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CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 401k Plan overview

Plan NameCRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN
Plan identification number 001

CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CRYSTAL RUN HEALTHCARE PHYSICIANS, LLP has sponsored the creation of one or more 401k plans.

Company Name:CRYSTAL RUN HEALTHCARE PHYSICIANS, LLP
Employer identification number (EIN):133843560
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CRYSTAL RUN HEALTHCARE PHYSICIANS, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-07-26
Company Identification Number: 1942375
Legal Registered Office Address: 155 CRYSTAL RUN RD

MIDDLETOWN
United States of America (USA)
10941

More information about CRYSTAL RUN HEALTHCARE PHYSICIANS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID E. STRAUSS2023-10-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARY DE FREITAS HAL TEITELBAUM2018-10-15
0012016-01-01MARY DE FREITAS HAL TEITELBAUM2017-10-16
0012015-01-01MARY DE FREITAS HAL TEITELBAUM2016-10-17
0012014-01-01MARY DE FREITAS HAL TEITELBAUM2015-10-02
0012013-01-01MARY DE FREITAS HAL TEITELBAUM2014-10-15
0012012-01-01MARY DE FREITAS HAL TEITELBAUM2013-10-14
0012011-01-01MARY DE FREITAS HAL TEITELBAUM2012-10-15
0012009-01-01MARY DE FREITAS HAL TEITELBAUM2010-10-15

Plan Statistics for CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN

401k plan membership statisitcs for CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN

Measure Date Value
2022: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,217
Total number of active participants reported on line 7a of the Form 55002022-01-012,145
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-011,063
Total of all active and inactive participants2022-01-013,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-013,235
Number of participants with account balances2022-01-013,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01114
2021: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,001
Total number of active participants reported on line 7a of the Form 55002021-01-012,209
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01848
Total of all active and inactive participants2021-01-013,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-013,082
Number of participants with account balances2021-01-013,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01117
2020: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,828
Total number of active participants reported on line 7a of the Form 55002020-01-012,224
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01698
Total of all active and inactive participants2020-01-012,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,933
Number of participants with account balances2020-01-012,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0195
2019: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,789
Total number of active participants reported on line 7a of the Form 55002019-01-012,227
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01459
Total of all active and inactive participants2019-01-012,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,699
Number of participants with account balances2019-01-012,575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0194
2018: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,611
Total number of active participants reported on line 7a of the Form 55002018-01-012,224
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01386
Total of all active and inactive participants2018-01-012,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,622
Number of participants with account balances2018-01-012,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156
2017: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,384
Total number of active participants reported on line 7a of the Form 55002017-01-012,165
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01340
Total of all active and inactive participants2017-01-012,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,513
Number of participants with account balances2017-01-012,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,250
Total number of active participants reported on line 7a of the Form 55002016-01-011,950
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01261
Total of all active and inactive participants2016-01-012,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,215
Number of participants with account balances2016-01-012,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,797
Total number of active participants reported on line 7a of the Form 55002015-01-011,873
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01211
Total of all active and inactive participants2015-01-012,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,088
Number of participants with account balances2015-01-011,860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,649
Total number of active participants reported on line 7a of the Form 55002014-01-011,538
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-011,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,699
Number of participants with account balances2014-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,633
Total number of active participants reported on line 7a of the Form 55002013-01-011,460
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01136
Total of all active and inactive participants2013-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,597
Number of participants with account balances2013-01-011,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,391
Total number of active participants reported on line 7a of the Form 55002012-01-011,394
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,504
Number of participants with account balances2012-01-011,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,244
Total number of active participants reported on line 7a of the Form 55002011-01-011,203
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0196
Total of all active and inactive participants2011-01-011,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,300
Number of participants with account balances2011-01-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,162
Total number of active participants reported on line 7a of the Form 55002009-01-011,023
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-011,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,091
Number of participants with account balances2009-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN

Measure Date Value
2022 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-15,761,808
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,055,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,624,819
Expenses. Certain deemed distributions of participant loans2022-12-31$24,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,492,818
Value of total assets at end of year2022-12-31$180,158,201
Value of total assets at beginning of year2022-12-31$205,975,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$405,746
Total interest from all sources2022-12-31$107,787
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,989,090
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$1,989,090
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-interest2022-12-31No
Contributions received from participants2022-12-31$13,148,266
Participant contributions at end of year2022-12-31$2,289,275
Participant contributions at beginning of year2022-12-31$2,302,479
Participant contributions at end of year2022-12-31$104
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$639,765
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$402,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,861
Administrative expenses (other) incurred2022-12-31$405,746
Total non interest bearing cash at end of year2022-12-31$17,487
Total non interest bearing cash at beginning of year2022-12-31$20,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,817,231
Value of net assets at end of year (total assets less liabilities)2022-12-31$180,158,201
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$205,975,432
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$161,683,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$187,681,173
Interest on participant loans2022-12-31$107,676
Value of interest in common/collective trusts at end of year2022-12-31$15,205,342
Value of interest in common/collective trusts at beginning of year2022-12-31$14,433,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$17,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$96,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$96,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,707,089
Net investment gain or loss from common/collective trusts2022-12-31$355,586
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$941,997
Employer contributions (assets) at end of year2022-12-31$941,997
Employer contributions (assets) at beginning of year2022-12-31$798,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,624,819
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 name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$39,426,298
Total of all expenses incurred2021-12-31$8,664,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,140,023
Expenses. Certain deemed distributions of participant loans2021-12-31$3,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,491,232
Value of total assets at end of year2021-12-31$205,975,432
Value of total assets at beginning of year2021-12-31$175,213,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$521,131
Total interest from all sources2021-12-31$111,588
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,551,061
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$2,551,061
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$12,083,782
Participant contributions at end of year2021-12-31$2,302,479
Participant contributions at beginning of year2021-12-31$2,313,182
Assets. Other investments not covered elsewhere at end of year2021-12-31$639,765
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$630,614
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$599,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,631
Other income not declared elsewhere2021-12-31$9,151
Administrative expenses (other) incurred2021-12-31$194,756
Total non interest bearing cash at end of year2021-12-31$20,112
Total non interest bearing cash at beginning of year2021-12-31$31,644
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$30,761,839
Value of net assets at end of year (total assets less liabilities)2021-12-31$205,975,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$175,213,593
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
Investment advisory and management fees2021-12-31$326,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$187,681,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$157,014,035
Interest on participant loans2021-12-31$111,588
Value of interest in common/collective trusts at end of year2021-12-31$14,433,322
Value of interest in common/collective trusts at beginning of year2021-12-31$14,320,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$96,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$65,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$65,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,969,691
Net investment gain or loss from common/collective trusts2021-12-31$293,575
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$807,742
Employer contributions (assets) at end of year2021-12-31$798,866
Employer contributions (assets) at beginning of year2021-12-31$819,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,140,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$43,769,741
Total of all expenses incurred2020-12-31$9,916,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,145,739
Expenses. Certain deemed distributions of participant loans2020-12-31$28,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,320,678
Value of total assets at end of year2020-12-31$175,213,593
Value of total assets at beginning of year2020-12-31$141,360,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$741,942
Total interest from all sources2020-12-31$132,100
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,151,946
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$2,151,946
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$11,524,511
Participant contributions at end of year2020-12-31$2,313,182
Participant contributions at beginning of year2020-12-31$2,304,545
Assets. Other investments not covered elsewhere at end of year2020-12-31$630,614
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,976,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$14,884
Administrative expenses (other) incurred2020-12-31$418,001
Total non interest bearing cash at end of year2020-12-31$31,644
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$33,853,201
Value of net assets at end of year (total assets less liabilities)2020-12-31$175,213,593
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$141,360,392
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
Investment advisory and management fees2020-12-31$323,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$157,014,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$124,804,053
Interest on participant loans2020-12-31$132,100
Value of interest in common/collective trusts at end of year2020-12-31$14,320,968
Value of interest in common/collective trusts at beginning of year2020-12-31$13,435,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$65,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,830,467
Net investment gain or loss from common/collective trusts2020-12-31$319,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$819,554
Employer contributions (assets) at end of year2020-12-31$819,554
Employer contributions (assets) at beginning of year2020-12-31$816,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,145,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$39,740,932
Total income from all sources (including contributions)2019-12-31$39,740,932
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,975,574
Total of all expenses incurred2019-12-31$6,975,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,484,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,484,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,803,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,803,430
Value of total assets at end of year2019-12-31$141,360,392
Value of total assets at end of year2019-12-31$141,360,392
Value of total assets at beginning of year2019-12-31$108,595,034
Value of total assets at beginning of year2019-12-31$108,595,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$491,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$491,347
Total interest from all sources2019-12-31$119,619
Total interest from all sources2019-12-31$119,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,943,941
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,943,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,658,260
Contributions received from participants2019-12-31$11,658,260
Participant contributions at end of year2019-12-31$2,304,545
Participant contributions at end of year2019-12-31$2,304,545
Participant contributions at beginning of year2019-12-31$2,253,151
Participant contributions at beginning of year2019-12-31$2,253,151
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,328,598
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,328,598
Other income not declared elsewhere2019-12-31$4,891
Other income not declared elsewhere2019-12-31$4,891
Administrative expenses (other) incurred2019-12-31$8,913
Administrative expenses (other) incurred2019-12-31$8,913
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
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$32,765,358
Value of net income/loss2019-12-31$32,765,358
Value of net assets at end of year (total assets less liabilities)2019-12-31$141,360,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$141,360,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,595,034
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,595,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$436,297
Investment advisory and management fees2019-12-31$436,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$124,804,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$124,804,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$92,621,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$92,621,113
Interest on participant loans2019-12-31$119,534
Interest on participant loans2019-12-31$119,534
Value of interest in common/collective trusts at end of year2019-12-31$13,435,222
Value of interest in common/collective trusts at end of year2019-12-31$13,435,222
Value of interest in common/collective trusts at beginning of year2019-12-31$12,116,149
Value of interest in common/collective trusts at beginning of year2019-12-31$12,116,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$85
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,869,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,869,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$816,572
Contributions received in cash from employer2019-12-31$816,572
Employer contributions (assets) at end of year2019-12-31$816,572
Employer contributions (assets) at end of year2019-12-31$816,572
Employer contributions (assets) at beginning of year2019-12-31$1,604,621
Employer contributions (assets) at beginning of year2019-12-31$1,604,621
Income. Dividends from preferred stock2019-12-31$5,943,941
Income. Dividends from preferred stock2019-12-31$5,943,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,484,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,484,227
Contract administrator fees2019-12-31$46,137
Contract administrator fees2019-12-31$46,137
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
Accountancy firm EIN2019-12-31271728945
2018 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$11,508,015
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,772,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,327,214
Expenses. Certain deemed distributions of participant loans2018-12-31$1,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,044,109
Value of total assets at end of year2018-12-31$108,595,034
Value of total assets at beginning of year2018-12-31$103,859,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$443,502
Total interest from all sources2018-12-31$100,715
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,554,329
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$5,554,329
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,043,870
Participant contributions at end of year2018-12-31$2,253,151
Participant contributions at beginning of year2018-12-31$1,927,865
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,395,618
Other income not declared elsewhere2018-12-31$38
Administrative expenses (other) incurred2018-12-31$7,875
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$4,735,329
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,595,034
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$103,859,705
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
Investment advisory and management fees2018-12-31$392,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$92,621,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$89,078,814
Interest on participant loans2018-12-31$95,725
Value of interest in common/collective trusts at end of year2018-12-31$12,116,149
Value of interest in common/collective trusts at beginning of year2018-12-31$11,451,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,191,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,604,621
Employer contributions (assets) at end of year2018-12-31$1,604,621
Employer contributions (assets) at beginning of year2018-12-31$1,401,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,327,214
Contract administrator fees2018-12-31$43,251
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$27,958,230
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,111,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,687,097
Expenses. Certain deemed distributions of participant loans2017-12-31$17,043
Value of total corrective distributions2017-12-31$1,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,575,056
Value of total assets at end of year2017-12-31$103,859,705
Value of total assets at beginning of year2017-12-31$79,013,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$406,354
Total interest from all sources2017-12-31$76,173
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,892,570
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$3,892,570
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,036,817
Participant contributions at end of year2017-12-31$1,927,865
Participant contributions at beginning of year2017-12-31$1,566,189
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,137,053
Administrative expenses (other) incurred2017-12-31$6,775
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$24,846,513
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,859,705
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$79,013,192
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
Investment advisory and management fees2017-12-31$360,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$89,078,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,598,760
Interest on participant loans2017-12-31$73,052
Value of interest in common/collective trusts at end of year2017-12-31$11,451,840
Value of interest in common/collective trusts at beginning of year2017-12-31$10,647,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,414,431
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$1,401,186
Employer contributions (assets) at end of year2017-12-31$1,401,186
Employer contributions (assets) at beginning of year2017-12-31$1,200,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,687,097
Contract administrator fees2017-12-31$38,766
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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$14,785,236
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,375,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,047,375
Expenses. Certain deemed distributions of participant loans2016-12-31$926
Value of total corrective distributions2016-12-31$2,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,321,372
Value of total assets at end of year2016-12-31$79,013,192
Value of total assets at beginning of year2016-12-31$69,603,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$324,228
Total interest from all sources2016-12-31$60,819
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,605,678
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$2,605,678
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,476,100
Participant contributions at end of year2016-12-31$1,566,189
Participant contributions at beginning of year2016-12-31$1,416,805
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,644,787
Administrative expenses (other) incurred2016-12-31$7,012
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$9,409,968
Value of net assets at end of year (total assets less liabilities)2016-12-31$79,013,192
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,603,224
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
Investment advisory and management fees2016-12-31$285,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,598,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,044,174
Interest on participant loans2016-12-31$60,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,647,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,960,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$797,367
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$1,200,485
Employer contributions (assets) at end of year2016-12-31$1,200,485
Employer contributions (assets) at beginning of year2016-12-31$1,182,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,047,375
Contract administrator fees2016-12-31$31,382
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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$11,420,183
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,112,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,831,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,944,998
Value of total assets at end of year2015-12-31$69,603,224
Value of total assets at beginning of year2015-12-31$60,295,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$281,000
Total interest from all sources2015-12-31$53,140
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,126,516
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$3,126,516
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,346,840
Participant contributions at end of year2015-12-31$1,416,805
Participant contributions at beginning of year2015-12-31$1,180,265
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$131,981
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,416,007
Administrative expenses (other) incurred2015-12-31$5,893
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$9,308,088
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,603,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,295,136
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
Investment advisory and management fees2015-12-31$251,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$57,044,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,703,945
Interest on participant loans2015-12-31$53,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,960,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,215,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,704,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,182,151
Employer contributions (assets) at end of year2015-12-31$1,182,151
Employer contributions (assets) at beginning of year2015-12-31$1,063,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,831,095
Contract administrator fees2015-12-31$24,051
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 name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$3,952
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$7,405
Total income from all sources (including contributions)2014-12-31$12,312,121
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,117,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,878,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,122,010
Value of total assets at end of year2014-12-31$60,295,136
Value of total assets at beginning of year2014-12-31$50,104,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$239,038
Total interest from all sources2014-12-31$42,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,576,954
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$2,576,954
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,436,669
Participant contributions at end of year2014-12-31$1,180,265
Participant contributions at beginning of year2014-12-31$928,521
Participant contributions at end of year2014-12-31$131,981
Participant contributions at beginning of year2014-12-31$1,179
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$622,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,405
Administrative expenses (other) incurred2014-12-31$5,406
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$10,194,286
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,295,136
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,096,898
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
Investment advisory and management fees2014-12-31$211,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,919,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,234,371
Interest on participant loans2014-12-31$42,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,570,657
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$1,063,223
Employer contributions (assets) at end of year2014-12-31$1,063,223
Employer contributions (assets) at beginning of year2014-12-31$940,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,878,797
Contract administrator fees2014-12-31$22,091
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 name2014-12-31STANLEY, MARKS & COMPANY LLP
Accountancy firm EIN2014-12-31141403699
2013 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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$7,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,711
Total income from all sources (including contributions)2013-12-31$15,578,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,816,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,638,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,341,892
Value of total assets at end of year2013-12-31$50,104,303
Value of total assets at beginning of year2013-12-31$36,356,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$178,070
Total interest from all sources2013-12-31$35,059
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,163,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,163,886
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,917,451
Participant contributions at end of year2013-12-31$928,521
Participant contributions at beginning of year2013-12-31$789,523
Participant contributions at end of year2013-12-31$1,179
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$484,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$21,711
Administrative expenses (other) incurred2013-12-31$4,487
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$13,761,740
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,096,898
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,335,158
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
Investment advisory and management fees2013-12-31$154,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,234,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,753,574
Interest on participant loans2013-12-31$35,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,037,593
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$940,232
Employer contributions (assets) at end of year2013-12-31$940,232
Employer contributions (assets) at beginning of year2013-12-31$813,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,638,620
Contract administrator fees2013-12-31$19,370
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 name2013-12-31STANLEY, MARKS & COMPANY LLP
Accountancy firm EIN2013-12-31141403699
2012 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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$21,711
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$9,996,987
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,213,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,189,268
Value of total corrective distributions2012-12-31$384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,585,777
Value of total assets at end of year2012-12-31$36,356,869
Value of total assets at beginning of year2012-12-31$27,551,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,155
Total interest from all sources2012-12-31$26,122
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$967,219
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$967,219
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$5,089,286
Participant contributions at end of year2012-12-31$789,523
Participant contributions at beginning of year2012-12-31$598,030
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$682,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$21,711
Administrative expenses (other) incurred2012-12-31$3,475
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$8,783,180
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,335,158
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,551,978
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$4,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,753,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,238,341
Interest on participant loans2012-12-31$26,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,417,869
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$813,772
Employer contributions (assets) at end of year2012-12-31$813,772
Employer contributions (assets) at beginning of year2012-12-31$715,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,189,268
Contract administrator fees2012-12-31$15,901
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 name2012-12-31STANLEY, MARKS & COMPANY LLP
Accountancy firm EIN2012-12-31141403699
2011 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$961
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$4,825,990
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$903,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$884,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,205,944
Value of total assets at end of year2011-12-31$27,551,978
Value of total assets at beginning of year2011-12-31$23,629,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,183
Total interest from all sources2011-12-31$21,529
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$494,061
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$494,061
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$4,212,953
Participant contributions at end of year2011-12-31$598,030
Participant contributions at beginning of year2011-12-31$430,119
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$277,384
Administrative expenses (other) incurred2011-12-31$3,150
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$3,922,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,551,978
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,629,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,238,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,616,510
Interest on participant loans2011-12-31$20,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-895,544
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$715,607
Employer contributions (assets) at end of year2011-12-31$715,607
Employer contributions (assets) at beginning of year2011-12-31$583,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$884,826
Contract administrator fees2011-12-31$15,033
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 name2011-12-31STANLEY, MARKS & COMPANY LLP
Accountancy firm EIN2011-12-31141403699
2010 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$4,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,858,267
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$740,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$724,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,912,192
Value of total assets at end of year2010-12-31$23,629,958
Value of total assets at beginning of year2010-12-31$17,516,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,200
Total interest from all sources2010-12-31$14,523
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$3,823,104
Participant contributions at end of year2010-12-31$430,119
Participant contributions at beginning of year2010-12-31$230,329
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$505,759
Administrative expenses (other) incurred2010-12-31$2,150
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$6,117,792
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,629,958
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,516,312
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$22,616,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,779,418
Interest on participant loans2010-12-31$14,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,931,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$583,329
Employer contributions (assets) at end of year2010-12-31$583,329
Employer contributions (assets) at beginning of year2010-12-31$506,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$724,275
Contract administrator fees2010-12-31$14,050
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 name2010-12-31STANLEY, MARKS & COMPANY LLP
Accountancy firm EIN2010-12-31141403699
2009 : CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN

2022: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CRYSTAL RUN HEALTHCARE PHYSICIANS LLP RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 2
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 2
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25157
Policy instance 3
Insurance contract or identification number25157
Number of Individuals Covered2088
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3030293
Policy instance 2
Insurance contract or identification number3030293
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number208262038
Policy instance 1
Insurance contract or identification number208262038
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3030293
Policy instance 2
Insurance contract or identification number3030293
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number208262038
Policy instance 1
Insurance contract or identification number208262038
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number208262038
Policy instance 1
Insurance contract or identification number208262038
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3030293
Policy instance 2
Insurance contract or identification number3030293
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3030293
Policy instance 2
Insurance contract or identification number3030293
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number208262038
Policy instance 1
Insurance contract or identification number208262038
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number208262038
Policy instance 1
Insurance contract or identification number208262038
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3030293
Policy instance 2
Insurance contract or identification number3030293
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3030293
Policy instance 2
Insurance contract or identification number3030293
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number208262038
Policy instance 1
Insurance contract or identification number208262038
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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