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THE OREGON CLINIC, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameTHE OREGON CLINIC, P.C. RETIREMENT PLAN
Plan identification number 003

THE OREGON CLINIC, P.C. RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE OREGON CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE OREGON CLINIC, P.C.
Employer identification number (EIN):931127856
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THE OREGON CLINIC, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1993-10-28
Company Identification Number: 37014388
Legal Registered Office Address: 847 NE 19TH AVE STE 300

PORTLAND
United States of America (USA)
97232

More information about THE OREGON CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OREGON CLINIC, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SCOT GUDGER
0032016-01-01BECKY JACOBSON
0032015-01-01PHIL ARMSTRONG
0032014-01-012015-09-29
0032014-01-01PHIL ARMSTRONG PHIL ARMSTRONG2015-09-29
0032013-01-01PHIL ARMSTRONG
0032012-01-01PHIL ARMSTRONG
0032011-01-01PHIL ARMSTRONG
0032009-01-01PHIL ARMSTRONG
0032009-01-01PHIL ARMSTRONG
0032009-01-01PHIL ARMSTRONG

Plan Statistics for THE OREGON CLINIC, P.C. RETIREMENT PLAN

401k plan membership statisitcs for THE OREGON CLINIC, P.C. RETIREMENT PLAN

Measure Date Value
2022: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,531
Total number of active participants reported on line 7a of the Form 55002022-01-011,213
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01439
Total of all active and inactive participants2022-01-011,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,660
Number of participants with account balances2022-01-011,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01197
2021: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,452
Total number of active participants reported on line 7a of the Form 55002021-01-011,121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01406
Total of all active and inactive participants2021-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,531
Number of participants with account balances2021-01-011,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01152
2020: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,499
Total number of active participants reported on line 7a of the Form 55002020-01-011,069
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01378
Total of all active and inactive participants2020-01-011,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,452
Number of participants with account balances2020-01-011,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01155
2019: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,419
Total number of active participants reported on line 7a of the Form 55002019-01-011,141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01351
Total of all active and inactive participants2019-01-011,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,499
Number of participants with account balances2019-01-011,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01143
2018: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,351
Total number of active participants reported on line 7a of the Form 55002018-01-011,108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01306
Total of all active and inactive participants2018-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,419
Number of participants with account balances2018-01-011,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01191
2017: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,218
Total number of active participants reported on line 7a of the Form 55002017-01-011,082
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01263
Total of all active and inactive participants2017-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,351
Number of participants with account balances2017-01-011,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01137
2016: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,219
Total number of active participants reported on line 7a of the Form 55002016-01-01989
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01225
Total of all active and inactive participants2016-01-011,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,218
Number of participants with account balances2016-01-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01122
2015: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01959
Total number of active participants reported on line 7a of the Form 55002015-01-01886
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01331
Total of all active and inactive participants2015-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,219
Number of participants with account balances2015-01-011,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0178
2014: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01905
Total number of active participants reported on line 7a of the Form 55002014-01-01762
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01197
Total of all active and inactive participants2014-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01959
Number of participants with account balances2014-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0163
2013: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01746
Total number of active participants reported on line 7a of the Form 55002013-01-01660
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01201
Total of all active and inactive participants2013-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01868
Number of participants with account balances2013-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01704
Total number of active participants reported on line 7a of the Form 55002012-01-01557
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01187
Total of all active and inactive participants2012-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01746
Number of participants with account balances2012-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01723
Total number of active participants reported on line 7a of the Form 55002011-01-01515
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01169
Total of all active and inactive participants2011-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01687
Number of participants with account balances2011-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0173
2009: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01692
Total number of active participants reported on line 7a of the Form 55002009-01-01559
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01137
Total of all active and inactive participants2009-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01697
Number of participants with account balances2009-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on THE OREGON CLINIC, P.C. RETIREMENT PLAN

Measure Date Value
2022 : THE OREGON CLINIC, P.C. RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-28,741,062
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,108,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,924,464
Expenses. Certain deemed distributions of participant loans2022-12-31$20,963
Value of total corrective distributions2022-12-31$133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,825,500
Value of total assets at end of year2022-12-31$259,707,267
Value of total assets at beginning of year2022-12-31$306,556,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$162,549
Total interest from all sources2022-12-31$188,647
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,712,237
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$5,712,237
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$9,351,673
Participant contributions at end of year2022-12-31$1,433,184
Participant contributions at beginning of year2022-12-31$1,537,377
Assets. Other investments not covered elsewhere at end of year2022-12-31$27,429,220
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$32,610,350
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$322,929
Other income not declared elsewhere2022-12-31$-6,471,947
Administrative expenses (other) incurred2022-12-31$126,349
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,849,171
Value of net assets at end of year (total assets less liabilities)2022-12-31$259,707,267
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$306,556,438
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
Investment advisory and management fees2022-12-31$36,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$222,728,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$264,326,103
Interest on participant loans2022-12-31$101,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,952,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,108,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,108,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$87,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-50,995,499
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$13,150,898
Employer contributions (assets) at end of year2022-12-31$2,163,338
Employer contributions (assets) at beginning of year2022-12-31$1,974,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,924,464
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE OREGON CLINIC, P.C. RETIREMENT 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$55,733,565
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,030,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,868,045
Expenses. Certain deemed distributions of participant loans2021-12-31$1,969
Value of total corrective distributions2021-12-31$7,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$22,095,452
Value of total assets at end of year2021-12-31$306,556,438
Value of total assets at beginning of year2021-12-31$271,853,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,752
Total interest from all sources2021-12-31$100,548
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,960,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,960,035
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,441,073
Participant contributions at end of year2021-12-31$1,537,377
Participant contributions at beginning of year2021-12-31$1,537,257
Assets. Other investments not covered elsewhere at end of year2021-12-31$32,610,350
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$28,711,850
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,579,091
Other income not declared elsewhere2021-12-31$3,088,907
Administrative expenses (other) incurred2021-12-31$117,432
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$2,219
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$34,703,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$306,556,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$271,853,051
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
Investment advisory and management fees2021-12-31$35,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$264,326,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$232,139,667
Interest on participant loans2021-12-31$98,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,108,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,118,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,118,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,488,623
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$12,075,288
Employer contributions (assets) at end of year2021-12-31$1,974,409
Employer contributions (assets) at beginning of year2021-12-31$2,343,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,868,045
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE OREGON CLINIC, P.C. RETIREMENT 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$49,946,487
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,387,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,234,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,316,879
Value of total assets at end of year2020-12-31$271,853,051
Value of total assets at beginning of year2020-12-31$235,293,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$153,125
Total interest from all sources2020-12-31$122,592
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,068,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,068,260
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,698,716
Participant contributions at end of year2020-12-31$1,537,257
Participant contributions at beginning of year2020-12-31$1,407,067
Assets. Other investments not covered elsewhere at end of year2020-12-31$28,711,850
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$26,618,439
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$443,584
Other income not declared elsewhere2020-12-31$3,869,009
Administrative expenses (other) incurred2020-12-31$118,665
Total non interest bearing cash at end of year2020-12-31$2,219
Total non interest bearing cash at beginning of year2020-12-31$1
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$36,559,131
Value of net assets at end of year (total assets less liabilities)2020-12-31$271,853,051
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$235,293,920
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
Investment advisory and management fees2020-12-31$34,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$232,139,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$201,945,576
Interest on participant loans2020-12-31$104,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,118,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,461,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,461,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$18,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,569,747
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$11,174,579
Employer contributions (assets) at end of year2020-12-31$2,343,542
Employer contributions (assets) at beginning of year2020-12-31$1,861,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,234,231
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE OREGON CLINIC, P.C. RETIREMENT 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$66,792,949
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,824,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,669,691
Value of total corrective distributions2019-12-31$207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,882,252
Value of total assets at end of year2019-12-31$235,293,920
Value of total assets at beginning of year2019-12-31$179,325,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$154,214
Total interest from all sources2019-12-31$157,235
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,616,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,616,600
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,647,662
Participant contributions at end of year2019-12-31$1,407,067
Participant contributions at beginning of year2019-12-31$1,279,085
Assets. Other investments not covered elsewhere at end of year2019-12-31$26,618,439
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$24,160,265
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,872,053
Other income not declared elsewhere2019-12-31$4,432,418
Administrative expenses (other) incurred2019-12-31$120,597
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$2,074
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$55,968,837
Value of net assets at end of year (total assets less liabilities)2019-12-31$235,293,920
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$179,325,083
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
Investment advisory and management fees2019-12-31$33,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$201,945,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$148,893,115
Interest on participant loans2019-12-31$96,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,461,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,181,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,181,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$61,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,704,444
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$11,362,537
Employer contributions (assets) at end of year2019-12-31$1,861,552
Employer contributions (assets) at beginning of year2019-12-31$1,808,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,669,691
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : THE OREGON CLINIC, P.C. RETIREMENT 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$8,776,037
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,782,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,635,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,646,070
Value of total assets at end of year2018-12-31$179,325,083
Value of total assets at beginning of year2018-12-31$187,331,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$147,281
Total interest from all sources2018-12-31$130,751
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,915,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,915,659
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,112,850
Participant contributions at end of year2018-12-31$1,279,085
Participant contributions at beginning of year2018-12-31$1,045,680
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$716
Assets. Other investments not covered elsewhere at end of year2018-12-31$24,160,265
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$27,727,285
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,863,282
Other income not declared elsewhere2018-12-31$-1,153,751
Administrative expenses (other) incurred2018-12-31$114,481
Total non interest bearing cash at end of year2018-12-31$2,074
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,006,297
Value of net assets at end of year (total assets less liabilities)2018-12-31$179,325,083
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$187,331,380
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
Investment advisory and management fees2018-12-31$32,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$148,893,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$154,050,716
Interest on participant loans2018-12-31$75,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,181,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,132,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,132,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$55,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,762,692
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$10,669,938
Employer contributions (assets) at end of year2018-12-31$1,808,905
Employer contributions (assets) at beginning of year2018-12-31$1,374,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,635,053
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE OREGON CLINIC, P.C. RETIREMENT 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$44,394,135
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,438,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,276,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,136,054
Value of total assets at end of year2017-12-31$187,331,380
Value of total assets at beginning of year2017-12-31$149,375,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$162,043
Total interest from all sources2017-12-31$80,308
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,679,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,679,352
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,512,829
Participant contributions at end of year2017-12-31$1,045,680
Participant contributions at beginning of year2017-12-31$801,893
Participant contributions at end of year2017-12-31$716
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$27,727,285
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,738,671
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,830,537
Other income not declared elsewhere2017-12-31$3,296,797
Administrative expenses (other) incurred2017-12-31$101,841
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$26
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$37,955,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$187,331,380
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$149,375,505
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
Investment advisory and management fees2017-12-31$60,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$154,050,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$124,448,794
Interest on participant loans2017-12-31$55,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,132,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,045,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,045,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$25,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,201,624
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$9,792,688
Employer contributions (assets) at end of year2017-12-31$1,374,649
Employer contributions (assets) at beginning of year2017-12-31$1,340,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,276,217
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE OREGON CLINIC, P.C. RETIREMENT 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$30,447,594
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,804,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,711,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,206,066
Value of total assets at end of year2016-12-31$149,375,505
Value of total assets at beginning of year2016-12-31$129,732,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93,177
Total interest from all sources2016-12-31$40,349
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,227,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,227,209
Administrative expenses professional fees incurred2016-12-31$27,798
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,837,397
Participant contributions at end of year2016-12-31$801,893
Participant contributions at beginning of year2016-12-31$533,987
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,738,671
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,364,266
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,582,422
Other income not declared elsewhere2016-12-31$1,133,580
Administrative expenses (other) incurred2016-12-31$23,981
Total non interest bearing cash at end of year2016-12-31$26
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,643,417
Value of net assets at end of year (total assets less liabilities)2016-12-31$149,375,505
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$129,732,088
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
Investment advisory and management fees2016-12-31$41,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$124,448,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$113,207,552
Interest on participant loans2016-12-31$36,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,045,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,413,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,413,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,620,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,840,390
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$8,786,247
Employer contributions (assets) at end of year2016-12-31$1,340,193
Employer contributions (assets) at beginning of year2016-12-31$1,592,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,711,000
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE OREGON CLINIC, P.C. RETIREMENT 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$9,748,296
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,821,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,701,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,560,056
Value of total assets at end of year2015-12-31$129,732,088
Value of total assets at beginning of year2015-12-31$137,805,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$119,889
Total interest from all sources2015-12-31$72,799
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,056,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,056,486
Administrative expenses professional fees incurred2015-12-31$4,091
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 period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,226,590
Participant contributions at end of year2015-12-31$533,987
Participant contributions at beginning of year2015-12-31$364,884
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,364,266
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,593,066
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$279,178
Other income not declared elsewhere2015-12-31$-5,093,159
Administrative expenses (other) incurred2015-12-31$81,160
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$56,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,073,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$129,732,088
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,805,310
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
Investment advisory and management fees2015-12-31$34,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$113,207,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$125,576,258
Interest on participant loans2015-12-31$23,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,413,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$48,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,620,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,750,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,847,886
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$8,054,288
Employer contributions (assets) at end of year2015-12-31$1,592,990
Employer contributions (assets) at beginning of year2015-12-31$1,463,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,701,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE OREGON CLINIC, P.C. RETIREMENT 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$19,618,865
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,437,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,309,669
Value of total corrective distributions2014-12-31$893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,679,546
Value of total assets at end of year2014-12-31$137,805,310
Value of total assets at beginning of year2014-12-31$123,624,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$127,426
Total interest from all sources2014-12-31$20,659
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,706,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,706,091
Administrative expenses professional fees incurred2014-12-31$690
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,557,985
Participant contributions at end of year2014-12-31$364,884
Participant contributions at beginning of year2014-12-31$278,834
Participant contributions at beginning of year2014-12-31$60
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,593,066
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,923,718
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$916,549
Other income not declared elsewhere2014-12-31$-220,627
Administrative expenses (other) incurred2014-12-31$39,070
Total non interest bearing cash at end of year2014-12-31$56,763
Total non interest bearing cash at beginning of year2014-12-31$105,082
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$14,180,877
Value of net assets at end of year (total assets less liabilities)2014-12-31$137,805,310
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$123,624,433
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
Investment advisory and management fees2014-12-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$125,576,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$112,038,598
Interest on participant loans2014-12-31$20,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,750,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,973,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,433,196
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$7,205,012
Employer contributions (assets) at end of year2014-12-31$1,463,711
Employer contributions (assets) at beginning of year2014-12-31$1,305,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,309,669
Contract administrator fees2014-12-31$60,166
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE OREGON CLINIC, P.C. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$31,831,057
Total of all expenses incurred2013-12-31$3,842,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,709,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,700,736
Value of total assets at end of year2013-12-31$123,624,433
Value of total assets at beginning of year2013-12-31$95,635,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132,750
Total interest from all sources2013-12-31$20,386
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,067,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,067,565
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,821,817
Participant contributions at end of year2013-12-31$278,834
Participant contributions at beginning of year2013-12-31$220,657
Participant contributions at end of year2013-12-31$60
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,923,718
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,953,940
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,896,203
Other income not declared elsewhere2013-12-31$1,365,028
Administrative expenses (other) incurred2013-12-31$45,397
Total non interest bearing cash at end of year2013-12-31$105,082
Total non interest bearing cash at beginning of year2013-12-31$9,520
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$27,988,482
Value of net assets at end of year (total assets less liabilities)2013-12-31$123,624,433
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,635,951
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
Investment advisory and management fees2013-12-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$112,038,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,220,037
Income. Interest from loans (other than to participants)2013-12-31$20,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,973,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,331,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,677,342
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$5,982,716
Employer contributions (assets) at end of year2013-12-31$1,305,084
Employer contributions (assets) at beginning of year2013-12-31$899,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,709,825
Contract administrator fees2013-12-31$59,853
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE OREGON CLINIC, P.C. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$18,199,481
Total of all expenses incurred2012-12-31$10,041,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,910,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,389,257
Value of total assets at end of year2012-12-31$95,635,951
Value of total assets at beginning of year2012-12-31$87,477,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$130,628
Total interest from all sources2012-12-31$17,403
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,748,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,748,976
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$3,271,314
Participant contributions at end of year2012-12-31$220,657
Participant contributions at beginning of year2012-12-31$235,763
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,953,940
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,239,530
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,693
Other income not declared elsewhere2012-12-31$497,354
Administrative expenses (other) incurred2012-12-31$43,715
Total non interest bearing cash at end of year2012-12-31$9,520
Total non interest bearing cash at beginning of year2012-12-31$34,926
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$8,158,328
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,635,951
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$87,477,623
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$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,220,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$77,129,144
Interest on participant loans2012-12-31$17,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,331,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,064,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,546,491
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$4,980,250
Employer contributions (assets) at end of year2012-12-31$899,966
Employer contributions (assets) at beginning of year2012-12-31$773,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,910,525
Contract administrator fees2012-12-31$59,413
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE OREGON CLINIC, P.C. RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10
Total income from all sources (including contributions)2011-12-31$8,611,709
Total of all expenses incurred2011-12-31$8,418,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,287,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,400,594
Value of total assets at end of year2011-12-31$87,477,623
Value of total assets at beginning of year2011-12-31$87,284,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$131,707
Total interest from all sources2011-12-31$22,514
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,872,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,872,180
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$3,328,603
Participant contributions at end of year2011-12-31$235,763
Participant contributions at beginning of year2011-12-31$349,753
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,239,530
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,510,071
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,083,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10
Other income not declared elsewhere2011-12-31$649,144
Administrative expenses (other) incurred2011-12-31$43,874
Total non interest bearing cash at end of year2011-12-31$34,926
Total non interest bearing cash at beginning of year2011-12-31$34,686
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$192,754
Value of net assets at end of year (total assets less liabilities)2011-12-31$87,477,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$87,284,869
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$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$77,129,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$78,223,097
Interest on participant loans2011-12-31$22,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,064,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,038,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,332,723
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$4,988,548
Employer contributions (assets) at end of year2011-12-31$773,711
Employer contributions (assets) at beginning of year2011-12-31$1,128,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,287,248
Contract administrator fees2011-12-31$60,333
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : THE OREGON CLINIC, P.C. RETIREMENT 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$10
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$19,814,987
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,047,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,922,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,389,569
Value of total assets at end of year2010-12-31$87,284,879
Value of total assets at beginning of year2010-12-31$75,516,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$124,214
Total interest from all sources2010-12-31$20,226
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,566,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,566,703
Administrative expenses professional fees incurred2010-12-31$58,535
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$3,526,896
Participant contributions at end of year2010-12-31$349,753
Participant contributions at beginning of year2010-12-31$236,549
Participant contributions at beginning of year2010-12-31$8
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,510,071
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,159,506
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$453,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10
Other income not declared elsewhere2010-12-31$1,081,365
Administrative expenses (other) incurred2010-12-31$38,179
Total non interest bearing cash at end of year2010-12-31$34,686
Total non interest bearing cash at beginning of year2010-12-31$10,246
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$11,767,871
Value of net assets at end of year (total assets less liabilities)2010-12-31$87,284,869
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$75,516,998
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$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$78,223,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$68,112,471
Interest on participant loans2010-12-31$20,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,038,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,757,124
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$5,409,629
Employer contributions (assets) at end of year2010-12-31$1,128,863
Employer contributions (assets) at beginning of year2010-12-31$998,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,922,902
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for THE OREGON CLINIC, P.C. RETIREMENT PLAN

2022: THE OREGON CLINIC, P.C. RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE OREGON CLINIC, P.C. RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE OREGON CLINIC, P.C. RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE OREGON CLINIC, P.C. RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE OREGON CLINIC, P.C. RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE OREGON CLINIC, P.C. RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE OREGON CLINIC, P.C. RETIREMENT 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: THE OREGON CLINIC, P.C. RETIREMENT 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: THE OREGON CLINIC, P.C. RETIREMENT 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: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE OREGON CLINIC, P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMP43308
Policy instance 1
Insurance contract or identification numberMP43308
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,385
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $11,385
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMP43308
Policy instance 1
Insurance contract or identification numberMP43308
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,714
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $17,714
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMP43308
Policy instance 1
Insurance contract or identification numberMP43308
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,523
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,523
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMP43308
Policy instance 1
Insurance contract or identification numberMP43308
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,609
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,609
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMP43308
Policy instance 1
Insurance contract or identification numberMP43308
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,555
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMP43308
Policy instance 1
Insurance contract or identification numberMP43308
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,850
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?Yes
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?No
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
Other information about contractGROUP VARIABLE ANNUITY W/GUAR FUND

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