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ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

ST. THOMAS MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:ST. THOMAS MEDICAL GROUP
Employer identification number (EIN):621807549
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01NICOLE CLAWSON2019-02-27
0012017-01-01NICOLE CLAWSON
0012016-01-01NICOLE CLAWSON
0012015-01-01NICOLE CLAWSON
0012014-01-01NICOLE CLAWSON
0012013-01-01NICOLE CLAWSON
0012012-01-01NICOLE CLAWSON
0012011-01-01NICOLE CLAWSON
0012009-01-01NICOLE CLAWSON

Plan Statistics for ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2017: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01415
Total number of active participants reported on line 7a of the Form 55002016-01-01234
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01345
Total number of active participants reported on line 7a of the Form 55002015-01-01228
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01185
Total of all active and inactive participants2015-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01415
Number of participants with account balances2015-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01329
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01164
Total of all active and inactive participants2014-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01344
Number of participants with account balances2014-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01328
Total number of active participants reported on line 7a of the Form 55002013-01-01186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01140
Total of all active and inactive participants2013-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01326
Number of participants with account balances2013-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01321
Total number of active participants reported on line 7a of the Form 55002012-01-01198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01127
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01325
Number of participants with account balances2012-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01344
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01321
Number of participants with account balances2011-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01348
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01133
Total of all active and inactive participants2009-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01350
Number of participants with account balances2009-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2017 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$-40,753
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,606,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,590,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18
Value of total assets at end of year2017-12-31$40
Value of total assets at beginning of year2017-12-31$3,647,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,403
Total interest from all sources2017-12-31$620
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,987
Administrative expenses professional fees incurred2017-12-31$2,675
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$259,124
Administrative expenses (other) incurred2017-12-31$13,728
Total non interest bearing cash at end of year2017-12-31$40
Total non interest bearing cash at beginning of year2017-12-31$1,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-3,647,503
Value of net assets at end of year (total assets less liabilities)2017-12-31$40
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,647,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,294,091
Interest earned on other investments2017-12-31$620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$92,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-54,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$-20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,590,347
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,705,448
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,835,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,731,104
Expenses. Certain deemed distributions of participant loans2016-12-31$23,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,121
Value of total assets at end of year2016-12-31$3,647,543
Value of total assets at beginning of year2016-12-31$19,777,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,457
Total interest from all sources2016-12-31$15,906
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$209,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$55,366
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$20,302
Assets. Other investments not covered elsewhere at end of year2016-12-31$259,124
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$243,129
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$15,995
Total non interest bearing cash at end of year2016-12-31$1,901
Total non interest bearing cash at beginning of year2016-12-31$4,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-16,129,552
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,647,543
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,777,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$65,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,294,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,939,877
Interest on participant loans2016-12-31$1,261
Interest earned on other investments2016-12-31$14,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$92,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,201,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,447,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,679
Employer contributions (assets) at end of year2016-12-31$-20
Employer contributions (assets) at beginning of year2016-12-31$312,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,731,104
Contract administrator fees2016-12-31$14,500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,331,099
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,545,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,472,291
Expenses. Certain deemed distributions of participant loans2015-12-31$7,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,303,795
Value of total assets at end of year2015-12-31$19,777,095
Value of total assets at beginning of year2015-12-31$19,991,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,185
Total interest from all sources2015-12-31$2,571
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$338,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$338,234
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$496,088
Participant contributions at end of year2015-12-31$55,366
Participant contributions at beginning of year2015-12-31$97,863
Participant contributions at end of year2015-12-31$20,302
Participant contributions at beginning of year2015-12-31$56,416
Assets. Other investments not covered elsewhere at end of year2015-12-31$243,129
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$249,498
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$207,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$392
Other income not declared elsewhere2015-12-31$-6,369
Administrative expenses (other) incurred2015-12-31$50,585
Total non interest bearing cash at end of year2015-12-31$4,513
Total non interest bearing cash at beginning of year2015-12-31$5,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-214,160
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,777,095
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,991,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,939,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,871,489
Interest on participant loans2015-12-31$2,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,201,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,166,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-307,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$600,070
Employer contributions (assets) at end of year2015-12-31$312,325
Employer contributions (assets) at beginning of year2015-12-31$529,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,472,291
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,849,798
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$728,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$664,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,582,439
Value of total assets at end of year2014-12-31$19,991,255
Value of total assets at beginning of year2014-12-31$17,869,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,718
Total interest from all sources2014-12-31$5,681
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$262,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$262,228
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$399,573
Participant contributions at end of year2014-12-31$97,863
Participant contributions at beginning of year2014-12-31$126,012
Participant contributions at end of year2014-12-31$56,416
Participant contributions at beginning of year2014-12-31$139,785
Assets. Other investments not covered elsewhere at end of year2014-12-31$249,498
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$240,172
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$404,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,296
Other income not declared elsewhere2014-12-31$9,326
Administrative expenses (other) incurred2014-12-31$55,868
Total non interest bearing cash at end of year2014-12-31$5,639
Total non interest bearing cash at beginning of year2014-12-31$978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,121,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,991,255
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,869,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,871,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,966,348
Interest on participant loans2014-12-31$5,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,166,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$809,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$990,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$778,422
Employer contributions (assets) at end of year2014-12-31$529,311
Employer contributions (assets) at beginning of year2014-12-31$562,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$664,370
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,864,856
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,000,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,949,010
Expenses. Certain deemed distributions of participant loans2013-12-31$172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,772,419
Value of total assets at end of year2013-12-31$17,869,545
Value of total assets at beginning of year2013-12-31$15,005,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,524
Total interest from all sources2013-12-31$57,416
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$446,879
Participant contributions at end of year2013-12-31$126,012
Participant contributions at beginning of year2013-12-31$124,798
Participant contributions at end of year2013-12-31$139,785
Participant contributions at beginning of year2013-12-31$84,702
Assets. Other investments not covered elsewhere at end of year2013-12-31$240,172
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,179,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$193
Administrative expenses (other) incurred2013-12-31$51,524
Total non interest bearing cash at end of year2013-12-31$978
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,864,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,869,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,005,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,966,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,762,121
Interest on participant loans2013-12-31$5,737
Interest earned on other investments2013-12-31$51,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$809,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$793,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,035,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,317,124
Employer contributions (assets) at end of year2013-12-31$562,479
Employer contributions (assets) at beginning of year2013-12-31$35,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,949,010
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2013-12-31621199757
2012 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,182,112
Total of all expenses incurred2012-12-31$406,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$374,915
Expenses. Certain deemed distributions of participant loans2012-12-31$45
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,418,384
Value of total assets at end of year2012-12-31$15,005,395
Value of total assets at beginning of year2012-12-31$12,229,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,480
Total interest from all sources2012-12-31$21,596
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$254,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$254,419
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$514,843
Participant contributions at end of year2012-12-31$124,798
Participant contributions at beginning of year2012-12-31$161,297
Participant contributions at end of year2012-12-31$84,702
Participant contributions at beginning of year2012-12-31$28,135
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,179,678
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,063,877
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$153
Other income not declared elsewhere2012-12-31$115,801
Administrative expenses (other) incurred2012-12-31$31,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,775,672
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,005,395
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,229,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,762,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,184,111
Interest on participant loans2012-12-31$6,676
Interest earned on other investments2012-12-31$14,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$27,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$27,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$793,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$755,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,371,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$902,194
Employer contributions (assets) at end of year2012-12-31$35,950
Employer contributions (assets) at beginning of year2012-12-31$9,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$374,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2012-12-31621199757
2011 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,180,423
Total of all expenses incurred2011-12-31$235,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$206,303
Expenses. Certain deemed distributions of participant loans2011-12-31$19
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,367,960
Value of total assets at end of year2011-12-31$12,229,723
Value of total assets at beginning of year2011-12-31$11,284,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,831
Total interest from all sources2011-12-31$27,710
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$196,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$196,630
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$520,556
Participant contributions at end of year2011-12-31$161,297
Participant contributions at beginning of year2011-12-31$181,335
Participant contributions at end of year2011-12-31$28,135
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,063,877
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,111,264
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$255
Other income not declared elsewhere2011-12-31$-47,117
Administrative expenses (other) incurred2011-12-31$28,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$945,270
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,229,723
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,284,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,184,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,248,861
Interest on participant loans2011-12-31$8,165
Interest earned on other investments2011-12-31$19,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$27,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$755,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$718,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-364,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$844,245
Employer contributions (assets) at end of year2011-12-31$9,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$206,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2011-12-31621199757
2010 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,622,399
Total of all expenses incurred2010-12-31$302,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$273,454
Value of total corrective distributions2010-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,377,342
Value of total assets at end of year2010-12-31$11,284,453
Value of total assets at beginning of year2010-12-31$8,964,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,864
Total interest from all sources2010-12-31$30,813
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$180,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$180,799
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$482,359
Participant contributions at end of year2010-12-31$181,335
Participant contributions at beginning of year2010-12-31$169,106
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,111,264
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,013,665
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$255
Other income not declared elsewhere2010-12-31$99,486
Administrative expenses (other) incurred2010-12-31$28,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,319,884
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,284,453
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,964,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,248,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,090,337
Interest on participant loans2010-12-31$9,210
Interest earned on other investments2010-12-31$21,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$20,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$20,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$718,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$670,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$933,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$888,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$273,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2010-12-31621199757
2009 : ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN

2017: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST. THOMAS MEDICAL GROUP PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH, PIERCE FENNER & SMIT
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered399
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,967
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH, PIERCE FENNER & SMIT
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,627
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,627
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH, PIERCE FENNER & SMIT
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered310
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,402
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,402
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH, PIERCE FENNER & SMIT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered325
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,856
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,856
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered321
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $914
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51325
Policy instance 1
Insurance contract or identification numberYK51325
Number of Individuals Covered343
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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