401k Plan data: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN plan

HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	002

HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHCARE PARTNERS INVESTMENTS,LLC has sponsored the creation of one or more 401k plans.

Company Name: HEALTHCARE PARTNERS INVESTMENTS,LLC

Employer identification number (EIN): 651233477

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,469
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,145
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 359
Total of all active and inactive participants 2022-01-01 1,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,505
Number of participants with account balances 2022-01-01 1,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 295
2021: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,464
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,191
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 277
Total of all active and inactive participants 2021-01-01 1,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,469
Number of participants with account balances 2021-01-01 1,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 249
2020: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,350
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,283
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 181
Total of all active and inactive participants 2020-01-01 1,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,464
Number of participants with account balances 2020-01-01 1,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 76
2019: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,214
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,225
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 125
Total of all active and inactive participants 2019-01-01 1,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,350
Number of participants with account balances 2019-01-01 1,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 180

Measure	Date	Value
2022: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,469
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,145
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	359
Total of all active and inactive participants	2022-01-01	1,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,505
Number of participants with account balances	2022-01-01	1,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	295
2021: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,464
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,191
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	277
Total of all active and inactive participants	2021-01-01	1,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,469
Number of participants with account balances	2021-01-01	1,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	249
2020: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,350
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,283
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	181
Total of all active and inactive participants	2020-01-01	1,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,464
Number of participants with account balances	2020-01-01	1,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	76
2019: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,214
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,225
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	125
Total of all active and inactive participants	2019-01-01	1,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,350
Number of participants with account balances	2019-01-01	1,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	180

Financial Data on HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$4,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$14,064
Total income from all sources (including contributions)	2022-12-31	$-6,842,751
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,512,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,221,234
Expenses. Certain deemed distributions of participant loans	2022-12-31	$31,198
Value of total corrective distributions	2022-12-31	$4,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,411,603
Value of total assets at end of year	2022-12-31	$71,112,431
Value of total assets at beginning of year	2022-12-31	$85,477,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$255,534
Total interest from all sources	2022-12-31	$57,635
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,445,759
Participant contributions at end of year	2022-12-31	$956,445
Participant contributions at beginning of year	2022-12-31	$1,077,880
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,411,416
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$3,413,286
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$332,954
Other income not declared elsewhere	2022-12-31	$-269,737
Total non interest bearing cash at end of year	2022-12-31	$11,289
Total non interest bearing cash at beginning of year	2022-12-31	$6,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-14,355,008
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$71,108,140
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$85,463,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$67,722,631
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$80,969,920
Interest on participant loans	2022-12-31	$57,635
Value of interest in common/collective trusts at end of year	2022-12-31	$10,650
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,515
Net investment gain/loss from pooled separate accounts	2022-12-31	$-13,042,333
Net investment gain or loss from common/collective trusts	2022-12-31	$81
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,632,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,221,234
Contract administrator fees	2022-12-31	$255,534
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$4,291
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$14,064
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2022-12-31	200586139
2021 : HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$14,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$18,756
Total income from all sources (including contributions)	2021-12-31	$18,872,929
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,923,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,500,950
Expenses. Certain deemed distributions of participant loans	2021-12-31	$108,718
Value of total corrective distributions	2021-12-31	$18,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,717,951
Value of total assets at end of year	2021-12-31	$85,477,212
Value of total assets at beginning of year	2021-12-31	$73,532,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$294,831
Total interest from all sources	2021-12-31	$63,107
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,337,182
Participant contributions at end of year	2021-12-31	$1,077,880
Participant contributions at beginning of year	2021-12-31	$1,108,514
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$3,413,286
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,931,708
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,783,904
Other income not declared elsewhere	2021-12-31	$309,791
Total non interest bearing cash at end of year	2021-12-31	$6,611
Total non interest bearing cash at beginning of year	2021-12-31	$37,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$11,949,674
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$85,463,148
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$73,513,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$80,969,920
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$69,445,498
Interest on participant loans	2021-12-31	$63,107
Value of interest in common/collective trusts at end of year	2021-12-31	$9,515
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,471
Net investment gain/loss from pooled separate accounts	2021-12-31	$10,782,000
Net investment gain or loss from common/collective trusts	2021-12-31	$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,596,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,500,950
Contract administrator fees	2021-12-31	$294,831
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$14,064
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$18,756
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HSPC & ASSOCIATES, PC
Accountancy firm EIN	2021-12-31	200586139
2020 : HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,831
Total income from all sources (including contributions)	2020-12-31	$16,069,516
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,333,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,996,260
Expenses. Certain deemed distributions of participant loans	2020-12-31	$28,015
Value of total corrective distributions	2020-12-31	$22,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,146,405
Value of total assets at end of year	2020-12-31	$73,532,230
Value of total assets at beginning of year	2020-12-31	$61,789,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$286,782
Total interest from all sources	2020-12-31	$75,661
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,953,397
Participant contributions at end of year	2020-12-31	$1,108,514
Participant contributions at beginning of year	2020-12-31	$1,146,069
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,931,708
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,742,826
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$769,839
Other income not declared elsewhere	2020-12-31	$72,140
Total non interest bearing cash at end of year	2020-12-31	$37,039
Total non interest bearing cash at beginning of year	2020-12-31	$42,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$11,735,662
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$73,513,474
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$61,777,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$69,445,498
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$57,840,390
Interest on participant loans	2020-12-31	$75,661
Value of interest in common/collective trusts at end of year	2020-12-31	$9,471
Value of interest in common/collective trusts at beginning of year	2020-12-31	$18,224
Net investment gain/loss from pooled separate accounts	2020-12-31	$9,775,232
Net investment gain or loss from common/collective trusts	2020-12-31	$78
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,423,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,996,260
Contract administrator fees	2020-12-31	$286,782
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$18,756
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$11,831
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HSPC & ASSOCIATES, PC
Accountancy firm EIN	2020-12-31	200586139
2019 : HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,583
Total income from all sources (including contributions)	2019-12-31	$17,229,790
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,469,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,175,883
Expenses. Certain deemed distributions of participant loans	2019-12-31	$24,308
Value of total corrective distributions	2019-12-31	$15,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,393,650
Value of total assets at end of year	2019-12-31	$61,789,643
Value of total assets at beginning of year	2019-12-31	$51,031,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$253,437
Total interest from all sources	2019-12-31	$67,403
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$23,503
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,811,677
Participant contributions at end of year	2019-12-31	$1,146,069
Participant contributions at beginning of year	2019-12-31	$1,044,704
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,742,826
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,248,426
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,138,800
Other income not declared elsewhere	2019-12-31	$365,443
Administrative expenses (other) incurred	2019-12-31	$15,991
Total non interest bearing cash at end of year	2019-12-31	$42,134
Total non interest bearing cash at beginning of year	2019-12-31	$7,441
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	$10,760,779
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$61,777,812
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$51,017,033
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$82,963
Value of interest in pooled separate accounts at end of year	2019-12-31	$57,840,390
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$47,702,704
Interest on participant loans	2019-12-31	$67,403
Value of interest in common/collective trusts at end of year	2019-12-31	$18,224
Value of interest in common/collective trusts at beginning of year	2019-12-31	$28,341
Net investment gain/loss from pooled separate accounts	2019-12-31	$10,402,828
Net investment gain or loss from common/collective trusts	2019-12-31	$466
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
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	$1,443,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,175,883
Contract administrator fees	2019-12-31	$130,980
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$11,831
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$14,583
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HSPC & ASSOCIATES, PC
Accountancy firm EIN	2019-12-31	200586139

Form 5500 Responses for HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

2022: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTHCARE PARTNERS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93747

Policy instance

Insurance contract or identification number	93747
Number of Individuals Covered	1634
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $85,823
Total amount of fees paid to insurance company	USD $49,041
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $85,823
Insurance broker organization code?	3
Amount paid for insurance broker fees	26749
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93747

Policy instance

Insurance contract or identification number	93747
Number of Individuals Covered	1469
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $92,843
Total amount of fees paid to insurance company	USD $45,686
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $92,843
Insurance broker organization code?	3
Amount paid for insurance broker fees	23843
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93747

Policy instance

Insurance contract or identification number	93747
Number of Individuals Covered	1319
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $87,309
Total amount of fees paid to insurance company	USD $48,746
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $87,309
Insurance broker organization code?	3
Amount paid for insurance broker fees	26903
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93747

Policy instance

Insurance contract or identification number	93747
Number of Individuals Covered	1353
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $79,608
Total amount of fees paid to insurance company	USD $38,846
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $79,608
Insurance broker organization code?	3
Amount paid for insurance broker fees	17000
Additional information about fees paid to insurance broker	AUDIT FEES

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Company Name:	HEALTHCARE PARTNERS INVESTMENTS,LLC
Employer identification number (EIN):	651233477
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)