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UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST 401k Plan overview

Plan NameUNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST
Plan identification number 505

UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C.
Employer identification number (EIN):570935917
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052011-07-01MICHAEL C. KEELS

Plan Statistics for UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST

401k plan membership statisitcs for UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST

Measure Date Value
2011: UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01876
Total number of active participants reported on line 7a of the Form 55002011-07-01804
Number of retired or separated participants receiving benefits2011-07-0125
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-01836

Financial Data on UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST

Measure Date Value
2012 : UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$30,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$20,007
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$572,832
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$268,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$259,277
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$569,273
Value of total assets at end of year2012-06-30$2,056,188
Value of total assets at beginning of year2012-06-30$1,740,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,123
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$26,115
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Assets. Real estate other than employer real property at end of year2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$47,000
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at end of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at end of year2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$304,432
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,025,351
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,720,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$0
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$9,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,904,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,601,318
Interest on participant loans2012-06-30$0
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$68,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$66,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$66,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$26,115
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-22,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at end of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$522,273
Employer contributions (assets) at end of year2012-06-30$82,790
Employer contributions (assets) at beginning of year2012-06-30$72,799
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$259,277
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Contract administrator fees2012-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Liabilities. Value of benefit claims payable at end of year2012-06-30$30,837
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$20,007
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-06-30560747981

Form 5500 Responses for UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST

2011: UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

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