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OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 401k Plan overview

Plan NameOSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN
Plan identification number 001

OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OSU PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OSU PHYSICIANS, INC.
Employer identification number (EIN):311447726
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KYLE SHARP
0012016-01-01KYLE SHARP
0012015-01-01MICHAEL LAWRENCE
0012014-01-01MICHAEL LAWRENCE
0012013-01-01RICHARD SOBIERAY
0012012-01-01RICHARD SOBIERAY RICHARD SOBIERAY2013-10-08
0012011-07-01RICHARD SOBIERAY RICHARD SOBIERAY2013-10-08
0012009-07-01RICH SOBIERAY

Plan Statistics for OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

401k plan membership statisitcs for OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Measure Date Value
2022: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,625
Total number of active participants reported on line 7a of the Form 55002022-01-011,663
Number of retired or separated participants receiving benefits2022-01-01829
Number of other retired or separated participants entitled to future benefits2022-01-01548
Total of all active and inactive participants2022-01-013,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,040
Number of participants with account balances2022-01-013,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,313
Total number of active participants reported on line 7a of the Form 55002021-01-011,413
Number of retired or separated participants receiving benefits2021-01-01851
Number of other retired or separated participants entitled to future benefits2021-01-01358
Total of all active and inactive participants2021-01-012,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,622
Number of participants with account balances2021-01-012,622
2020: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,289
Total number of active participants reported on line 7a of the Form 55002020-01-011,220
Number of retired or separated participants receiving benefits2020-01-01871
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01216
Total participants2020-01-012,307
Number of participants with account balances2020-01-012,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,195
Total number of active participants reported on line 7a of the Form 55002019-01-011,244
Number of retired or separated participants receiving benefits2019-01-01912
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-012,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,288
Number of participants with account balances2019-01-012,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,155
Total number of active participants reported on line 7a of the Form 55002018-01-011,176
Number of retired or separated participants receiving benefits2018-01-01982
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-012,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,191
Number of participants with account balances2018-01-012,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,042
Total number of active participants reported on line 7a of the Form 55002017-01-011,087
Number of retired or separated participants receiving benefits2017-01-01108
Number of other retired or separated participants entitled to future benefits2017-01-01958
Total of all active and inactive participants2017-01-012,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,153
Number of participants with account balances2017-01-012,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,967
Total number of active participants reported on line 7a of the Form 55002016-01-01999
Number of retired or separated participants receiving benefits2016-01-0197
Number of other retired or separated participants entitled to future benefits2016-01-01946
Total of all active and inactive participants2016-01-012,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,042
Number of participants with account balances2016-01-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,923
Total number of active participants reported on line 7a of the Form 55002015-01-01943
Number of retired or separated participants receiving benefits2015-01-0181
Number of other retired or separated participants entitled to future benefits2015-01-01943
Total of all active and inactive participants2015-01-011,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,967
Number of participants with account balances2015-01-011,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,861
Total number of active participants reported on line 7a of the Form 55002014-01-01910
Number of retired or separated participants receiving benefits2014-01-0171
Number of other retired or separated participants entitled to future benefits2014-01-01934
Total of all active and inactive participants2014-01-011,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,915
Number of participants with account balances2014-01-011,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,872
Total number of active participants reported on line 7a of the Form 55002013-01-01854
Number of retired or separated participants receiving benefits2013-01-0167
Number of other retired or separated participants entitled to future benefits2013-01-01939
Total of all active and inactive participants2013-01-011,860
Total participants2013-01-011,860
Number of participants with account balances2013-01-011,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,892
Total number of active participants reported on line 7a of the Form 55002012-01-01842
Number of retired or separated participants receiving benefits2012-01-0184
Number of other retired or separated participants entitled to future benefits2012-01-01942
Total of all active and inactive participants2012-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,868
Number of participants with account balances2012-01-011,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012,261
Total number of active participants reported on line 7a of the Form 55002011-07-011,033
Number of retired or separated participants receiving benefits2011-07-0190
Number of other retired or separated participants entitled to future benefits2011-07-01768
Total of all active and inactive participants2011-07-011,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,891
Number of participants with account balances2011-07-011,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012,229
Total number of active participants reported on line 7a of the Form 55002009-07-011,551
Number of retired or separated participants receiving benefits2009-07-0186
Number of other retired or separated participants entitled to future benefits2009-07-01655
Total of all active and inactive participants2009-07-012,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-012,292
Number of participants with account balances2009-07-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Measure Date Value
2022 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,871,050
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,961,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,961,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,391,595
Value of total assets at end of year2022-12-31$134,955,449
Value of total assets at beginning of year2022-12-31$155,788,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$106,493
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$2,265,058
Participant contributions at beginning of year2022-12-31$1,971,087
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$941,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,832,641
Value of net assets at end of year (total assets less liabilities)2022-12-31$134,955,449
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$155,788,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$132,690,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$153,817,003
Income. Interest from loans (other than to participants)2022-12-31$106,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,369,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,449,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,961,591
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2022-12-31351178661
2021 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,421,843
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,862,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,862,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,001,449
Value of total assets at end of year2021-12-31$155,788,090
Value of total assets at beginning of year2021-12-31$137,228,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$100,901
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,971,087
Participant contributions at beginning of year2021-12-31$2,156,933
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$905,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$18,559,566
Value of net assets at end of year (total assets less liabilities)2021-12-31$155,788,090
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$137,228,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$153,817,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$135,071,591
Interest on participant loans2021-12-31$100,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,319,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,096,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,862,277
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2021-12-31351178661
2020 : OSU PHYSICIANS, INC. INTERIM RETIREMENT 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$24,901,217
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,956,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,956,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,528,468
Value of total assets at end of year2020-12-31$137,228,524
Value of total assets at beginning of year2020-12-31$119,283,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$118,950
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$2,156,933
Participant contributions at beginning of year2020-12-31$2,181,277
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$931,477
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$17,944,869
Value of net assets at end of year (total assets less liabilities)2020-12-31$137,228,524
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$119,283,655
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$135,071,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$117,102,378
Interest on participant loans2020-12-31$118,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,253,799
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$6,596,991
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,956,348
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2020-12-31351178661
2019 : OSU PHYSICIANS, INC. INTERIM RETIREMENT 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$28,132,261
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,364,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,364,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,430,196
Value of total assets at end of year2019-12-31$119,283,655
Value of total assets at beginning of year2019-12-31$98,515,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$113,432
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,181,277
Participant contributions at beginning of year2019-12-31$1,909,904
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$533,267
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$20,768,002
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,283,655
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,515,653
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$117,102,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,605,749
Interest on participant loans2019-12-31$113,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,588,633
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$5,896,929
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,364,259
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 name2019-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2019-12-31351178661
2018 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$699,783
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,765,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,765,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,142,147
Value of total assets at end of year2018-12-31$98,515,653
Value of total assets at beginning of year2018-12-31$111,580,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$94,450
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$1,909,904
Participant contributions at beginning of year2018-12-31$1,672,045
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$567,710
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$153,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,065,292
Value of net assets at end of year (total assets less liabilities)2018-12-31$98,515,653
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$111,580,945
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$96,605,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$109,908,900
Interest on participant loans2018-12-31$94,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,536,814
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$5,574,437
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,611,697
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 name2018-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2018-12-31351178661
2017 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,994,524
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,597,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,597,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,339,973
Value of total assets at end of year2017-12-31$111,580,945
Value of total assets at beginning of year2017-12-31$99,184,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$73,537
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$1,672,045
Participant contributions at beginning of year2017-12-31$1,654,473
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$465,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$191,059
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$12,396,656
Value of net assets at end of year (total assets less liabilities)2017-12-31$111,580,945
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$99,184,289
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$109,908,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$97,529,816
Interest on participant loans2017-12-31$73,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,581,014
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$4,874,620
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,406,809
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 name2017-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2017-12-31351178661
2016 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,257,250
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,979,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,979,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,874,519
Value of total assets at end of year2016-12-31$99,184,289
Value of total assets at beginning of year2016-12-31$92,906,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$72,361
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,654,473
Participant contributions at beginning of year2016-12-31$1,614,729
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,263,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$327,832
Other income not declared elsewhere2016-12-31$201,023
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$6,277,404
Value of net assets at end of year (total assets less liabilities)2016-12-31$99,184,289
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$92,906,885
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$93,231,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$86,412,969
Interest on participant loans2016-12-31$72,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$897,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$449,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$449,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,109,347
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$3,611,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,652,014
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,040,712
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$863,374
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,360,173
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,566,483
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 name2016-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2016-12-31351178661
2015 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$521
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$3,598,333
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,118,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,118,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,838,623
Value of total assets at end of year2015-12-31$92,906,885
Value of total assets at beginning of year2015-12-31$100,426,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$69,873
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,614,729
Participant contributions at beginning of year2015-12-31$1,657,387
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$522,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,520,500
Value of net assets at end of year (total assets less liabilities)2015-12-31$92,906,885
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,426,864
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$86,412,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$91,343,095
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$306,804
Interest on participant loans2015-12-31$69,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$449,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$238,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$238,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,310,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,316,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,118,833
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$863,374
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,044,947
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,566,483
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,836,619
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 name2015-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2015-12-31351178661
2014 : OSU PHYSICIANS, INC. INTERIM RETIREMENT 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$9,833,841
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,128,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,128,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,571,562
Value of total assets at end of year2014-12-31$100,426,864
Value of total assets at beginning of year2014-12-31$98,721,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$69,851
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,657,387
Participant contributions at beginning of year2014-12-31$1,519,163
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$393,637
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$1,704,924
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,426,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,721,940
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$91,343,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$88,226,452
Value of interest in pooled separate accounts at end of year2014-12-31$306,804
Value of interest in pooled separate accounts at beginning of year2014-12-31$290,121
Interest on participant loans2014-12-31$69,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$238,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$900,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$900,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,192,428
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$4,177,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,128,917
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,044,947
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$947,562
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,836,619
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,838,474
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 name2014-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2014-12-31351178661
2013 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$19,597,696
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,763,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,763,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,112,570
Value of total assets at end of year2013-12-31$98,721,940
Value of total assets at beginning of year2013-12-31$86,887,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$67,366
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,519,163
Participant contributions at beginning of year2013-12-31$1,593,976
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$638,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,834,421
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,721,940
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$86,887,519
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$88,226,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$77,763,399
Value of interest in pooled separate accounts at end of year2013-12-31$290,121
Value of interest in pooled separate accounts at beginning of year2013-12-31$260,504
Interest on participant loans2013-12-31$67,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$900,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$982,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$982,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,417,760
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$4,474,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,763,275
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$947,562
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$768,710
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,838,474
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,518,386
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 name2013-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2013-12-31351178661
2012 : OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$14,759,638
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,073,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,073,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,028,694
Value of total assets at end of year2012-12-31$86,887,519
Value of total assets at beginning of year2012-12-31$81,201,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$88,601
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,593,976
Participant contributions at beginning of year2012-12-31$1,430,574
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$286,145
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,686,041
Value of net assets at end of year (total assets less liabilities)2012-12-31$86,887,519
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,201,478
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$77,763,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$70,331,511
Value of interest in pooled separate accounts at end of year2012-12-31$260,504
Value of interest in pooled separate accounts at beginning of year2012-12-31$250,000
Interest on participant loans2012-12-31$88,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$982,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$873,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$873,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,642,343
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$4,742,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,073,597
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$768,710
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,663,375
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,518,386
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,652,266
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 name2012-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2012-12-31351178661
2011 : OSU PHYSICIANS, INC. INTERIM RETIREMENT 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$0
Total income from all sources (including contributions)2011-12-31$-3,447,093
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$61,137,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$61,137,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,786,131
Value of total assets at end of year2011-12-31$80,922,564
Value of total assets at beginning of year2011-12-31$145,507,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$36,969
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$0
Participant contributions at end of year2011-12-31$1,424,202
Participant contributions at beginning of year2011-12-31$1,782,900
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$107,424
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$10,447
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-64,584,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,922,564
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$145,507,539
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$56,017,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$119,888,379
Value of interest in pooled separate accounts at end of year2011-12-31$154,617
Value of interest in pooled separate accounts at beginning of year2011-12-31$500,000
Interest on participant loans2011-12-31$36,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,729,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,729,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,729,725
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$4,678,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$61,137,882
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,402,666
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,402,666
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,193,422
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,193,422
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 name2011-12-31BLUE & COMPANY
Accountancy firm EIN2011-12-31351178661
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$42,104,328
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$10,116,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$10,116,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$18,274,459
Value of total assets at end of year2011-06-30$145,507,539
Value of total assets at beginning of year2011-06-30$113,519,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$76,900
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$1,782,900
Participant contributions at beginning of year2011-06-30$1,313,656
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$193,927
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$233,398
Total non interest bearing cash at end of year2011-06-30$10,447
Total non interest bearing cash at beginning of year2011-06-30$24,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$31,987,817
Value of net assets at end of year (total assets less liabilities)2011-06-30$145,507,539
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$113,519,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$119,888,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$92,073,337
Value of interest in pooled separate accounts at end of year2011-06-30$500,000
Interest on participant loans2011-06-30$76,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$6,729,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$5,086,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$5,086,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$18,041,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$10,116,511
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$2,402,666
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$3,472,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$14,193,422
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$11,355,907
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLUE & COMPANY, LLC
Accountancy firm EIN2011-06-30351178661

Form 5500 Responses for OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

2022: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29417
Policy instance 1
Insurance contract or identification number29417
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29417
Policy instance 1
Insurance contract or identification number29417
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29417
Policy instance 1
Insurance contract or identification number29417
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29417
Policy instance 1
Insurance contract or identification number29417
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29417
Policy instance 1
Insurance contract or identification number29417
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number29417
Policy instance 1
Insurance contract or identification number29417
Number of Individuals Covered1
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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