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COASTAL MEDICAL, INC. RETIREMENT PLAN 401k Plan overview

Plan NameCOASTAL MEDICAL, INC. RETIREMENT PLAN
Plan identification number 001

COASTAL MEDICAL, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

COASTAL MEDICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL MEDICAL, INC.
Employer identification number (EIN):050483739
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL MEDICAL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MERYL MOSS2021-09-02
0012019-01-01MERYL MOSS2020-10-07
0012018-01-01MERYL MOSS2019-08-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MERYL MOSS
0012013-01-01MERYL MOSS
0012012-01-01MERYL MOSS
0012011-01-01MERYL MOSS
0012010-01-01MERYL MOSS MERYL MOSS2011-09-12
0012009-01-01MERYL MOSS MERYL MOSS2010-08-11
0012009-01-01MERYL MOSS

Plan Statistics for COASTAL MEDICAL, INC. RETIREMENT PLAN

401k plan membership statisitcs for COASTAL MEDICAL, INC. RETIREMENT PLAN

Measure Date Value
2020: COASTAL MEDICAL, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01766
Total number of active participants reported on line 7a of the Form 55002020-01-01570
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01179
Total of all active and inactive participants2020-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01749
Number of participants with account balances2020-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: COASTAL MEDICAL, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01688
Total number of active participants reported on line 7a of the Form 55002019-01-01580
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01164
Total of all active and inactive participants2019-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01744
Number of participants with account balances2019-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: COASTAL MEDICAL, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01667
Total number of active participants reported on line 7a of the Form 55002018-01-01475
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01643
Number of participants with account balances2018-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: COASTAL MEDICAL, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01623
Total number of active participants reported on line 7a of the Form 55002017-01-01453
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01625
Number of participants with account balances2017-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: COASTAL MEDICAL, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01582
Total number of active participants reported on line 7a of the Form 55002016-01-01434
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01141
Total of all active and inactive participants2016-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01575
Number of participants with account balances2016-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: COASTAL MEDICAL, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01545
Total number of active participants reported on line 7a of the Form 55002015-01-01408
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01540
Number of participants with account balances2015-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: COASTAL MEDICAL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01541
Total number of active participants reported on line 7a of the Form 55002014-01-01409
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01518
Number of participants with account balances2014-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: COASTAL MEDICAL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01450
Total number of active participants reported on line 7a of the Form 55002013-01-01386
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01501
Number of participants with account balances2013-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: COASTAL MEDICAL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01419
Total number of active participants reported on line 7a of the Form 55002012-01-01321
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01425
Number of participants with account balances2012-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: COASTAL MEDICAL, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01389
Total number of active participants reported on line 7a of the Form 55002011-01-01284
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01375
Number of participants with account balances2011-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: COASTAL MEDICAL, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01343
Total number of active participants reported on line 7a of the Form 55002010-01-01278
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0178
Total of all active and inactive participants2010-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01356
Number of participants with account balances2010-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: COASTAL MEDICAL, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01329
Total number of active participants reported on line 7a of the Form 55002009-01-01254
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01326
Number of participants with account balances2009-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on COASTAL MEDICAL, INC. RETIREMENT PLAN

Measure Date Value
2020 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$68,388
Total unrealized appreciation/depreciation of assets2020-12-31$68,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,387,240
Total loss/gain on sale of assets2020-12-31$-18,604
Total of all expenses incurred2020-12-31$2,684,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,659,485
Expenses. Certain deemed distributions of participant loans2020-12-31$5,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,851,699
Value of total assets at end of year2020-12-31$102,297,473
Value of total assets at beginning of year2020-12-31$83,595,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,712
Total interest from all sources2020-12-31$57,942
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,063,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,050,316
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$51,684
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,801,670
Participant contributions at end of year2020-12-31$596,444
Participant contributions at beginning of year2020-12-31$636,599
Participant contributions at end of year2020-12-31$39,539
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$82
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,479
Administrative expenses (other) incurred2020-12-31$19,712
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,702,260
Value of net assets at end of year (total assets less liabilities)2020-12-31$102,297,473
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,595,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$94,197,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,713,763
Interest on participant loans2020-12-31$32,830
Income. Interest from US Government securities2020-12-31$53
Income. Interest from corporate debt instruments2020-12-31$2,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,627,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,351,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,351,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$22,674
Asset value of US Government securities at end of year2020-12-31$4,762
Asset value of US Government securities at beginning of year2020-12-31$4,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,364,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,962,550
Employer contributions (assets) at end of year2020-12-31$1,147,280
Employer contributions (assets) at beginning of year2020-12-31$1,046,442
Income. Dividends from preferred stock2020-12-31$475
Income. Dividends from common stock2020-12-31$12,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,659,485
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$73,960
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$46,497
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$558,468
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$794,491
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,468,415
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,487,019
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2020-12-31050409384
2019 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$31,421
Total unrealized appreciation/depreciation of assets2019-12-31$31,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,540,977
Total loss/gain on sale of assets2019-12-31$100,874
Total of all expenses incurred2019-12-31$5,909,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,879,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,095,803
Value of total assets at end of year2019-12-31$83,595,213
Value of total assets at beginning of year2019-12-31$68,963,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,149
Total interest from all sources2019-12-31$115,425
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,561,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,547,872
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,374,568
Participant contributions at end of year2019-12-31$636,599
Participant contributions at beginning of year2019-12-31$539,776
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$50,450
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,574
Administrative expenses (other) incurred2019-12-31$29,149
Total non interest bearing cash at end of year2019-12-31$723
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,631,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,595,213
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,963,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,713,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$63,034,686
Interest on participant loans2019-12-31$33,024
Income. Interest from US Government securities2019-12-31$52
Income. Interest from corporate debt instruments2019-12-31$2,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,351,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,608,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,608,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$79,739
Asset value of US Government securities at end of year2019-12-31$4,749
Asset value of US Government securities at beginning of year2019-12-31$14,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,636,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,664,661
Employer contributions (assets) at end of year2019-12-31$1,046,442
Employer contributions (assets) at beginning of year2019-12-31$1,064,262
Income. Dividends from common stock2019-12-31$13,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,879,853
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$46,497
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$94,119
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$794,491
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$556,637
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,545,315
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,444,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2019-12-31050409384
2018 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-102,761
Total unrealized appreciation/depreciation of assets2018-12-31$-102,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,706,782
Total loss/gain on sale of assets2018-12-31$-797,743
Total of all expenses incurred2018-12-31$3,900,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,862,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,736,655
Value of total assets at end of year2018-12-31$68,963,238
Value of total assets at beginning of year2018-12-31$71,156,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,605
Total interest from all sources2018-12-31$90,596
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,006,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,000,454
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,120,109
Participant contributions at end of year2018-12-31$539,776
Participant contributions at beginning of year2018-12-31$466,169
Participant contributions at end of year2018-12-31$50,450
Participant contributions at beginning of year2018-12-31$25,278
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,628
Administrative expenses (other) incurred2018-12-31$37,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,193,263
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,963,238
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,156,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$63,034,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,980,901
Interest on participant loans2018-12-31$24,889
Income. Interest from US Government securities2018-12-31$51
Income. Interest from corporate debt instruments2018-12-31$3,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,608,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,038,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,038,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$61,901
Asset value of US Government securities at end of year2018-12-31$14,602
Asset value of US Government securities at beginning of year2018-12-31$4,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,226,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,573,918
Employer contributions (assets) at end of year2018-12-31$1,064,262
Employer contributions (assets) at beginning of year2018-12-31$1,112,378
Income. Dividends from common stock2018-12-31$6,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,862,440
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$94,119
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$190,856
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$556,637
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,337,363
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,751,287
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,549,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2018-12-31050409384
2017 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-230,960
Total unrealized appreciation/depreciation of assets2017-12-31$-230,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,562,465
Total loss/gain on sale of assets2017-12-31$242,980
Total of all expenses incurred2017-12-31$3,864,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,823,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,552,764
Value of total assets at end of year2017-12-31$71,156,501
Value of total assets at beginning of year2017-12-31$59,458,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,231
Total interest from all sources2017-12-31$48,890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,237,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,228,148
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,846,300
Participant contributions at end of year2017-12-31$466,169
Participant contributions at beginning of year2017-12-31$484,496
Participant contributions at end of year2017-12-31$25,278
Participant contributions at beginning of year2017-12-31$28,843
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$146,329
Administrative expenses (other) incurred2017-12-31$41,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,698,064
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,156,501
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,458,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,980,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,218,746
Interest on participant loans2017-12-31$22,100
Income. Interest from US Government securities2017-12-31$50
Income. Interest from corporate debt instruments2017-12-31$3,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,038,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,090,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,090,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22,890
Asset value of US Government securities at end of year2017-12-31$4,645
Asset value of US Government securities at beginning of year2017-12-31$4,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,711,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,560,135
Employer contributions (assets) at end of year2017-12-31$1,112,378
Employer contributions (assets) at beginning of year2017-12-31$1,036,786
Income. Dividends from common stock2017-12-31$9,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,823,170
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$190,856
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$219,367
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,337,363
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,375,482
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$9,864,616
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,621,636
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2017-12-31050409384
2016 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-27,984
Total unrealized appreciation/depreciation of assets2016-12-31$-27,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,630,083
Total loss/gain on sale of assets2016-12-31$-427,488
Total of all expenses incurred2016-12-31$3,695,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,653,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,946,871
Value of total assets at end of year2016-12-31$59,458,437
Value of total assets at beginning of year2016-12-31$55,523,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,714
Total interest from all sources2016-12-31$35,549
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,635,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,599,587
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,579,890
Participant contributions at end of year2016-12-31$484,496
Participant contributions at beginning of year2016-12-31$329,353
Participant contributions at end of year2016-12-31$28,843
Participant contributions at beginning of year2016-12-31$23,915
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,379
Administrative expenses (other) incurred2016-12-31$41,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,934,836
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,458,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,523,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,218,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,354,178
Interest on participant loans2016-12-31$15,013
Income. Interest from US Government securities2016-12-31$1,362
Income. Interest from corporate debt instruments2016-12-31$13,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,090,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,031,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,031,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,678
Asset value of US Government securities at end of year2016-12-31$4,637
Asset value of US Government securities at beginning of year2016-12-31$4,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,467,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,346,602
Employer contributions (assets) at end of year2016-12-31$1,036,786
Employer contributions (assets) at beginning of year2016-12-31$1,009,876
Income. Dividends from common stock2016-12-31$36,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,653,533
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$219,367
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$384,971
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,375,482
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,385,429
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$13,642,640
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,070,128
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2016-12-31050409384
2015 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-106,255
Total unrealized appreciation/depreciation of assets2015-12-31$-106,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,601,420
Total loss/gain on sale of assets2015-12-31$-13,717
Total of all expenses incurred2015-12-31$6,552,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,512,283
Expenses. Certain deemed distributions of participant loans2015-12-31$1,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,733,711
Value of total assets at end of year2015-12-31$55,523,601
Value of total assets at beginning of year2015-12-31$57,474,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,641
Total interest from all sources2015-12-31$33,177
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,163,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,140,264
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,321,781
Participant contributions at end of year2015-12-31$329,353
Participant contributions at beginning of year2015-12-31$294,096
Participant contributions at end of year2015-12-31$23,915
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$155,370
Administrative expenses (other) incurred2015-12-31$38,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,951,379
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,523,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,474,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,354,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,928,466
Interest on participant loans2015-12-31$13,023
Income. Interest from US Government securities2015-12-31$49
Income. Interest from corporate debt instruments2015-12-31$19,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,031,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,558,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,558,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$518
Asset value of US Government securities at end of year2015-12-31$4,484
Asset value of US Government securities at beginning of year2015-12-31$4,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,209,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,256,560
Employer contributions (assets) at end of year2015-12-31$1,009,876
Employer contributions (assets) at beginning of year2015-12-31$1,038,995
Income. Dividends from common stock2015-12-31$23,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,512,283
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$384,971
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$608,784
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,385,429
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,042,104
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$27,413,413
Aggregate carrying amount (costs) on sale of assets2015-12-31$27,427,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2015-12-31050409384
2014 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$39,024
Total unrealized appreciation/depreciation of assets2014-12-31$39,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,440,029
Total loss/gain on sale of assets2014-12-31$216,764
Total of all expenses incurred2014-12-31$1,013,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$978,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,909,962
Value of total assets at end of year2014-12-31$57,474,980
Value of total assets at beginning of year2014-12-31$50,048,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,212
Total interest from all sources2014-12-31$29,216
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,947,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,888,070
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,279,631
Participant contributions at end of year2014-12-31$294,096
Participant contributions at beginning of year2014-12-31$318,453
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$345,710
Administrative expenses (other) incurred2014-12-31$35,212
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,426,676
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,474,980
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,048,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,928,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,614,223
Interest on participant loans2014-12-31$12,703
Income. Interest from US Government securities2014-12-31$48
Income. Interest from corporate debt instruments2014-12-31$16,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,558,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,061,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,061,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$409
Asset value of US Government securities at end of year2014-12-31$4,511
Asset value of US Government securities at beginning of year2014-12-31$4,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,298,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,284,621
Employer contributions (assets) at end of year2014-12-31$1,038,995
Employer contributions (assets) at beginning of year2014-12-31$889,688
Income. Dividends from common stock2014-12-31$58,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$978,141
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$608,784
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$295,793
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,042,104
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,863,501
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$21,214,471
Aggregate carrying amount (costs) on sale of assets2014-12-31$20,997,707
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2014-12-31050409384
2013 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$104,050
Total unrealized appreciation/depreciation of assets2013-12-31$104,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,002,900
Total loss/gain on sale of assets2013-12-31$35,627
Total of all expenses incurred2013-12-31$564,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$553,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,351,670
Value of total assets at end of year2013-12-31$50,048,304
Value of total assets at beginning of year2013-12-31$38,609,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,831
Total interest from all sources2013-12-31$23,173
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,697,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,655,065
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,006,784
Participant contributions at end of year2013-12-31$318,453
Participant contributions at beginning of year2013-12-31$271,308
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$32,288
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$384,900
Administrative expenses (other) incurred2013-12-31$10,831
Total non interest bearing cash at end of year2013-12-31$576
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,438,662
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,048,304
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,609,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$43,614,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,748,795
Interest on participant loans2013-12-31$12,044
Income. Interest from US Government securities2013-12-31$548
Income. Interest from corporate debt instruments2013-12-31$10,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,061,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,069,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,069,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$284
Asset value of US Government securities at end of year2013-12-31$4,489
Asset value of US Government securities at beginning of year2013-12-31$30,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,790,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,959,986
Employer contributions (assets) at end of year2013-12-31$889,688
Employer contributions (assets) at beginning of year2013-12-31$854,571
Income. Dividends from common stock2013-12-31$42,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$553,407
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$295,793
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$216,663
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,863,501
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$385,764
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,250,347
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,214,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2013-12-31050409384
2012 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,144
Total unrealized appreciation/depreciation of assets2012-12-31$17,144
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$8,667,569
Total loss/gain on sale of assets2012-12-31$5,026
Total of all expenses incurred2012-12-31$2,301,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,292,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,742,794
Value of total assets at end of year2012-12-31$38,609,642
Value of total assets at beginning of year2012-12-31$32,243,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,391
Total interest from all sources2012-12-31$18,479
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,114,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,105,736
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,794,686
Participant contributions at end of year2012-12-31$271,308
Participant contributions at beginning of year2012-12-31$152,633
Participant contributions at end of year2012-12-31$32,288
Participant contributions at beginning of year2012-12-31$17,382
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,180,042
Administrative expenses (other) incurred2012-12-31$8,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,366,494
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,609,642
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,243,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,748,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,642,723
Interest on participant loans2012-12-31$9,253
Income. Interest from US Government securities2012-12-31$650
Income. Interest from corporate debt instruments2012-12-31$8,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,069,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,262,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,262,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$445
Asset value of US Government securities at end of year2012-12-31$30,380
Asset value of US Government securities at beginning of year2012-12-31$35,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,769,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,768,066
Employer contributions (assets) at end of year2012-12-31$854,571
Employer contributions (assets) at beginning of year2012-12-31$837,661
Income. Dividends from preferred stock2012-12-31$727
Income. Dividends from common stock2012-12-31$7,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,292,684
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$216,663
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$134,863
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$385,764
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$159,904
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$422,343
Aggregate carrying amount (costs) on sale of assets2012-12-31$417,317
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2012-12-31050409384
2011 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-20,871
Total unrealized appreciation/depreciation of assets2011-12-31$-20,871
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$2,854,199
Total loss/gain on sale of assets2011-12-31$9,257
Total of all expenses incurred2011-12-31$974,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$966,922
Value of total corrective distributions2011-12-31$385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,394,278
Value of total assets at end of year2011-12-31$32,243,148
Value of total assets at beginning of year2011-12-31$30,363,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,676
Total interest from all sources2011-12-31$10,324
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$923,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$922,324
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,649,156
Participant contributions at end of year2011-12-31$152,633
Participant contributions at beginning of year2011-12-31$167,455
Participant contributions at end of year2011-12-31$17,382
Participant contributions at beginning of year2011-12-31$19,768
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,260,733
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,447
Administrative expenses (other) incurred2011-12-31$7,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,879,216
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,243,148
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,363,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,642,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,923,813
Interest on participant loans2011-12-31$7,214
Income. Interest from US Government securities2011-12-31$1,076
Income. Interest from corporate debt instruments2011-12-31$1,362
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$405,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,262,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,843,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,843,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$672
Asset value of US Government securities at end of year2011-12-31$35,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,464,007
Net investment gain or loss from common/collective trusts2011-12-31$1,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,699,675
Employer contributions (assets) at end of year2011-12-31$837,661
Employer contributions (assets) at beginning of year2011-12-31$743,083
Income. Dividends from common stock2011-12-31$1,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$966,922
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$134,863
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$159,904
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$98,741
Aggregate carrying amount (costs) on sale of assets2011-12-31$89,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2011-12-31050409384
2010 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$184
Total unrealized appreciation/depreciation of assets2010-12-31$184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,234,724
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$589,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$581,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,936,117
Value of total assets at end of year2010-12-31$30,363,932
Value of total assets at beginning of year2010-12-31$24,718,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,958
Total interest from all sources2010-12-31$19,279
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$521,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$521,293
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,450,421
Participant contributions at end of year2010-12-31$167,455
Participant contributions at beginning of year2010-12-31$206,759
Participant contributions at end of year2010-12-31$19,768
Participant contributions at beginning of year2010-12-31$24,541
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,260,733
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$7,958
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,645,215
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,363,932
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,718,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,923,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,680,574
Interest on participant loans2010-12-31$9,176
Value of interest in common/collective trusts at end of year2010-12-31$405,113
Value of interest in common/collective trusts at beginning of year2010-12-31$427,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,843,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,635,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,635,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,752,223
Net investment gain or loss from common/collective trusts2010-12-31$5,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,483,210
Employer contributions (assets) at end of year2010-12-31$743,083
Employer contributions (assets) at beginning of year2010-12-31$743,178
Income. Dividends from common stock2010-12-31$163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$581,551
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2010-12-31050409384
2009 : COASTAL MEDICAL, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COASTAL MEDICAL, INC. RETIREMENT PLAN

2020: COASTAL MEDICAL, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COASTAL MEDICAL, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COASTAL MEDICAL, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COASTAL MEDICAL, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COASTAL MEDICAL, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COASTAL MEDICAL, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COASTAL MEDICAL, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COASTAL MEDICAL, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COASTAL MEDICAL, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COASTAL MEDICAL, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COASTAL MEDICAL, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COASTAL MEDICAL, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17981
Policy instance 1
Insurance contract or identification number17981
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17981
Policy instance 1
Insurance contract or identification number17981
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17981
Policy instance 1
Insurance contract or identification number17981
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17981
Policy instance 1
Insurance contract or identification number17981
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number63443
Policy instance 1
Insurance contract or identification number63443
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number63443
Policy instance 1
Insurance contract or identification number63443
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number63443
Policy instance 1
Insurance contract or identification number63443
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number63443
Policy instance 1
Insurance contract or identification number63443
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number63443
Policy instance 1
Insurance contract or identification number63443
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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