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MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameMEDICAL SPECIALTIES, INC. RETIREMENT PLAN
Plan identification number 001

MEDICAL SPECIALTIES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MEDICAL SPECIALTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL SPECIALTIES, INC.
Employer identification number (EIN):560750099
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL SPECIALTIES, INC. 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
0012017-01-01SANDRA R RATLIFFE
0012016-01-01SANDRA R RATLIFFE
0012015-01-01SANDRA R RATLIFFE
0012014-01-01SANDRA RATLIFFE
0012013-01-01SANDRA R RATLIFFE
0012012-01-01SANDRA R RATLIFFE
0012011-01-01SANDRA R RATLIFFE
0012010-01-01SANDRA R RATLIFFE
0012009-01-01SANDRA R RATLIFFE

Plan Statistics for MEDICAL SPECIALTIES, INC. RETIREMENT PLAN

401k plan membership statisitcs for MEDICAL SPECIALTIES, INC. RETIREMENT PLAN

Measure Date Value
2022: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01197
Total number of active participants reported on line 7a of the Form 55002022-01-01171
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01188
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01193
Number of participants with account balances2021-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01197
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01208
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01188
Number of participants with account balances2019-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01166
Number of participants with account balances2017-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01159
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01160
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01148
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01147
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01135
Number of participants with account balances2011-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01133
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01128
Number of participants with account balances2010-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01130
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MEDICAL SPECIALTIES, INC. RETIREMENT PLAN

Measure Date Value
2022 : MEDICAL SPECIALTIES, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-768,160
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$273,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$243,133
Expenses. Certain deemed distributions of participant loans2022-12-31$19,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$404,409
Value of total assets at end of year2022-12-31$7,794,308
Value of total assets at beginning of year2022-12-31$8,835,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,258
Total interest from all sources2022-12-31$40,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$281,951
Participant contributions at end of year2022-12-31$248,932
Participant contributions at beginning of year2022-12-31$252,863
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$6,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,041,328
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,794,308
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,835,636
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
Value of interest in pooled separate accounts at end of year2022-12-31$5,733,672
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,853,548
Interest on participant loans2022-12-31$10,565
Interest earned on other investments2022-12-31$30,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,811,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,729,225
Net investment gain/loss from pooled separate accounts2022-12-31$-1,220,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$122,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$243,133
Contract administrator fees2022-12-31$10,258
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 name2022-12-31DODSON, SHELTON & NELSON, CPA, P.A.
Accountancy firm EIN2022-12-31561684013
2021 : MEDICAL SPECIALTIES, INC. 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$1,240,892
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,147,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,131,496
Expenses. Certain deemed distributions of participant loans2021-12-31$2,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$488,769
Value of total assets at end of year2021-12-31$8,835,636
Value of total assets at beginning of year2021-12-31$8,742,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,130
Total interest from all sources2021-12-31$40,476
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$357,315
Participant contributions at end of year2021-12-31$252,863
Participant contributions at beginning of year2021-12-31$269,736
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$8,570
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$93,102
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,835,636
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,742,534
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 pooled separate accounts at end of year2021-12-31$6,853,548
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,840,021
Interest on participant loans2021-12-31$13,579
Interest earned on other investments2021-12-31$26,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,729,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,632,777
Net investment gain/loss from pooled separate accounts2021-12-31$703,077
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$131,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,131,496
Contract administrator fees2021-12-31$14,130
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 name2021-12-31DODSON, SHELTON & NELSON, CPA, P.A.
Accountancy firm EIN2021-12-31561684013
2020 : MEDICAL SPECIALTIES, INC. 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$1,321,529
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$674,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$586,165
Expenses. Certain deemed distributions of participant loans2020-12-31$76,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$452,934
Value of total assets at end of year2020-12-31$8,742,534
Value of total assets at beginning of year2020-12-31$8,095,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,815
Total interest from all sources2020-12-31$45,966
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$314,504
Participant contributions at end of year2020-12-31$269,736
Participant contributions at beginning of year2020-12-31$348,024
Other income not declared elsewhere2020-12-31$7,525
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$647,089
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,742,534
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,095,445
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
Value of interest in pooled separate accounts at end of year2020-12-31$6,840,021
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,245,668
Interest on participant loans2020-12-31$16,253
Interest earned on other investments2020-12-31$29,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,632,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,501,753
Net investment gain/loss from pooled separate accounts2020-12-31$815,104
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$138,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$586,165
Contract administrator fees2020-12-31$11,815
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 name2020-12-31DODSON, SHELTON & NELSON, CPA, P.A.
Accountancy firm EIN2020-12-31561684013
2019 : MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$1,804,073
Total income from all sources (including contributions)2019-12-31$1,804,073
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$197,312
Total of all expenses incurred2019-12-31$197,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$187,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$187,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$549,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$549,484
Value of total assets at end of year2019-12-31$8,095,445
Value of total assets at end of year2019-12-31$8,095,445
Value of total assets at beginning of year2019-12-31$6,488,684
Value of total assets at beginning of year2019-12-31$6,488,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,187
Total interest from all sources2019-12-31$43,465
Total interest from all sources2019-12-31$43,465
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$318,433
Contributions received from participants2019-12-31$318,433
Participant contributions at end of year2019-12-31$348,024
Participant contributions at end of year2019-12-31$348,024
Participant contributions at beginning of year2019-12-31$315,378
Participant contributions at beginning of year2019-12-31$315,378
Other income not declared elsewhere2019-12-31$7,325
Other income not declared elsewhere2019-12-31$7,325
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
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$1,606,761
Value of net income/loss2019-12-31$1,606,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,095,445
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,095,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,488,684
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,488,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Value of interest in pooled separate accounts at end of year2019-12-31$6,245,668
Value of interest in pooled separate accounts at end of year2019-12-31$6,245,668
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,828,359
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,828,359
Interest on participant loans2019-12-31$15,213
Interest on participant loans2019-12-31$15,213
Interest earned on other investments2019-12-31$28,252
Interest earned on other investments2019-12-31$28,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,501,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,501,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,344,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,344,947
Net investment gain/loss from pooled separate accounts2019-12-31$1,203,799
Net investment gain/loss from pooled separate accounts2019-12-31$1,203,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$231,051
Contributions received in cash from employer2019-12-31$231,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$187,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$187,125
Contract administrator fees2019-12-31$10,187
Contract administrator fees2019-12-31$10,187
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DODSON, SHELTON & NELSON, CPA, P.A.
Accountancy firm name2019-12-31DODSON, SHELTON & NELSON, CPA, P.A.
Accountancy firm EIN2019-12-31561684013
Accountancy firm EIN2019-12-31561684013
2018 : MEDICAL SPECIALTIES, INC. 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$403,031
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$121,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$516,805
Value of total assets at end of year2018-12-31$6,488,684
Value of total assets at beginning of year2018-12-31$6,207,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,760
Total interest from all sources2018-12-31$38,488
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$292,269
Participant contributions at end of year2018-12-31$315,378
Participant contributions at beginning of year2018-12-31$264,310
Other income not declared elsewhere2018-12-31$7,100
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$281,559
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,488,684
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,207,125
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
Value of interest in pooled separate accounts at end of year2018-12-31$4,828,359
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,748,053
Interest on participant loans2018-12-31$14,283
Interest earned on other investments2018-12-31$24,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,344,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,194,762
Net investment gain/loss from pooled separate accounts2018-12-31$-159,362
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$224,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,712
Contract administrator fees2018-12-31$8,760
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 name2018-12-31MARK K NELSON, CPA
Accountancy firm EIN2018-12-31561684013
2017 : MEDICAL SPECIALTIES, INC. 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$1,170,528
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$139,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$130,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$465,486
Value of total assets at end of year2017-12-31$6,207,125
Value of total assets at beginning of year2017-12-31$5,176,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,810
Total interest from all sources2017-12-31$32,957
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$255,248
Participant contributions at end of year2017-12-31$264,310
Participant contributions at beginning of year2017-12-31$263,481
Other income not declared elsewhere2017-12-31$16,232
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$1,030,843
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,207,125
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,176,282
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 pooled separate accounts at end of year2017-12-31$4,748,053
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,859,684
Interest on participant loans2017-12-31$11,957
Interest earned on other investments2017-12-31$21,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,194,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,053,117
Net investment gain/loss from pooled separate accounts2017-12-31$655,853
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$210,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$130,875
Contract administrator fees2017-12-31$8,810
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 name2017-12-31DODSON, SHELTON & NELSON, CPA, P.A.
Accountancy firm EIN2017-12-31561684013
2016 : MEDICAL SPECIALTIES, INC. 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$701,029
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$42,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$443,415
Value of total assets at end of year2016-12-31$5,176,282
Value of total assets at beginning of year2016-12-31$4,518,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,256
Total interest from all sources2016-12-31$29,704
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$240,970
Participant contributions at end of year2016-12-31$263,481
Participant contributions at beginning of year2016-12-31$225,752
Other income not declared elsewhere2016-12-31$6,875
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$658,163
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,176,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,518,119
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
Value of interest in pooled separate accounts at end of year2016-12-31$3,859,684
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,379,657
Interest on participant loans2016-12-31$10,766
Interest earned on other investments2016-12-31$18,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,053,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$912,710
Net investment gain/loss from pooled separate accounts2016-12-31$221,035
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$202,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,610
Contract administrator fees2016-12-31$8,256
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 name2016-12-31SHELTON NELSON & ASSOC
Accountancy firm EIN2016-12-31561684013
2015 : MEDICAL SPECIALTIES, INC. 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$405,191
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$154,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$405,540
Value of total assets at end of year2015-12-31$4,518,119
Value of total assets at beginning of year2015-12-31$4,267,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,047
Total interest from all sources2015-12-31$26,061
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,907
Participant contributions at end of year2015-12-31$225,752
Participant contributions at beginning of year2015-12-31$191,981
Other income not declared elsewhere2015-12-31$7,233
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$250,738
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,518,119
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,267,381
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
Value of interest in pooled separate accounts at end of year2015-12-31$3,379,657
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,251,338
Interest on participant loans2015-12-31$9,201
Interest earned on other investments2015-12-31$16,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$912,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$824,062
Net investment gain/loss from pooled separate accounts2015-12-31$-33,643
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$190,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,406
Contract administrator fees2015-12-31$9,047
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 name2015-12-31MICHAEL HAMMONDS, CPA
Accountancy firm EIN2015-12-31562117743
2014 : MEDICAL SPECIALTIES, INC. 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$609,053
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$97,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$90,219
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$391,795
Value of total assets at end of year2014-12-31$4,267,381
Value of total assets at beginning of year2014-12-31$3,756,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,735
Total interest from all sources2014-12-31$18,647
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$206,023
Participant contributions at end of year2014-12-31$191,981
Participant contributions at beginning of year2014-12-31$157,257
Other income not declared elsewhere2014-12-31$6,325
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$511,099
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,267,381
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,756,282
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 pooled separate accounts at end of year2014-12-31$3,251,338
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,185,722
Interest on participant loans2014-12-31$8,595
Interest earned on other investments2014-12-31$10,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$824,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$413,303
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$192,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$185,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$90,219
Contract administrator fees2014-12-31$7,735
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 name2014-12-31MICHAEL B. HAMMONS, CPA
Accountancy firm EIN2014-12-31562117743
2013 : MEDICAL SPECIALTIES, INC. 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$899,009
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$245,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$236,801
Expenses. Certain deemed distributions of participant loans2013-12-31$858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$370,022
Value of total assets at end of year2013-12-31$3,756,282
Value of total assets at beginning of year2013-12-31$3,102,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,802
Total interest from all sources2013-12-31$18,208
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$190,278
Participant contributions at end of year2013-12-31$157,257
Participant contributions at beginning of year2013-12-31$138,282
Other income not declared elsewhere2013-12-31$6,250
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$653,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,756,282
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,102,734
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 pooled separate accounts at end of year2013-12-31$3,185,722
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,586,104
Interest on participant loans2013-12-31$7,339
Interest earned on other investments2013-12-31$10,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$413,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$378,348
Net investment gain/loss from pooled separate accounts2013-12-31$504,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$179,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$236,801
Contract administrator fees2013-12-31$7,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MICHAEL B. HAMMONS, CPA
Accountancy firm EIN2013-12-31562117743
2012 : MEDICAL SPECIALTIES, INC. 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$697,716
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$76,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$66,188
Expenses. Certain deemed distributions of participant loans2012-12-31$2,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$455,438
Value of total assets at end of year2012-12-31$3,102,734
Value of total assets at beginning of year2012-12-31$2,481,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,474
Total interest from all sources2012-12-31$16,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$181,469
Participant contributions at end of year2012-12-31$138,282
Participant contributions at beginning of year2012-12-31$124,356
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,154
Other income not declared elsewhere2012-12-31$5,994
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$621,586
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,102,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,481,148
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 pooled separate accounts at end of year2012-12-31$2,586,104
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,081,414
Interest on participant loans2012-12-31$6,747
Interest earned on other investments2012-12-31$9,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$378,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$275,378
Net investment gain/loss from pooled separate accounts2012-12-31$220,123
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$175,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$66,188
Contract administrator fees2012-12-31$7,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MICHAEL B. HAMMONS, CPA
Accountancy firm EIN2012-12-31562117743
2011 : MEDICAL SPECIALTIES, INC. 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$338,840
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$89,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$83,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$379,791
Value of total assets at end of year2011-12-31$2,481,148
Value of total assets at beginning of year2011-12-31$2,232,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,785
Total interest from all sources2011-12-31$13,605
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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$190,221
Participant contributions at end of year2011-12-31$124,356
Participant contributions at beginning of year2011-12-31$79,454
Other income not declared elsewhere2011-12-31$6,025
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$248,991
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,481,148
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,232,157
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 pooled separate accounts at end of year2011-12-31$2,081,414
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,898,638
Interest on participant loans2011-12-31$6,014
Interest earned on other investments2011-12-31$7,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$275,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$254,065
Net investment gain/loss from pooled separate accounts2011-12-31$-60,581
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$189,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$83,064
Contract administrator fees2011-12-31$6,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MICHAEL B. HAMMONS, CPA
Accountancy firm EIN2011-12-31562117743
2010 : MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$540,335
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$87,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$80,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$329,788
Value of total assets at end of year2010-12-31$2,232,157
Value of total assets at beginning of year2010-12-31$1,779,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,704
Total interest from all sources2010-12-31$11,143
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
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$164,584
Participant contributions at end of year2010-12-31$79,454
Participant contributions at beginning of year2010-12-31$69,645
Other income not declared elsewhere2010-12-31$5,729
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$453,090
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,232,157
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,779,067
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 pooled separate accounts at end of year2010-12-31$1,898,638
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,509,077
Interest on participant loans2010-12-31$3,667
Interest earned on other investments2010-12-31$7,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$254,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$200,345
Net investment gain/loss from pooled separate accounts2010-12-31$193,675
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$165,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$80,541
Contract administrator fees2010-12-31$6,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MICHAEL B. HAMMONS, CPA
Accountancy firm EIN2010-12-31562117743
2009 : MEDICAL SPECIALTIES, INC. 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 MEDICAL SPECIALTIES, INC. RETIREMENT PLAN

2022: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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: MEDICAL SPECIALTIES, INC. 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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062261
Policy instance 1
Insurance contract or identification number062261
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,607
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?Yes
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
Commission paid to Insurance BrokerUSD $9,607
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062261
Policy instance 1
Insurance contract or identification number062261
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,051
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?Yes
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
Commission paid to Insurance BrokerUSD $10,051
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062261
Policy instance 1
Insurance contract or identification number062261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,685
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $9,685
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number062261
Policy instance 1
Insurance contract or identification number062261
Number of Individuals Covered188
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,343
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $9,343
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62261
Policy instance 1
Insurance contract or identification number62261
Number of Individuals Covered178
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,926
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $8,926
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62261
Policy instance 1
Insurance contract or identification number62261
Number of Individuals Covered166
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,516
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $8,516
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED PLANNING INC

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