SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 401k Plan overview

SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN Benefits

401k Sponsoring company profile

Company Name:	SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP
Employer identification number (EIN):	953150156
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2016-10-01
501	2015-10-01	STEPHEN GOODMAN
501	2014-10-01	STEPHEN GOODMAN
501	2013-10-01	STEPHEN GOODMAN		STEPHEN GOODMAN	2015-04-22
501	2012-10-01	STEPHEN GOODMAN		STEPHEN GOODMAN	2014-02-12
501	2011-10-01	STEPHEN GOODMAN		STEPHEN GOODMAN	2013-03-18
501	2009-08-01	STEPHEN GOODMAN
501	2009-08-01			STEPHEN GOODMAN	2011-01-03

Plan Statistics for SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN

Measure	Date	Value
2016: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	406
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	438
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	438
2015: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	462
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	484
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	484
2014: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	387
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	458
Number of retired or separated participants receiving benefits	2014-10-01	4
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	462
2013: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	415
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	387
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	387
2012: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	396
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	413
Number of retired or separated participants receiving benefits	2012-10-01	2
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	415
2011: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	384
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	394
Number of retired or separated participants receiving benefits	2011-10-01	2
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	396
2009: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	359
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	340
Number of retired or separated participants receiving benefits	2009-08-01	3
Number of other retired or separated participants entitled to future benefits	2009-08-01	0
Total of all active and inactive participants	2009-08-01	343

Form 5500 Responses for SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE WELFARE PLAN

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• SOUTHERN CALIFORNIA HEALTH PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN [EIN = 832983899]
• SOUTHERN CALIFORNIA VALVE 401K PROFIT SHARING PLAN [EIN = 320221625]
• SOUTHERN CALIFORNIA VETERINARY DENTAL SPECIALTIES, INC. CASH BALANCE PLAN [EIN = 030506122]
• SOUTHERN CALIFORNIA PATIOS INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 823891441]
• SOUTHERN CALIFORNIA ENDODONTIC GROUP PROFIT SHARING PLAN AND TRUST [EIN = 770569481]
• SOUTHERN CALIFORNIA FINANCIAL SERVICES, INC. 401(K) P/S PLAN [EIN = 813161135]
• SOUTHERN CALIFORNIA ENDODONTIC GROUP DEFINED BENEFIT PENSION PLAN [EIN = 770569481]
• SOUTHERN CALIFORNIA DENTAL SERVICE 401(K) PROFIT SHARING PLAN [EIN = 830984322]
• SOUTHERN CALIFORNIA ACUPUNCTURE 401K AND PROFIT SHARING PLAN [EIN = 832018176]
• SOUTHERN CALIFORNIA KIDNEY CONSULTANTS, INC. 401(K) PLAN [EIN = 952850058]
• SOUTHERN CALIFORNIA PHYSICIAN NETWORK RETIREMENT PLAN [EIN = 472639091]
• SOUTHERN CALIFORNIA SPINE AND PAIN INSTITUTE PENSION PLAN [EIN = 471838723]
• SOUTHERN CALIFORNIA SPINE AND PAIN INSTITUTE RETIREMENT PLAN [EIN = 471838723]
• SOUTHERN CALIFORNIA VETERINARY SERVICES, INC. PROFIT SHARING PLAN [EIN = 330971773]
• SOUTHERN CALIFORNIA REPRODUCTIVE CENTER WELFARE BENEFIT PLAN [EIN = 954775290]
• SOUTHERN CALIFORNIA FLEET SERVICES INC. WELFARE BENEFITS PLAN [EIN = 390642224]
• SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN [EIN = 954482413]
• SOUTHERN CALIFORNIA PUBLIC RADIO VOLUNTARY EMPLOYEE SEPARATION PROGRAM [EIN = 954765734]
• SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE FLEXIBLE BENEFITS PLAN [EIN = 952789388]
• SOUTHERN CALIFORNIA RIVIERA PULMONARY GROUP, INC. CASH BALANCE PENSION PLAN [EIN = 371498221]
• SOUTHERN CALIFORNIA ELECTROPHYSIOLOGY ASSOCIATES, INC. CASH BALANCE PLAN [EIN = 272892652]
• SOUTHERN CALIFORNIA HEART AND VASCULAR CENTER 401(K) PLAN [EIN = 831531633]
• SOUTHERN CALIFORNIA EMG 401(K) PLAN [EIN = 850806620]
• SOUTHERN CALIFORNIA WATER AND 401(K) PROFIT SHARING PLAN & TRUST [EIN = 473799630]
• SOUTHERN CALIFORNIA CENTER FOR COUPLES AND FAMILIES [EIN = 814486985]
• SOUTHERN CALIFORNIA REGIONAL INFUSION PHARMACOLOGICAL TECHNOL [EIN = 464574903]
• SOUTHERN CALIFORNIA HEART CENTERS, A MED. CORP. 401K PLAN [EIN = 954719255]
• SOUTHERN CALIFORNIA PRIMARY CARE 401K PLAN [EIN = 330891219]
• SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP MASTER TRUST [EIN = 871707526]
• SOUTHERN CALIFORNIA TREE AND LANDSCAPE 401(K) P/S PLAN [EIN = 208253446]
• SOUTHERN CALIFORNIA REGENERATIVE MEDICAL, INC 401(K) PLAN [EIN = 830860536]
• SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM WELFARE BENEFITS PLAN [EIN = 954482413]
• SOUTHERN CALIFORNIA SPORTFISHING LLC 401K PLAN [EIN = 465372764]
• SOUTHERN CALIFORNIA PROSTHETICS 401(K) PLAN [EIN = 270627217]
• SOUTHERN CALIFORNIA PARTNERSHIP FOR JOBS 401(K) PLAN [EIN = 465077693]
• SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN [EIN = 043720198]
• SOUTHERN CALIFORNIA SUNRISE RECOVERY CENTERS, LLC 401(K) [EIN = 813995233]
• SOUTHERN CALIFORNIA NEUROLOGY AND PSYCHIATRY, INC. DEFINED BENEFIT PENSION PLAN [EIN = 461666325]
• SOUTHERN CALIFORNIA FLEET SERVICES 401(K) PLAN [EIN = 330642224]

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