401k Plan data: TALEMED, LLC 401(K) PLAN plan

TALEMED, LLC 401(K) PLAN 401k Plan overview

Plan Name	TALEMED, LLC 401(K) PLAN
Plan identification number	001

TALEMED, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

TALEMED, LLC has sponsored the creation of one or more 401k plans.

Company Name: TALEMED, LLC

Employer identification number (EIN): 364584578

NAIC Classification: 561300

Additional information about TALEMED, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2006-01-23

Company Identification Number: 1595884

Legal Registered Office Address: 6324 PINE COVE LANE
-
LOVELAND
United States of America (USA)
45140

More information about TALEMED, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALEMED, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KENDAL TRACY 2022-03-28
001 2020-01-01 DAVE BUFFENBARGER 2021-10-07
001 2019-01-01 DAVE BUFFENBARGER 2020-10-06 ELIZABETH TRACY 2020-10-06
001 2018-01-01 DAVE BUFFENBARGER 2019-10-13 ELIZABETH TRACY 2019-10-13
001 2017-01-01 ROOT, TORIA
001 2016-01-01 ELIZABETH A. TRACY 2017-05-24
001 2015-01-01 ELIZABETH A. TRACY 2016-07-08
001 2014-01-01 ELIZABETH A. TRACY 2015-06-25
001 2013-01-01 ELIZABETH A. TRACY 2014-07-29
001 2012-01-01 ELIZABETH A. TRACY 2013-06-04
001 2011-01-01 ELIZABETH TRACY
001 2009-01-01 ELIZABETH TRACY ELIZABETH TRACY 2010-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	KENDAL TRACY	2022-03-28
001	2020-01-01	DAVE BUFFENBARGER	2021-10-07
001	2019-01-01	DAVE BUFFENBARGER	2020-10-06	ELIZABETH TRACY	2020-10-06
001	2018-01-01	DAVE BUFFENBARGER	2019-10-13	ELIZABETH TRACY	2019-10-13
001	2017-01-01	ROOT, TORIA
001	2016-01-01	ELIZABETH A. TRACY	2017-05-24
001	2015-01-01	ELIZABETH A. TRACY	2016-07-08
001	2014-01-01	ELIZABETH A. TRACY	2015-06-25
001	2013-01-01	ELIZABETH A. TRACY	2014-07-29
001	2012-01-01	ELIZABETH A. TRACY	2013-06-04
001	2011-01-01	ELIZABETH TRACY
001	2009-01-01	ELIZABETH TRACY		ELIZABETH TRACY	2010-08-19

Plan Statistics for TALEMED, LLC 401(K) PLAN

401k plan membership statisitcs for TALEMED, LLC 401(K) PLAN

Measure Date Value
2021: TALEMED, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TALEMED, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 212
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 151
Total of all active and inactive participants 2020-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 363
Number of participants with account balances 2020-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: TALEMED, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 183
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 91
Total of all active and inactive participants 2019-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 274
Number of participants with account balances 2019-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: TALEMED, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 160
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 54
Total of all active and inactive participants 2018-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 214
Number of participants with account balances 2018-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: TALEMED, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 122
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 73
Total of all active and inactive participants 2017-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 195
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2011: TALEMED, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 64
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TALEMED, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 55
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: TALEMED, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TALEMED, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	212
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	151
Total of all active and inactive participants	2020-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	363
Number of participants with account balances	2020-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: TALEMED, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	183
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	91
Total of all active and inactive participants	2019-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	274
Number of participants with account balances	2019-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: TALEMED, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	160
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	54
Total of all active and inactive participants	2018-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	214
Number of participants with account balances	2018-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: TALEMED, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	122
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	73
Total of all active and inactive participants	2017-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	195
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2011: TALEMED, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	64
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TALEMED, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	55
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TALEMED, LLC 401(K) PLAN

Measure	Date	Value
2021 : TALEMED, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total transfer of assets from this plan	2021-08-31	$3,603,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$440,752
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$609,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$593,265
Value of total corrective distributions	2021-08-31	$971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$1,745
Value of total assets at end of year	2021-08-31	$0
Value of total assets at beginning of year	2021-08-31	$3,772,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$14,855
Total interest from all sources	2021-08-31	$48
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$1,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$1,540
Administrative expenses professional fees incurred	2021-08-31	$14,855
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Participant contributions at end of year	2021-08-31	$0
Participant contributions at beginning of year	2021-08-31	$2,123
Participant contributions at end of year	2021-08-31	$0
Participant contributions at beginning of year	2021-08-31	$1,524
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$1,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$-168,339
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$3,772,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$3,400,658
Interest on participant loans	2021-08-31	$48
Value of interest in common/collective trusts at end of year	2021-08-31	$0
Value of interest in common/collective trusts at beginning of year	2021-08-31	$20
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$2,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$2,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$437,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Employer contributions (assets) at end of year	2021-08-31	$0
Employer contributions (assets) at beginning of year	2021-08-31	$364,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$593,265
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	2021-08-31	Yes
Did the plan have assets held for investment	2021-08-31	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	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	TODD A. RICHARDSON
Accountancy firm EIN	2021-08-31	463298964
2020 : TALEMED, LLC 401(K) 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	$1,543,314
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$44,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$28,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,060,933
Value of total assets at end of year	2020-12-31	$3,772,228
Value of total assets at beginning of year	2020-12-31	$2,273,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,625
Total interest from all sources	2020-12-31	$144
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$92,913
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	$92,913
Administrative expenses professional fees incurred	2020-12-31	$16,625
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$677,447
Participant contributions at end of year	2020-12-31	$2,123
Participant contributions at end of year	2020-12-31	$1,524
Participant contributions at beginning of year	2020-12-31	$1,585
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,550
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	$1,498,359
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,772,228
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,273,869
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	$3,400,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,030,690
Interest on participant loans	2020-12-31	$79
Value of interest in common/collective trusts at end of year	2020-12-31	$20
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$389,324
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	$364,936
Employer contributions (assets) at end of year	2020-12-31	$364,936
Employer contributions (assets) at beginning of year	2020-12-31	$233,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$28,330
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	TODD A. RICHARDSON
Accountancy firm EIN	2020-12-31	463298964
2019 : TALEMED, LLC 401(K) 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	$1,042,249
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$220,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$216,217
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$774,030
Value of total assets at end of year	2019-12-31	$2,273,869
Value of total assets at beginning of year	2019-12-31	$1,452,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,641
Total interest from all sources	2019-12-31	$1,077
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,641
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$524,889
Participant contributions at end of year	2019-12-31	$1,585
Participant contributions at beginning of year	2019-12-31	$1,328
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$15,337
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	$821,335
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,273,869
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,452,534
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,030,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,159,320
Interest on participant loans	2019-12-31	$56
Value of interest in common/collective trusts at end of year	2019-12-31	$2,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$117,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$117,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$267,142
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	$233,804
Employer contributions (assets) at end of year	2019-12-31	$233,803
Employer contributions (assets) at beginning of year	2019-12-31	$174,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$216,217
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	2019-12-31	Yes
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	TODD A RICHARDSON
Accountancy firm EIN	2019-12-31	463298964
2018 : TALEMED, LLC 401(K) 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	$539,037
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$56,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$54,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$619,676
Value of total assets at end of year	2018-12-31	$1,452,534
Value of total assets at beginning of year	2018-12-31	$970,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,219
Total interest from all sources	2018-12-31	$1,440
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,219
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	$339,294
Participant contributions at end of year	2018-12-31	$1,328
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,262
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	$482,419
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,452,534
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$970,115
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	$1,159,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$886,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$117,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$83,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$83,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-82,079
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	$273,120
Employer contributions (assets) at end of year	2018-12-31	$174,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$54,399
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	TODD A RICHARDSON
Accountancy firm EIN	2018-12-31	463298964
2017 : TALEMED, LLC 401(K) 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	$394,868
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$14,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$12,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$290,870
Value of total assets at end of year	2017-12-31	$970,115
Value of total assets at beginning of year	2017-12-31	$589,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,346
Total interest from all sources	2017-12-31	$382
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$52,141
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	$52,141
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	$190,870
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	$380,461
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$970,115
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$589,654
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	$886,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$589,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$83,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$51,475
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	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$12,061
Contract administrator fees	2017-12-31	$2,346
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
Aggregate proceeds on sale of assets	2017-12-31	$18,554
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$18,554
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	TODD A RICHARDSON
Accountancy firm EIN	2017-12-31	463289646
2011 : TALEMED, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$20,317
Expenses. Total of all expenses incurred	2011-12-31	$13,314
Benefits paid (including direct rollovers)	2011-12-31	$13,314
Total plan assets at end of year	2011-12-31	$45,903
Total plan assets at beginning of year	2011-12-31	$38,900
Value of fidelity bond covering the plan	2011-12-31	$3,100
Total contributions received or receivable from participants	2011-12-31	$21,288
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-971
Net income (gross income less expenses)	2011-12-31	$7,003
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$45,903
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$38,900
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : TALEMED, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$9,332
Expenses. Total of all expenses incurred	2010-12-31	$795
Benefits paid (including direct rollovers)	2010-12-31	$795
Total plan assets at end of year	2010-12-31	$38,900
Total plan assets at beginning of year	2010-12-31	$30,363
Value of fidelity bond covering the plan	2010-12-31	$3,100
Total contributions received or receivable from participants	2010-12-31	$5,965
Other income received	2010-12-31	$3,367
Net income (gross income less expenses)	2010-12-31	$8,537
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$38,900
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$30,363
Total contributions received or receivable from employer(s)	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : TALEMED, LLC 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for TALEMED, LLC 401(K) PLAN

2021: TALEMED, LLC 401(K) 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TALEMED, LLC 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TALEMED, LLC 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TALEMED, LLC 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TALEMED, LLC 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2011: TALEMED, LLC 401(K) 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 – Insurance	Yes
2009: TALEMED, LLC 401(K) 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 – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-805735

Policy instance

Insurance contract or identification number	GA-805735
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $321
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-805735

Policy instance

Insurance contract or identification number	GA-805735
Number of Individuals Covered	16
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $140
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

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Company Name:	TALEMED, LLC
Employer identification number (EIN):	364584578
NAIC Classification:	561300

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2006-01-23
Company Identification Number:	1595884
Legal Registered Office Address:	6324 PINE COVE LANE - LOVELAND United States of America (USA) 45140