401k Plan data: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC plan

THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 401k Plan overview

Plan Name	THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC
Plan identification number	001

THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PE GASTRO MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: PE GASTRO MANAGEMENT, LLC

Employer identification number (EIN): 842396811

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 J. DAVID GUNNING 2023-10-15 J. DAVID GUNNING 2023-10-15
001 2021-01-01 NAEEMAH FUENTES 2022-10-17 NAEEMAH FUENTES 2022-10-17
001 2020-01-01 NAEEMAH FUENTES 2021-10-15 NAEEMAH FUENTES 2021-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	J. DAVID GUNNING	2023-10-15	J. DAVID GUNNING	2023-10-15
001	2021-01-01	NAEEMAH FUENTES	2022-10-17	NAEEMAH FUENTES	2022-10-17
001	2020-01-01	NAEEMAH FUENTES	2021-10-15	NAEEMAH FUENTES	2021-10-15

Plan Statistics for THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC

401k plan membership statisitcs for THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC

Measure Date Value
2022: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 366
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 121
Total of all active and inactive participants 2022-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 488
Number of participants with account balances 2022-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 42
2021: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 305
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 386
Number of participants with account balances 2021-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 240
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 82
Total of all active and inactive participants 2020-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 322
Number of participants with account balances 2020-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24

Measure	Date	Value
2022: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	366
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	121
Total of all active and inactive participants	2022-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	488
Number of participants with account balances	2022-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	42
2021: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	305
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	386
Number of participants with account balances	2021-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	240
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	82
Total of all active and inactive participants	2020-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	322
Number of participants with account balances	2020-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24

Financial Data on THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC

Measure	Date	Value
2022 : THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$9,289,763
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	$173,347
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,980,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,838,918
Value of total corrective distributions	2022-12-31	$2,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,555,206
Value of total assets at end of year	2022-12-31	$67,057,292
Value of total assets at beginning of year	2022-12-31	$61,574,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$138,306
Total interest from all sources	2022-12-31	$345
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$712,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$712,083
Administrative expenses professional fees incurred	2022-12-31	$22,936
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$600,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,369,119
Participant contributions at end of year	2022-12-31	$29,523
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$366,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,806,681
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$67,057,292
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$61,574,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$22,936
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$45,100,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$42,430,866
Value of interest in pooled separate accounts at end of year	2022-12-31	$17,108,581
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$16,229,950
Interest on participant loans	2022-12-31	$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,898,245
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,196,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,819,116
Employer contributions (assets) at end of year	2022-12-31	$4,819,116
Employer contributions (assets) at beginning of year	2022-12-31	$2,913,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,838,918
Contract administrator fees	2022-12-31	$92,434
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SNYDER COHN, P.C.
Accountancy firm EIN	2022-12-31	521022232
2021 : THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$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	$12,465,095
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$14,092,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$13,939,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,044,588
Value of total assets at end of year	2021-12-31	$61,574,210
Value of total assets at beginning of year	2021-12-31	$63,201,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$153,499
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$622,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$622,360
Administrative expenses professional fees incurred	2021-12-31	$23,927
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$600,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,998,412
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$45,753
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$132,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-1,627,508
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$61,574,210
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$63,201,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$42,317
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$42,430,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$44,819,668
Value of interest in pooled separate accounts at end of year	2021-12-31	$16,229,950
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$16,582,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,931,192
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,866,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,913,394
Employer contributions (assets) at end of year	2021-12-31	$2,913,394
Employer contributions (assets) at beginning of year	2021-12-31	$1,753,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,939,104
Contract administrator fees	2021-12-31	$87,255
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SNYDER COHN, P.C.
Accountancy firm EIN	2021-12-31	521022232
2020 : THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$90
Total income from all sources (including contributions)	2020-12-31	$11,529,295
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,550,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,435,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,614,093
Value of total assets at end of year	2020-12-31	$63,201,718
Value of total assets at beginning of year	2020-12-31	$54,223,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$115,024
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$729,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$729,149
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$600,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,808,548
Participant contributions at end of year	2020-12-31	$45,753
Participant contributions at beginning of year	2020-12-31	$6,165
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,978,731
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$63,201,718
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$54,222,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$44,819,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$16,582,547
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$51,633,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$383,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,042,225
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,143,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,776,091
Employer contributions (assets) at end of year	2020-12-31	$1,753,750
Employer contributions (assets) at beginning of year	2020-12-31	$2,199,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,435,540
Contract administrator fees	2020-12-31	$115,024
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SNYDER COHN, P.C.
Accountancy firm EIN	2020-12-31	521022232

Form 5500 Responses for THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC

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

Insurance Providers Used on plan

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

Policy contract number

629379

Policy instance

Insurance contract or identification number	629379
Number of Individuals Covered	478
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,845
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6845
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

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

Policy contract number

629379

Policy instance

Insurance contract or identification number	629379
Number of Individuals Covered	382
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,671
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6671
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810356

Policy instance

Insurance contract or identification number	810356
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

629379

Policy instance

Insurance contract or identification number	629379
Number of Individuals Covered	319
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,071
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12071
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PE GASTRO MANAGEMENT, LLC
Employer identification number (EIN):	842396811
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)