401k Plan data: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN plan

CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN
Plan identification number	002

CARLE CLINIC ASSOCIATION PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARLE HOLDING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARLE HOLDING COMPANY, INC.

Employer identification number (EIN): 371188284

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DENNIS HESCH
002 2016-01-01 DENNIS HESCH
002 2015-01-01 DENNIS HESCH
002 2014-01-01 DENNIS HESCH
002 2013-01-01 DENNIS HESCH
002 2012-01-01 DENNIS HESCH
002 2011-01-01 DENNIS HESCH
002 2010-01-01 PHILIP KUBOW
002 2009-01-01 DENNIS HESCH

Plan Statistics for CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN

401k plan membership statisitcs for CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN

Measure Date Value
2022: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,805
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,218
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 526
Total of all active and inactive participants 2022-01-01 2,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 2,748
Number of participants with account balances 2022-01-01 2,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,805
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,174
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 590
Total of all active and inactive participants 2021-01-01 2,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,764
Number of participants with account balances 2021-01-01 2,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,742
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,229
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 478
Total of all active and inactive participants 2020-01-01 2,707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2,707
Number of participants with account balances 2020-01-01 2,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,452
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,366
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 451
Total of all active and inactive participants 2019-01-01 2,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,817
Number of participants with account balances 2019-01-01 2,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,530
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,938
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 563
Total of all active and inactive participants 2018-01-01 2,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,501
Number of participants with account balances 2018-01-01 2,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,600
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,974
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 583
Total of all active and inactive participants 2017-01-01 2,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2,557
Number of participants with account balances 2017-01-01 2,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,858
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,223
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 598
Total of all active and inactive participants 2016-01-01 2,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2,821
Number of participants with account balances 2016-01-01 2,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,900
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,301
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 619
Total of all active and inactive participants 2015-01-01 2,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2,920
Number of participants with account balances 2015-01-01 2,707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,786
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,224
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 647
Total of all active and inactive participants 2014-01-01 2,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,871
Number of participants with account balances 2014-01-01 2,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,965
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,210
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 709
Total of all active and inactive participants 2013-01-01 2,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,919
Number of participants with account balances 2013-01-01 2,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,164
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 713
Total of all active and inactive participants 2012-01-01 2,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,877
Number of participants with account balances 2012-01-01 2,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,177
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,210
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 860
Total of all active and inactive participants 2011-01-01 3,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3,070
Number of participants with account balances 2011-01-01 3,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,908
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,460
Number of retired or separated participants receiving benefits 2010-01-01 43
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,040
Total of all active and inactive participants 2010-01-01 3,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3,543
Number of participants with account balances 2010-01-01 3,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 41
2009: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,922
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,637
Number of retired or separated participants receiving benefits 2009-01-01 45
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,221
Total of all active and inactive participants 2009-01-01 3,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 3,908
Number of participants with account balances 2009-01-01 3,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 62

Measure	Date	Value
2022: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,805
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,218
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	526
Total of all active and inactive participants	2022-01-01	2,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	2,748
Number of participants with account balances	2022-01-01	2,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,805
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,174
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	590
Total of all active and inactive participants	2021-01-01	2,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,764
Number of participants with account balances	2021-01-01	2,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,742
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,229
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	478
Total of all active and inactive participants	2020-01-01	2,707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2,707
Number of participants with account balances	2020-01-01	2,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,452
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,366
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	451
Total of all active and inactive participants	2019-01-01	2,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,817
Number of participants with account balances	2019-01-01	2,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,530
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,938
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	563
Total of all active and inactive participants	2018-01-01	2,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,501
Number of participants with account balances	2018-01-01	2,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,600
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,974
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	583
Total of all active and inactive participants	2017-01-01	2,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2,557
Number of participants with account balances	2017-01-01	2,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,858
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,223
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	598
Total of all active and inactive participants	2016-01-01	2,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2,821
Number of participants with account balances	2016-01-01	2,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,900
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,301
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	619
Total of all active and inactive participants	2015-01-01	2,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2,920
Number of participants with account balances	2015-01-01	2,707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,786
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,224
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	647
Total of all active and inactive participants	2014-01-01	2,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,871
Number of participants with account balances	2014-01-01	2,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,965
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,210
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	709
Total of all active and inactive participants	2013-01-01	2,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,919
Number of participants with account balances	2013-01-01	2,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,164
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	713
Total of all active and inactive participants	2012-01-01	2,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,877
Number of participants with account balances	2012-01-01	2,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,177
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,210
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	860
Total of all active and inactive participants	2011-01-01	3,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3,070
Number of participants with account balances	2011-01-01	3,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,908
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,460
Number of retired or separated participants receiving benefits	2010-01-01	43
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,040
Total of all active and inactive participants	2010-01-01	3,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3,543
Number of participants with account balances	2010-01-01	3,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	41
2009: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,922
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,637
Number of retired or separated participants receiving benefits	2009-01-01	45
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,221
Total of all active and inactive participants	2009-01-01	3,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	3,908
Number of participants with account balances	2009-01-01	3,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	62

Financial Data on CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN

Measure	Date	Value
2022 : CARLE CLINIC ASSOCIATION PROFIT SHARING 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	$51,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$57,166
Total income from all sources (including contributions)	2022-12-31	$-51,953,849
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$22,972,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$22,742,725
Value of total corrective distributions	2022-12-31	$648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,102,158
Value of total assets at end of year	2022-12-31	$289,186,300
Value of total assets at beginning of year	2022-12-31	$364,118,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$229,189
Total interest from all sources	2022-12-31	$92,013
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$9,061,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$229,189
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	$4,415,722
Participant contributions at end of year	2022-12-31	$1,946,673
Participant contributions at beginning of year	2022-12-31	$1,787,420
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$612,249
Liabilities. Value of operating payables at end of year	2022-12-31	$51,390
Liabilities. Value of operating payables at beginning of year	2022-12-31	$57,166
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	$-74,926,411
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$289,134,910
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$364,061,321
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$281,726,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$358,315,356
Interest on participant loans	2022-12-31	$88,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$4,611,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,846,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,846,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,540
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-67,209,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,074,187
Employer contributions (assets) at end of year	2022-12-31	$28,549
Employer contributions (assets) at beginning of year	2022-12-31	$6,129
Income. Dividends from common stock	2022-12-31	$9,061,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$22,742,725
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$873,780
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$1,162,994
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	MARTIN HOOD, LLC
Accountancy firm EIN	2022-12-31	371119790
2021 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$26,961,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$57,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$52,663
Total income from all sources (including contributions)	2021-12-31	$51,507,264
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$25,087,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$24,835,536
Value of total corrective distributions	2021-12-31	$40,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,325,910
Value of total assets at end of year	2021-12-31	$364,118,487
Value of total assets at beginning of year	2021-12-31	$310,732,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$211,464
Total interest from all sources	2021-12-31	$96,411
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,734,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$211,464
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,915,960
Participant contributions at end of year	2021-12-31	$1,787,420
Participant contributions at beginning of year	2021-12-31	$1,957,595
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,410,713
Liabilities. Value of operating payables at end of year	2021-12-31	$57,166
Liabilities. Value of operating payables at beginning of year	2021-12-31	$52,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$26,419,870
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$364,061,321
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$310,680,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$358,315,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$303,327,554
Interest on participant loans	2021-12-31	$96,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,846,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,672,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,672,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$307
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$32,350,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$999,237
Employer contributions (assets) at end of year	2021-12-31	$6,129
Employer contributions (assets) at beginning of year	2021-12-31	$2,124,858
Income. Dividends from common stock	2021-12-31	$11,734,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$24,835,536
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$1,162,994
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$1,650,902
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARTIN HOOD, LLC
Accountancy firm EIN	2021-12-31	371119790
2020 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$52,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$67,517
Total income from all sources (including contributions)	2020-12-31	$50,271,878
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$17,971,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$17,741,294
Value of total corrective distributions	2020-12-31	$30,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,728,737
Value of total assets at end of year	2020-12-31	$310,732,914
Value of total assets at beginning of year	2020-12-31	$278,447,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$199,910
Total interest from all sources	2020-12-31	$112,125
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,796,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$199,910
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,231,254
Participant contributions at end of year	2020-12-31	$1,957,595
Participant contributions at beginning of year	2020-12-31	$2,119,486
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,558,556
Liabilities. Value of operating payables at end of year	2020-12-31	$52,663
Liabilities. Value of operating payables at beginning of year	2020-12-31	$67,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$32,300,571
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$310,680,251
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$278,379,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$303,327,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$270,740,328
Interest on participant loans	2020-12-31	$110,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,672,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,330,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,330,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,297
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$15,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$34,634,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,938,927
Employer contributions (assets) at end of year	2020-12-31	$2,124,858
Employer contributions (assets) at beginning of year	2020-12-31	$1,960,049
Income. Dividends from common stock	2020-12-31	$7,796,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$17,741,294
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$1,650,902
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,281,512
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MARTIN HOOD, LLC
Accountancy firm EIN	2020-12-31	371119790
2019 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$26,228,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$67,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$53,723
Total income from all sources (including contributions)	2019-12-31	$61,018,430
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$27,962,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$27,717,487
Expenses. Certain deemed distributions of participant loans	2019-12-31	$368
Value of total corrective distributions	2019-12-31	$9,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,505,312
Value of total assets at end of year	2019-12-31	$278,447,197
Value of total assets at beginning of year	2019-12-31	$219,148,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$235,083
Total interest from all sources	2019-12-31	$117,050
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,861,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$235,083
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,881,984
Participant contributions at end of year	2019-12-31	$2,119,486
Participant contributions at beginning of year	2019-12-31	$2,282,179
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,915,645
Liabilities. Value of operating payables at end of year	2019-12-31	$67,517
Liabilities. Value of operating payables at beginning of year	2019-12-31	$53,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$33,055,916
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$278,379,680
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$219,095,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$270,740,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$212,189,965
Interest on participant loans	2019-12-31	$117,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,330,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,333,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,333,402
Asset value of US Government securities at end of year	2019-12-31	$15,469
Asset value of US Government securities at beginning of year	2019-12-31	$38,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$43,534,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,707,683
Employer contributions (assets) at end of year	2019-12-31	$1,960,049
Employer contributions (assets) at beginning of year	2019-12-31	$1,872,468
Income. Dividends from common stock	2019-12-31	$7,861,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$27,717,487
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,281,512
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,432,222
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$53,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$62,029
Total income from all sources (including contributions)	2018-12-31	$-7,738,061
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$19,136,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$18,871,127
Value of total corrective distributions	2018-12-31	$35,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,091,044
Value of total assets at end of year	2018-12-31	$219,148,854
Value of total assets at beginning of year	2018-12-31	$246,031,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$229,969
Total interest from all sources	2018-12-31	$112,892
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$9,739,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$229,969
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,697,728
Participant contributions at end of year	2018-12-31	$2,282,179
Participant contributions at beginning of year	2018-12-31	$2,390,745
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$807,139
Liabilities. Value of operating payables at end of year	2018-12-31	$53,723
Liabilities. Value of operating payables at beginning of year	2018-12-31	$62,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-26,874,287
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$219,095,131
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$245,969,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$212,189,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$239,184,823
Interest on participant loans	2018-12-31	$112,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,333,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$994,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$994,666
Asset value of US Government securities at end of year	2018-12-31	$38,618
Asset value of US Government securities at beginning of year	2018-12-31	$56,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-23,681,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,586,177
Employer contributions (assets) at end of year	2018-12-31	$1,872,468
Employer contributions (assets) at beginning of year	2018-12-31	$1,871,802
Income. Dividends from common stock	2018-12-31	$9,739,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$18,871,127
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,432,222
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,532,962
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$62,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$63,080
Total income from all sources (including contributions)	2017-12-31	$42,192,666
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$18,872,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$18,585,940
Value of total corrective distributions	2017-12-31	$40,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,772,644
Value of total assets at end of year	2017-12-31	$246,031,447
Value of total assets at beginning of year	2017-12-31	$222,712,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$246,188
Total interest from all sources	2017-12-31	$101,693
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$7,648,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$7,648,059
Administrative expenses professional fees incurred	2017-12-31	$246,188
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,485,244
Participant contributions at end of year	2017-12-31	$2,390,745
Participant contributions at beginning of year	2017-12-31	$2,244,672
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$712,401
Liabilities. Value of operating payables at end of year	2017-12-31	$62,029
Liabilities. Value of operating payables at beginning of year	2017-12-31	$63,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$23,320,369
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$245,969,418
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$222,649,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$239,184,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$214,213,855
Interest on participant loans	2017-12-31	$101,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$994,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,154,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,154,473
Asset value of US Government securities at end of year	2017-12-31	$56,449
Asset value of US Government securities at beginning of year	2017-12-31	$56,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$28,670,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,574,999
Employer contributions (assets) at end of year	2017-12-31	$1,871,802
Employer contributions (assets) at beginning of year	2017-12-31	$1,817,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$18,585,940
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,532,962
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$3,224,422
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$63,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$67,035
Total income from all sources (including contributions)	2016-12-31	$23,023,529
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$10,726,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$10,440,493
Value of total corrective distributions	2016-12-31	$30,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,461,360
Value of total assets at end of year	2016-12-31	$222,712,129
Value of total assets at beginning of year	2016-12-31	$210,419,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$255,193
Total interest from all sources	2016-12-31	$87,371
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$6,123,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$6,123,130
Administrative expenses professional fees incurred	2016-12-31	$255,193
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,401,608
Participant contributions at end of year	2016-12-31	$2,244,672
Participant contributions at beginning of year	2016-12-31	$1,940,137
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$555,379
Liabilities. Value of operating payables at end of year	2016-12-31	$63,080
Liabilities. Value of operating payables at beginning of year	2016-12-31	$67,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$12,297,028
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$222,649,049
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$210,352,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$214,213,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$202,650,353
Interest on participant loans	2016-12-31	$87,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,154,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,227,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,227,750
Asset value of US Government securities at end of year	2016-12-31	$56,907
Asset value of US Government securities at beginning of year	2016-12-31	$55,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$11,351,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,504,373
Employer contributions (assets) at end of year	2016-12-31	$1,817,800
Employer contributions (assets) at beginning of year	2016-12-31	$1,560,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,440,493
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$3,224,422
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$2,984,727
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$67,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$72,999
Total income from all sources (including contributions)	2015-12-31	$3,373,722
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$24,631,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$24,326,150
Value of total corrective distributions	2015-12-31	$26,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,685,377
Value of total assets at end of year	2015-12-31	$210,419,056
Value of total assets at beginning of year	2015-12-31	$231,682,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$279,313
Total interest from all sources	2015-12-31	$82,427
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$8,635,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$8,635,377
Administrative expenses professional fees incurred	2015-12-31	$279,313
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,248,069
Participant contributions at end of year	2015-12-31	$1,940,137
Participant contributions at beginning of year	2015-12-31	$1,941,498
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$55,870
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$282,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$67,035
Liabilities. Value of operating payables at beginning of year	2015-12-31	$72,999
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-21,257,977
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$210,352,021
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$231,609,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$202,650,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$222,384,946
Interest on participant loans	2015-12-31	$82,427
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,227,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,566,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,566,683
Asset value of US Government securities at end of year	2015-12-31	$55,882
Asset value of US Government securities at beginning of year	2015-12-31	$64,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-10,029,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,154,780
Employer contributions (assets) at end of year	2015-12-31	$1,560,207
Employer contributions (assets) at beginning of year	2015-12-31	$1,431,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$24,326,150
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$2,984,727
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$4,238,250
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$72,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$68,402
Total income from all sources (including contributions)	2014-12-31	$21,126,682
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$12,543,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,249,349
Value of total corrective distributions	2014-12-31	$2,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,729,701
Value of total assets at end of year	2014-12-31	$231,682,997
Value of total assets at beginning of year	2014-12-31	$223,094,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$291,135
Total interest from all sources	2014-12-31	$77,269
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,848,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,848,837
Administrative expenses professional fees incurred	2014-12-31	$291,135
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,893,397
Participant contributions at end of year	2014-12-31	$1,941,498
Participant contributions at beginning of year	2014-12-31	$1,713,485
Participant contributions at end of year	2014-12-31	$55,870
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$894,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$72,999
Liabilities. Value of operating payables at beginning of year	2014-12-31	$68,402
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$8,583,653
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$231,609,998
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$223,026,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$222,384,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$213,928,474
Interest on participant loans	2014-12-31	$77,269
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,566,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,651,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,651,068
Asset value of US Government securities at end of year	2014-12-31	$64,167
Asset value of US Government securities at beginning of year	2014-12-31	$65,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$8,470,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,941,992
Employer contributions (assets) at end of year	2014-12-31	$1,431,583
Employer contributions (assets) at beginning of year	2014-12-31	$1,259,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,249,349
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$30,267
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$4,238,250
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$4,446,744
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$1,489,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$68,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$33,027
Total income from all sources (including contributions)	2013-12-31	$41,918,859
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$12,988,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$12,784,798
Value of total corrective distributions	2013-12-31	$437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,479,076
Value of total assets at end of year	2013-12-31	$223,094,747
Value of total assets at beginning of year	2013-12-31	$192,639,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$203,356
Total interest from all sources	2013-12-31	$72,066
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,827,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,827,242
Administrative expenses professional fees incurred	2013-12-31	$203,356
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,654,114
Participant contributions at end of year	2013-12-31	$1,713,485
Participant contributions at beginning of year	2013-12-31	$1,783,394
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$54
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$100,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$37
Liabilities. Value of operating payables at end of year	2013-12-31	$68,402
Liabilities. Value of operating payables at beginning of year	2013-12-31	$32,990
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$28,930,268
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$223,026,345
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$192,606,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$213,928,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$182,583,791
Interest on participant loans	2013-12-31	$72,066
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,651,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,812,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,812,530
Asset value of US Government securities at end of year	2013-12-31	$65,149
Asset value of US Government securities at beginning of year	2013-12-31	$100,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$34,540,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,724,732
Employer contributions (assets) at end of year	2013-12-31	$1,259,560
Employer contributions (assets) at beginning of year	2013-12-31	$1,187,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$12,784,798
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$30,267
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$31,025
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$4,446,744
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$4,140,823
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$33,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$402,519
Total income from all sources (including contributions)	2012-12-31	$25,145,369
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$12,615,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$12,119,454
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$369,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,710,804
Value of total assets at end of year	2012-12-31	$192,639,688
Value of total assets at beginning of year	2012-12-31	$180,479,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$127,288
Total interest from all sources	2012-12-31	$66,891
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,191,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,191,513
Administrative expenses professional fees incurred	2012-12-31	$126,288
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,720,204
Participant contributions at end of year	2012-12-31	$1,783,394
Participant contributions at beginning of year	2012-12-31	$1,477,210
Participant contributions at end of year	2012-12-31	$54
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$323,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$37
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$369,076
Administrative expenses (other) incurred	2012-12-31	$1,000
Liabilities. Value of operating payables at end of year	2012-12-31	$32,990
Liabilities. Value of operating payables at beginning of year	2012-12-31	$33,443
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$12,529,453
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$192,606,661
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$180,077,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$182,583,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$171,125,841
Interest on participant loans	2012-12-31	$66,891
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,812,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,612,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,612,745
Asset value of US Government securities at end of year	2012-12-31	$100,696
Asset value of US Government securities at beginning of year	2012-12-31	$1,132,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$18,176,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,667,242
Employer contributions (assets) at end of year	2012-12-31	$1,187,375
Employer contributions (assets) at beginning of year	2012-12-31	$1,044,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$12,119,454
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$31,025
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$71,037
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$4,140,823
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$4,015,946
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$402,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$7,354,928
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$50,985,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$50,825,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,142,820
Value of total assets at end of year	2011-12-31	$180,479,727
Value of total assets at beginning of year	2011-12-31	$223,707,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$159,939
Total interest from all sources	2011-12-31	$187,238
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,136,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,136,740
Administrative expenses professional fees incurred	2011-12-31	$159,939
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$11,772
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,508,480
Participant contributions at end of year	2011-12-31	$1,477,210
Participant contributions at beginning of year	2011-12-31	$1,283,979
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$350,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$369,076
Liabilities. Value of operating payables at end of year	2011-12-31	$33,443
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-43,630,525
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$180,077,208
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$223,707,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$171,125,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$193,256,248
Interest on participant loans	2011-12-31	$187,238
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$13,815,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,612,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,765,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,765,590
Asset value of US Government securities at end of year	2011-12-31	$1,132,043
Asset value of US Government securities at beginning of year	2011-12-31	$966,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,111,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,283,901
Employer contributions (assets) at end of year	2011-12-31	$1,044,905
Employer contributions (assets) at beginning of year	2011-12-31	$2,654,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$50,825,514
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$71,037
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$238,982
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$4,015,946
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$8,714,258
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,126,470
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,126,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$48,808,029
Total loss/gain on sale of assets	2010-12-31	$-7,620
Total of all expenses incurred	2010-12-31	$23,865,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$23,844,742
Expenses. Certain deemed distributions of participant loans	2010-12-31	$2,951
Value of total corrective distributions	2010-12-31	$6,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$21,371,562
Value of total assets at end of year	2010-12-31	$223,707,733
Value of total assets at beginning of year	2010-12-31	$198,765,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,972
Total interest from all sources	2010-12-31	$135,419
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,901,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$4,727,443
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$11,772
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$15,865
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$11,168,407
Participant contributions at end of year	2010-12-31	$1,283,979
Participant contributions at beginning of year	2010-12-31	$1,412,410
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$412,847
Administrative expenses (other) incurred	2010-12-31	$10,972
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$1,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$24,942,407
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$223,707,733
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$198,765,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$193,256,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$173,866,206
Interest on participant loans	2010-12-31	$65,747
Income. Interest from US Government securities	2010-12-31	$36,811
Income. Interest from corporate debt instruments	2010-12-31	$15,255
Value of interest in common/collective trusts at end of year	2010-12-31	$13,815,925
Value of interest in common/collective trusts at beginning of year	2010-12-31	$13,490,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,765,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,955,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,955,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$17,606
Asset value of US Government securities at end of year	2010-12-31	$966,576
Asset value of US Government securities at beginning of year	2010-12-31	$739,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$20,707,995
Net investment gain or loss from common/collective trusts	2010-12-31	$572,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$9,790,308
Employer contributions (assets) at end of year	2010-12-31	$2,654,403
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$1,231
Income. Dividends from common stock	2010-12-31	$173,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$23,844,742
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$238,982
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$366,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$8,714,258
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$5,916,153
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$3,658,025
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$3,665,645
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG
Accountancy firm EIN	2010-12-31	135565207
2009 : CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN

2022: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARLE CLINIC ASSOCIATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARLE HOLDING COMPANY, INC.
Employer identification number (EIN):	371188284
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)