401k Plan data: LAKE REGION MEDICAL 401(K) PLAN plan

LAKE REGION MEDICAL 401(K) PLAN 401k Plan overview

Plan Name	LAKE REGION MEDICAL 401(K) PLAN
Plan identification number	002

LAKE REGION MEDICAL 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACCELLENT, INC. DBA LAKE REGION MEDICAL has sponsored the creation of one or more 401k plans.

Company Name: ACCELLENT, INC. DBA LAKE REGION MEDICAL

Employer identification number (EIN): 841507827

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE REGION MEDICAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 THOMAS MAZZA THOMAS MAZZA 2017-11-07
002 2016-01-01 THOMAS MAZZA THOMAS MAZZA 2017-10-16
002 2015-01-01 RICH COOSE RICH COOSE 2016-10-06
002 2014-01-01 RICHARD COOSE RICHARD COOSE 2015-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	THOMAS MAZZA	THOMAS MAZZA	2017-11-07
002	2016-01-01	THOMAS MAZZA	THOMAS MAZZA	2017-10-16
002	2015-01-01	RICH COOSE	RICH COOSE	2016-10-06
002	2014-01-01	RICHARD COOSE	RICHARD COOSE	2015-10-08

Plan Statistics for LAKE REGION MEDICAL 401(K) PLAN

401k plan membership statisitcs for LAKE REGION MEDICAL 401(K) PLAN

Measure Date Value
2017: LAKE REGION MEDICAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,513
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3,099
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 409
Total of all active and inactive participants 2017-01-01 3,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3,508
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LAKE REGION MEDICAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,729
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,137
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 412
Total of all active and inactive participants 2016-01-01 3,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3,549
Number of participants with account balances 2016-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LAKE REGION MEDICAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,549
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,357
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 423
Total of all active and inactive participants 2015-01-01 3,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 3,786
Number of participants with account balances 2015-01-01 3,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 168
2014: LAKE REGION MEDICAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,652
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,401
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 370
Total of all active and inactive participants 2014-01-01 2,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 2,777
Number of participants with account balances 2014-01-01 2,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 140

Measure	Date	Value
2017: LAKE REGION MEDICAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,513
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,099
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	409
Total of all active and inactive participants	2017-01-01	3,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3,508
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LAKE REGION MEDICAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,729
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,137
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	412
Total of all active and inactive participants	2016-01-01	3,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3,549
Number of participants with account balances	2016-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LAKE REGION MEDICAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,549
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,357
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	423
Total of all active and inactive participants	2015-01-01	3,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	3,786
Number of participants with account balances	2015-01-01	3,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	168
2014: LAKE REGION MEDICAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,652
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,401
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	370
Total of all active and inactive participants	2014-01-01	2,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	2,777
Number of participants with account balances	2014-01-01	2,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	140

Financial Data on LAKE REGION MEDICAL 401(K) PLAN

Measure	Date	Value
2017 : LAKE REGION MEDICAL 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-02-14	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-02-14	$0
Total unrealized appreciation/depreciation of assets	2017-02-14	$0
Total transfer of assets to this plan	2017-02-14	$0
Total transfer of assets from this plan	2017-02-14	$187,245,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-02-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-02-14	$0
Total income from all sources (including contributions)	2017-02-14	$15,923
Total loss/gain on sale of assets	2017-02-14	$0
Total of all expenses incurred	2017-02-14	$162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-02-14	$122
Value of total corrective distributions	2017-02-14	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-02-14	$0
Value of total assets at end of year	2017-02-14	$0
Value of total assets at beginning of year	2017-02-14	$187,229,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-02-14	$40
Total income from rents	2017-02-14	$0
Total interest from all sources	2017-02-14	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-02-14	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-14	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-02-14	$0
Administrative expenses professional fees incurred	2017-02-14	$0
Was this plan covered by a fidelity bond	2017-02-14	Yes
Value of fidelity bond cover	2017-02-14	$3,000,000
If this is an individual account plan, was there a blackout period	2017-02-14	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-02-14	$0
Were there any nonexempt tranactions with any party-in-interest	2017-02-14	No
Amount of non-exempt transactions with any party-in-interest	2017-02-14	$0
Contributions received from participants	2017-02-14	$0
Participant contributions at beginning of year	2017-02-14	$4,982,324
Participant contributions at end of year	2017-02-14	$0
Participant contributions at beginning of year	2017-02-14	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-02-14	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-02-14	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-02-14	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-02-14	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-02-14	$0
Other income not declared elsewhere	2017-02-14	$0
Administrative expenses (other) incurred	2017-02-14	$0
Liabilities. Value of operating payables at beginning of year	2017-02-14	$0
Total non interest bearing cash at end of year	2017-02-14	$0
Total non interest bearing cash at beginning of year	2017-02-14	$182,247,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-14	No
Value of net income/loss	2017-02-14	$15,761
Value of net assets at end of year (total assets less liabilities)	2017-02-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-02-14	$187,229,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-14	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-02-14	$0
Were any leases to which the plan was party in default or uncollectible	2017-02-14	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-02-14	$0
Investment advisory and management fees	2017-02-14	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-02-14	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-14	$0
Value of interest in pooled separate accounts at end of year	2017-02-14	$0
Value of interest in pooled separate accounts at beginning of year	2017-02-14	$0
Income. Interest from loans (other than to participants)	2017-02-14	$0
Interest earned on other investments	2017-02-14	$0
Income. Interest from US Government securities	2017-02-14	$0
Income. Interest from corporate debt instruments	2017-02-14	$0
Value of interest in common/collective trusts at end of year	2017-02-14	$0
Value of interest in common/collective trusts at beginning of year	2017-02-14	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-02-14	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-02-14	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-02-14	$15,923
Net investment gain/loss from pooled separate accounts	2017-02-14	$0
Net investment gain or loss from common/collective trusts	2017-02-14	$0
Net gain/loss from 103.12 investment entities	2017-02-14	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-14	No
Was there a failure to transmit to the plan any participant contributions	2017-02-14	Yes
Has the plan failed to provide any benefit when due under the plan	2017-02-14	No
Contributions received in cash from employer	2017-02-14	$0
Employer contributions (assets) at end of year	2017-02-14	$0
Employer contributions (assets) at beginning of year	2017-02-14	$0
Income. Dividends from preferred stock	2017-02-14	$0
Income. Dividends from common stock	2017-02-14	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-02-14	$122
Contract administrator fees	2017-02-14	$40
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-02-14	Yes
Liabilities. Value of benefit claims payable at beginning of year	2017-02-14	$0
Did the plan have assets held for investment	2017-02-14	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-14	Yes
Aggregate proceeds on sale of assets	2017-02-14	$0
Aggregate carrying amount (costs) on sale of assets	2017-02-14	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-02-14	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-14	No
Opinion of an independent qualified public accountant for this plan	2017-02-14	Unqualified
Accountancy firm name	2017-02-14	STAMBAUGH NESS, PC
Accountancy firm EIN	2017-02-14	232846715
2016 : LAKE REGION MEDICAL 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$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	$246
Total income from all sources (including contributions)	2016-12-31	$27,278,029
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$22,870,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$22,516,417
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$258,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$16,916,748
Value of total assets at end of year	2016-12-31	$187,229,936
Value of total assets at beginning of year	2016-12-31	$182,822,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$96,096
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$247,384
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,679,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,679,368
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$11,552,983
Participant contributions at end of year	2016-12-31	$4,982,324
Participant contributions at beginning of year	2016-12-31	$4,516,720
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,465,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$246
Other income not declared elsewhere	2016-12-31	$4,407
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$182,247,612
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,407,458
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$187,229,936
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$182,822,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$99,464,123
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$51,447,349
Interest on participant loans	2016-12-31	$247,384
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$27,394,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,158,739
Net investment gain/loss from pooled separate accounts	2016-12-31	$3,924,766
Net investment gain or loss from common/collective trusts	2016-12-31	$346,617
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,898,002
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$22,516,417
Contract administrator fees	2016-12-31	$96,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	STAMBAUGH NESS, PC
Accountancy firm EIN	2016-12-31	232846715
2015 : LAKE REGION MEDICAL 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$44,378,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$246
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	$20,394,311
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$11,454,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$11,147,648
Expenses. Certain deemed distributions of participant loans	2015-12-31	$9,478
Value of total corrective distributions	2015-12-31	$106,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$17,563,039
Value of total assets at end of year	2015-12-31	$182,822,724
Value of total assets at beginning of year	2015-12-31	$129,504,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$190,822
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$217,298
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,414,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,414,382
Administrative expenses professional fees incurred	2015-12-31	$13,331
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$11,643,722
Participant contributions at end of year	2015-12-31	$4,516,720
Participant contributions at beginning of year	2015-12-31	$3,321,517
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,956,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$768
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$8,939,676
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$182,822,478
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$129,504,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$99,464,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$75,193,643
Value of interest in pooled separate accounts at end of year	2015-12-31	$51,447,349
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$29,782,441
Interest on participant loans	2015-12-31	$217,298
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$27,394,532
Value of interest in common/collective trusts at beginning of year	2015-12-31	$21,206,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-800,422
Net investment gain/loss from pooled separate accounts	2015-12-31	$1,800,346
Net investment gain or loss from common/collective trusts	2015-12-31	$199,668
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,963,312
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$11,146,880
Contract administrator fees	2015-12-31	$102,491
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	STAMBAUGH NESS, PC
Accountancy firm EIN	2015-12-31	232846715
2014 : LAKE REGION MEDICAL 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$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	$16,475,298
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,937,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,561,861
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$198,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$11,134,615
Value of total assets at end of year	2014-12-31	$129,504,466
Value of total assets at beginning of year	2014-12-31	$120,966,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$176,847
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$155,646
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,079,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,079,223
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$7,634,532
Participant contributions at end of year	2014-12-31	$3,321,517
Participant contributions at beginning of year	2014-12-31	$2,793,169
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$352
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$776,495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$431
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$1
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$8,538,163
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$129,504,466
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$120,966,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$108,611
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$75,193,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$70,727,618
Value of interest in pooled separate accounts at end of year	2014-12-31	$29,782,441
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$27,803,374
Interest on participant loans	2014-12-31	$155,646
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$21,206,865
Value of interest in common/collective trusts at beginning of year	2014-12-31	$19,641,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,740,106
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,066,969
Net investment gain or loss from common/collective trusts	2014-12-31	$298,738
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,723,588
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$66
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,561,430
Contract administrator fees	2014-12-31	$68,236
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STAMBAUGH NESS PC
Accountancy firm EIN	2014-12-31	232846715

Form 5500 Responses for LAKE REGION MEDICAL 401(K) PLAN

2017: LAKE REGION MEDICAL 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAKE REGION MEDICAL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAKE REGION MEDICAL 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAKE REGION MEDICAL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

440903

Policy instance

Insurance contract or identification number	440903
Number of Individuals Covered	3786
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

440903

Policy instance

Insurance contract or identification number	440903
Number of Individuals Covered	2777
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ACCELLENT, INC. DBA LAKE REGION MEDICAL
Employer identification number (EIN):	841507827
NAIC Classification:	339110