401k Plan data: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN plan

TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 401k Plan overview

Plan Name	TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN
Plan identification number	003

TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC.

Employer identification number (EIN): 043044706

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ASSAD SIDDIQI, SENIOR VP OF FINANCE 2023-10-12 ASSAD SIDDIQI, SENIOR VP OF FINANCE 2023-10-12
003 2021-01-01 ASSAD SIDDIQI, SENIOR VP OF FINANCE 2022-10-07 ASSAD SIDDIQI, SENIOR VP OF FINANCE 2022-10-07
003 2020-01-01 ASSAD SIDDIQI, VP OF FINANCE 2021-10-11 ASSAD SIDDIQI, VP OF FINANCE 2021-10-11
003 2019-01-01 CRAIG BEST, PRESIDENT & CEO 2020-09-09
003 2018-01-01 DANIEL MORASH, CFO AND VP 2019-10-11
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 KAREN LEIBOLD
003 2011-01-01 CAROL CZARNECKI - AS PRACTITIONER
003 2009-01-01
003 2009-01-01 KAREN LEIBOLD KAREN LEIBOLD 2011-07-20
003 2009-01-01 KAREN LEIBOLD 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ASSAD SIDDIQI, SENIOR VP OF FINANCE	2023-10-12	ASSAD SIDDIQI, SENIOR VP OF FINANCE	2023-10-12
003	2021-01-01	ASSAD SIDDIQI, SENIOR VP OF FINANCE	2022-10-07	ASSAD SIDDIQI, SENIOR VP OF FINANCE	2022-10-07
003	2020-01-01	ASSAD SIDDIQI, VP OF FINANCE	2021-10-11	ASSAD SIDDIQI, VP OF FINANCE	2021-10-11
003	2019-01-01	CRAIG BEST, PRESIDENT & CEO	2020-09-09
003	2018-01-01	DANIEL MORASH, CFO AND VP	2019-10-11
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	KAREN LEIBOLD
003	2011-01-01	CAROL CZARNECKI - AS PRACTITIONER
003	2009-01-01
003	2009-01-01	KAREN LEIBOLD		KAREN LEIBOLD	2011-07-20
003	2009-01-01			KAREN LEIBOLD	2011-07-20

Plan Statistics for TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

401k plan membership statisitcs for TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

Measure Date Value
2022: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,090
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 708
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 465
Total of all active and inactive participants 2022-01-01 1,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,187
Number of participants with account balances 2022-01-01 1,141
2021: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 941
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 758
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 321
Total of all active and inactive participants 2021-01-01 1,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,090
Number of participants with account balances 2021-01-01 1,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 817
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 710
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 276
Total of all active and inactive participants 2020-01-01 994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 995
Number of participants with account balances 2020-01-01 941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 782
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 593
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 254
Total of all active and inactive participants 2019-01-01 854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 854
Number of participants with account balances 2019-01-01 817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 755
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 555
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 258
Total of all active and inactive participants 2018-01-01 819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 820
Number of participants with account balances 2018-01-01 782
2017: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 715
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 572
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 219
Total of all active and inactive participants 2017-01-01 796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 798
Number of participants with account balances 2017-01-01 755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 684
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 533
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 224
Total of all active and inactive participants 2016-01-01 762
Total participants 2016-01-01 762
Number of participants with account balances 2016-01-01 715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 638
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 511
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 207
Total of all active and inactive participants 2015-01-01 723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 727
Number of participants with account balances 2015-01-01 684
2014: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 620
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 488
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 191
Total of all active and inactive participants 2014-01-01 683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 685
Number of participants with account balances 2014-01-01 638
2013: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 611
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 497
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 170
Total of all active and inactive participants 2013-01-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 672
Number of participants with account balances 2013-01-01 620
2012: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 661
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 512
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 144
Total of all active and inactive participants 2012-01-01 657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 657
Number of participants with account balances 2012-01-01 611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 685
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 518
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 142
Total of all active and inactive participants 2011-01-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 661
Number of participants with account balances 2011-01-01 598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 654
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,199
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 126
Total of all active and inactive participants 2009-01-01 1,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,325
Number of participants with account balances 2009-01-01 539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,090
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	708
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	465
Total of all active and inactive participants	2022-01-01	1,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,187
Number of participants with account balances	2022-01-01	1,141
2021: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	941
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	758
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	321
Total of all active and inactive participants	2021-01-01	1,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,090
Number of participants with account balances	2021-01-01	1,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	817
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	710
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	276
Total of all active and inactive participants	2020-01-01	994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	995
Number of participants with account balances	2020-01-01	941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	782
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	593
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	254
Total of all active and inactive participants	2019-01-01	854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	854
Number of participants with account balances	2019-01-01	817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	755
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	555
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	258
Total of all active and inactive participants	2018-01-01	819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	820
Number of participants with account balances	2018-01-01	782
2017: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	715
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	572
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	219
Total of all active and inactive participants	2017-01-01	796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	798
Number of participants with account balances	2017-01-01	755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	684
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	533
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	224
Total of all active and inactive participants	2016-01-01	762
Total participants	2016-01-01	762
Number of participants with account balances	2016-01-01	715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	638
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	511
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	207
Total of all active and inactive participants	2015-01-01	723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	727
Number of participants with account balances	2015-01-01	684
2014: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	620
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	488
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	191
Total of all active and inactive participants	2014-01-01	683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	685
Number of participants with account balances	2014-01-01	638
2013: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	611
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	497
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	170
Total of all active and inactive participants	2013-01-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	672
Number of participants with account balances	2013-01-01	620
2012: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	661
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	512
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	144
Total of all active and inactive participants	2012-01-01	657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	657
Number of participants with account balances	2012-01-01	611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	685
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	518
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	142
Total of all active and inactive participants	2011-01-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	661
Number of participants with account balances	2011-01-01	598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	654
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,199
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	126
Total of all active and inactive participants	2009-01-01	1,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,325
Number of participants with account balances	2009-01-01	539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

Measure	Date	Value
2022 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-35,095,970
Total of all expenses incurred	2022-12-31	$9,272,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,180,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$12,958,975
Value of total assets at end of year	2022-12-31	$225,867,672
Value of total assets at beginning of year	2022-12-31	$270,235,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$91,831
Total interest from all sources	2022-12-31	$7,691,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$12,704,577
Participant contributions at end of year	2022-12-31	$283,804
Participant contributions at beginning of year	2022-12-31	$187,855
Participant contributions at end of year	2022-12-31	$532,439
Participant contributions at beginning of year	2022-12-31	$548,843
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$254,398
Administrative expenses (other) incurred	2022-12-31	$91,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-44,368,175
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$225,867,672
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$270,235,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$216,001,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$260,129,068
Value of interest in pooled separate accounts at end of year	2022-12-31	$340,340
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$315,683
Interest on participant loans	2022-12-31	$10,831
Interest earned on other investments	2022-12-31	$7,680,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,709,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,054,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-55,772,038
Net investment gain/loss from pooled separate accounts	2022-12-31	$25,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,180,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	AAFCPAS, INC.
Accountancy firm EIN	2022-12-31	042571780
2021 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$48,561,845
Total of all expenses incurred	2021-12-31	$18,659,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$18,575,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$12,871,311
Value of total assets at end of year	2021-12-31	$270,235,847
Value of total assets at beginning of year	2021-12-31	$240,333,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$83,671
Total interest from all sources	2021-12-31	$9,552,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$11,863,253
Participant contributions at end of year	2021-12-31	$187,855
Participant contributions at beginning of year	2021-12-31	$188,139
Participant contributions at end of year	2021-12-31	$548,843
Participant contributions at beginning of year	2021-12-31	$696,029
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,008,058
Administrative expenses (other) incurred	2021-12-31	$83,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$29,902,426
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$270,235,847
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$240,333,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$260,129,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$230,004,468
Value of interest in pooled separate accounts at end of year	2021-12-31	$315,683
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$272,062
Interest on participant loans	2021-12-31	$9,017
Interest earned on other investments	2021-12-31	$9,543,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,054,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$9,172,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$26,090,252
Net investment gain/loss from pooled separate accounts	2021-12-31	$47,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$18,575,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	AAFCPAS, INC.
Accountancy firm EIN	2021-12-31	042571780
2020 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$48,764,112
Total of all expenses incurred	2020-12-31	$8,449,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,366,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$13,154,312
Value of total assets at end of year	2020-12-31	$240,333,421
Value of total assets at beginning of year	2020-12-31	$200,018,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$83,012
Total interest from all sources	2020-12-31	$5,818,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$11,560,648
Participant contributions at end of year	2020-12-31	$188,139
Participant contributions at beginning of year	2020-12-31	$254,629
Participant contributions at end of year	2020-12-31	$696,029
Participant contributions at beginning of year	2020-12-31	$491,541
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,593,664
Administrative expenses (other) incurred	2020-12-31	$83,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$40,314,651
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$240,333,421
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$200,018,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$230,004,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$189,797,921
Value of interest in pooled separate accounts at end of year	2020-12-31	$272,062
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$286,050
Interest on participant loans	2020-12-31	$9,437
Interest earned on other investments	2020-12-31	$5,809,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$9,172,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,188,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$29,793,735
Net investment gain/loss from pooled separate accounts	2020-12-31	$-2,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,366,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	AAFPCAS, INC.
Accountancy firm EIN	2020-12-31	042571780
2019 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$47,708,429
Total of all expenses incurred	2019-12-31	$10,732,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,656,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,888,829
Value of total assets at end of year	2019-12-31	$200,018,770
Value of total assets at beginning of year	2019-12-31	$163,042,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$76,560
Total interest from all sources	2019-12-31	$6,109,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$9,748,448
Participant contributions at end of year	2019-12-31	$254,629
Participant contributions at beginning of year	2019-12-31	$311,699
Participant contributions at end of year	2019-12-31	$491,541
Participant contributions at beginning of year	2019-12-31	$469,372
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,140,381
Administrative expenses (other) incurred	2019-12-31	$76,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$36,975,810
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$200,018,770
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$163,042,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$189,797,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$152,958,804
Value of interest in pooled separate accounts at end of year	2019-12-31	$286,050
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$315,051
Interest on participant loans	2019-12-31	$14,468
Interest earned on other investments	2019-12-31	$6,095,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,188,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,988,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$29,693,383
Net investment gain/loss from pooled separate accounts	2019-12-31	$16,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,656,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	AAFCPAS, INC.
Accountancy firm EIN	2019-12-31	042571780
2018 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,031,416
Total of all expenses incurred	2018-12-31	$8,845,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,807,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$10,478,176
Value of total assets at end of year	2018-12-31	$163,042,960
Value of total assets at beginning of year	2018-12-31	$169,856,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,473
Total interest from all sources	2018-12-31	$6,171,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$9,214,799
Participant contributions at end of year	2018-12-31	$311,699
Participant contributions at beginning of year	2018-12-31	$357,749
Participant contributions at end of year	2018-12-31	$469,372
Participant contributions at beginning of year	2018-12-31	$425,009
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,263,377
Administrative expenses (other) incurred	2018-12-31	$37,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,813,868
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$163,042,960
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$169,856,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$152,958,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$159,135,592
Value of interest in pooled separate accounts at end of year	2018-12-31	$315,051
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$468,165
Interest on participant loans	2018-12-31	$16,657
Interest earned on other investments	2018-12-31	$6,155,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$8,988,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,470,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-14,636,667
Net investment gain/loss from pooled separate accounts	2018-12-31	$18,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,807,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2018-12-31	042571780
2017 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$37,014,877
Total of all expenses incurred	2017-12-31	$6,082,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,082,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$12,235,700
Value of total assets at end of year	2017-12-31	$169,856,828
Value of total assets at beginning of year	2017-12-31	$138,924,510
Total interest from all sources	2017-12-31	$5,024,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$8,565,073
Participant contributions at end of year	2017-12-31	$357,749
Participant contributions at beginning of year	2017-12-31	$318,548
Participant contributions at end of year	2017-12-31	$425,009
Participant contributions at beginning of year	2017-12-31	$504,701
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,670,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$263,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$30,932,318
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$169,856,828
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$138,924,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$159,135,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$128,151,772
Value of interest in pooled separate accounts at end of year	2017-12-31	$468,165
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$453,638
Interest on participant loans	2017-12-31	$14,331
Interest earned on other investments	2017-12-31	$5,009,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,470,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$9,232,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$19,735,174
Net investment gain/loss from pooled separate accounts	2017-12-31	$19,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,082,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ALEXANDER, ARONSON, FINNING CO. P.C
Accountancy firm EIN	2017-12-31	042571780
2016 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$18,747,705
Total of all expenses incurred	2016-12-31	$7,245,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,244,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,155,981
Value of total assets at end of year	2016-12-31	$138,924,510
Value of total assets at beginning of year	2016-12-31	$127,422,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$475
Total interest from all sources	2016-12-31	$3,644,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$475
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$8,462,736
Participant contributions at end of year	2016-12-31	$318,548
Participant contributions at beginning of year	2016-12-31	$220,715
Participant contributions at end of year	2016-12-31	$504,701
Participant contributions at beginning of year	2016-12-31	$494,627
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$693,245
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$263,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,502,316
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$138,924,510
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$127,422,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$128,151,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$117,019,916
Value of interest in pooled separate accounts at end of year	2016-12-31	$453,638
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$444,588
Interest on participant loans	2016-12-31	$12,057
Interest earned on other investments	2016-12-31	$3,632,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$9,232,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,242,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,924,605
Net investment gain/loss from pooled separate accounts	2016-12-31	$23,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,244,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN	2016-12-31	042571780
2015 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$9,207,366
Total of all expenses incurred	2015-12-31	$6,110,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,110,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,772,776
Value of total assets at end of year	2015-12-31	$127,422,194
Value of total assets at beginning of year	2015-12-31	$124,325,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$647
Total interest from all sources	2015-12-31	$4,390,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$647
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$8,084,509
Participant contributions at end of year	2015-12-31	$220,715
Participant contributions at beginning of year	2015-12-31	$151,120
Participant contributions at end of year	2015-12-31	$494,627
Participant contributions at beginning of year	2015-12-31	$456,771
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$688,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$574,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,096,540
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$127,422,194
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$124,325,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$117,019,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$113,050,760
Value of interest in pooled separate accounts at end of year	2015-12-31	$444,588
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$583,075
Interest on participant loans	2015-12-31	$7,068
Interest earned on other investments	2015-12-31	$4,383,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,242,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,509,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,003,219
Net investment gain/loss from pooled separate accounts	2015-12-31	$47,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,110,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN	2015-12-31	042571780
2014 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$16,568,492
Total of all expenses incurred	2014-12-31	$6,201,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,201,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$8,286,435
Value of total assets at end of year	2014-12-31	$124,325,654
Value of total assets at beginning of year	2014-12-31	$113,958,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$325
Total interest from all sources	2014-12-31	$3,887,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$325
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$7,412,452
Participant contributions at end of year	2014-12-31	$151,120
Participant contributions at beginning of year	2014-12-31	$46,648
Participant contributions at end of year	2014-12-31	$456,771
Participant contributions at beginning of year	2014-12-31	$455,364
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$873,983
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$574,620
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	$10,366,925
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$124,325,654
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$113,958,729
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	$113,050,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$102,778,033
Value of interest in pooled separate accounts at end of year	2014-12-31	$583,075
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$572,524
Interest on participant loans	2014-12-31	$5,507
Interest earned on other investments	2014-12-31	$3,882,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,509,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$10,106,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,326,789
Net investment gain/loss from pooled separate accounts	2014-12-31	$67,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,201,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN	2014-12-31	042571780
2013 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$26,084,616
Total of all expenses incurred	2013-12-31	$9,082,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,082,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,824,951
Value of total assets at end of year	2013-12-31	$113,958,729
Value of total assets at beginning of year	2013-12-31	$96,957,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$275
Total interest from all sources	2013-12-31	$2,979,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$7,379,346
Participant contributions at end of year	2013-12-31	$46,648
Participant contributions at beginning of year	2013-12-31	$55,625
Participant contributions at end of year	2013-12-31	$455,364
Participant contributions at beginning of year	2013-12-31	$498,195
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$445,605
Administrative expenses (other) incurred	2013-12-31	$275
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	$17,001,687
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$113,958,729
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$96,957,042
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	$102,778,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$85,147,429
Value of interest in pooled separate accounts at end of year	2013-12-31	$572,524
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$572,127
Interest on participant loans	2013-12-31	$2,346
Interest earned on other investments	2013-12-31	$2,976,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$10,106,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$10,683,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,227,684
Net investment gain/loss from pooled separate accounts	2013-12-31	$52,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,082,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN	2013-12-31	042571780
2012 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$18,185,040
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,407,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,407,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,045,183
Value of total assets at end of year	2012-12-31	$96,957,042
Value of total assets at beginning of year	2012-12-31	$82,179,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$388,875
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,450,012
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	$1,450,012
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$7,395,391
Participant contributions at end of year	2012-12-31	$55,625
Participant contributions at beginning of year	2012-12-31	$21,480
Participant contributions at end of year	2012-12-31	$498,195
Participant contributions at beginning of year	2012-12-31	$482,244
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$649,792
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	$14,777,913
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$96,957,042
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$82,179,129
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	$85,147,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$70,268,745
Value of interest in pooled separate accounts at end of year	2012-12-31	$572,127
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$532,526
Interest on participant loans	2012-12-31	$1,968
Interest earned on other investments	2012-12-31	$386,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$10,683,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$10,874,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$8,248,061
Net investment gain/loss from pooled separate accounts	2012-12-31	$52,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,407,127
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2012-12-31	366055558
2011 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,231,271
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,678,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,678,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,017,555
Value of total assets at end of year	2011-12-31	$82,179,129
Value of total assets at beginning of year	2011-12-31	$80,626,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$433
Total interest from all sources	2011-12-31	$56,283
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,283,497
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	$1,283,497
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$6,883,228
Participant contributions at end of year	2011-12-31	$21,480
Participant contributions at beginning of year	2011-12-31	$21,820
Participant contributions at end of year	2011-12-31	$482,244
Participant contributions at beginning of year	2011-12-31	$602,200
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$134,327
Administrative expenses (other) incurred	2011-12-31	$433
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	$1,552,679
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$82,179,129
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$80,626,450
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	$70,268,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$68,547,071
Value of interest in pooled separate accounts at end of year	2011-12-31	$532,526
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$508,847
Interest on participant loans	2011-12-31	$666
Interest earned on other investments	2011-12-31	$55,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$10,874,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$10,946,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,191,749
Net investment gain/loss from pooled separate accounts	2011-12-31	$65,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,678,159
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2011-12-31	366055558