401k Plan data: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN plan

RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN
Plan identification number	002

RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

RIO GRANDE UROLOGY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: RIO GRANDE UROLOGY, P.A.

Employer identification number (EIN): 611519241

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 HECTOR SANTANA 2020-10-13
002 2018-01-01 HECTOR SANTANA 2019-10-14
002 2018-01-01 HECTOR SANTANA 2019-10-14
002 2017-01-01 HECTOR SANTANA HECTOR SANTANA 2018-10-12
002 2016-01-01 HECTOR SANTANA 2017-10-03 HECTOR SANTANA 2017-10-03
002 2016-01-01 HECTOR SANTANA 2017-12-21 HECTOR SANTANA 2017-12-21
002 2015-01-01 HECTOR SANTANA 2016-10-13 HECTOR SANTANA 2016-10-13
002 2014-01-01 HECTOR SANTANA 2015-10-14 HECTOR SANTANA 2015-10-14
002 2013-01-01 NEPHTALI MATTA 2014-10-13 NEPHTALI MATTA 2014-10-13
002 2012-01-01 NEPHTALI MATTA 2013-10-15 NEPHTALI MATTA 2013-10-15
002 2011-01-01 NEPHTALI MATTA 2012-09-27 NEPHTALI MATTA 2012-09-27
002 2010-01-01 NEPHTALI MATTA 2011-10-13 NEPHTALI MATTA 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	HECTOR SANTANA	2020-10-13
002	2018-01-01	HECTOR SANTANA	2019-10-14
002	2018-01-01	HECTOR SANTANA	2019-10-14
002	2017-01-01	HECTOR SANTANA		HECTOR SANTANA	2018-10-12
002	2016-01-01	HECTOR SANTANA	2017-10-03	HECTOR SANTANA	2017-10-03
002	2016-01-01	HECTOR SANTANA	2017-12-21	HECTOR SANTANA	2017-12-21
002	2015-01-01	HECTOR SANTANA	2016-10-13	HECTOR SANTANA	2016-10-13
002	2014-01-01	HECTOR SANTANA	2015-10-14	HECTOR SANTANA	2015-10-14
002	2013-01-01	NEPHTALI MATTA	2014-10-13	NEPHTALI MATTA	2014-10-13
002	2012-01-01	NEPHTALI MATTA	2013-10-15	NEPHTALI MATTA	2013-10-15
002	2011-01-01	NEPHTALI MATTA	2012-09-27	NEPHTALI MATTA	2012-09-27
002	2010-01-01	NEPHTALI MATTA	2011-10-13	NEPHTALI MATTA	2011-10-13

Plan Statistics for RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN

Measure Date Value
2019: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 12,046,999
Acturial value of plan assets 2019-12-31 12,046,999
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 26
Fundng target for terminated vested participants 2019-12-31 1,648,091
Active participant vested funding target 2019-12-31 9,953,840
Number of active participants 2019-12-31 118
Total funding liabilities for active participants 2019-12-31 10,032,196
Total participant count 2019-12-31 144
Total funding target for all participants 2019-12-31 11,680,287
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 608,994
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 608,994
Present value of excess contributions 2019-12-31 1,489,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,575,701
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 1,575,671
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 2,144,532
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 645,560
Net shortfall amortization installment of oustanding balance 2019-12-31 1,777,821
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 1,002,085
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 1,002,085
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 10,364,152
Acturial value of plan assets 2018-12-31 10,364,152
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 30
Fundng target for terminated vested participants 2018-12-31 1,523,976
Active participant vested funding target 2018-12-31 8,618,922
Number of active participants 2018-12-31 92
Total funding liabilities for active participants 2018-12-31 8,632,097
Total participant count 2018-12-31 122
Total funding target for all participants 2018-12-31 10,156,073
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 485,643
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 485,643
Present value of excess contributions 2018-12-31 55,288
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 58,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 58,323
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 608,994
Total employer contributions 2018-12-31 2,519,821
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 2,260,435
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 655,472
Net shortfall amortization installment of oustanding balance 2018-12-31 400,915
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 771,396
Additional cash requirement 2018-12-31 771,396
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 2,260,435
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
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 30
Total of all active and inactive participants 2018-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 7,992,259
Acturial value of plan assets 2017-12-31 7,992,259
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 27
Fundng target for terminated vested participants 2017-12-31 48,053
Active participant vested funding target 2017-12-31 8,093,828
Number of active participants 2017-12-31 104
Total funding liabilities for active participants 2017-12-31 8,099,675
Total participant count 2017-12-31 131
Total funding target for all participants 2017-12-31 8,147,728
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 463,046
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 463,046
Present value of excess contributions 2017-12-31 22,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 23,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 485,643
Total employer contributions 2017-12-31 1,448,692
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,269,086
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,130,876
Net shortfall amortization installment of oustanding balance 2017-12-31 641,198
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,268,065
Additional cash requirement 2017-12-31 1,268,065
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,269,086
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 99
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 16
Total of all active and inactive participants 2017-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 6,362,669
Acturial value of plan assets 2016-12-31 6,362,669
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 13
Fundng target for terminated vested participants 2016-12-31 24,692
Active participant vested funding target 2016-12-31 6,397,956
Number of active participants 2016-12-31 93
Total funding liabilities for active participants 2016-12-31 6,399,551
Total participant count 2016-12-31 106
Total funding target for all participants 2016-12-31 6,424,243
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 614,526
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 614,526
Present value of excess contributions 2016-12-31 115,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 121,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 114,793
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 463,046
Total employer contributions 2016-12-31 1,362,191
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 1,197,294
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,070,437
Net shortfall amortization installment of oustanding balance 2016-12-31 524,620
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,175,020
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 1,175,020
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,197,294
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	12,046,999
Acturial value of plan assets	2019-12-31	12,046,999
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	26
Fundng target for terminated vested participants	2019-12-31	1,648,091
Active participant vested funding target	2019-12-31	9,953,840
Number of active participants	2019-12-31	118
Total funding liabilities for active participants	2019-12-31	10,032,196
Total participant count	2019-12-31	144
Total funding target for all participants	2019-12-31	11,680,287
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	608,994
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	608,994
Present value of excess contributions	2019-12-31	1,489,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,575,701
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	1,575,671
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	2,144,532
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	645,560
Net shortfall amortization installment of oustanding balance	2019-12-31	1,777,821
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	1,002,085
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	1,002,085
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	10,364,152
Acturial value of plan assets	2018-12-31	10,364,152
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	30
Fundng target for terminated vested participants	2018-12-31	1,523,976
Active participant vested funding target	2018-12-31	8,618,922
Number of active participants	2018-12-31	92
Total funding liabilities for active participants	2018-12-31	8,632,097
Total participant count	2018-12-31	122
Total funding target for all participants	2018-12-31	10,156,073
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	485,643
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	485,643
Present value of excess contributions	2018-12-31	55,288
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	58,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	58,323
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	608,994
Total employer contributions	2018-12-31	2,519,821
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	2,260,435
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	655,472
Net shortfall amortization installment of oustanding balance	2018-12-31	400,915
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	771,396
Additional cash requirement	2018-12-31	771,396
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,260,435
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
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	30
Total of all active and inactive participants	2018-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	7,992,259
Acturial value of plan assets	2017-12-31	7,992,259
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	27
Fundng target for terminated vested participants	2017-12-31	48,053
Active participant vested funding target	2017-12-31	8,093,828
Number of active participants	2017-12-31	104
Total funding liabilities for active participants	2017-12-31	8,099,675
Total participant count	2017-12-31	131
Total funding target for all participants	2017-12-31	8,147,728
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	463,046
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	463,046
Present value of excess contributions	2017-12-31	22,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	23,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	485,643
Total employer contributions	2017-12-31	1,448,692
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,269,086
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,130,876
Net shortfall amortization installment of oustanding balance	2017-12-31	641,198
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,268,065
Additional cash requirement	2017-12-31	1,268,065
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,269,086
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	99
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	16
Total of all active and inactive participants	2017-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	6,362,669
Acturial value of plan assets	2016-12-31	6,362,669
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	13
Fundng target for terminated vested participants	2016-12-31	24,692
Active participant vested funding target	2016-12-31	6,397,956
Number of active participants	2016-12-31	93
Total funding liabilities for active participants	2016-12-31	6,399,551
Total participant count	2016-12-31	106
Total funding target for all participants	2016-12-31	6,424,243
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	614,526
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	614,526
Present value of excess contributions	2016-12-31	115,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	121,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	114,793
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	463,046
Total employer contributions	2016-12-31	1,362,191
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	1,197,294
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,070,437
Net shortfall amortization installment of oustanding balance	2016-12-31	524,620
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,175,020
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	1,175,020
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,197,294
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN

Measure	Date	Value
2019 : RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	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	$821,996
Total income from all sources (including contributions)	2019-12-31	$821,996
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	$12,965,697
Total of all expenses incurred	2019-12-31	$12,965,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,905,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,905,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$12,143,701
Value of total assets at beginning of year	2019-12-31	$12,143,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,050
Total interest from all sources	2019-12-31	$11
Total interest from all sources	2019-12-31	$11
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	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$58,403
Administrative expenses professional fees incurred	2019-12-31	$58,403
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
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
Administrative expenses (other) incurred	2019-12-31	$1,647
Administrative expenses (other) incurred	2019-12-31	$1,647
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	$-12,143,701
Value of net income/loss	2019-12-31	$-12,143,701
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,143,701
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,143,701
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 pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,622,233
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,622,233
Interest earned on other investments	2019-12-31	$11
Interest earned on other investments	2019-12-31	$11
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
Contributions received in cash from employer	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$2,519,821
Employer contributions (assets) at beginning of year	2019-12-31	$2,519,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,905,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,905,647
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,647
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,647
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	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
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	Yes
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	Yes
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	LAUTERBACH BORSCHOW
Accountancy firm name	2019-12-31	LAUTERBACH BORSCHOW
Accountancy firm EIN	2019-12-31	742014723
Accountancy firm EIN	2019-12-31	742014723
2018 : RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	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	$1,837,671
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$58,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$22,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,519,821
Value of total assets at end of year	2018-12-31	$12,143,701
Value of total assets at beginning of year	2018-12-31	$10,364,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$35,327
Total interest from all sources	2018-12-31	$82
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	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
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	$1,779,549
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,143,701
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,364,152
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
Investment advisory and management fees	2018-12-31	$35,327
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,622,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,915,460
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,622,233
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,915,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-682,232
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	$2,519,821
Employer contributions (assets) at end of year	2018-12-31	$2,519,821
Employer contributions (assets) at beginning of year	2018-12-31	$1,448,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$22,795
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$1,647
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
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	LAUTERBACH BORSCHOW
Accountancy firm EIN	2018-12-31	742014723
2017 : RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	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	$2,394,257
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$72,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$57,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,448,692
Value of total assets at end of year	2017-12-31	$10,364,152
Value of total assets at beginning of year	2017-12-31	$8,042,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,027
Total interest from all sources	2017-12-31	$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 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
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
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$452,135
Other income not declared elsewhere	2017-12-31	$200
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	$2,321,404
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,364,152
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,042,748
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
Investment advisory and management fees	2017-12-31	$15,027
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,915,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,567,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,567,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$945,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$1,448,692
Employer contributions (assets) at end of year	2017-12-31	$1,448,692
Employer contributions (assets) at beginning of year	2017-12-31	$1,362,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$57,826
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,113,522
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,547,318
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	LAUTERBACH BORSCHOW
Accountancy firm EIN	2017-12-31	742014723

Form 5500 Responses for RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN

2019: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
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 benefit arrangement – Insurance	Yes
2018: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 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 benefit arrangement – Insurance	Yes
2017: RIO GRANDE UROLOGY, P.A. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13154

Policy instance

Insurance contract or identification number	SA 13154
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13154

Policy instance

Insurance contract or identification number	SA 13154
Number of Individuals Covered	122
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13154

Policy instance

Insurance contract or identification number	SA 13154
Number of Individuals Covered	115
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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Company Name:	RIO GRANDE UROLOGY, P.A.
Employer identification number (EIN):	611519241
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)