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CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 401k Plan overview

Plan NameCONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN
Plan identification number 002

CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C.
Employer identification number (EIN):060855842
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SUSAN BADER2023-10-12
0022021-01-01SUSAN BADER2022-10-12
0022020-01-01GLENN ELIA2021-10-13
0022019-01-01GLENN ELIA2020-10-02
0022018-01-01GLENN ELIA2019-10-07
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01GLENN ELIA
0022013-01-01GLENN ELIA
0022012-01-01GLENN ELIA
0022011-01-01GLENN ELIA
0022009-01-01CAROL LIPMAN

Plan Statistics for CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN

401k plan membership statisitcs for CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN

Measure Date Value
2022: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01711
Total number of active participants reported on line 7a of the Form 55002022-01-01597
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01140
Total of all active and inactive participants2022-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01737
Number of participants with account balances2022-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01594
Total number of active participants reported on line 7a of the Form 55002021-01-01569
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01701
Number of participants with account balances2021-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01574
Total number of active participants reported on line 7a of the Form 55002020-01-01440
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01567
Number of participants with account balances2020-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01579
Total number of active participants reported on line 7a of the Form 55002019-01-01429
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01535
Number of participants with account balances2019-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01540
Total number of active participants reported on line 7a of the Form 55002018-01-01479
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01556
Number of participants with account balances2018-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01519
Total number of active participants reported on line 7a of the Form 55002017-01-01370
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01509
Number of participants with account balances2017-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01515
Total number of active participants reported on line 7a of the Form 55002016-01-01372
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01492
Number of participants with account balances2016-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01374
Total number of active participants reported on line 7a of the Form 55002015-01-01356
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01130
Total of all active and inactive participants2015-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01486
Number of participants with account balances2015-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01279
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0190
Total of all active and inactive participants2014-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01355
Number of participants with account balances2014-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01282
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01271
Number of participants with account balances2013-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01262
Number of participants with account balances2012-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01242
Number of participants with account balances2011-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01218
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN

Measure Date Value
2022 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,799,694
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,156,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,838,115
Expenses. Certain deemed distributions of participant loans2022-12-31$30,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,028,467
Value of total assets at end of year2022-12-31$82,560,652
Value of total assets at beginning of year2022-12-31$95,516,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$287,625
Total interest from all sources2022-12-31$59,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,989,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,989,303
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$10,500
Contributions received from participants2022-12-31$2,868,533
Participant contributions at end of year2022-12-31$690,179
Participant contributions at beginning of year2022-12-31$724,534
Assets. Other investments not covered elsewhere at end of year2022-12-31$22,524,382
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$27,170,522
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$102,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-5,436,960
Administrative expenses (other) incurred2022-12-31$287,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,956,050
Value of net assets at end of year (total assets less liabilities)2022-12-31$82,560,652
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,516,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,049,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,703,439
Interest on participant loans2022-12-31$25,045
Interest earned on other investments2022-12-31$34,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,230,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,015,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,440,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,057,789
Employer contributions (assets) at end of year2022-12-31$3,055,511
Employer contributions (assets) at beginning of year2022-12-31$2,903,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,838,115
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2022-12-31060962537
2021 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,325,573
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,720,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,442,347
Expenses. Certain deemed distributions of participant loans2021-12-31$4,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,267,101
Value of total assets at end of year2021-12-31$95,516,702
Value of total assets at beginning of year2021-12-31$80,912,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$274,384
Total interest from all sources2021-12-31$53,521
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,773,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,773,464
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,542,343
Participant contributions at end of year2021-12-31$724,534
Participant contributions at beginning of year2021-12-31$587,078
Assets. Other investments not covered elsewhere at end of year2021-12-31$27,170,522
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$22,562,231
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$821,755
Other income not declared elsewhere2021-12-31$3,657,537
Administrative expenses (other) incurred2021-12-31$274,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,604,689
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,516,702
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,912,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,703,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,607,411
Interest on participant loans2021-12-31$24,582
Interest earned on other investments2021-12-31$28,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,015,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,536,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,573,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,903,003
Employer contributions (assets) at end of year2021-12-31$2,903,002
Employer contributions (assets) at beginning of year2021-12-31$2,618,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,442,347
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2021-12-31060962537
2020 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$218,771
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$15,555,459
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,593,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,499,762
Expenses. Certain deemed distributions of participant loans2020-12-31$13,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,921,557
Value of total assets at end of year2020-12-31$80,912,013
Value of total assets at beginning of year2020-12-31$67,730,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,433
Total interest from all sources2020-12-31$54,026
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,195,275
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$1,195,275
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$2,156,327
Participant contributions at end of year2020-12-31$587,078
Participant contributions at beginning of year2020-12-31$558,558
Assets. Other investments not covered elsewhere at end of year2020-12-31$22,562,231
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,935,943
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$146,298
Other income not declared elsewhere2020-12-31$32,353
Administrative expenses (other) incurred2020-12-31$79,433
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$12,962,373
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,912,013
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,730,869
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$51,607,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,469,705
Interest on participant loans2020-12-31$24,389
Interest earned on other investments2020-12-31$29,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,536,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,160,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,352,248
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,618,932
Employer contributions (assets) at end of year2020-12-31$2,618,934
Employer contributions (assets) at beginning of year2020-12-31$2,606,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,499,762
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2020-12-31060962537
2019 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$16,238,697
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,288,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,102,269
Expenses. Certain deemed distributions of participant loans2019-12-31$114,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,716,813
Value of total assets at end of year2019-12-31$67,730,869
Value of total assets at beginning of year2019-12-31$54,780,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,144
Total interest from all sources2019-12-31$56,949
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,653,431
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$1,653,431
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$2,107,125
Participant contributions at end of year2019-12-31$558,558
Participant contributions at beginning of year2019-12-31$661,308
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,866
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,935,943
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,146,195
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,124
Other income not declared elsewhere2019-12-31$40,543
Administrative expenses (other) incurred2019-12-31$71,144
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$12,950,441
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,730,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,780,428
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$43,469,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,695,558
Interest on participant loans2019-12-31$29,007
Interest earned on other investments2019-12-31$27,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,160,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,999,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,770,961
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,606,564
Employer contributions (assets) at end of year2019-12-31$2,606,546
Employer contributions (assets) at beginning of year2019-12-31$3,272,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,102,269
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
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 name2019-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2019-12-31060962537
2018 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$10,604
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$6,237,419
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,433,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,341,322
Expenses. Certain deemed distributions of participant loans2018-12-31$24,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,303,295
Value of total assets at end of year2018-12-31$54,780,428
Value of total assets at beginning of year2018-12-31$49,966,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,026
Total interest from all sources2018-12-31$38,074
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,194,068
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$2,194,068
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,999,255
Participant contributions at end of year2018-12-31$661,308
Participant contributions at beginning of year2018-12-31$370,645
Participant contributions at end of year2018-12-31$5,866
Participant contributions at beginning of year2018-12-31$25,941
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,146,195
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$14,558,738
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,032,157
Other income not declared elsewhere2018-12-31$90,981
Administrative expenses (other) incurred2018-12-31$68,026
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$4,803,597
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,780,428
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,966,227
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$33,695,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,750,862
Interest on participant loans2018-12-31$19,520
Interest earned on other investments2018-12-31$18,554
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$1,246,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,999,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,188,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,388,999
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,271,883
Employer contributions (assets) at end of year2018-12-31$3,272,165
Employer contributions (assets) at beginning of year2018-12-31$2,825,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,341,322
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
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 name2018-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2018-12-31060962537
2017 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$33,068
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$13,535,542
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,887,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,805,636
Expenses. Certain deemed distributions of participant loans2017-12-31$11,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,346,352
Value of total assets at end of year2017-12-31$49,966,227
Value of total assets at beginning of year2017-12-31$38,284,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,623
Total interest from all sources2017-12-31$49,400
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,530,588
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$2,530,588
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,632,306
Participant contributions at end of year2017-12-31$370,645
Participant contributions at beginning of year2017-12-31$362,623
Participant contributions at end of year2017-12-31$25,941
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,558,738
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,458,491
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$114,888
Other income not declared elsewhere2017-12-31$-34,788
Administrative expenses (other) incurred2017-12-31$69,623
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$11,648,362
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,966,227
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,284,797
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$29,750,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,982,691
Interest on participant loans2017-12-31$11,805
Interest earned on other investments2017-12-31$20,176
Value of interest in common/collective trusts at end of year2017-12-31$1,246,021
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,480,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,480,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,188,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,643,990
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$5,599,158
Employer contributions (assets) at end of year2017-12-31$2,825,482
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,805,636
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
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 name2017-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2017-12-31060962537
2016 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$6,629,664
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,983,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,948,073
Expenses. Certain deemed distributions of participant loans2016-12-31$5,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,419,959
Value of total assets at end of year2016-12-31$38,284,797
Value of total assets at beginning of year2016-12-31$35,638,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,984
Total interest from all sources2016-12-31$12,922
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$389,497
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$389,497
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,597,274
Participant contributions at end of year2016-12-31$362,623
Participant contributions at beginning of year2016-12-31$343,469
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,458,491
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,176,809
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$264,286
Other income not declared elsewhere2016-12-31$384,914
Administrative expenses (other) incurred2016-12-31$29,984
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$2,646,157
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,284,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,638,640
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$23,982,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,938,620
Interest on participant loans2016-12-31$11,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,480,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,179,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,179,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,422,372
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$2,558,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,948,073
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
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 name2016-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2016-12-31060962537
2015 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$9,069,818
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$683,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$675,222
Expenses. Certain deemed distributions of participant loans2015-12-31$3,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,278,668
Value of total assets at end of year2015-12-31$35,638,640
Value of total assets at beginning of year2015-12-31$27,252,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,860
Total interest from all sources2015-12-31$17,578
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$216,905
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$216,905
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,359,813
Participant contributions at end of year2015-12-31$343,469
Participant contributions at beginning of year2015-12-31$341,231
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,176,809
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$13,246,876
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,183,679
Other income not declared elsewhere2015-12-31$173,279
Administrative expenses (other) incurred2015-12-31$4,860
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$8,385,947
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,638,640
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,252,693
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$19,938,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,867,835
Income. Interest from loans (other than to participants)2015-12-31$11,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,179,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$796,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$796,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-616,612
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,735,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$675,222
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
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 name2015-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2015-12-31060962537
2014 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$4,091,273
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$346,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$340,228
Expenses. Certain deemed distributions of participant loans2014-12-31$1,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,586,305
Value of total assets at end of year2014-12-31$27,252,693
Value of total assets at beginning of year2014-12-31$23,507,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,740
Total interest from all sources2014-12-31$13,384
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,927
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$172,927
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$858,112
Participant contributions at end of year2014-12-31$341,231
Participant contributions at beginning of year2014-12-31$218,043
Assets. Other investments not covered elsewhere at end of year2014-12-31$13,246,876
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,532,390
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$412,356
Other income not declared elsewhere2014-12-31$782,425
Administrative expenses (other) incurred2014-12-31$4,740
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$3,745,181
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,252,693
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,507,512
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$12,867,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,783,261
Interest on participant loans2014-12-31$8,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$796,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$973,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$973,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$536,232
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$1,315,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$340,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2014-12-31060962537
2013 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$5,022,246
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$995,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$992,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,920,767
Value of total assets at end of year2013-12-31$23,507,512
Value of total assets at beginning of year2013-12-31$19,480,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,850
Total interest from all sources2013-12-31$13,419
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$112,855
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$112,855
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$666,519
Participant contributions at end of year2013-12-31$218,043
Participant contributions at beginning of year2013-12-31$203,034
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,532,390
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,418,005
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,389
Other income not declared elsewhere2013-12-31$1,276,283
Administrative expenses (other) incurred2013-12-31$2,850
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$4,027,033
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,507,512
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,480,479
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$10,783,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,039,684
Interest on participant loans2013-12-31$6,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$973,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$819,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$819,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,698,922
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$1,225,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$992,363
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
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 name2013-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2013-12-31060962537
2012 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,749,276
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$828,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$803,206
Expenses. Certain deemed distributions of participant loans2012-12-31$23,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,049,155
Value of total assets at end of year2012-12-31$19,480,479
Value of total assets at beginning of year2012-12-31$16,559,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,950
Total interest from all sources2012-12-31$20,808
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,692
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$151,692
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$601,628
Participant contributions at end of year2012-12-31$203,034
Participant contributions at beginning of year2012-12-31$169,182
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,418,005
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,493,541
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$233,856
Other income not declared elsewhere2012-12-31$644,348
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$2,920,541
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,480,479
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,559,938
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
Investment advisory and management fees2012-12-31$1,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,039,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,438,739
Interest on participant loans2012-12-31$5,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$819,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,458,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,458,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$883,273
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$1,213,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$803,206
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
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 name2012-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2012-12-31060962537
2011 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,732,886
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$536,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$534,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,782,526
Value of total assets at end of year2011-12-31$16,559,938
Value of total assets at beginning of year2011-12-31$15,363,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,986
Total interest from all sources2011-12-31$4,505
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$152,396
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$152,396
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$597,216
Participant contributions at end of year2011-12-31$169,182
Participant contributions at beginning of year2011-12-31$95,099
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,493,541
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,922,730
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,003
Other income not declared elsewhere2011-12-31$11,239
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$1,196,838
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,559,938
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,363,100
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
Investment advisory and management fees2011-12-31$1,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,438,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,579,666
Interest on participant loans2011-12-31$4,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,458,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$765,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$765,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-217,780
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$1,152,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$534,062
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
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 name2011-12-31TEPLITZKY & CO, P.C.
Accountancy firm EIN2011-12-31060962537
2010 : CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$3,034,169
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$369,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$342,592
Expenses. Certain deemed distributions of participant loans2010-12-31$24,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,666,918
Value of total assets at end of year2010-12-31$15,363,100
Value of total assets at beginning of year2010-12-31$12,697,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,933
Total interest from all sources2010-12-31$3,126
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$111,920
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$111,920
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$569,461
Participant contributions at end of year2010-12-31$95,099
Participant contributions at beginning of year2010-12-31$108,597
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,922,730
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,418,430
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,311
Other income not declared elsewhere2010-12-31$493,806
Administrative expenses (other) incurred2010-12-31$1,933
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$2,665,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,363,100
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,697,977
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$8,579,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,427,412
Interest on participant loans2010-12-31$3,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$765,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$743,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$743,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$758,399
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
Contributions received in cash from employer2010-12-31$1,096,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$342,592
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
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 name2010-12-31TEPLITZKY & COMPANY, P.C.
Accountancy firm EIN2010-12-31060962537

Form 5500 Responses for CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN

2022: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502371-01
Policy instance 1
Insurance contract or identification number502371-01
Number of Individuals Covered656
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502371-01
Policy instance 1
Insurance contract or identification number502371-01
Number of Individuals Covered584
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502371-01
Policy instance 1
Insurance contract or identification number502371-01
Number of Individuals Covered528
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502371-01
Policy instance 1
Insurance contract or identification number502371-01
Number of Individuals Covered485
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502371-01
Policy instance 1
Insurance contract or identification number502371-01
Number of Individuals Covered504
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502371-01
Policy instance 1
Insurance contract or identification number502371-01
Number of Individuals Covered483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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

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