BOT, MEDICAL SOCIETY HEALTHCARE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL SOCIETY HEALTHCARE TRUST
| Measure | Date | Value |
|---|
| 2022: MEDICAL SOCIETY HEALTHCARE TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 140 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 140 |
| 2021: MEDICAL SOCIETY HEALTHCARE TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 62 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 1 |
| Total of all active and inactive participants | 2021-10-01 | 63 |
| Measure | Date | Value |
|---|
| 2022 : MEDICAL SOCIETY HEALTHCARE TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $60,873 |
| Total plan liabilities at beginning of year | 2022-12-31 | $69,395 |
| Total income from all sources | 2022-12-31 | $904,877 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $898,079 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $789,374 |
| Total plan assets at end of year | 2022-12-31 | $65,915 |
| Total plan assets at beginning of year | 2022-12-31 | $67,639 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $11,615 |
| Other income received | 2022-12-31 | $1,733 |
| Net income (gross income less expenses) | 2022-12-31 | $6,798 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-1,756 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $903,144 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $97,090 |
| 2021 : MEDICAL SOCIETY HEALTHCARE TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $69,395 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $48,492 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $50,248 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $42,324 |
| Total plan assets at end of year | 2021-12-31 | $67,639 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $658 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,756 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-1,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $48,492 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,266 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 30044146 |
| Policy instance | 1 |
| Insurance contract or identification number | 30044146 | | Number of Individuals Covered | 12 | | 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 $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 011480 |
| Policy instance | 2 |
| Insurance contract or identification number | 011480 | | Number of Individuals Covered | 75 | | 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 $219 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $4,386 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 219 | | Additional information about fees paid to insurance broker | SERVICE FEE | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 ) |
| Policy contract number | 57000 TO 57013 |
| Policy instance | 3 |
| Insurance contract or identification number | 57000 TO 57013 | | Number of Individuals Covered | 188 | | 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 $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $829,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 30044146 |
| Policy instance | 1 |
| Insurance contract or identification number | 30044146 | | Number of Individuals Covered | 8 | | 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 $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 011480 |
| Policy instance | 2 |
| Insurance contract or identification number | 011480 | | Number of Individuals Covered | 62 | | 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 $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $251 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 ) |
| Policy contract number | 57000 TO 57006 |
| Policy instance | 3 |
| Insurance contract or identification number | 57000 TO 57006 | | Number of Individuals Covered | 62 | | 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 $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,971 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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