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PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 401k Plan overview

Plan NamePROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A.
Plan identification number 001

PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

SOUTH CAROLINA ONCOLOGY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SOUTH CAROLINA ONCOLOGY ASSOCIATES
Employer identification number (EIN):570787600
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FRANK SOBASH2023-10-11
0012021-01-01FRANK SOBASH2022-10-16
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01FRANK SOBASH
0012012-01-01FRANK SOBASH
0012011-01-01FRANK SOBASH
0012009-01-01FRANK SOBASH
0012009-01-01FRANK SOBASH

Plan Statistics for PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A.

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A.

Measure Date Value
2022: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01250
Number of participants with account balances2022-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2021 401k membership
Total participants, beginning-of-year2021-01-01238
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01242
Number of participants with account balances2021-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2020 401k membership
Total participants, beginning-of-year2020-01-01218
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01192
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01215
Number of participants with account balances2019-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2015 401k membership
Total participants, beginning-of-year2015-01-01222
Total number of active participants reported on line 7a of the Form 55002015-01-01179
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2014 401k membership
Total participants, beginning-of-year2014-01-01224
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01222
Number of participants with account balances2014-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01197
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01216
Number of participants with account balances2013-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2012 401k membership
Total participants, beginning-of-year2012-01-01258
Total number of active participants reported on line 7a of the Form 55002012-01-01188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01236
Number of participants with account balances2012-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2011 401k membership
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01255
Number of participants with account balances2011-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2009 401k membership
Total participants, beginning-of-year2009-01-01177
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01199
Number of participants with account balances2009-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A.

Measure Date Value
2022 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$0
Total income from all sources (including contributions)2022-12-31$-3,340,271
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,475,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,234,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,015,684
Value of total assets at end of year2022-12-31$37,131,264
Value of total assets at beginning of year2022-12-31$41,947,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$241,362
Total interest from all sources2022-12-31$61,636
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$812,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$747,443
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$466,727
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$122,124
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$156,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$13,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,280
Administrative expenses (other) incurred2022-12-31$680
Total non interest bearing cash at end of year2022-12-31$37,084
Total non interest bearing cash at beginning of year2022-12-31$28,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,815,830
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,131,264
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,947,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$240,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,942,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,341,550
Interest earned on other investments2022-12-31$506
Income. Interest from US Government securities2022-12-31$23,145
Income. Interest from corporate debt instruments2022-12-31$12,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,622,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,589,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,589,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$25,821
Asset value of US Government securities at end of year2022-12-31$911,340
Asset value of US Government securities at beginning of year2022-12-31$916,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,229,806
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$2,548,957
Employer contributions (assets) at end of year2022-12-31$2,131,039
Employer contributions (assets) at beginning of year2022-12-31$2,052,033
Income. Dividends from common stock2022-12-31$64,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,234,197
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$397,293
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$263,922
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,954,015
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$4,592,668
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 name2022-12-31THE HOBBS GROUP, PA
Accountancy firm EIN2022-12-31570957419
2021 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$7,843,870
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,233,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,969,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,884,400
Value of total assets at end of year2021-12-31$41,947,094
Value of total assets at beginning of year2021-12-31$37,336,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$263,954
Total interest from all sources2021-12-31$208,220
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,030,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$967,085
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$421,690
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8,654
Assets. Other investments not covered elsewhere at end of year2021-12-31$156,863
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$135,690
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$92,076
Administrative expenses (other) incurred2021-12-31$108
Total non interest bearing cash at end of year2021-12-31$28,237
Total non interest bearing cash at beginning of year2021-12-31$19,623
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$4,610,341
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,947,094
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,336,753
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
Investment advisory and management fees2021-12-31$261,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,341,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,046,986
Income. Interest from US Government securities2021-12-31$195,430
Income. Interest from corporate debt instruments2021-12-31$6,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,589,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,546,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,546,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,141
Asset value of US Government securities at end of year2021-12-31$916,697
Asset value of US Government securities at beginning of year2021-12-31$725,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,721,030
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$2,453,949
Employer contributions (assets) at end of year2021-12-31$2,052,033
Employer contributions (assets) at beginning of year2021-12-31$2,015,711
Income. Dividends from common stock2021-12-31$63,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,969,575
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$263,922
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$196,719
Contract administrator fees2021-12-31$2,600
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$4,592,668
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,548,834
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 name2021-12-31THE HOBBS GROUP, PA
Accountancy firm EIN2021-12-31570957419
2020 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$7,600,798
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,192,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,968,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,847,916
Value of total assets at end of year2020-12-31$37,336,753
Value of total assets at beginning of year2020-12-31$32,928,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$224,239
Total interest from all sources2020-12-31$213,550
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$731,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$677,176
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$340,778
Participant contributions at end of year2020-12-31$8,654
Assets. Other investments not covered elsewhere at end of year2020-12-31$135,690
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$114,665
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$92,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,158
Administrative expenses (other) incurred2020-12-31$159
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$19,623
Total non interest bearing cash at beginning of year2020-12-31$21,123
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$4,407,946
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,336,753
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,928,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$217,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,046,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,360,277
Income. Interest from US Government securities2020-12-31$190,230
Income. Interest from corporate debt instruments2020-12-31$7,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,546,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,271,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,271,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$15,371
Asset value of US Government securities at end of year2020-12-31$725,584
Asset value of US Government securities at beginning of year2020-12-31$572,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,807,443
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$2,419,745
Employer contributions (assets) at end of year2020-12-31$2,015,711
Employer contributions (assets) at beginning of year2020-12-31$2,474,729
Income. Dividends from common stock2020-12-31$54,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,968,613
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$196,719
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$857,527
Contract administrator fees2020-12-31$6,337
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,548,834
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,249,158
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 name2020-12-31THE HOBBS GROUP, PA
Accountancy firm EIN2020-12-31570957419
2019 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$5,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,400
Total income from all sources (including contributions)2019-12-31$7,835,321
Total income from all sources (including contributions)2019-12-31$7,835,321
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$1,216,551
Total of all expenses incurred2019-12-31$1,216,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,005,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,005,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,603,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,603,218
Value of total assets at end of year2019-12-31$32,928,807
Value of total assets at end of year2019-12-31$32,928,807
Value of total assets at beginning of year2019-12-31$26,315,437
Value of total assets at beginning of year2019-12-31$26,315,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$211,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$211,216
Total interest from all sources2019-12-31$136,032
Total interest from all sources2019-12-31$136,032
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$847,132
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$847,132
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$794,298
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$794,298
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$114,665
Assets. Other investments not covered elsewhere at end of year2019-12-31$114,665
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$208,463
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$208,463
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$128,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$128,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,667
Administrative expenses (other) incurred2019-12-31$138
Administrative expenses (other) incurred2019-12-31$138
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$5,400
Liabilities. Value of operating payables at beginning of year2019-12-31$5,400
Total non interest bearing cash at end of year2019-12-31$21,123
Total non interest bearing cash at end of year2019-12-31$21,123
Total non interest bearing cash at beginning of year2019-12-31$43,069
Total non interest bearing cash at beginning of year2019-12-31$43,069
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$6,618,770
Value of net income/loss2019-12-31$6,618,770
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,928,807
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,928,807
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,310,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,310,037
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$202,614
Investment advisory and management fees2019-12-31$202,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,360,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,360,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,916,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,916,445
Income. Interest from corporate debt instruments2019-12-31$111,814
Income. Interest from corporate debt instruments2019-12-31$111,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,271,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,271,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$940,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$940,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$940,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$940,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,218
Asset value of US Government securities at end of year2019-12-31$572,046
Asset value of US Government securities at end of year2019-12-31$572,046
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,248,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,248,939
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$2,474,729
Contributions received in cash from employer2019-12-31$2,474,729
Employer contributions (assets) at end of year2019-12-31$2,474,729
Employer contributions (assets) at end of year2019-12-31$2,474,729
Employer contributions (assets) at beginning of year2019-12-31$2,288,996
Employer contributions (assets) at beginning of year2019-12-31$2,288,996
Income. Dividends from common stock2019-12-31$52,834
Income. Dividends from common stock2019-12-31$52,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,005,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,005,335
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$857,527
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$857,527
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$490,428
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$490,428
Contract administrator fees2019-12-31$8,464
Contract administrator fees2019-12-31$8,464
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,249,158
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,249,158
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,422,682
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,422,682
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31THE HOBBS GROUP, PA
Accountancy firm name2019-12-31THE HOBBS GROUP, PA
Accountancy firm EIN2019-12-31570957419
Accountancy firm EIN2019-12-31570957419
2018 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$5,400
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$1,026,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,400,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,207,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,288,996
Value of total assets at end of year2018-12-31$26,315,437
Value of total assets at beginning of year2018-12-31$27,683,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$192,992
Total interest from all sources2018-12-31$26,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$54,563
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$208,463
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$230,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$45,748
Liabilities. Value of operating payables at end of year2018-12-31$5,400
Total non interest bearing cash at end of year2018-12-31$43,069
Total non interest bearing cash at beginning of year2018-12-31$16,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,373,757
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,310,037
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,683,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$176,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,916,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,784,856
Income. Interest from corporate debt instruments2018-12-31$16,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$940,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$798,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$798,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,389,480
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$2,288,996
Employer contributions (assets) at end of year2018-12-31$2,288,996
Employer contributions (assets) at beginning of year2018-12-31$2,351,214
Income. Dividends from common stock2018-12-31$54,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,207,063
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$490,428
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$16,191
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,422,682
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,500,742
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31THE HOBBS GROUP, PA
Accountancy firm EIN2018-12-31570957419
2017 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$5,534,511
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,116,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,012,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,361,005
Value of total assets at end of year2017-12-31$27,683,794
Value of total assets at beginning of year2017-12-31$23,265,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$103,209
Total interest from all sources2017-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$230,884
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$190,114
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$16,830
Total non interest bearing cash at beginning of year2017-12-31$58,472
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$4,418,466
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,683,794
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,265,328
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
Investment advisory and management fees2017-12-31$100,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,784,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,774,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$798,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,405,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,405,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,173,506
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$2,351,214
Employer contributions (assets) at end of year2017-12-31$2,351,214
Employer contributions (assets) at beginning of year2017-12-31$2,124,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,012,836
Contract administrator fees2017-12-31$2,625
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,500,742
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,712,384
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31THE HOBBS GROUP, PA
Accountancy firm EIN2017-12-31570957419
2016 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$13,615
Total income from all sources (including contributions)2016-12-31$3,493,837
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,176,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,093,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,254,629
Value of total assets at end of year2016-12-31$23,265,328
Value of total assets at beginning of year2016-12-31$20,961,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$82,692
Total interest from all sources2016-12-31$2,461
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$605,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$567,891
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$190,114
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$330,883
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$130,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,615
Other income not declared elsewhere2016-12-31$61,961
Total non interest bearing cash at end of year2016-12-31$58,472
Total non interest bearing cash at beginning of year2016-12-31$14,983
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$2,317,661
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,265,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,947,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$79,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,774,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,203,118
Income. Interest from corporate debt instruments2016-12-31$185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,405,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,280,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,280,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$569,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,124,629
Employer contributions (assets) at end of year2016-12-31$2,124,628
Employer contributions (assets) at beginning of year2016-12-31$2,222,396
Income. Dividends from common stock2016-12-31$37,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,093,484
Contract administrator fees2016-12-31$3,050
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,712,384
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,909,688
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 name2016-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2016-12-31263965901
2015 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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$13,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$84,959
Total income from all sources (including contributions)2015-12-31$1,905,976
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,154,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,077,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,264,981
Value of total assets at end of year2015-12-31$20,961,282
Value of total assets at beginning of year2015-12-31$20,280,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,694
Total interest from all sources2015-12-31$10,990
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$656,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$628,614
Administrative expenses professional fees incurred2015-12-31$76,694
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$330,883
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$315,064
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$84,959
Total non interest bearing cash at end of year2015-12-31$14,983
Total non interest bearing cash at beginning of year2015-12-31$315,724
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$751,694
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,947,667
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,195,973
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$15,203,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,515,591
Income. Interest from corporate debt instruments2015-12-31$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,280,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,037,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,037,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$10,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,026,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,222,396
Employer contributions (assets) at end of year2015-12-31$2,222,396
Employer contributions (assets) at beginning of year2015-12-31$2,229,362
Income. Dividends from common stock2015-12-31$27,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,077,588
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,909,688
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$867,963
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 name2015-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2015-12-31263965901
2014 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$403,481
Total unrealized appreciation/depreciation of assets2014-12-31$403,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$84,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$67,502
Total income from all sources (including contributions)2014-12-31$3,116,896
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,795,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,680,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,377,370
Value of total assets at end of year2014-12-31$20,280,932
Value of total assets at beginning of year2014-12-31$19,942,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$115,195
Total interest from all sources2014-12-31$13,576
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$317,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$315,064
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,058,793
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$148,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$84,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$67,502
Other income not declared elsewhere2014-12-31$4,887
Administrative expenses (other) incurred2014-12-31$17,457
Total non interest bearing cash at end of year2014-12-31$315,724
Total non interest bearing cash at beginning of year2014-12-31$48,868
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$321,471
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,195,973
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,874,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,515,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,893,496
Income. Interest from corporate debt instruments2014-12-31$13,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,037,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$747,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$747,474
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$2,229,362
Employer contributions (assets) at end of year2014-12-31$2,229,362
Employer contributions (assets) at beginning of year2014-12-31$2,376,661
Income. Dividends from common stock2014-12-31$317,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,680,230
Contract administrator fees2014-12-31$97,738
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$867,963
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$816,712
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2014-12-31263965901
2013 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,232,123
Total unrealized appreciation/depreciation of assets2013-12-31$3,232,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,877
Total income from all sources (including contributions)2013-12-31$6,015,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,817,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,602,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,408,679
Value of total assets at end of year2013-12-31$19,942,004
Value of total assets at beginning of year2013-12-31$41,711,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$215,650
Total interest from all sources2013-12-31$21,838
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$352,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$567,099
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,058,793
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,818,035
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$67,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$34,877
Administrative expenses (other) incurred2013-12-31$34,476
Total non interest bearing cash at end of year2013-12-31$48,868
Total non interest bearing cash at beginning of year2013-12-31$184,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-21,802,372
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,874,502
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,676,874
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$329,417
Investment advisory and management fees2013-12-31$103,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,893,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,856,341
Income. Interest from corporate debt instruments2013-12-31$21,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$747,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,092,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,092,763
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$2,376,661
Employer contributions (assets) at end of year2013-12-31$2,376,661
Employer contributions (assets) at beginning of year2013-12-31$2,195,275
Income. Dividends from common stock2013-12-31$352,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,602,024
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$595,319
Contract administrator fees2013-12-31$77,585
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$816,712
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$8,069,295
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2013-12-31263965901
2012 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,093,653
Total unrealized appreciation/depreciation of assets2012-12-31$3,093,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,766
Total income from all sources (including contributions)2012-12-31$6,072,868
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,239,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,013,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,185,410
Value of total assets at end of year2012-12-31$41,711,751
Value of total assets at beginning of year2012-12-31$40,847,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$225,684
Total interest from all sources2012-12-31$47,772
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$735,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$517,898
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$567,099
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,818,035
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,328,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$34,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,766
Other income not declared elsewhere2012-12-31$10,698
Administrative expenses (other) incurred2012-12-31$39,331
Total non interest bearing cash at end of year2012-12-31$184,740
Total non interest bearing cash at beginning of year2012-12-31$19,970
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$833,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,676,874
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,843,456
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
Assets. partnership/joint venture interests at end of year2012-12-31$329,417
Assets. partnership/joint venture interests at beginning of year2012-12-31$117,045
Investment advisory and management fees2012-12-31$165,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,856,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,599,717
Interest earned on other investments2012-12-31$23,598
Income. Interest from corporate debt instruments2012-12-31$21,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,092,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,717,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,717,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,587
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 plan2012-12-31Yes
Contributions received in cash from employer2012-12-31$2,185,410
Employer contributions (assets) at end of year2012-12-31$2,195,275
Employer contributions (assets) at beginning of year2012-12-31$545,467
Income. Dividends from preferred stock2012-12-31$17,252
Income. Dividends from common stock2012-12-31$200,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,013,766
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$595,319
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$654,795
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$63,116
Contract administrator fees2012-12-31$21,293
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$8,069,295
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,797,970
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2012-12-31263965901
2011 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,385,649
Total unrealized appreciation/depreciation of assets2011-12-31$-2,385,649
Total transfer of assets to this plan2011-12-31$2,781,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,766
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$638,382
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$808,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$631,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,134,225
Value of total assets at end of year2011-12-31$40,847,222
Value of total assets at beginning of year2011-12-31$38,232,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$177,780
Total interest from all sources2011-12-31$33,466
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$873,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$662,960
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,328,714
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,980,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-17,377
Administrative expenses (other) incurred2011-12-31$5,901
Total non interest bearing cash at end of year2011-12-31$19,970
Total non interest bearing cash at beginning of year2011-12-31$7,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-170,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,843,456
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,232,059
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
Assets. partnership/joint venture interests at end of year2011-12-31$117,045
Investment advisory and management fees2011-12-31$151,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,599,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,288,307
Income. Interest from corporate debt instruments2011-12-31$29,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,717,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,565,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,565,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31Yes
Contributions received in cash from employer2011-12-31$2,134,225
Employer contributions (assets) at end of year2011-12-31$545,467
Employer contributions (assets) at beginning of year2011-12-31$621,827
Income. Dividends from preferred stock2011-12-31$24,760
Income. Dividends from common stock2011-12-31$185,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$631,103
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$654,795
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$709,428
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$63,116
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$100,682
Contract administrator fees2011-12-31$20,797
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,797,970
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,956,938
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2011-12-31263965901
2010 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,689,295
Total unrealized appreciation/depreciation of assets2010-12-31$2,689,295
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$5,229,847
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$587,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$450,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,918,520
Value of total assets at end of year2010-12-31$38,232,059
Value of total assets at beginning of year2010-12-31$33,590,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$137,347
Total interest from all sources2010-12-31$38,938
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$565,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$381,116
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,980,575
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,931,932
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$96,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$17,418
Administrative expenses (other) incurred2010-12-31$5,470
Total non interest bearing cash at end of year2010-12-31$7,755
Total non interest bearing cash at beginning of year2010-12-31$435,695
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$4,641,928
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,232,059
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,590,131
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
Investment advisory and management fees2010-12-31$117,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,288,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,562,920
Income. Interest from corporate debt instruments2010-12-31$36,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,565,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,145,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,145,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,821,943
Employer contributions (assets) at end of year2010-12-31$621,827
Employer contributions (assets) at beginning of year2010-12-31$322,428
Income. Dividends from preferred stock2010-12-31$4,812
Income. Dividends from common stock2010-12-31$179,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$450,572
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$709,428
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$253,080
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$100,682
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$131,890
Contract administrator fees2010-12-31$14,411
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,956,938
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9,806,841
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DURANT, SCHRAIBMAN & LINDSAY, LLC
Accountancy firm EIN2010-12-31263965901
2009 : PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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 PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A.

2022: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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
2009: PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. 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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 2
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260277-01
Policy instance 1
Insurance contract or identification number1260277-01
Number of Individuals Covered55
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 2
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260277-01
Policy instance 1
Insurance contract or identification number1260277-01
Number of Individuals Covered52
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 2
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260277-01
Policy instance 1
Insurance contract or identification number1260277-01
Number of Individuals Covered47
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260277-01
Policy instance 1
Insurance contract or identification number1260277-01
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 2
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110948035
Policy instance 2
Insurance contract or identification number110948035
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260277-01
Policy instance 1
Insurance contract or identification number1260277-01
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 3
Insurance contract or identification number110842600
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110948035
Policy instance 2
Insurance contract or identification number110948035
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260277-01
Policy instance 3
Insurance contract or identification number1260277-01
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 1
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110948035
Policy instance 2
Insurance contract or identification number110948035
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 1
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1010470710
Policy instance 2
Insurance contract or identification number1010470710
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 1
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100742347
Policy instance 8
Insurance contract or identification number1100742347
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 1
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100722083
Policy instance 2
Insurance contract or identification number1100722083
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100948035
Policy instance 3
Insurance contract or identification number1100948035
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-10-19
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100691320
Policy instance 4
Insurance contract or identification number1100691320
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100742503
Policy instance 10
Insurance contract or identification number1100742503
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100743527
Policy instance 9
Insurance contract or identification number1100743527
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100693706
Policy instance 6
Insurance contract or identification number1100693706
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100940198
Policy instance 7
Insurance contract or identification number1100940198
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100691320
Policy instance 3
Insurance contract or identification number1100691320
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 1
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1100948035
Policy instance 2
Insurance contract or identification number1100948035
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-10-19
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number110842600
Policy instance 1
Insurance contract or identification number110842600
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number710735221
Policy instance 2
Insurance contract or identification number710735221
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-10-19
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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