401k Plan data: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN plan

ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	002

ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION

Employer identification number (EIN): 330562468

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAMES BENOIT MD 2023-10-04 JAMES BENOIT MD 2023-10-04
002 2021-01-01 JAMES BENOIT MD 2022-09-28 JAMES BENOIT MD 2022-09-28
002 2020-01-01 JAMES BENOIT MD 2021-08-06
002 2019-01-01 JAMES BENOIT MD 2020-09-25
002 2018-01-01 JAMES BENOIT MD 2019-10-09
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JAMES BENOIT MD
002 2013-01-01 MICHAEL SUGARMAN
002 2012-01-01 MICHAEL SUGARMAN
002 2011-01-01 MICHAEL SUGARMAN
002 2010-01-01 MICHAEL SUGARMAN
002 2009-01-01 MICHAEL SUGARMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JAMES BENOIT MD	2023-10-04	JAMES BENOIT MD	2023-10-04
002	2021-01-01	JAMES BENOIT MD	2022-09-28	JAMES BENOIT MD	2022-09-28
002	2020-01-01	JAMES BENOIT MD	2021-08-06
002	2019-01-01	JAMES BENOIT MD	2020-09-25
002	2018-01-01	JAMES BENOIT MD	2019-10-09
002	2017-01-01
002	2016-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JAMES BENOIT MD
002	2013-01-01	MICHAEL SUGARMAN
002	2012-01-01	MICHAEL SUGARMAN
002	2011-01-01	MICHAEL SUGARMAN
002	2010-01-01	MICHAEL SUGARMAN
002	2009-01-01	MICHAEL SUGARMAN

Plan Statistics for ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 349
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 44
Total of all active and inactive participants 2022-01-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 396
Number of participants with account balances 2022-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 336
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 45
Total of all active and inactive participants 2021-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 385
Number of participants with account balances 2021-01-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 343
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 385
Number of participants with account balances 2020-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 324
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 371
Number of participants with account balances 2019-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 319
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 367
Number of participants with account balances 2018-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 314
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 370
Number of participants with account balances 2017-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 302
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 47
Total of all active and inactive participants 2016-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 351
Number of participants with account balances 2016-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 272
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 308
Number of participants with account balances 2015-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 250
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 289
Number of participants with account balances 2014-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 174
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 196
Number of participants with account balances 2013-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 169
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 195
Number of participants with account balances 2012-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 180
Number of participants with account balances 2011-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 144
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 23
Total of all active and inactive participants 2010-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 168
Number of participants with account balances 2010-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 145
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 170
Number of participants with account balances 2009-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	349
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	396
Number of participants with account balances	2022-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	336
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	45
Total of all active and inactive participants	2021-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	385
Number of participants with account balances	2021-01-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	343
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	385
Number of participants with account balances	2020-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	324
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	371
Number of participants with account balances	2019-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	319
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	367
Number of participants with account balances	2018-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	314
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	370
Number of participants with account balances	2017-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	302
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	47
Total of all active and inactive participants	2016-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	351
Number of participants with account balances	2016-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	272
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	308
Number of participants with account balances	2015-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	250
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	289
Number of participants with account balances	2014-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	174
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	196
Number of participants with account balances	2013-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	169
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	195
Number of participants with account balances	2012-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	180
Number of participants with account balances	2011-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	144
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	23
Total of all active and inactive participants	2010-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	168
Number of participants with account balances	2010-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	145
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	170
Number of participants with account balances	2009-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-27,881,961
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$13,266,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$13,044,781
Expenses. Certain deemed distributions of participant loans	2022-12-31	$33,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$17,149,040
Value of total assets at end of year	2022-12-31	$232,238,078
Value of total assets at beginning of year	2022-12-31	$273,386,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$188,254
Total interest from all sources	2022-12-31	$638,057
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,416,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,416,163
Administrative expenses professional fees incurred	2022-12-31	$31,771
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,595,307
Participant contributions at end of year	2022-12-31	$364,118
Participant contributions at beginning of year	2022-12-31	$408,143
Participant contributions at end of year	2022-12-31	$172,373
Participant contributions at beginning of year	2022-12-31	$161,238
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$12,311,824
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$15,950,537
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$199,285
Other income not declared elsewhere	2022-12-31	$-4,741,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-41,148,425
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$232,238,078
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$273,386,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$156,483
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$167,252,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$205,361,774
Interest on participant loans	2022-12-31	$23,304
Interest earned on other investments	2022-12-31	$614,753
Value of interest in common/collective trusts at end of year	2022-12-31	$14,300,629
Value of interest in common/collective trusts at beginning of year	2022-12-31	$17,202,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$37,343,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$33,841,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-45,243,980
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,099,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$11,354,448
Employer contributions (assets) at end of year	2022-12-31	$493,564
Employer contributions (assets) at beginning of year	2022-12-31	$460,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$13,044,781
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2022-12-31	954345526
2021 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$54,274,275
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,230,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,022,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$22,408,991
Value of total assets at end of year	2021-12-31	$273,386,503
Value of total assets at beginning of year	2021-12-31	$226,342,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$208,009
Total interest from all sources	2021-12-31	$568,977
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$9,861,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$9,861,524
Administrative expenses professional fees incurred	2021-12-31	$208,009
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,181,604
Participant contributions at end of year	2021-12-31	$408,143
Participant contributions at beginning of year	2021-12-31	$345,034
Participant contributions at end of year	2021-12-31	$161,238
Participant contributions at beginning of year	2021-12-31	$136,560
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$15,950,537
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$13,229,905
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,241,612
Other income not declared elsewhere	2021-12-31	$1,588,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$47,044,059
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$273,386,503
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$226,342,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$205,361,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$179,095,675
Interest on participant loans	2021-12-31	$22,399
Interest earned on other investments	2021-12-31	$546,578
Value of interest in common/collective trusts at end of year	2021-12-31	$17,202,827
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$33,841,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$33,129,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,860,540
Net investment gain or loss from common/collective trusts	2021-12-31	$-14,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$9,985,775
Employer contributions (assets) at end of year	2021-12-31	$460,112
Employer contributions (assets) at beginning of year	2021-12-31	$406,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,022,207
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2021-12-31	954345526
2020 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$50,719,677
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,711,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,536,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$21,352,608
Value of total assets at end of year	2020-12-31	$226,342,444
Value of total assets at beginning of year	2020-12-31	$181,333,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$175,182
Total interest from all sources	2020-12-31	$284,225
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,798,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,798,709
Administrative expenses professional fees incurred	2020-12-31	$175,182
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,966,277
Participant contributions at end of year	2020-12-31	$345,034
Participant contributions at beginning of year	2020-12-31	$349,764
Participant contributions at end of year	2020-12-31	$136,560
Participant contributions at beginning of year	2020-12-31	$146,865
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$13,229,905
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$7,266,714
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,179,987
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$6,910
Other income not declared elsewhere	2020-12-31	$5,974,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$45,008,459
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$226,342,444
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$181,333,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$179,095,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$145,368,834
Interest on participant loans	2020-12-31	$20,182
Interest earned on other investments	2020-12-31	$264,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$33,129,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$27,826,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$18,309,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$9,206,344
Employer contributions (assets) at end of year	2020-12-31	$406,258
Employer contributions (assets) at beginning of year	2020-12-31	$367,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,536,036
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2020-12-31	954345526
2019 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$42,760,106
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,406,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,206,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,957,325
Value of total assets at end of year	2019-12-31	$181,333,985
Value of total assets at beginning of year	2019-12-31	$141,980,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$200,736
Total interest from all sources	2019-12-31	$495,428
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,234,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,234,658
Administrative expenses professional fees incurred	2019-12-31	$191,572
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,650,391
Participant contributions at end of year	2019-12-31	$349,764
Participant contributions at beginning of year	2019-12-31	$395,006
Participant contributions at end of year	2019-12-31	$146,865
Participant contributions at beginning of year	2019-12-31	$156,458
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,266,714
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$728,369
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$6,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$2,741,003
Administrative expenses (other) incurred	2019-12-31	$972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$39,353,360
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$181,333,985
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$141,980,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,192
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$145,368,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$113,590,065
Interest on participant loans	2019-12-31	$17,842
Interest earned on other investments	2019-12-31	$477,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$27,826,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$27,521,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$21,331,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$8,578,565
Employer contributions (assets) at end of year	2019-12-31	$367,963
Employer contributions (assets) at beginning of year	2019-12-31	$317,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,206,010
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2019-12-31	954345526
2018 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$8,608,212
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$11,586,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,411,401
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-1,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$15,348,336
Value of total assets at end of year	2018-12-31	$141,980,625
Value of total assets at beginning of year	2018-12-31	$144,958,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$176,045
Total interest from all sources	2018-12-31	$437,461
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,944,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,944,308
Administrative expenses professional fees incurred	2018-12-31	$176,045
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,359,229
Participant contributions at end of year	2018-12-31	$395,006
Participant contributions at beginning of year	2018-12-31	$476,905
Participant contributions at end of year	2018-12-31	$156,458
Participant contributions at beginning of year	2018-12-31	$142,011
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,555,789
Other income not declared elsewhere	2018-12-31	$82,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,977,794
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$141,980,625
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$144,958,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$113,590,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$119,220,045
Interest on participant loans	2018-12-31	$24,279
Interest earned on other investments	2018-12-31	$413,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$27,521,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$24,698,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-13,204,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$8,433,318
Employer contributions (assets) at end of year	2018-12-31	$317,813
Employer contributions (assets) at beginning of year	2018-12-31	$420,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,411,401
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2018-12-31	954345526
2017 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$32,282,625
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,512,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,409,789
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$13,915,444
Value of total assets at end of year	2017-12-31	$144,958,419
Value of total assets at beginning of year	2017-12-31	$116,188,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$101,021
Total interest from all sources	2017-12-31	$402,918
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,746,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,746,009
Administrative expenses professional fees incurred	2017-12-31	$101,021
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,890,384
Participant contributions at end of year	2017-12-31	$476,905
Participant contributions at beginning of year	2017-12-31	$341,434
Participant contributions at end of year	2017-12-31	$142,011
Participant contributions at beginning of year	2017-12-31	$152,910
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,177,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$28,770,361
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$144,958,419
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$116,188,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$119,220,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$92,667,108
Interest on participant loans	2017-12-31	$21,235
Interest earned on other investments	2017-12-31	$381,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$24,698,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$22,616,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$14,218,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$7,847,908
Employer contributions (assets) at end of year	2017-12-31	$420,773
Employer contributions (assets) at beginning of year	2017-12-31	$410,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,409,789
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2017-12-31	954345526
2016 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$19,091,550
Total loss/gain on sale of assets	2016-12-31	$262,375
Total of all expenses incurred	2016-12-31	$6,564,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,564,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,967,419
Value of total assets at end of year	2016-12-31	$116,118,236
Value of total assets at beginning of year	2016-12-31	$103,591,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$123
Total interest from all sources	2016-12-31	$19,059
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,274,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,274,332
Administrative expenses professional fees incurred	2016-12-31	$123
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,780,045
Participant contributions at end of year	2016-12-31	$341,434
Participant contributions at beginning of year	2016-12-31	$382,122
Participant contributions at end of year	2016-12-31	$156,308
Participant contributions at beginning of year	2016-12-31	$141,986
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$996,978
Other income not declared elsewhere	2016-12-31	$-334,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$12,526,835
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$116,118,236
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$103,591,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$92,667,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$93,424,771
Interest on participant loans	2016-12-31	$17,811
Interest earned on other investments	2016-12-31	$1,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$22,616,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,288,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,385,305
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,517,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$7,190,396
Employer contributions (assets) at end of year	2016-12-31	$337,094
Employer contributions (assets) at beginning of year	2016-12-31	$354,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,564,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$18,220,798
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$17,958,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2016-12-31	954345526
2015 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$8,294,268
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,203,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,192,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$10,325,677
Value of total assets at end of year	2015-12-31	$103,591,401
Value of total assets at beginning of year	2015-12-31	$99,500,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,887
Total interest from all sources	2015-12-31	$19,565
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,428,811
Participant contributions at end of year	2015-12-31	$382,122
Participant contributions at beginning of year	2015-12-31	$362,107
Participant contributions at end of year	2015-12-31	$141,986
Participant contributions at beginning of year	2015-12-31	$163,302
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,018,642
Other income not declared elsewhere	2015-12-31	$60,730
Administrative expenses (other) incurred	2015-12-31	$10,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,091,214
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$103,591,401
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$99,500,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$93,424,771
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$86,075,552
Interest on participant loans	2015-12-31	$19,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,288,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$10,442,459
Net investment gain/loss from pooled separate accounts	2015-12-31	$-2,111,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,878,224
Employer contributions (assets) at end of year	2015-12-31	$354,215
Employer contributions (assets) at beginning of year	2015-12-31	$2,456,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,192,167
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2015-12-31	954345526
2014 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$25,364,071
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,450,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,447,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$21,731,196
Value of total assets at end of year	2014-12-31	$99,500,187
Value of total assets at beginning of year	2014-12-31	$75,586,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,875
Total interest from all sources	2014-12-31	$21,551
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,209,646
Participant contributions at end of year	2014-12-31	$362,107
Participant contributions at beginning of year	2014-12-31	$409,634
Participant contributions at end of year	2014-12-31	$163,302
Participant contributions at beginning of year	2014-12-31	$259,440
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$13,302,073
Other income not declared elsewhere	2014-12-31	$-3
Administrative expenses (other) incurred	2014-12-31	$2,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$23,913,435
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$99,500,187
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$75,586,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$86,075,552
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$61,860,474
Interest on participant loans	2014-12-31	$21,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$10,442,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$10,871,274
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,611,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$5,219,477
Employer contributions (assets) at end of year	2014-12-31	$2,456,767
Employer contributions (assets) at beginning of year	2014-12-31	$2,185,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,447,761
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2014-12-31	954345526
2013 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,635
Total income from all sources (including contributions)	2013-12-31	$14,558,846
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,402,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,402,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,433,405
Value of total assets at end of year	2013-12-31	$75,586,752
Value of total assets at beginning of year	2013-12-31	$64,432,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$480
Total interest from all sources	2013-12-31	$20,263
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,982,856
Participant contributions at end of year	2013-12-31	$409,634
Participant contributions at beginning of year	2013-12-31	$352,243
Participant contributions at end of year	2013-12-31	$259,440
Participant contributions at beginning of year	2013-12-31	$136,904
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$623,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,635
Administrative expenses (other) incurred	2013-12-31	$480
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,156,008
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$75,586,752
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$64,430,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$61,860,474
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$53,446,922
Interest on participant loans	2013-12-31	$20,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$10,871,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,968,626
Net investment gain/loss from pooled separate accounts	2013-12-31	$8,105,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,827,492
Employer contributions (assets) at end of year	2013-12-31	$2,185,930
Employer contributions (assets) at beginning of year	2013-12-31	$1,527,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,402,358
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2013-12-31	954345526
2012 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,635
Total income from all sources (including contributions)	2012-12-31	$18,645,752
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,321,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,227,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$12,908,750
Value of total assets at end of year	2012-12-31	$64,432,379
Value of total assets at beginning of year	2012-12-31	$48,108,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$94,164
Total interest from all sources	2012-12-31	$12,680
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$94,164
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,771,137
Participant contributions at end of year	2012-12-31	$352,243
Participant contributions at beginning of year	2012-12-31	$279,729
Participant contributions at end of year	2012-12-31	$136,904
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,606,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,635
Other income not declared elsewhere	2012-12-31	$37,965
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$11,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,324,129
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$64,430,744
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$48,106,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$46,189,485
Value of interest in pooled separate accounts at end of year	2012-12-31	$53,446,922
Interest on participant loans	2012-12-31	$14,320
Interest earned on other investments	2012-12-31	$-1,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,968,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$37,460
Net investment gain/loss from pooled separate accounts	2012-12-31	$5,686,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,531,100
Employer contributions (assets) at end of year	2012-12-31	$1,527,684
Employer contributions (assets) at beginning of year	2012-12-31	$1,590,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,227,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2012-12-31	954345526
2011 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,340,285
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,875,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,567,514
Value of total corrective distributions	2011-12-31	$3,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,160,373
Value of total assets at end of year	2011-12-31	$48,108,250
Value of total assets at beginning of year	2011-12-31	$47,641,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$304,865
Total interest from all sources	2011-12-31	$15,923
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$304,405
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,539,846
Participant contributions at end of year	2011-12-31	$279,729
Participant contributions at beginning of year	2011-12-31	$168,581
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$539,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,635
Total non interest bearing cash at end of year	2011-12-31	$11,100
Total non interest bearing cash at beginning of year	2011-12-31	$11,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$464,754
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$48,106,615
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$47,641,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$46,189,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$46,228,335
Interest on participant loans	2011-12-31	$15,371
Interest earned on other investments	2011-12-31	$552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$37,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$441,062
Net investment gain/loss from pooled separate accounts	2011-12-31	$-836,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,081,145
Employer contributions (assets) at end of year	2011-12-31	$1,590,476
Employer contributions (assets) at beginning of year	2011-12-31	$792,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,567,514
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	RICHARD WEGLARZ, CPA
Accountancy firm EIN	2011-12-31	954635567
2010 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$9,204,494
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,727,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,449,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,093,221
Value of total assets at end of year	2010-12-31	$47,641,861
Value of total assets at beginning of year	2010-12-31	$41,165,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$278,621
Total interest from all sources	2010-12-31	$28,975
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$278,568
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,382,775
Participant contributions at end of year	2010-12-31	$168,581
Participant contributions at beginning of year	2010-12-31	$191,452
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$649,341
Administrative expenses (other) incurred	2010-12-31	$53
Total non interest bearing cash at end of year	2010-12-31	$11,101
Total non interest bearing cash at beginning of year	2010-12-31	$11,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$6,476,718
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$47,641,861
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$41,165,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$46,228,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$38,919,616
Interest on participant loans	2010-12-31	$12,634
Interest earned on other investments	2010-12-31	$16,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$441,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,260,863
Net investment gain/loss from pooled separate accounts	2010-12-31	$4,082,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,061,105
Employer contributions (assets) at end of year	2010-12-31	$792,782
Employer contributions (assets) at beginning of year	2010-12-31	$782,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,449,155
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	RICHARD WEGLARZ, CPA
Accountancy firm EIN	2010-12-31	954635567
2009 : ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2022: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95867-01

Policy instance

Insurance contract or identification number	95867-01
Number of Individuals Covered	158
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

95867-01

Policy instance

Insurance contract or identification number	95867-01
Number of Individuals Covered	161
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

95867-01

Policy instance

Insurance contract or identification number	95867-01
Number of Individuals Covered	172
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

95867-01

Policy instance

Insurance contract or identification number	95867-01
Number of Individuals Covered	195
Insurance policy start date	2019-04-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

95867-01

Policy instance

Insurance contract or identification number	95867-01
Number of Individuals Covered	207
Insurance policy start date	2018-04-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

95867-01

Policy instance

Insurance contract or identification number	95867-01
Number of Individuals Covered	232
Insurance policy start date	2017-04-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36732

Policy instance

Insurance contract or identification number	G36732
Number of Individuals Covered	270
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $577,080
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $577,080
Insurance broker organization code?	3
Insurance broker name	INTEGRATED WEALTH MANAGEMENT

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36732

Policy instance

Insurance contract or identification number	G36732
Number of Individuals Covered	260
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $697,535
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $697,535
Insurance broker organization code?	3
Insurance broker name	INTEGRATED WEALTH MANAGEMENT

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36732

Policy instance

Insurance contract or identification number	G36732
Number of Individuals Covered	187
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $428,487
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $428,487
Insurance broker organization code?	3
Insurance broker name	INTEGRATED WEALTH MANAGEMENT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10608

Policy instance

Insurance contract or identification number	10608
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-10-01
Total amount of commissions paid to insurance broker	USD $313,494
Total amount of fees paid to insurance company	USD $38,712
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $313,494
Insurance broker organization code?	3
Amount paid for insurance broker fees	38712
Additional information about fees paid to insurance broker	TPA FEES PAID & ADMINISTRATIVE REIMBURSEMENT
Insurance broker name	KRAVITZ, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36732

Policy instance

Insurance contract or identification number	G36732
Number of Individuals Covered	186
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $739,696
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $739,696
Insurance broker organization code?	3
Insurance broker name	INTEGRATED WEALTH MANAGEMENT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10608

Policy instance

Insurance contract or identification number	10608
Number of Individuals Covered	179
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $393,618
Total amount of fees paid to insurance company	USD $47,871
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10608

Policy instance

Insurance contract or identification number	10608
Number of Individuals Covered	167
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $350,155
Total amount of fees paid to insurance company	USD $42,133
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION
Employer identification number (EIN):	330562468
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)