401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION plan

RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CALIFORNIA MEDICAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA MEDICAL ASSOCIATION

Employer identification number (EIN): 940359340

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA MEDICAL ASSOCIATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1518010

More information about CALIFORNIA MEDICAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 LANCE R. LEWIS LANCE R. LEWIS 2015-10-05
001 2013-01-01 LANCE R. LEWIS LANCE R. LEWIS 2014-09-23
001 2012-01-01 LANCE R. LEWIS LANCE R. LEWIS 2013-10-03
001 2011-01-01 LANCE R. LEWIS LANCE R. LEWIS 2012-10-08
001 2010-01-01 LANCE R. LEWIS LANCE R. LEWIS 2011-10-12
001 2009-01-01 LANCE R. LEWIS LANCE R. LEWIS 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	LANCE R. LEWIS	LANCE R. LEWIS	2015-10-05
001	2013-01-01	LANCE R. LEWIS	LANCE R. LEWIS	2014-09-23
001	2012-01-01	LANCE R. LEWIS	LANCE R. LEWIS	2013-10-03
001	2011-01-01	LANCE R. LEWIS	LANCE R. LEWIS	2012-10-08
001	2010-01-01	LANCE R. LEWIS	LANCE R. LEWIS	2011-10-12
001	2009-01-01	LANCE R. LEWIS	LANCE R. LEWIS	2010-10-12

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION

Measure Date Value
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 80
Number of other retired or separated participants entitled to future benefits 2013-01-01 58
Total of all active and inactive participants 2013-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 11
Total participants 2013-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 77
Number of other retired or separated participants entitled to future benefits 2012-01-01 67
Total of all active and inactive participants 2012-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 8
Total participants 2012-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 77
Number of other retired or separated participants entitled to future benefits 2011-01-01 70
Total of all active and inactive participants 2011-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 8
Total participants 2011-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2010 401k membership
Total participants, beginning-of-year 2010-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 73
Number of other retired or separated participants entitled to future benefits 2010-01-01 75
Total of all active and inactive participants 2010-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 7
Total participants 2010-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 75
Number of other retired or separated participants entitled to future benefits 2009-01-01 81
Total of all active and inactive participants 2009-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	80
Number of other retired or separated participants entitled to future benefits	2013-01-01	58
Total of all active and inactive participants	2013-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	11
Total participants	2013-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	77
Number of other retired or separated participants entitled to future benefits	2012-01-01	67
Total of all active and inactive participants	2012-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	8
Total participants	2012-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	77
Number of other retired or separated participants entitled to future benefits	2011-01-01	70
Total of all active and inactive participants	2011-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	8
Total participants	2011-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2010 401k membership
Total participants, beginning-of-year	2010-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	73
Number of other retired or separated participants entitled to future benefits	2010-01-01	75
Total of all active and inactive participants	2010-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	7
Total participants	2010-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	75
Number of other retired or separated participants entitled to future benefits	2009-01-01	81
Total of all active and inactive participants	2009-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION

Measure	Date	Value
2014 : RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$-1,859,029
Total unrealized appreciation/depreciation of assets	2014-12-31	$-1,859,029
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$89,667
Total income from all sources (including contributions)	2014-12-31	$989,212
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$16,344,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$16,119,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$645,000
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$15,444,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$224,982
Total interest from all sources	2014-12-31	$123,561
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$9,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$12,599,335
Administrative expenses professional fees incurred	2014-12-31	$224,982
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$89,667
Other income not declared elsewhere	2014-12-31	$395
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$96,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-15,354,953
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,354,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,009,410
Income. Interest from US Government securities	2014-12-31	$123,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$338,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$338,954
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$12,599,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,069,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$645,000
Income. Dividends from common stock	2014-12-31	$9,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,519,848
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2014-12-31	680037990
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$1,746,276
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,746,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$89,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,001
Total income from all sources (including contributions)	2013-12-31	$2,217,298
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,142,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$979,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$15,444,620
Value of total assets at beginning of year	2013-12-31	$14,288,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$162,218
Total interest from all sources	2013-12-31	$94,868
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$368,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$82,735
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$5,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$89,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$9,001
Other income not declared elsewhere	2013-12-31	$5,122
Administrative expenses (other) incurred	2013-12-31	$15,893
Total non interest bearing cash at end of year	2013-12-31	$96,256
Total non interest bearing cash at beginning of year	2013-12-31	$89,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,075,122
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,354,953
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,279,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,009,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,867,509
Income. Interest from US Government securities	2013-12-31	$94,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$338,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$10,179,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$10,179,440
Asset value of US Government securities at beginning of year	2013-12-31	$2,147,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Income. Dividends from common stock	2013-12-31	$368,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$979,958
Contract administrator fees	2013-12-31	$63,590
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2013-12-31	680037990
2012 : RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$12,213
Total unrealized appreciation/depreciation of assets	2012-12-31	$12,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$853
Total income from all sources (including contributions)	2012-12-31	$1,740,873
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,096,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$955,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$38,837
Value of total assets at end of year	2012-12-31	$14,288,832
Value of total assets at beginning of year	2012-12-31	$13,636,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$140,827
Total interest from all sources	2012-12-31	$62,514
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$182,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$182,373
Administrative expenses professional fees incurred	2012-12-31	$49,852
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$5,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$12,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$9,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$853
Other income not declared elsewhere	2012-12-31	$89,106
Administrative expenses (other) incurred	2012-12-31	$16,940
Total non interest bearing cash at end of year	2012-12-31	$89,044
Total non interest bearing cash at beginning of year	2012-12-31	$2,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$644,330
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,279,831
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,635,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,867,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,941,364
Income. Interest from US Government securities	2012-12-31	$62,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$10,179,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,219,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,219,413
Asset value of US Government securities at end of year	2012-12-31	$2,147,368
Asset value of US Government securities at beginning of year	2012-12-31	$2,460,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,355,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$38,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$955,716
Contract administrator fees	2012-12-31	$74,035
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	680037990
2011 : RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-571,124
Total unrealized appreciation/depreciation of assets	2011-12-31	$-571,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$92,275
Total income from all sources (including contributions)	2011-12-31	$3,940,112
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,173,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,018,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,010,000
Value of total assets at end of year	2011-12-31	$13,636,354
Value of total assets at beginning of year	2011-12-31	$10,961,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$155,399
Total interest from all sources	2011-12-31	$47,592
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$200,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$200,881
Administrative expenses professional fees incurred	2011-12-31	$47,580
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$12,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$13,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$92,275
Other income not declared elsewhere	2011-12-31	$16,171
Administrative expenses (other) incurred	2011-12-31	$32,088
Total non interest bearing cash at end of year	2011-12-31	$2,134
Total non interest bearing cash at beginning of year	2011-12-31	$1,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,766,660
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,635,501
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,868,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,941,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,288,484
Income. Interest from US Government securities	2011-12-31	$47,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,219,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$246,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$246,112
Asset value of US Government securities at end of year	2011-12-31	$2,460,535
Asset value of US Government securities at beginning of year	2011-12-31	$2,251,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$236,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,010,000
Employer contributions (assets) at beginning of year	2011-12-31	$160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,018,053
Contract administrator fees	2011-12-31	$75,731
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2011-12-31	680037990
2010 : RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$92,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$13,571
Total income from all sources (including contributions)	2010-12-31	$1,778,162
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,077,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$918,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$640,000
Value of total assets at end of year	2010-12-31	$10,961,116
Value of total assets at beginning of year	2010-12-31	$10,181,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$159,005
Total interest from all sources	2010-12-31	$91,349
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$301,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$301,420
Administrative expenses professional fees incurred	2010-12-31	$53,156
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$13,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$14,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$92,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$13,571
Other income not declared elsewhere	2010-12-31	$16,102
Administrative expenses (other) incurred	2010-12-31	$31,753
Total non interest bearing cash at end of year	2010-12-31	$1,605
Total non interest bearing cash at beginning of year	2010-12-31	$4,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$701,009
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,868,841
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,167,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,288,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,358,301
Income. Interest from US Government securities	2010-12-31	$91,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$246,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$249,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$249,995
Asset value of US Government securities at end of year	2010-12-31	$2,251,276
Asset value of US Government securities at beginning of year	2010-12-31	$2,394,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$729,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$640,000
Employer contributions (assets) at end of year	2010-12-31	$160,000
Employer contributions (assets) at beginning of year	2010-12-31	$160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$918,148
Contract administrator fees	2010-12-31	$74,096
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MILLER, KAPLAN, ARASE, & CO., LLP
Accountancy firm EIN	2010-12-31	952036255

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION

2014: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE CALIFORNIA MEDICAL ASSOCIATION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALIFORNIA MEDICAL ASSOCIATION
Employer identification number (EIN):	940359340
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1518010