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OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 401k Plan overview

Plan NameOKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN
Plan identification number 002

OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

OKLAHOMA SURGICAL HOSPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA SURGICAL HOSPITAL, LLC
Employer identification number (EIN):731573733
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about OKLAHOMA SURGICAL HOSPITAL, LLC

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 3500631161

More information about OKLAHOMA SURGICAL HOSPITAL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DENNIS BOYD
0022016-01-01DENNIS BOYD
0022015-01-01DUB CLELAND
0022014-01-01DUB CLELAND
0022013-01-01DUB CLELAND
0022012-01-01DUB CLELAND
0022011-01-01DUB CLELAND
0022010-01-01DUB CLELAND
0022009-01-01DUB CLELAND
0022009-01-01DUB CLELAND
0022009-01-01DUB CLELAND
0022009-01-01DUB CLELAND

Plan Statistics for OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN

401k plan membership statisitcs for OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN

Measure Date Value
2022: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01551
Total number of active participants reported on line 7a of the Form 55002022-01-01303
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01425
Number of participants with account balances2022-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01524
Total number of active participants reported on line 7a of the Form 55002021-01-01363
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01451
Number of participants with account balances2021-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01554
Total number of active participants reported on line 7a of the Form 55002020-01-01440
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01505
Number of participants with account balances2020-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01640
Total number of active participants reported on line 7a of the Form 55002019-01-01428
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01489
Number of participants with account balances2019-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01527
Total number of active participants reported on line 7a of the Form 55002018-01-01360
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01426
Number of participants with account balances2018-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01529
Total number of active participants reported on line 7a of the Form 55002017-01-01340
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01399
Number of participants with account balances2017-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01606
Total number of active participants reported on line 7a of the Form 55002016-01-01312
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01366
Number of participants with account balances2016-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01478
Total number of active participants reported on line 7a of the Form 55002015-01-01377
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01429
Number of participants with account balances2015-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01386
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01446
Number of participants with account balances2014-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01406
Total number of active participants reported on line 7a of the Form 55002013-01-01307
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01341
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01362
Total number of active participants reported on line 7a of the Form 55002012-01-01321
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01365
Total number of active participants reported on line 7a of the Form 55002011-01-01255
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01285
Number of participants with account balances2011-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01345
Total number of active participants reported on line 7a of the Form 55002010-01-01252
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01273
Number of participants with account balances2010-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01379
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01296
Number of participants with account balances2009-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN

Measure Date Value
2022 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,634,916
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,990,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,980,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,657,625
Value of total assets at end of year2022-12-31$25,434,226
Value of total assets at beginning of year2022-12-31$29,059,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,100
Total interest from all sources2022-12-31$37,590
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$65,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$65,254
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,460,942
Participant contributions at end of year2022-12-31$614,244
Participant contributions at beginning of year2022-12-31$639,032
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$364,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,624,917
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,434,226
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,059,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,695,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,118,692
Interest on participant loans2022-12-31$37,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,124,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,300,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,395,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$832,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,980,901
Contract administrator fees2022-12-31$9,100
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOGAN TAYLOR
Accountancy firm EIN2022-12-31731413977
2021 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,851,769
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,126,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,108,588
Expenses. Certain deemed distributions of participant loans2021-12-31$8,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,440,318
Value of total assets at end of year2021-12-31$29,059,143
Value of total assets at beginning of year2021-12-31$24,333,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,296
Total interest from all sources2021-12-31$105,053
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,541,192
Participant contributions at end of year2021-12-31$639,032
Participant contributions at beginning of year2021-12-31$700,543
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,725,653
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,059,143
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,333,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,118,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,989,066
Interest on participant loans2021-12-31$49,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$55,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,300,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,633,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,306,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$886,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,108,588
Contract administrator fees2021-12-31$7,796
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOGAN TAYLOR
Accountancy firm EIN2021-12-31731413977
2020 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,437,270
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,860,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,852,052
Expenses. Certain deemed distributions of participant loans2020-12-31$522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,751,031
Value of total assets at end of year2020-12-31$24,333,490
Value of total assets at beginning of year2020-12-31$20,756,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,014
Total interest from all sources2020-12-31$39,526
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,350,531
Participant contributions at end of year2020-12-31$700,543
Participant contributions at beginning of year2020-12-31$691,939
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$604,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,576,682
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,333,490
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,756,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,989,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,191,225
Interest on participant loans2020-12-31$39,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,633,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,873,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,646,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$796,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,852,052
Contract administrator fees2020-12-31$8,014
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOGAN TAYLOR
Accountancy firm EIN2020-12-31731413977
2019 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,855,600
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,475,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,462,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,443,060
Value of total assets at end of year2019-12-31$20,756,808
Value of total assets at beginning of year2019-12-31$16,376,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,582
Total interest from all sources2019-12-31$47,621
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,452,493
Participant contributions at end of year2019-12-31$691,939
Participant contributions at beginning of year2019-12-31$718,660
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,379,906
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,756,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,376,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,191,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,891,881
Interest on participant loans2019-12-31$47,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,873,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,766,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,364,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$844,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,462,112
Contract administrator fees2019-12-31$13,582
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOGAN TAYLOR
Accountancy firm EIN2019-12-31731413977
2018 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,537,771
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,387,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,373,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,479,089
Value of total assets at end of year2018-12-31$16,376,902
Value of total assets at beginning of year2018-12-31$16,226,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,879
Total interest from all sources2018-12-31$38,374
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,307,036
Participant contributions at end of year2018-12-31$718,660
Participant contributions at beginning of year2018-12-31$580,880
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$386,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$150,433
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,376,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,226,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,891,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,349,083
Interest on participant loans2018-12-31$38,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,766,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,296,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-979,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$785,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,373,459
Contract administrator fees2018-12-31$13,879
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOGAN TAYLOR
Accountancy firm EIN2018-12-31731413977
2017 : OKLAHOMA SURGICAL HOSPITAL LLC 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$3,611,707
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$623,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$612,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,970,462
Value of total assets at end of year2017-12-31$16,226,469
Value of total assets at beginning of year2017-12-31$13,238,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,467
Total interest from all sources2017-12-31$31,586
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,118,930
Participant contributions at end of year2017-12-31$580,880
Participant contributions at beginning of year2017-12-31$572,731
Participant contributions at beginning of year2017-12-31$33,823
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$149,837
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$2,988,322
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,226,469
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,238,147
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$14,349,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,324,960
Interest on participant loans2017-12-31$31,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,296,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,285,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,609,659
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$701,695
Employer contributions (assets) at beginning of year2017-12-31$21,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$612,918
Contract administrator fees2017-12-31$10,467
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 name2017-12-31HOGAN TAYLOR
Accountancy firm EIN2017-12-31731413977
2016 : OKLAHOMA SURGICAL HOSPITAL LLC 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$2,558,907
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,117,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,102,936
Expenses. Certain deemed distributions of participant loans2016-12-31$4,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,874,759
Value of total assets at end of year2016-12-31$13,238,147
Value of total assets at beginning of year2016-12-31$11,797,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,950
Total interest from all sources2016-12-31$66,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,030,406
Participant contributions at end of year2016-12-31$572,731
Participant contributions at beginning of year2016-12-31$638,717
Participant contributions at end of year2016-12-31$33,823
Participant contributions at beginning of year2016-12-31$30,164
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$193,379
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$1,440,977
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,238,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,797,170
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,324,960
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,850,325
Interest on participant loans2016-12-31$29,077
Interest earned on other investments2016-12-31$37,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,285,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,258,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$617,347
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$650,974
Employer contributions (assets) at end of year2016-12-31$21,453
Employer contributions (assets) at beginning of year2016-12-31$19,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,102,936
Contract administrator fees2016-12-31$10,950
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 name2016-12-31HOGAN TAYLOR
Accountancy firm EIN2016-12-31731413977
2015 : OKLAHOMA SURGICAL HOSPITAL LLC 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$1,860,962
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$537,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$525,802
Expenses. Certain deemed distributions of participant loans2015-12-31$1,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,978,559
Value of total assets at end of year2015-12-31$11,797,170
Value of total assets at beginning of year2015-12-31$10,474,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,890
Total interest from all sources2015-12-31$58,747
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$995,371
Participant contributions at end of year2015-12-31$638,717
Participant contributions at beginning of year2015-12-31$561,062
Participant contributions at end of year2015-12-31$30,164
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$389,993
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$1,323,091
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,797,170
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,474,079
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
Value of interest in pooled separate accounts at end of year2015-12-31$9,850,325
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,863,106
Interest on participant loans2015-12-31$25,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$33,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,258,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,049,911
Net investment gain/loss from pooled separate accounts2015-12-31$-176,344
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$593,195
Employer contributions (assets) at end of year2015-12-31$19,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$525,802
Contract administrator fees2015-12-31$10,890
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : OKLAHOMA SURGICAL HOSPITAL LLC 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$1,941,898
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$929,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$910,702
Expenses. Certain deemed distributions of participant loans2014-12-31$7,840
Value of total corrective distributions2014-12-31$25
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,447,285
Value of total assets at end of year2014-12-31$10,474,079
Value of total assets at beginning of year2014-12-31$9,461,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,915
Total interest from all sources2014-12-31$51,269
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$891,957
Participant contributions at end of year2014-12-31$561,062
Participant contributions at beginning of year2014-12-31$453,014
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,306
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$1,012,416
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,474,079
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,461,663
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
Value of interest in pooled separate accounts at end of year2014-12-31$8,863,106
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,104,425
Interest on participant loans2014-12-31$20,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$30,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,049,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$904,224
Net investment gain/loss from pooled separate accounts2014-12-31$443,344
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$534,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$910,702
Contract administrator fees2014-12-31$10,915
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : OKLAHOMA SURGICAL HOSPITAL LLC 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$2,673,449
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$373,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$363,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,584,547
Value of total assets at end of year2013-12-31$9,461,663
Value of total assets at beginning of year2013-12-31$7,161,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,028
Total interest from all sources2013-12-31$31,577
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$801,149
Participant contributions at end of year2013-12-31$453,014
Participant contributions at beginning of year2013-12-31$320,840
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$280,330
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$2,300,302
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,461,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,161,361
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 pooled separate accounts at end of year2013-12-31$8,104,425
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,479,812
Interest on participant loans2013-12-31$16,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$904,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$360,709
Net investment gain/loss from pooled separate accounts2013-12-31$1,057,325
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$503,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$363,119
Contract administrator fees2013-12-31$10,028
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 name2013-12-31BDK, LLP
Accountancy firm EIN2013-12-31440160260
2012 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,863,684
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$402,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$369,021
Expenses. Certain deemed distributions of participant loans2012-12-31$10,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,329,308
Value of total assets at end of year2012-12-31$7,161,361
Value of total assets at beginning of year2012-12-31$5,700,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,661
Total interest from all sources2012-12-31$22,804
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$808,926
Participant contributions at end of year2012-12-31$320,840
Participant contributions at beginning of year2012-12-31$293,685
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,915
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$1,460,887
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,161,361
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,700,474
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
Investment advisory and management fees2012-12-31$14,401
Value of interest in pooled separate accounts at end of year2012-12-31$6,479,812
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,105,785
Interest on participant loans2012-12-31$12,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$360,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$301,004
Net investment gain/loss from pooled separate accounts2012-12-31$511,572
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$505,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$369,021
Contract administrator fees2012-12-31$9,260
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 name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$931,568
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$480,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$437,075
Expenses. Certain deemed distributions of participant loans2011-12-31$3,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,120,262
Value of total assets at end of year2011-12-31$5,700,474
Value of total assets at beginning of year2011-12-31$5,249,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,999
Total interest from all sources2011-12-31$21,743
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$698,214
Participant contributions at end of year2011-12-31$293,685
Participant contributions at beginning of year2011-12-31$284,066
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,152
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$451,316
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,700,474
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,249,158
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
Investment advisory and management fees2011-12-31$31,734
Value of interest in pooled separate accounts at end of year2011-12-31$5,105,785
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,703,216
Interest on participant loans2011-12-31$12,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$301,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$261,876
Net investment gain or loss from common/collective trusts2011-12-31$-210,437
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$408,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$437,075
Contract administrator fees2011-12-31$8,265
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,769,560
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$491,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$463,038
Expenses. Certain deemed distributions of participant loans2010-12-31$835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,322,177
Value of total assets at end of year2010-12-31$5,249,158
Value of total assets at beginning of year2010-12-31$3,970,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,157
Total interest from all sources2010-12-31$17,331
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$628,084
Participant contributions at end of year2010-12-31$284,066
Participant contributions at beginning of year2010-12-31$210,736
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$315,749
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$1,278,530
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,249,158
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,970,628
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
Investment advisory and management fees2010-12-31$17,833
Value of interest in pooled separate accounts at end of year2010-12-31$4,703,216
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,672,596
Interest on participant loans2010-12-31$10,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$261,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$87,296
Net investment gain or loss from common/collective trusts2010-12-31$430,052
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$378,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$463,038
Contract administrator fees2010-12-31$9,324
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN

2022: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OKLAHOMA SURGICAL HOSPITAL LLC 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: OKLAHOMA SURGICAL HOSPITAL LLC 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: OKLAHOMA SURGICAL HOSPITAL LLC 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: OKLAHOMA SURGICAL HOSPITAL LLC 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: OKLAHOMA SURGICAL HOSPITAL LLC 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: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA SURGICAL HOSPITAL LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered425
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,438
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $12,438
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $132,067
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $132,067
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered444
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $109,940
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $109,940
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered428
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $87,701
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $62,603
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered399
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $71,372
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $71,372
Insurance broker organization code?1
Insurance broker nameSECURITIES AMERICA, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered339
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $53,423
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $37,373
Insurance broker organization code?1
Insurance broker nameSECURITIES AMERICA, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered321
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $47,424
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $47,424
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered321
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,040
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $24,140
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered300
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $38,099
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $38,099
Insurance broker organization code?1
Insurance broker nameNFP SECURITIES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered262
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $39,661
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85063-1
Policy instance 1
Insurance contract or identification numberRM 85063-1
Number of Individuals Covered246
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,709
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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