401k Plan data: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST plan

WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 401k Plan overview

Plan Name	WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST
Plan identification number	002

WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

WEST FLORIDA MEDICAL ASSOCIATES P.A. has sponsored the creation of one or more 401k plans.

Company Name: WEST FLORIDA MEDICAL ASSOCIATES P.A.

Employer identification number (EIN): 593411454

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 BHADRESH PATEL 2023-02-15
002 2020-01-01 BHADRESH PATEL 2021-10-12
002 2019-01-01 BHADRESH PATEL 2020-10-13
002 2018-01-01 BHADRESH PATEL 2019-10-15
002 2018-01-01 BHADRESH PATEL 2019-10-15
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 VENUGOPALA REDDY 2015-08-28 VENUGOPALA REDDY 2015-08-28
002 2013-01-01 VENUGOPALA REDDY 2014-09-25 VENUGOPALA REDDY 2014-09-25
002 2012-01-01 VENUGOPALA REDDY 2013-07-30 VENUGOPALA REDDY 2013-07-30
002 2011-01-01 VENUGOPALA REDDY 2012-10-10 VENUGOPALA REDDY 2012-10-10
002 2010-01-01 MARIANANDA P. KUMAR 2011-09-08 MARIANANDA P. KUMAR 2011-09-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	BHADRESH PATEL	2023-02-15
002	2020-01-01	BHADRESH PATEL	2021-10-12
002	2019-01-01	BHADRESH PATEL	2020-10-13
002	2018-01-01	BHADRESH PATEL	2019-10-15
002	2018-01-01	BHADRESH PATEL	2019-10-15
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	VENUGOPALA REDDY	2015-08-28	VENUGOPALA REDDY	2015-08-28
002	2013-01-01	VENUGOPALA REDDY	2014-09-25	VENUGOPALA REDDY	2014-09-25
002	2012-01-01	VENUGOPALA REDDY	2013-07-30	VENUGOPALA REDDY	2013-07-30
002	2011-01-01	VENUGOPALA REDDY	2012-10-10	VENUGOPALA REDDY	2012-10-10
002	2010-01-01	MARIANANDA P. KUMAR	2011-09-08	MARIANANDA P. KUMAR	2011-09-08

Plan Statistics for WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST

401k plan membership statisitcs for WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST

Measure Date Value
2021: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 113
Number of retired or separated participants receiving benefits 2021-01-01 21
Number of other retired or separated participants entitled to future benefits 2021-01-01 76
Total of all active and inactive participants 2021-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 210
Number of participants with account balances 2021-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 118
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 69
Total of all active and inactive participants 2020-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 201
Number of participants with account balances 2020-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 110
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 172
Number of participants with account balances 2019-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 98
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 103
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8

Measure	Date	Value
2021: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	113
Number of retired or separated participants receiving benefits	2021-01-01	21
Number of other retired or separated participants entitled to future benefits	2021-01-01	76
Total of all active and inactive participants	2021-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	210
Number of participants with account balances	2021-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	118
Number of retired or separated participants receiving benefits	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	69
Total of all active and inactive participants	2020-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	201
Number of participants with account balances	2020-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	110
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	172
Number of participants with account balances	2019-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	98
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	103
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8

Financial Data on WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST

Measure	Date	Value
2021 : WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$86,512
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	$4,776,244
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$416,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$388,737
Expenses. Certain deemed distributions of participant loans	2021-12-31	$22,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,269,743
Value of total assets at end of year	2021-12-31	$30,381,051
Value of total assets at beginning of year	2021-12-31	$25,934,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,540
Total interest from all sources	2021-12-31	$7,207
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$564,073
Participant contributions at end of year	2021-12-31	$119,092
Participant contributions at beginning of year	2021-12-31	$111,614
Participant contributions at end of year	2021-12-31	$13,502
Participant contributions at beginning of year	2021-12-31	$63
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$86,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,359,560
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,294,539
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,934,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,540
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,333,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,775,623
Interest on participant loans	2021-12-31	$7,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$204,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,299,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,499,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$705,670
Employer contributions (assets) at end of year	2021-12-31	$705,670
Employer contributions (assets) at beginning of year	2021-12-31	$747,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$388,737
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	COLEMAN AND ASSOCIATES
Accountancy firm EIN	2021-12-31	263593932
2020 : WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,921,898
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$265,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$254,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,487,312
Value of total assets at end of year	2020-12-31	$25,934,979
Value of total assets at beginning of year	2020-12-31	$22,278,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,678
Total interest from all sources	2020-12-31	$7,912
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$739,464
Participant contributions at end of year	2020-12-31	$111,614
Participant contributions at beginning of year	2020-12-31	$60,830
Participant contributions at end of year	2020-12-31	$63
Participant contributions at beginning of year	2020-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,656,512
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,934,979
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,278,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,775,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,418,792
Interest on participant loans	2020-12-31	$7,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,299,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$50,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,426,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$747,848
Employer contributions (assets) at end of year	2020-12-31	$747,848
Employer contributions (assets) at beginning of year	2020-12-31	$744,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$254,708
Contract administrator fees	2020-12-31	$10,678
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	COLEMAN AND ASSOCIATES
Accountancy firm EIN	2020-12-31	263593932
2019 : WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,521,433
Total income from all sources (including contributions)	2019-12-31	$5,521,433
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$838,414
Total of all expenses incurred	2019-12-31	$838,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$823,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$823,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,501,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,501,361
Value of total assets at end of year	2019-12-31	$22,278,467
Value of total assets at end of year	2019-12-31	$22,278,467
Value of total assets at beginning of year	2019-12-31	$17,595,448
Value of total assets at beginning of year	2019-12-31	$17,595,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,100
Total interest from all sources	2019-12-31	$8,059
Total interest from all sources	2019-12-31	$8,059
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$727,975
Contributions received from participants	2019-12-31	$727,975
Participant contributions at end of year	2019-12-31	$60,830
Participant contributions at end of year	2019-12-31	$60,830
Participant contributions at beginning of year	2019-12-31	$46,218
Participant contributions at beginning of year	2019-12-31	$46,218
Participant contributions at end of year	2019-12-31	$15
Participant contributions at end of year	2019-12-31	$15
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$28,498
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$28,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,683,019
Value of net income/loss	2019-12-31	$4,683,019
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,278,467
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,278,467
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,595,448
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,595,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,418,792
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,418,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,824,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,824,049
Interest on participant loans	2019-12-31	$7,469
Interest on participant loans	2019-12-31	$7,469
Interest earned on other investments	2019-12-31	$501
Interest earned on other investments	2019-12-31	$501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$89
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$89
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$50,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$50,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$50,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$50,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,012,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,012,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$744,888
Contributions received in cash from employer	2019-12-31	$744,888
Employer contributions (assets) at end of year	2019-12-31	$744,888
Employer contributions (assets) at end of year	2019-12-31	$744,888
Employer contributions (assets) at beginning of year	2019-12-31	$671,193
Employer contributions (assets) at beginning of year	2019-12-31	$671,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$823,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$823,314
Contract administrator fees	2019-12-31	$15,100
Contract administrator fees	2019-12-31	$15,100
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COLEMAN AND ASSOCIATES
Accountancy firm name	2019-12-31	COLEMAN AND ASSOCIATES
Accountancy firm EIN	2019-12-31	263593932
Accountancy firm EIN	2019-12-31	263593932
2018 : WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-24,390
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$782,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$777,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,349,433
Value of total assets at end of year	2018-12-31	$17,595,448
Value of total assets at beginning of year	2018-12-31	$18,402,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,845
Total interest from all sources	2018-12-31	$1,816
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$678,240
Participant contributions at end of year	2018-12-31	$46,218
Participant contributions at beginning of year	2018-12-31	$35,173
Other income not declared elsewhere	2018-12-31	$7,943
Total non interest bearing cash at end of year	2018-12-31	$16,878,037
Total non interest bearing cash at beginning of year	2018-12-31	$17,699,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-806,953
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,595,448
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,402,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest on participant loans	2018-12-31	$1,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,383,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$671,193
Employer contributions (assets) at end of year	2018-12-31	$671,193
Employer contributions (assets) at beginning of year	2018-12-31	$667,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$777,718
Contract administrator fees	2018-12-31	$4,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COLEMAN AND ASSOCIATES
Accountancy firm EIN	2018-12-31	263593932
2017 : WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,591,078
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$268,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$219,351
Expenses. Certain deemed distributions of participant loans	2017-12-31	$46,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,301,687
Value of total assets at end of year	2017-12-31	$18,402,401
Value of total assets at beginning of year	2017-12-31	$14,079,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,440
Total interest from all sources	2017-12-31	$5,135
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$612,292
Participant contributions at end of year	2017-12-31	$35,173
Participant contributions at beginning of year	2017-12-31	$73,344
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$17,624
Other income not declared elsewhere	2017-12-31	$636,281
Total non interest bearing cash at end of year	2017-12-31	$17,699,654
Total non interest bearing cash at beginning of year	2017-12-31	$14,006,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,322,588
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,402,401
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,079,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest on participant loans	2017-12-31	$5,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,647,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$671,771
Employer contributions (assets) at end of year	2017-12-31	$667,574
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$219,351
Contract administrator fees	2017-12-31	$2,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COLEMAN AND ASSOCIATES
Accountancy firm EIN	2017-12-31	263593932

Form 5500 Responses for WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST

2021: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEST FLORIDA MEDICAL ASSOCIATES P.A. 401K PS PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814570

Policy instance

Insurance contract or identification number	814570
Number of Individuals Covered	197
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $68,067
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $68,067
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814570

Policy instance

Insurance contract or identification number	814570
Number of Individuals Covered	201
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $52,961
Total amount of fees paid to insurance company	USD $10,393
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $52,961
Insurance broker organization code?	3
Amount paid for insurance broker fees	10393
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814570

Policy instance

Insurance contract or identification number	814570
Number of Individuals Covered	148
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $47,753
Total amount of fees paid to insurance company	USD $9,308
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $47,753
Insurance broker organization code?	3
Amount paid for insurance broker fees	9308
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814570

Policy instance

Insurance contract or identification number	814570
Number of Individuals Covered	138
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $45,399
Total amount of fees paid to insurance company	USD $9,031
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45,399
Insurance broker organization code?	3
Amount paid for insurance broker fees	9031
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814570

Policy instance

Insurance contract or identification number	814570
Number of Individuals Covered	131
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $39,235
Total amount of fees paid to insurance company	USD $7,699
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WEST FLORIDA MEDICAL ASSOCIATES P.A.
Employer identification number (EIN):	593411454
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)