans (other than to participants)	2014-05-31	$0
Interest earned on other investments	2014-05-31	$11,687
Income. Interest from US Government securities	2014-05-31	$0
Income. Interest from corporate debt instruments	2014-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-05-31	$2,219,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-05-31	$2,212,958
Expenses. Payments to insurance carriers foe the provision of benefits	2014-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$1,092,958
Net investment gain/loss from pooled separate accounts	2014-05-31	$1,981,569
Net investment gain or loss from common/collective trusts	2014-05-31	$0
Net gain/loss from 103.12 investment entities	2014-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$972,305
Employer contributions (assets) at end of year	2014-05-31	$0
Employer contributions (assets) at beginning of year	2014-05-31	$0
Income. Dividends from preferred stock	2014-05-31	$0
Income. Dividends from common stock	2014-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$3,759,566
Contract administrator fees	2014-05-31	$7,432
Liabilities. Value of benefit claims payable at beginning of year	2014-05-31	$0
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Aggregate proceeds on sale of assets	2014-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	MCGLADREY LLP
Accountancy firm EIN	2014-05-31	420174325
2013 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-05-31	$0
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total transfer of assets to this plan	2013-05-31	$0
Total transfer of assets from this plan	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$6,202,652
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$1,719,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$1,715,319
Expenses. Certain deemed distributions of participant loans	2013-05-31	$0
Value of total corrective distributions	2013-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$2,656,573
Value of total assets at end of year	2013-05-31	$24,032,193
Value of total assets at beginning of year	2013-05-31	$19,549,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$4,452
Total income from rents	2013-05-31	$0
Total interest from all sources	2013-05-31	$32,334
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$78,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$78,850
Administrative expenses professional fees incurred	2013-05-31	$0
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Amount of non-exempt transactions with any party-in-interest	2013-05-31	$0
Contributions received from participants	2013-05-31	$1,400,094
Participant contributions at end of year	2013-05-31	$382,449
Participant contributions at beginning of year	2013-05-31	$363,046
Participant contributions at end of year	2013-05-31	$0
Participant contributions at beginning of year	2013-05-31	$93,087
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$318,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-05-31	$0
Other income not declared elsewhere	2013-05-31	$-15,995
Administrative expenses (other) incurred	2013-05-31	$0
Liabilities. Value of operating payables at beginning of year	2013-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$4,482,881
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$24,032,193
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$19,549,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-05-31	$0
Investment advisory and management fees	2013-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$6,776,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$4,432,117
Value of interest in pooled separate accounts at end of year	2013-05-31	$14,660,094
Value of interest in pooled separate accounts at beginning of year	2013-05-31	$12,484,616
Interest on participant loans	2013-05-31	$18,674
Income. Interest from loans (other than to participants)	2013-05-31	$0
Interest earned on other investments	2013-05-31	$13,660
Income. Interest from US Government securities	2013-05-31	$0
Income. Interest from corporate debt instruments	2013-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$2,212,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$2,114,384
Expenses. Payments to insurance carriers foe the provision of benefits	2013-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$1,045,951
Net investment gain/loss from pooled separate accounts	2013-05-31	$2,404,939
Net investment gain or loss from common/collective trusts	2013-05-31	$0
Net gain/loss from 103.12 investment entities	2013-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$937,841
Employer contributions (assets) at end of year	2013-05-31	$0
Employer contributions (assets) at beginning of year	2013-05-31	$62,062
Income. Dividends from preferred stock	2013-05-31	$0
Income. Dividends from common stock	2013-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$1,715,319
Contract administrator fees	2013-05-31	$4,452
Liabilities. Value of benefit claims payable at beginning of year	2013-05-31	$0
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Aggregate proceeds on sale of assets	2013-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	MCGLADREY, LLP
Accountancy firm EIN	2013-05-31	420714325
2012 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-05-31	$0
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total transfer of assets to this plan	2012-05-31	$0
Total transfer of assets from this plan	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$2,250,713
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$880,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$876,686
Expenses. Certain deemed distributions of participant loans	2012-05-31	$0
Value of total corrective distributions	2012-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$2,697,919
Value of total assets at end of year	2012-05-31	$19,549,312
Value of total assets at beginning of year	2012-05-31	$18,179,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$4,233
Total income from rents	2012-05-31	$0
Total interest from all sources	2012-05-31	$32,296
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$51,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$51,664
Administrative expenses professional fees incurred	2012-05-31	$0
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Amount of non-exempt transactions with any party-in-interest	2012-05-31	$0
Contributions received from participants	2012-05-31	$1,270,605
Participant contributions at end of year	2012-05-31	$363,046
Participant contributions at beginning of year	2012-05-31	$312,304
Participant contributions at end of year	2012-05-31	$93,087
Participant contributions at beginning of year	2012-05-31	$77,505
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$585,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-05-31	$0
Other income not declared elsewhere	2012-05-31	$-1,211
Administrative expenses (other) incurred	2012-05-31	$0
Liabilities. Value of operating payables at beginning of year	2012-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$1,369,794
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$19,549,312
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$18,179,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-05-31	$0
Investment advisory and management fees	2012-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$4,432,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$3,648,041
Value of interest in pooled separate accounts at end of year	2012-05-31	$12,484,616
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$11,886,800
Interest on participant loans	2012-05-31	$16,641
Income. Interest from loans (other than to participants)	2012-05-31	$0
Interest earned on other investments	2012-05-31	$15,655
Income. Interest from US Government securities	2012-05-31	$0
Income. Interest from corporate debt instruments	2012-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$2,114,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$2,196,916
Expenses. Payments to insurance carriers foe the provision of benefits	2012-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-121,203
Net investment gain/loss from pooled separate accounts	2012-05-31	$-408,752
Net investment gain or loss from common/collective trusts	2012-05-31	$0
Net gain/loss from 103.12 investment entities	2012-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$842,128
Employer contributions (assets) at end of year	2012-05-31	$62,062
Employer contributions (assets) at beginning of year	2012-05-31	$57,952
Income. Dividends from preferred stock	2012-05-31	$0
Income. Dividends from common stock	2012-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$876,686
Contract administrator fees	2012-05-31	$4,233
Liabilities. Value of benefit claims payable at beginning of year	2012-05-31	$0
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Aggregate proceeds on sale of assets	2012-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	MCGLADREY, LLP
Accountancy firm EIN	2012-05-31	420714325
2011 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-05-31	$0
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total transfer of assets to this plan	2011-05-31	$0
Total transfer of assets from this plan	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$4,653,649
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$326,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$321,973
Expenses. Certain deemed distributions of participant loans	2011-05-31	$0
Value of total corrective distributions	2011-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,920,037
Value of total assets at end of year	2011-05-31	$18,179,518
Value of total assets at beginning of year	2011-05-31	$13,852,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$4,300
Total income from rents	2011-05-31	$0
Total interest from all sources	2011-05-31	$34,163
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$36,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$36,851
Administrative expenses professional fees incurred	2011-05-31	$0
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Amount of non-exempt transactions with any party-in-interest	2011-05-31	$0
Contributions received from participants	2011-05-31	$1,109,218
Participant contributions at end of year	2011-05-31	$312,304
Participant contributions at beginning of year	2011-05-31	$283,471
Participant contributions at end of year	2011-05-31	$77,505
Participant contributions at beginning of year	2011-05-31	$70,626
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$22,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-05-31	$0
Other income not declared elsewhere	2011-05-31	$1,067
Administrative expenses (other) incurred	2011-05-31	$0
Liabilities. Value of operating payables at beginning of year	2011-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$4,327,376
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$18,179,518
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$13,852,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-05-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-05-31	$0
Investment advisory and management fees	2011-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$3,648,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$2,635,700
Value of interest in pooled separate accounts at end of year	2011-05-31	$11,886,800
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$8,669,728
Interest on participant loans	2011-05-31	$15,365
Income. Interest from loans (other than to participants)	2011-05-31	$0
Interest earned on other investments	2011-05-31	$18,798
Income. Interest from US Government securities	2011-05-31	$0
Income. Interest from corporate debt instruments	2011-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$2,196,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$2,139,249
Expenses. Payments to insurance carriers foe the provision of benefits	2011-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$598,616
Net investment gain/loss from pooled separate accounts	2011-05-31	$2,062,915
Net investment gain or loss from common/collective trusts	2011-05-31	$0
Net gain/loss from 103.12 investment entities	2011-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$788,203
Employer contributions (assets) at end of year	2011-05-31	$57,952
Employer contributions (assets) at beginning of year	2011-05-31	$53,368
Income. Dividends from preferred stock	2011-05-31	$0
Income. Dividends from common stock	2011-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$321,973
Contract administrator fees	2011-05-31	$4,300
Liabilities. Value of benefit claims payable at beginning of year	2011-05-31	$0
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Aggregate proceeds on sale of assets	2011-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	MCGLADREY AND PULLEN LLP
Accountancy firm EIN	2011-05-31	420714325
2010 : THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN

2022: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	Yes
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	Yes
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	Yes
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	223
Insurance policy start date	2022-06-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	225
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	222
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	227
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	243
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	250
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	245
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,222
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1222
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	MESIROW FINANCIAL INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	225
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	218
Insurance policy start date	2013-06-01
Insurance policy end date	2014-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	218
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	201
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369785

Policy instance

Insurance contract or identification number	369785
Number of Individuals Covered	0
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AMERICAN OSTEOPATHIC ASSOCIATION
Employer identification number (EIN):	362170786
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations