401k Plan data: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN plan

SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SPECIALTY PHYSICIANS OF ILLINOIS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SPECIALTY PHYSICIANS OF ILLINOIS, LLC

Employer identification number (EIN): 050540914

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JOEL HOFF
001 2014-01-01 BARBARA NEEDHAM
001 2013-01-01 NITA WIRKUS

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	JOEL HOFF
001	2014-01-01	BARBARA NEEDHAM
001	2013-01-01	NITA WIRKUS

Plan Statistics for SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 240
Number of retired or separated participants receiving benefits 2014-01-01 12
Number of other retired or separated participants entitled to future benefits 2014-01-01 148
Total of all active and inactive participants 2014-01-01 400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 403
Number of participants with account balances 2014-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 278
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 123
Total of all active and inactive participants 2013-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 412
Number of participants with account balances 2013-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 49

Measure	Date	Value
2015: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	240
Number of retired or separated participants receiving benefits	2014-01-01	12
Number of other retired or separated participants entitled to future benefits	2014-01-01	148
Total of all active and inactive participants	2014-01-01	400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	403
Number of participants with account balances	2014-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	278
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	123
Total of all active and inactive participants	2013-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	412
Number of participants with account balances	2013-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	49

Financial Data on SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$41,628,560
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	$2,484,126
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,918,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,908,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,191,832
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$44,062,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,337
Total interest from all sources	2015-12-31	$334,501
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$722,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$722,407
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$984,205
Participant contributions at beginning of year	2015-12-31	$418,764
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$157,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,434,278
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$44,062,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$42,667,408
Interest on participant loans	2015-12-31	$12,939
Interest earned on other investments	2015-12-31	$321,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-764,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,050,383
Employer contributions (assets) at beginning of year	2015-12-31	$976,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,908,067
Contract administrator fees	2015-12-31	$10,337
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH, LLP
Accountancy firm EIN	2015-12-31	350921680
2014 : SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,291,859
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,292,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,281,060
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,930,665
Value of total assets at end of year	2014-12-31	$44,062,838
Value of total assets at beginning of year	2014-12-31	$43,063,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,741
Total interest from all sources	2014-12-31	$12,858
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,064,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,064,374
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$842,044
Participant contributions at end of year	2014-12-31	$418,764
Participant contributions at beginning of year	2014-12-31	$401,786
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$32,090
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,713
Other income not declared elsewhere	2014-12-31	$261
Administrative expenses (other) incurred	2014-12-31	$10,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$998,897
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$44,062,838
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$43,063,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$42,667,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$41,506,670
Interest on participant loans	2014-12-31	$12,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,283,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,032,908
Employer contributions (assets) at end of year	2014-12-31	$976,666
Employer contributions (assets) at beginning of year	2014-12-31	$1,123,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,281,060
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2014-12-31	350921680
2013 : SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$9,302,936
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$14,655,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$14,643,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,057,722
Value of total assets at end of year	2013-12-31	$43,063,941
Value of total assets at beginning of year	2013-12-31	$48,416,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,056
Total interest from all sources	2013-12-31	$13,083
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$725,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$725,767
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$931,912
Participant contributions at end of year	2013-12-31	$401,786
Participant contributions at beginning of year	2013-12-31	$434,488
Participant contributions at end of year	2013-12-31	$32,090
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,415
Administrative expenses (other) incurred	2013-12-31	$12,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-5,352,321
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$43,063,941
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$48,416,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$41,506,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$46,253,537
Interest on participant loans	2013-12-31	$13,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,506,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,123,395
Employer contributions (assets) at end of year	2013-12-31	$1,123,395
Employer contributions (assets) at beginning of year	2013-12-31	$1,728,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$14,643,201
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2013-12-31	350921680

Form 5500 Responses for SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN

2015: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPECIALTY PHYSICIANS OF ILLINOIS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71631

Policy instance

Insurance contract or identification number	71631
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

SPECIALTY PHYSICIANS ASSOCIATES LLC 401(K) PLAN [EIN = 800636398]

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Company Name:	SPECIALTY PHYSICIANS OF ILLINOIS, LLC
Employer identification number (EIN):	050540914
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)