401k Plan data: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN plan

BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan Name	BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN
Plan identification number	001

BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE RIDGE HEALTHCARE MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: BLUE RIDGE HEALTHCARE MANAGEMENT LLC

Employer identification number (EIN): 473445518

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 LEVI RUDD
001 2016-01-01 LEVI RUDD

Plan Statistics for BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2020: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 750
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 810
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,008
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,048
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 714
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 747
Number of participants with account balances 2018-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 29
2017: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 380
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 410
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 298
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 309
Number of participants with account balances 2016-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2020: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	750
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	810
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,008
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,048
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	714
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	747
Number of participants with account balances	2018-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	29
2017: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	380
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	410
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	298
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	309
Number of participants with account balances	2016-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN

Measure	Date	Value
2020 : BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-23	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-23	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-23	$0
Total income from all sources (including contributions)	2020-06-23	$-106,501
Total loss/gain on sale of assets	2020-06-23	$0
Total of all expenses incurred	2020-06-23	$1,226,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-23	$1,210,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-23	$0
Value of total assets at end of year	2020-06-23	$0
Value of total assets at beginning of year	2020-06-23	$1,333,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-23	$16,180
Total interest from all sources	2020-06-23	$380
Total dividends received (eg from common stock, registered investment company shares)	2020-06-23	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-23	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-06-23	$0
Was this plan covered by a fidelity bond	2020-06-23	Yes
Value of fidelity bond cover	2020-06-23	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-23	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-23	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-23	No
Participant contributions at end of year	2020-06-23	$0
Participant contributions at beginning of year	2020-06-23	$26,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-23	No
Value of net income/loss	2020-06-23	$-1,333,282
Value of net assets at end of year (total assets less liabilities)	2020-06-23	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-06-23	$1,333,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-23	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-23	No
Were any leases to which the plan was party in default or uncollectible	2020-06-23	No
Interest on participant loans	2020-06-23	$380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-23	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-23	$1,307,058
Net investment gain/loss from pooled separate accounts	2020-06-23	$-106,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-23	No
Was there a failure to transmit to the plan any participant contributions	2020-06-23	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-23	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-23	$1,210,601
Contract administrator fees	2020-06-23	$16,180
Did the plan have assets held for investment	2020-06-23	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-23	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-23	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-23	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-23	Disclaimer
Accountancy firm name	2020-06-23	GUTIERREZ MADARIAGA, CPA P.A.
Accountancy firm EIN	2020-06-23	943458074
2019 : BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$676,728
Total income from all sources (including contributions)	2019-12-31	$676,728
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$253,960
Total of all expenses incurred	2019-12-31	$253,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$240,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$240,185
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,239
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$460,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$460,776
Value of total assets at end of year	2019-12-31	$1,333,282
Value of total assets at end of year	2019-12-31	$1,333,282
Value of total assets at beginning of year	2019-12-31	$910,514
Value of total assets at beginning of year	2019-12-31	$910,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,536
Total interest from all sources	2019-12-31	$1,378
Total interest from all sources	2019-12-31	$1,378
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$335,056
Contributions received from participants	2019-12-31	$335,056
Participant contributions at end of year	2019-12-31	$26,224
Participant contributions at end of year	2019-12-31	$26,224
Participant contributions at beginning of year	2019-12-31	$21,679
Participant contributions at beginning of year	2019-12-31	$21,679
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$34,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$422,768
Value of net income/loss	2019-12-31	$422,768
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,333,282
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,333,282
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$910,514
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$910,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,307,058
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,307,058
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$888,835
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$888,835
Income. Interest from loans (other than to participants)	2019-12-31	$1,378
Income. Interest from loans (other than to participants)	2019-12-31	$1,378
Net investment gain or loss from common/collective trusts	2019-12-31	$214,574
Net investment gain or loss from common/collective trusts	2019-12-31	$214,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$91,300
Contributions received in cash from employer	2019-12-31	$91,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$240,185
Contract administrator fees	2019-12-31	$12,536
Contract administrator fees	2019-12-31	$12,536
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GUTIERREZ MADARIAGA, CPA P.A.
Accountancy firm name	2019-12-31	GUTIERREZ MADARIAGA, CPA P.A.
Accountancy firm EIN	2019-12-31	943458074
Accountancy firm EIN	2019-12-31	943458074
2018 : BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$634,034
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$76,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$63,442
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$695,479
Value of total assets at end of year	2018-12-31	$910,514
Value of total assets at beginning of year	2018-12-31	$353,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,906
Total interest from all sources	2018-12-31	$776
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$247,262
Participant contributions at end of year	2018-12-31	$21,679
Participant contributions at beginning of year	2018-12-31	$7,224
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$295,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$557,452
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$910,514
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$353,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$888,835
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$345,838
Interest on participant loans	2018-12-31	$776
Net investment gain/loss from pooled separate accounts	2018-12-31	$-62,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$152,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$63,442
Contract administrator fees	2018-12-31	$11,906
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SABRINA AGUILAR (AUDIT STAFF II)
Accountancy firm EIN	2018-12-31	593070669
2017 : BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$294,092
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$37,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$27,174
Expenses. Certain deemed distributions of participant loans	2017-12-31	$950
Value of total corrective distributions	2017-12-31	$2,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$270,881
Value of total assets at end of year	2017-12-31	$353,062
Value of total assets at beginning of year	2017-12-31	$96,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,452
Total interest from all sources	2017-12-31	$183
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$104,674
Participant contributions at end of year	2017-12-31	$7,224
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$45,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$256,797
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$353,062
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$96,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$345,838
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$96,265
Interest on participant loans	2017-12-31	$183
Net investment gain/loss from pooled separate accounts	2017-12-31	$23,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$120,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$27,174
Contract administrator fees	2017-12-31	$6,452
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOORE, STEPHENS, LOVELACE
Accountancy firm EIN	2017-12-31	593070669
2016 : BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$108,256
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$11,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$10,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$105,374
Value of total assets at end of year	2016-12-31	$96,265
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,679
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$105,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$96,265
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$96,265
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$96,265
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,312
Contract administrator fees	2016-12-31	$1,679
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOORE STEPHENS LOVELACE
Accountancy firm EIN	2016-12-31	593070669

Form 5500 Responses for BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN

2020: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BLUE RIDGE MANAGEMENT, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number	068854
Policy instance	1
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number	068854
Policy instance	1
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number	068854
Policy instance	1
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number	68854
Policy instance	1

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Company Name:	BLUE RIDGE HEALTHCARE MANAGEMENT LLC
Employer identification number (EIN):	473445518
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)