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SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 401k Plan overview

Plan NameSUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN
Plan identification number 001

SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) 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.

401k Sponsoring company profile

SUMMIT PHYSICIAN SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT PHYSICIAN SERVICES
Employer identification number (EIN):251716306
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY RZOMP KIMBERLY RZOMP2018-10-15
0012016-01-01KIMBERLY RZOMP KIMBERLY RZOMP2017-10-13
0012015-01-01KIMBERLY RZOMP KIMBERLY RZOMP2016-10-13
0012014-01-01KIMBERLY RZOMP KIMBERLY RZOMP2015-10-13
0012013-01-01KIMBERLY RZOMP KIMBERLY RZOMP2014-10-10
0012012-01-01KIMBERLY RZOMP KIMBERLY RZOMP2013-10-14
0012011-01-01PATRICK O'DONNELL PATRICK O'DONNELL2012-10-12
0012010-01-01PATRICK O'DONNELL PATRICK O'DONNELL2011-10-13
0012009-01-01PATRICK W O'DONNELL PATRICK W O'DONNELL2010-10-15

Plan Statistics for SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN

401k plan membership statisitcs for SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN

Measure Date Value
2021: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,272
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,313
Total number of active participants reported on line 7a of the Form 55002020-01-01606
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-011,658
Total of all active and inactive participants2020-01-012,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,272
Number of participants with account balances2020-01-012,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,213
Total number of active participants reported on line 7a of the Form 55002019-01-011,543
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01753
Total of all active and inactive participants2019-01-012,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,308
Number of participants with account balances2019-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,162
Total number of active participants reported on line 7a of the Form 55002018-01-011,536
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01665
Total of all active and inactive participants2018-01-012,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,213
Number of participants with account balances2018-01-012,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,993
Total number of active participants reported on line 7a of the Form 55002017-01-011,526
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01621
Total of all active and inactive participants2017-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,162
Number of participants with account balances2017-01-012,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,838
Total number of active participants reported on line 7a of the Form 55002016-01-011,425
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01551
Total of all active and inactive participants2016-01-011,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,990
Number of participants with account balances2016-01-011,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,707
Total number of active participants reported on line 7a of the Form 55002015-01-011,305
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01533
Total of all active and inactive participants2015-01-011,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,838
Number of participants with account balances2015-01-011,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,608
Total number of active participants reported on line 7a of the Form 55002014-01-011,182
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01509
Total of all active and inactive participants2014-01-011,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,705
Number of participants with account balances2014-01-011,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,575
Total number of active participants reported on line 7a of the Form 55002013-01-011,157
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01450
Total of all active and inactive participants2013-01-011,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,608
Number of participants with account balances2013-01-011,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,527
Total number of active participants reported on line 7a of the Form 55002012-01-011,159
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01409
Total of all active and inactive participants2012-01-011,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,573
Number of participants with account balances2012-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,600
Total number of active participants reported on line 7a of the Form 55002011-01-011,046
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01471
Total of all active and inactive participants2011-01-011,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,520
Number of participants with account balances2011-01-011,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2010: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,429
Total number of active participants reported on line 7a of the Form 55002010-01-011,161
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01431
Total of all active and inactive participants2010-01-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,598
Number of participants with account balances2010-01-011,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0142
2009: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,342
Total number of active participants reported on line 7a of the Form 55002009-01-011,040
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01384
Total of all active and inactive participants2009-01-011,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,429
Number of participants with account balances2009-01-011,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0139

Financial Data on SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN

Measure Date Value
2021 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-01$0
Total unrealized appreciation/depreciation of assets2021-12-01$0
Total transfer of assets to this plan2021-12-01$0
Total transfer of assets from this plan2021-12-01$4,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-01$0
Expenses. Interest paid2021-12-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-01$0
Total income from all sources (including contributions)2021-12-01$15,373,585
Total loss/gain on sale of assets2021-12-01$0
Total of all expenses incurred2021-12-01$165,328,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-01$165,205,029
Expenses. Certain deemed distributions of participant loans2021-12-01$0
Value of total corrective distributions2021-12-01$6,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-01$0
Value of total assets at end of year2021-12-01$0
Value of total assets at beginning of year2021-12-01$149,959,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-01$116,840
Total income from rents2021-12-01$0
Total interest from all sources2021-12-01$260,137
Total dividends received (eg from common stock, registered investment company shares)2021-12-01$1,116,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-01$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-01$1,116,194
Assets. Real estate other than employer real property at end of year2021-12-01$0
Assets. Real estate other than employer real property at beginning of year2021-12-01$0
Administrative expenses professional fees incurred2021-12-01$18,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-01$0
Was this plan covered by a fidelity bond2021-12-01Yes
Value of fidelity bond cover2021-12-01$10,000,000
If this is an individual account plan, was there a blackout period2021-12-01Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-01$0
Were there any nonexempt tranactions with any party-in-interest2021-12-01No
Contributions received from participants2021-12-01$0
Participant contributions at end of year2021-12-01$0
Participant contributions at beginning of year2021-12-01$1,667,284
Participant contributions at end of year2021-12-01$0
Participant contributions at beginning of year2021-12-01$0
Assets. Other investments not covered elsewhere at end of year2021-12-01$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-01$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-01$0
Assets. Loans (other than to participants) at end of year2021-12-01$0
Assets. Loans (other than to participants) at beginning of year2021-12-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-01$0
Other income not declared elsewhere2021-12-01$58,263
Administrative expenses (other) incurred2021-12-01$7,574
Total non interest bearing cash at end of year2021-12-01$0
Total non interest bearing cash at beginning of year2021-12-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-01No
Income. Non cash contributions2021-12-01$0
Value of net income/loss2021-12-01$-149,955,126
Value of net assets at end of year (total assets less liabilities)2021-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-01$149,959,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-01No
Were any leases to which the plan was party in default or uncollectible2021-12-01No
Assets. partnership/joint venture interests at end of year2021-12-01$0
Assets. partnership/joint venture interests at beginning of year2021-12-01$0
Investment advisory and management fees2021-12-01$10,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-01$127,482,610
Interest on participant loans2021-12-01$62,318
Income. Interest from loans (other than to participants)2021-12-01$0
Interest earned on other investments2021-12-01$197,819
Income. Interest from US Government securities2021-12-01$0
Income. Interest from corporate debt instruments2021-12-01$0
Value of interest in master investment trust accounts at end of year2021-12-01$0
Value of interest in master investment trust accounts at beginning of year2021-12-01$0
Value of interest in common/collective trusts at end of year2021-12-01$0
Value of interest in common/collective trusts at beginning of year2021-12-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-01$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-01$20,809,916
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-01$0
Asset value of US Government securities at end of year2021-12-01$0
Asset value of US Government securities at beginning of year2021-12-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-01$13,938,991
Net investment gain/loss from pooled separate accounts2021-12-01$0
Net investment gain or loss from common/collective trusts2021-12-01$0
Net gain/loss from 103.12 investment entities2021-12-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-01No
Was there a failure to transmit to the plan any participant contributions2021-12-01No
Has the plan failed to provide any benefit when due under the plan2021-12-01No
Assets. Invements in employer securities at end of year2021-12-01$0
Assets. Invements in employer securities at beginning of year2021-12-01$0
Assets. Value of employer real property at end of year2021-12-01$0
Assets. Value of employer real property at beginning of year2021-12-01$0
Contributions received in cash from employer2021-12-01$0
Employer contributions (assets) at end of year2021-12-01$0
Employer contributions (assets) at beginning of year2021-12-01$0
Income. Dividends from preferred stock2021-12-01$0
Income. Dividends from common stock2021-12-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-01$165,205,029
Asset. Corporate debt instrument preferred debt at end of year2021-12-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-01$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-01$0
Contract administrator fees2021-12-01$80,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-01Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-01$0
Liabilities. Value of benefit claims payable at end of year2021-12-01$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-01$0
Did the plan have assets held for investment2021-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-01Yes
Aggregate proceeds on sale of assets2021-12-01$0
Aggregate carrying amount (costs) on sale of assets2021-12-01$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-01$0
Opinion of an independent qualified public accountant for this plan2021-12-01Unqualified
Accountancy firm name2021-12-01SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2021-12-01520783935
2020 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$33,256,176
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,519,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,494,225
Expenses. Certain deemed distributions of participant loans2020-12-31$1,715
Value of total corrective distributions2020-12-31$212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,196,476
Value of total assets at end of year2020-12-31$149,959,810
Value of total assets at beginning of year2020-12-31$133,223,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,515
Total interest from all sources2020-12-31$438,944
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,232,397
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$11,232,397
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,192,920
Participant contributions at end of year2020-12-31$1,667,284
Participant contributions at beginning of year2020-12-31$2,010,735
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$296,525
Other income not declared elsewhere2020-12-31$1,393
Administrative expenses (other) incurred2020-12-31$23,515
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$16,736,509
Value of net assets at end of year (total assets less liabilities)2020-12-31$149,959,810
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,223,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$127,482,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$109,609,440
Interest on participant loans2020-12-31$89,817
Interest earned on other investments2020-12-31$349,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,809,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,603,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,386,966
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$3,707,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,494,225
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 name2020-12-31SMITH ELLIOTT KEARNS & COMPANY
Accountancy firm EIN2020-12-31520783935
2019 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$33,438,707
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,673,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,627,625
Expenses. Certain deemed distributions of participant loans2019-12-31$20,545
Value of total corrective distributions2019-12-31$321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,188,669
Value of total assets at end of year2019-12-31$133,223,301
Value of total assets at beginning of year2019-12-31$107,457,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,760
Total interest from all sources2019-12-31$473,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,493,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,493,869
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,840,106
Participant contributions at end of year2019-12-31$2,010,735
Participant contributions at beginning of year2019-12-31$2,040,632
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$357,828
Other income not declared elsewhere2019-12-31$1,800
Administrative expenses (other) incurred2019-12-31$24,760
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$25,765,456
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,223,301
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,457,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$109,609,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$84,401,347
Interest on participant loans2019-12-31$103,649
Interest earned on other investments2019-12-31$370,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,603,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,015,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,280,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,990,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,627,625
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH ELLIOTT KEARNS & COMPANY
Accountancy firm EIN2019-12-31520783935
2018 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) 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$5,642,165
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,378,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,349,834
Expenses. Certain deemed distributions of participant loans2018-12-31$8,161
Value of total corrective distributions2018-12-31$455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,090,860
Value of total assets at end of year2018-12-31$107,457,845
Value of total assets at beginning of year2018-12-31$110,194,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,190
Total interest from all sources2018-12-31$468,470
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,046,468
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$7,046,468
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,557,139
Participant contributions at end of year2018-12-31$2,040,632
Participant contributions at beginning of year2018-12-31$1,849,597
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$846,344
Other income not declared elsewhere2018-12-31$6,840
Administrative expenses (other) incurred2018-12-31$20,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,736,475
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,457,845
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$110,194,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$84,401,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$88,182,994
Interest on participant loans2018-12-31$96,211
Interest earned on other investments2018-12-31$372,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,015,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,161,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,969,546
Net investment gain/loss from pooled separate accounts2018-12-31$-927
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$3,687,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,349,834
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 name2018-12-31SMITH ELLIOTT KEARNS & COMPANY
Accountancy firm EIN2018-12-31520783935
2017 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) 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$25,772,889
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,198,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,180,734
Expenses. Certain deemed distributions of participant loans2017-12-31$151
Value of total corrective distributions2017-12-31$2,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,142,927
Value of total assets at end of year2017-12-31$110,194,320
Value of total assets at beginning of year2017-12-31$90,620,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,357
Total interest from all sources2017-12-31$603,608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,169,455
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$4,169,455
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,102,501
Participant contributions at end of year2017-12-31$1,849,597
Participant contributions at beginning of year2017-12-31$1,522,301
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$487,896
Other income not declared elsewhere2017-12-31$1,334
Administrative expenses (other) incurred2017-12-31$15,357
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$19,574,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,194,320
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,620,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$88,182,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,015,856
Interest on participant loans2017-12-31$83,737
Interest earned on other investments2017-12-31$519,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,161,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,081,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,854,434
Net investment gain/loss from pooled separate accounts2017-12-31$1,131
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$3,552,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,180,734
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 name2017-12-31CHARLES L. STRAUSBAUGH, CPA, PC
Accountancy firm EIN2017-12-31251877259
2016 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,774,901
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,644,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,632,023
Expenses. Certain deemed distributions of participant loans2016-12-31$2,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,803,123
Value of total assets at end of year2016-12-31$90,620,080
Value of total assets at beginning of year2016-12-31$81,489,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,692
Total interest from all sources2016-12-31$637,622
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,660,821
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$2,660,821
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,284,152
Participant contributions at end of year2016-12-31$1,522,301
Participant contributions at beginning of year2016-12-31$1,389,545
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$391,249
Other income not declared elsewhere2016-12-31$937
Administrative expenses (other) incurred2016-12-31$9,692
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$9,130,461
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,620,080
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$81,489,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$69,015,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,992,131
Interest on participant loans2016-12-31$73,755
Interest earned on other investments2016-12-31$563,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,081,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,107,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,672,166
Net investment gain/loss from pooled separate accounts2016-12-31$232
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$3,127,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,632,023
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 name2016-12-31CHARLES L. STRAUSBAUGH, CPA, PC
Accountancy firm EIN2016-12-31251877259
2015 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,966,519
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,525,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,519,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,039,586
Value of total assets at end of year2015-12-31$81,489,619
Value of total assets at beginning of year2015-12-31$77,048,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,750
Total interest from all sources2015-12-31$576,865
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,053,096
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$1,053,096
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,839,694
Participant contributions at end of year2015-12-31$1,389,545
Participant contributions at beginning of year2015-12-31$1,338,687
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,374,055
Other income not declared elsewhere2015-12-31$2,677
Administrative expenses (other) incurred2015-12-31$6,750
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$4,440,730
Value of net assets at end of year (total assets less liabilities)2015-12-31$81,489,619
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$77,048,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,992,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$59,012,996
Interest on participant loans2015-12-31$69,408
Interest earned on other investments2015-12-31$507,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,107,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,697,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-842,220
Net investment gain/loss from pooled separate accounts2015-12-31$-863,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,825,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,519,039
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 name2015-12-31CHARLES L. STRAUSBAUGH, CPA, PC
Accountancy firm EIN2015-12-31251877259
2014 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,853,217
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,705,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,697,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,458,682
Value of total assets at end of year2014-12-31$77,048,889
Value of total assets at beginning of year2014-12-31$69,901,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,800
Total interest from all sources2014-12-31$539,234
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,428,429
Participant contributions at end of year2014-12-31$1,338,687
Participant contributions at beginning of year2014-12-31$1,241,757
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$282,947
Other income not declared elsewhere2014-12-31$2,069
Administrative expenses (other) incurred2014-12-31$7,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,147,564
Value of net assets at end of year (total assets less liabilities)2014-12-31$77,048,889
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,901,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$59,012,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,507,460
Interest on participant loans2014-12-31$73,911
Interest earned on other investments2014-12-31$465,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,697,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,152,108
Net investment gain/loss from pooled separate accounts2014-12-31$3,853,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,747,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,697,853
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 name2014-12-31CHARLES L. STRAUSBAUGH, CPA, PC
Accountancy firm EIN2014-12-31251877259
2013 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$17,332,550
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,218,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,206,337
Expenses. Certain deemed distributions of participant loans2013-12-31$4,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,204,118
Value of total assets at end of year2013-12-31$69,901,325
Value of total assets at beginning of year2013-12-31$56,787,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,200
Total interest from all sources2013-12-31$495,374
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,316,717
Participant contributions at end of year2013-12-31$1,241,757
Participant contributions at beginning of year2013-12-31$1,074,121
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$250,098
Other income not declared elsewhere2013-12-31$6,848
Administrative expenses (other) incurred2013-12-31$7,200
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$13,114,094
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,901,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,787,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,507,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,051,907
Interest on participant loans2013-12-31$64,687
Interest earned on other investments2013-12-31$430,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,152,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,661,203
Net investment gain/loss from pooled separate accounts2013-12-31$9,626,210
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$2,637,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,206,337
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 name2013-12-31CHARLES L. STRAUSBBAUGH
Accountancy firm EIN2013-12-31251877259
2012 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,675,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,361,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,340,791
Expenses. Certain deemed distributions of participant loans2012-12-31$6,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,961,133
Value of total assets at end of year2012-12-31$56,787,231
Value of total assets at beginning of year2012-12-31$47,472,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,414
Total interest from all sources2012-12-31$437,880
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,032,515
Participant contributions at end of year2012-12-31$1,074,121
Participant contributions at beginning of year2012-12-31$925,505
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$442,645
Other income not declared elsewhere2012-12-31$1,554
Administrative expenses (other) incurred2012-12-31$13,414
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$9,314,668
Value of net assets at end of year (total assets less liabilities)2012-12-31$56,787,231
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,472,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,051,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,593,122
Interest on participant loans2012-12-31$59,548
Interest earned on other investments2012-12-31$378,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,661,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,953,936
Net investment gain/loss from pooled separate accounts2012-12-31$5,275,183
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$2,485,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,340,791
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 name2012-12-31CHARLES L. STRAUSBBAUGH
Accountancy firm EIN2012-12-31251877259
2011 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,056,773
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,004,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,995,129
Expenses. Certain deemed distributions of participant loans2011-12-31$1,021
Value of total corrective distributions2011-12-31$2,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,964,958
Value of total assets at end of year2011-12-31$47,472,563
Value of total assets at beginning of year2011-12-31$44,419,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,935
Total interest from all sources2011-12-31$393,315
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,616,305
Participant contributions at end of year2011-12-31$925,505
Participant contributions at beginning of year2011-12-31$876,288
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,324
Other income not declared elsewhere2011-12-31$2,248
Administrative expenses (other) incurred2011-12-31$5,935
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$3,052,633
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,472,563
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,419,930
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$34,593,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,020,183
Interest on participant loans2011-12-31$59,696
Interest earned on other investments2011-12-31$333,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,953,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,523,459
Net investment gain/loss from pooled separate accounts2011-12-31$-1,303,748
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$2,254,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,995,129
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 name2011-12-31CHARLES L. STRAUSBBAUGH
Accountancy firm EIN2011-12-31251877259
2010 : SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,602,491
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,961,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,947,411
Expenses. Certain deemed distributions of participant loans2010-12-31$8,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,989,754
Value of total assets at end of year2010-12-31$44,419,930
Value of total assets at beginning of year2010-12-31$35,779,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,625
Total interest from all sources2010-12-31$348,277
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$700,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,486,993
Participant contributions at end of year2010-12-31$876,288
Participant contributions at beginning of year2010-12-31$740,115
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$194,855
Other income not declared elsewhere2010-12-31$1,253
Administrative expenses (other) incurred2010-12-31$5,625
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$8,640,750
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,419,930
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,779,180
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$33,020,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,597,748
Interest on participant loans2010-12-31$54,360
Interest earned on other investments2010-12-31$293,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,523,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,441,317
Net investment gain/loss from pooled separate accounts2010-12-31$4,263,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,307,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,947,411
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 name2010-12-31CHARLES L. STRAUSBBAUGH
Accountancy firm EIN2010-12-31251877259

Form 5500 Responses for SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN

2021: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUMMIT PHYSICIANS SERVICES & AFFILIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 3
Insurance contract or identification numberVFZ162
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 2
Insurance contract or identification number664047
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95814-05
Policy instance 1
Insurance contract or identification number95814-05
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 2
Insurance contract or identification numberVFZ162
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 1
Insurance contract or identification number664047
Number of Individuals Covered2268
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 2
Insurance contract or identification number664047
Number of Individuals Covered2304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 2
Insurance contract or identification numberVFZ162
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 1
Insurance contract or identification number664047
Number of Individuals Covered2213
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 2
Insurance contract or identification number664047
Number of Individuals Covered2159
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 2
Insurance contract or identification numberVFZ162
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $97,760
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,261
Insurance broker organization code?3
Insurance broker nameSECURITIES SERVICE NETWORK, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664047
Policy instance 1
Insurance contract or identification number664047
Number of Individuals Covered1838
Insurance policy start date2015-12-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered1705
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $159,516
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,687
Insurance broker organization code?3
Insurance broker nameNETWORK AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered1608
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $144,996
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107,772
Insurance broker organization code?3
Insurance broker nameSECURITIES SERVICE NETWORK, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered1573
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $130,230
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,191
Insurance broker organization code?3
Insurance broker nameSECURITIES SRBVICE NETWORK INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered1520
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $113,817
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ162
Policy instance 1
Insurance contract or identification numberVFZ162
Number of Individuals Covered1598
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $102,273
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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