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UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN
Plan identification number 001

UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY HEALTH PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY HEALTH PHYSICIANS
Employer identification number (EIN):431009163
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS E. SYVERSON THOMAS E. SYVERSON2018-08-13
0012016-01-01THOMAS E. SYVERSON THOMAS E. SYVERSON2017-08-15
0012015-01-01THOMAS E. SYVERSON THOMAS E. SYVERSON2016-08-11
0012014-01-01THOMAS SYVERSON THOMAS SYVERSON2015-09-29
0012014-01-012015-09-22
0012013-01-01THOMAS E. SYVERSON THOMAS E. SYVERSON2014-10-10
0012012-01-01THOMAS E. SYVERSON2013-09-17 THOMAS E. SYVERSON2013-09-17
0012011-01-01THOMAS E. SYVERSON THOMAS E. SYVERSON2012-09-12
0012010-01-01THOMAS E. SYVERSON
0012009-01-01THOMAS E. SYVERSON THOMAS E. SYVERSON2010-10-15

Plan Statistics for UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01798
Total number of active participants reported on line 7a of the Form 55002022-01-01298
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01487
Total of all active and inactive participants2022-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01797
Number of participants with account balances2022-01-01786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01809
Total number of active participants reported on line 7a of the Form 55002021-01-01281
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01516
Total of all active and inactive participants2021-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01806
Number of participants with account balances2021-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01814
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01538
Total of all active and inactive participants2020-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01812
Number of participants with account balances2020-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01809
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01549
Total of all active and inactive participants2019-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01815
Number of participants with account balances2019-01-01808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01812
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01563
Total of all active and inactive participants2018-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01809
Number of participants with account balances2018-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01813
Total number of active participants reported on line 7a of the Form 55002017-01-01302
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01517
Total of all active and inactive participants2017-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01826
Number of participants with account balances2017-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01816
Total number of active participants reported on line 7a of the Form 55002016-01-01282
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01526
Total of all active and inactive participants2016-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01814
Number of participants with account balances2016-01-01808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01789
Total number of active participants reported on line 7a of the Form 55002015-01-01245
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01533
Total of all active and inactive participants2015-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01786
Number of participants with account balances2015-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01748
Total number of active participants reported on line 7a of the Form 55002014-01-01229
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01554
Total of all active and inactive participants2014-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01791
Number of participants with account balances2014-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01745
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01523
Total of all active and inactive participants2013-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01753
Number of participants with account balances2013-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01734
Total number of active participants reported on line 7a of the Form 55002012-01-01222
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01521
Total of all active and inactive participants2012-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01745
Number of participants with account balances2012-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01776
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01511
Total of all active and inactive participants2011-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01735
Number of participants with account balances2011-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01770
Total number of active participants reported on line 7a of the Form 55002010-01-01250
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01550
Total of all active and inactive participants2010-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01800
Number of participants with account balances2010-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01879
Total number of active participants reported on line 7a of the Form 55002009-01-01415
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01567
Total of all active and inactive participants2009-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01984
Number of participants with account balances2009-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,780,595
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,475,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,334,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,996,562
Value of total assets at end of year2022-12-31$193,207,593
Value of total assets at beginning of year2022-12-31$226,463,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,145
Total interest from all sources2022-12-31$2,127,523
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,379,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,379,121
Administrative expenses professional fees incurred2022-12-31$13,156
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,696,610
Participant contributions at end of year2022-12-31$203,846
Participant contributions at beginning of year2022-12-31$141,198
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$805,350
Other income not declared elsewhere2022-12-31$158,816
Administrative expenses (other) incurred2022-12-31$81,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,255,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$193,207,593
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$226,463,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$133,678,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$167,270,408
Value of interest in pooled separate accounts at end of year2022-12-31$7,436,029
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,008,307
Interest on participant loans2022-12-31$7,249
Interest earned on other investments2022-12-31$2,120,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$51,889,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$52,043,438
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,598,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,020,969
Net investment gain/loss from pooled separate accounts2022-12-31$578,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,494,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,735,218
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$35,286,678
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,642,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,642,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,773,453
Value of total assets at end of year2021-12-31$226,463,351
Value of total assets at beginning of year2021-12-31$206,819,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$1,791,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,680,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,680,014
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,208,252
Participant contributions at end of year2021-12-31$141,198
Participant contributions at beginning of year2021-12-31$86,655
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$353,187
Other income not declared elsewhere2021-12-31$215,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,644,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$226,463,351
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$206,819,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$167,270,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$148,178,104
Value of interest in pooled separate accounts at end of year2021-12-31$7,008,307
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,475,370
Interest on participant loans2021-12-31$4,091
Interest earned on other investments2021-12-31$1,787,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$52,043,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,078,901
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$17,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,735,421
Net investment gain/loss from pooled separate accounts2021-12-31$1,090,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,212,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,624,605
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$32,287,615
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,157,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,012,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,885,045
Value of total assets at end of year2020-12-31$206,819,030
Value of total assets at beginning of year2020-12-31$186,688,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,948
Total interest from all sources2020-12-31$2,026,422
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,746,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,746,908
Administrative expenses professional fees incurred2020-12-31$21,320
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,914,961
Participant contributions at end of year2020-12-31$86,655
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$157,817
Other income not declared elsewhere2020-12-31$136,980
Administrative expenses (other) incurred2020-12-31$64,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,130,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$206,819,030
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$186,688,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$59,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$148,178,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$128,460,232
Value of interest in pooled separate accounts at end of year2020-12-31$6,475,370
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,900,235
Interest on participant loans2020-12-31$1,171
Interest earned on other investments2020-12-31$2,025,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,078,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$51,328,082
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$934,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,550,882
Net investment gain/loss from pooled separate accounts2020-12-31$-58,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,812,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,077,616
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$36,204,085
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,821,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,657,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,182,814
Value of total assets at end of year2019-12-31$186,688,549
Value of total assets at beginning of year2019-12-31$159,305,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$163,436
Total interest from all sources2019-12-31$2,005,142
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,135,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,135,411
Administrative expenses professional fees incurred2019-12-31$20,799
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,767,128
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$748,365
Other income not declared elsewhere2019-12-31$81,965
Administrative expenses (other) incurred2019-12-31$84,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,382,964
Value of net assets at end of year (total assets less liabilities)2019-12-31$186,688,549
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$159,305,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$58,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$128,460,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,291,683
Value of interest in pooled separate accounts at end of year2019-12-31$6,900,235
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,960,089
Interest earned on other investments2019-12-31$2,005,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$51,328,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,053,813
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$439,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,457,699
Net investment gain/loss from pooled separate accounts2019-12-31$341,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,667,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,218,141
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,365,642
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,691,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,528,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,195,882
Value of total assets at end of year2018-12-31$159,305,585
Value of total assets at beginning of year2018-12-31$168,631,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,992
Total interest from all sources2018-12-31$2,090,742
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,320,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,320,985
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,582,235
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$6,469
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$110,411
Other income not declared elsewhere2018-12-31$84,013
Administrative expenses (other) incurred2018-12-31$81,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,325,590
Value of net assets at end of year (total assets less liabilities)2018-12-31$159,305,585
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$168,631,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$81,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$102,291,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,614,231
Value of interest in pooled separate accounts at end of year2018-12-31$5,960,089
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,832,462
Interest earned on other investments2018-12-31$2,090,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,053,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$51,169,681
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,243,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,603,607
Net investment gain/loss from pooled separate accounts2018-12-31$277,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,503,236
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$8,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,284,748
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$28,964,010
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,269,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,206,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,018,020
Value of total assets at end of year2017-12-31$168,631,175
Value of total assets at beginning of year2017-12-31$145,936,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,326
Total interest from all sources2017-12-31$2,019,714
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,113,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,113,780
Administrative expenses professional fees incurred2017-12-31$63,326
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,405,637
Participant contributions at end of year2017-12-31$6,469
Participant contributions at beginning of year2017-12-31$6,309
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,282,036
Other income not declared elsewhere2017-12-31$70,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$22,694,375
Value of net assets at end of year (total assets less liabilities)2017-12-31$168,631,175
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$145,936,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$111,614,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$90,292,491
Value of interest in pooled separate accounts at end of year2017-12-31$5,832,462
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,565,420
Interest earned on other investments2017-12-31$2,019,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$51,169,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$50,064,932
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$456,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,495,286
Net investment gain/loss from pooled separate accounts2017-12-31$247,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,330,347
Employer contributions (assets) at end of year2017-12-31$8,332
Employer contributions (assets) at beginning of year2017-12-31$7,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,749,585
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,870,137
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,963,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,864,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,029,669
Value of total assets at end of year2016-12-31$145,936,800
Value of total assets at beginning of year2016-12-31$137,030,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$99,144
Total interest from all sources2016-12-31$2,130,429
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$777,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$777,781
Administrative expenses professional fees incurred2016-12-31$15,080
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,048,503
Participant contributions at end of year2016-12-31$6,309
Participant contributions at beginning of year2016-12-31$4,847
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,126,811
Other income not declared elsewhere2016-12-31$57,398
Administrative expenses (other) incurred2016-12-31$1,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,906,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$145,936,800
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,030,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$82,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$90,292,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$83,585,630
Value of interest in pooled separate accounts at end of year2016-12-31$5,565,420
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,162,271
Interest earned on other investments2016-12-31$2,130,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$50,064,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$48,270,277
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$747,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,605,393
Net investment gain/loss from pooled separate accounts2016-12-31$269,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,854,355
Employer contributions (assets) at end of year2016-12-31$7,648
Employer contributions (assets) at beginning of year2016-12-31$7,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,116,721
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,183,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,103,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,061,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,786,396
Value of total assets at end of year2015-12-31$137,030,193
Value of total assets at beginning of year2015-12-31$134,950,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,967
Total interest from all sources2015-12-31$1,974,398
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,156,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,156,483
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,797,542
Participant contributions at end of year2015-12-31$4,847
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$407,345
Administrative expenses (other) incurred2015-12-31$717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,079,870
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,030,193
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$134,950,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$83,585,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$82,511,630
Value of interest in pooled separate accounts at end of year2015-12-31$5,162,271
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,877,158
Interest earned on other investments2015-12-31$1,974,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$48,270,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$47,561,535
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$731,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,124,558
Net investment gain/loss from pooled separate accounts2015-12-31$390,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,581,509
Employer contributions (assets) at end of year2015-12-31$7,168
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,330,273
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,067,457
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,997,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,969,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,425,931
Value of total assets at end of year2014-12-31$134,950,323
Value of total assets at beginning of year2014-12-31$128,880,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,048
Total interest from all sources2014-12-31$1,987,948
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$949,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$949,376
Administrative expenses professional fees incurred2014-12-31$27,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,692,955
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$46,730
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$162,003
Administrative expenses (other) incurred2014-12-31$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,069,889
Value of net assets at end of year (total assets less liabilities)2014-12-31$134,950,323
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$128,880,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$82,511,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,918,377
Value of interest in pooled separate accounts at end of year2014-12-31$4,877,158
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,342,489
Interest earned on other investments2014-12-31$1,987,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$47,561,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$46,496,079
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$30,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,180,134
Net investment gain/loss from pooled separate accounts2014-12-31$524,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,570,973
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$76,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,939,089
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,101,785
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,680,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,659,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,270,607
Value of total assets at end of year2013-12-31$128,880,434
Value of total assets at beginning of year2013-12-31$116,458,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,271
Total interest from all sources2013-12-31$1,923,747
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$726,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$726,915
Administrative expenses professional fees incurred2013-12-31$19,827
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,667,607
Participant contributions at end of year2013-12-31$46,730
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$157,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,421,689
Value of net assets at end of year (total assets less liabilities)2013-12-31$128,880,434
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$116,458,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,918,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,859,524
Value of interest in pooled separate accounts at end of year2013-12-31$4,342,489
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,157,505
Interest earned on other investments2013-12-31$1,923,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$46,496,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,441,716
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$867,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,792,260
Net investment gain/loss from pooled separate accounts2013-12-31$388,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,445,671
Employer contributions (assets) at end of year2013-12-31$76,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,792,374
Contract administrator fees2013-12-31$444
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,313,442
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,773,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,773,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,229,954
Value of total assets at end of year2012-12-31$116,458,745
Value of total assets at beginning of year2012-12-31$106,919,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$586
Total interest from all sources2012-12-31$1,825,726
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$316,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$316,399
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,482,839
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$33,905
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$645,757
Administrative expenses (other) incurred2012-12-31$586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,539,708
Value of net assets at end of year (total assets less liabilities)2012-12-31$116,458,745
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,919,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$65,859,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$59,271,566
Value of interest in pooled separate accounts at end of year2012-12-31$4,157,505
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,513,401
Interest earned on other investments2012-12-31$1,825,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,441,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,053,435
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$627,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,577,107
Net investment gain/loss from pooled separate accounts2012-12-31$364,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,101,358
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$46,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,145,702
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,001,100
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,727,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,726,042
Value of total corrective distributions2011-12-31$1,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,504,599
Value of total assets at end of year2011-12-31$106,919,037
Value of total assets at beginning of year2011-12-31$109,645,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$146
Total interest from all sources2011-12-31$1,729,529
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$186,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$186,796
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,303,830
Participant contributions at end of year2011-12-31$33,905
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,189,490
Administrative expenses (other) incurred2011-12-31$146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,726,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$106,919,037
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$109,645,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$59,271,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,786,826
Value of interest in pooled separate accounts at end of year2011-12-31$3,513,401
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,126,370
Interest earned on other investments2011-12-31$1,729,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,053,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$41,732,481
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$313,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,844,467
Net investment gain/loss from pooled separate accounts2011-12-31$424,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,011,279
Employer contributions (assets) at end of year2011-12-31$46,730
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,412,594
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$24,074
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$14,204,431
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,760,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,760,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,358,801
Value of total assets at end of year2010-12-31$109,645,677
Value of total assets at beginning of year2010-12-31$101,177,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$218
Total interest from all sources2010-12-31$1,583,177
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$70,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$70,679
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,252,792
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$122,312
Administrative expenses (other) incurred2010-12-31$218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,443,825
Value of net assets at end of year (total assets less liabilities)2010-12-31$109,645,677
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,177,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,786,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,234,583
Value of interest in pooled separate accounts at end of year2010-12-31$3,126,370
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,361,002
Interest earned on other investments2010-12-31$1,583,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$41,732,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$41,582,193
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$429,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,834,452
Net investment gain/loss from pooled separate accounts2010-12-31$357,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,983,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,330,645
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, INC.
Accountancy firm EIN2010-12-31440160260
2009 : UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN

2022: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY PHYSICIAN ASSOCIATES 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered517
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered530
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered553
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered565
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered594
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered627
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered651
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered640
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered738
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered730
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150816
Policy instance 1
Insurance contract or identification number150816
Number of Individuals Covered745
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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