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MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

MANKATO CLINIC LTD has sponsored the creation of one or more 401k plans.

Company Name:MANKATO CLINIC LTD
Employer identification number (EIN):410849339
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RANDALL A. FARROW, CEO2023-09-28
0012021-01-01RANDALL A. FARROW, CEO2022-10-02
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RANDALL A. FARROW, CEO
0012016-01-01RANDALL A. FARROW, CEO
0012015-01-01RANDALL A. FARROW, CEO
0012014-01-01RANDALL A. FARROW, CEO
0012013-01-01RANDALL A. FARROW, CEO
0012012-01-01RANDALL A. FARROW, CEO
0012011-01-01RANDALL A. FARROW, CEO
0012010-01-01RANDALL A. FARROW, CEO
0012009-01-01RANDALL FARROW

Plan Statistics for MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,201
Total number of active participants reported on line 7a of the Form 55002022-01-01850
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01368
Total of all active and inactive participants2022-01-011,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-011,241
Number of participants with account balances2022-01-011,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,166
Total number of active participants reported on line 7a of the Form 55002021-01-01815
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01365
Total of all active and inactive participants2021-01-011,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-011,201
Number of participants with account balances2021-01-011,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,087
Total number of active participants reported on line 7a of the Form 55002020-01-01820
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01329
Total of all active and inactive participants2020-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-011,166
Number of participants with account balances2020-01-011,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,050
Total number of active participants reported on line 7a of the Form 55002019-01-01774
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01298
Total of all active and inactive participants2019-01-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-011,087
Number of participants with account balances2019-01-011,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,014
Total number of active participants reported on line 7a of the Form 55002018-01-01747
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01290
Total of all active and inactive participants2018-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-011,050
Number of participants with account balances2018-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,002
Total number of active participants reported on line 7a of the Form 55002017-01-01744
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01256
Total of all active and inactive participants2017-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-011,014
Number of participants with account balances2017-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01971
Total number of active participants reported on line 7a of the Form 55002016-01-01735
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01223
Total of all active and inactive participants2016-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01968
Number of participants with account balances2016-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01971
Total number of active participants reported on line 7a of the Form 55002015-01-01736
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01225
Total of all active and inactive participants2015-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-01972
Number of participants with account balances2015-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01979
Total number of active participants reported on line 7a of the Form 55002014-01-01769
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01184
Total of all active and inactive participants2014-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01961
Number of participants with account balances2014-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01797
Total number of active participants reported on line 7a of the Form 55002013-01-01628
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01163
Total of all active and inactive participants2013-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01805
Number of participants with account balances2013-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01814
Total number of active participants reported on line 7a of the Form 55002012-01-01608
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01782
Number of participants with account balances2012-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01875
Total number of active participants reported on line 7a of the Form 55002011-01-01609
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01180
Total of all active and inactive participants2011-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01799
Number of participants with account balances2011-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01889
Total number of active participants reported on line 7a of the Form 55002010-01-01622
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01236
Total of all active and inactive participants2010-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01864
Number of participants with account balances2010-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01835
Total number of active participants reported on line 7a of the Form 55002009-01-01631
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01234
Total of all active and inactive participants2009-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01867
Number of participants with account balances2009-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,702,561
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,213,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,889,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,336,467
Value of total assets at end of year2022-12-31$193,488,122
Value of total assets at beginning of year2022-12-31$239,404,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$324,672
Total interest from all sources2022-12-31$54,354
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,605,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,605,170
Administrative expenses professional fees incurred2022-12-31$324,672
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,880,119
Participant contributions at end of year2022-12-31$1,236,715
Participant contributions at beginning of year2022-12-31$1,237,647
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,725,331
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,381,560
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$586,881
Other income not declared elsewhere2022-12-31$-3,571,829
Total non interest bearing cash at end of year2022-12-31$230,908
Total non interest bearing cash at beginning of year2022-12-31$223,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,916,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$193,488,122
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$239,404,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$152,082,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$189,467,349
Interest on participant loans2022-12-31$54,354
Value of interest in common/collective trusts at end of year2022-12-31$18,343,468
Value of interest in common/collective trusts at beginning of year2022-12-31$21,569,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-44,497,035
Net investment gain or loss from common/collective trusts2022-12-31$370,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,869,467
Employer contributions (assets) at end of year2022-12-31$6,869,466
Employer contributions (assets) at beginning of year2022-12-31$6,524,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,889,231
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$41,687,275
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,142,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,803,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,128,045
Value of total assets at end of year2021-12-31$239,404,586
Value of total assets at beginning of year2021-12-31$208,860,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$339,718
Total interest from all sources2021-12-31$54,306
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,629,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,629,818
Administrative expenses professional fees incurred2021-12-31$339,718
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,538,592
Participant contributions at end of year2021-12-31$1,237,647
Participant contributions at beginning of year2021-12-31$1,265,658
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,381,560
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,890,850
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,064,668
Other income not declared elsewhere2021-12-31$2,189,689
Total non interest bearing cash at end of year2021-12-31$223,339
Total non interest bearing cash at beginning of year2021-12-31$119,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,544,472
Value of net assets at end of year (total assets less liabilities)2021-12-31$239,404,586
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$208,860,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$189,467,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$161,068,518
Interest on participant loans2021-12-31$54,306
Value of interest in common/collective trusts at end of year2021-12-31$21,569,907
Value of interest in common/collective trusts at beginning of year2021-12-31$20,410,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,318,638
Net investment gain or loss from common/collective trusts2021-12-31$366,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,524,785
Employer contributions (assets) at end of year2021-12-31$6,524,784
Employer contributions (assets) at beginning of year2021-12-31$6,104,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,803,085
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$42,278,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,673,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,365,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,343,763
Value of total assets at end of year2020-12-31$208,860,114
Value of total assets at beginning of year2020-12-31$174,254,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$308,044
Total interest from all sources2020-12-31$67,147
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,335,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,335,930
Administrative expenses professional fees incurred2020-12-31$308,044
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,085,875
Participant contributions at end of year2020-12-31$1,265,658
Participant contributions at beginning of year2020-12-31$1,419,576
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,890,850
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,679,942
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$126,696
Other income not declared elsewhere2020-12-31$2,684,809
Total non interest bearing cash at end of year2020-12-31$119,823
Total non interest bearing cash at beginning of year2020-12-31$171,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$34,605,334
Value of net assets at end of year (total assets less liabilities)2020-12-31$208,860,114
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$174,254,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$161,068,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$132,705,528
Interest on participant loans2020-12-31$67,147
Value of interest in common/collective trusts at end of year2020-12-31$20,410,353
Value of interest in common/collective trusts at beginning of year2020-12-31$17,220,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,468,899
Net investment gain or loss from common/collective trusts2020-12-31$378,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,131,192
Employer contributions (assets) at end of year2020-12-31$6,104,912
Employer contributions (assets) at beginning of year2020-12-31$6,057,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,365,394
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$40,114,357
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,282,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,948,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,317,001
Value of total assets at end of year2019-12-31$174,254,780
Value of total assets at beginning of year2019-12-31$144,423,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$334,752
Total interest from all sources2019-12-31$82,298
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,960,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,960,503
Administrative expenses professional fees incurred2019-12-31$334,752
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,972,819
Participant contributions at end of year2019-12-31$1,419,576
Participant contributions at beginning of year2019-12-31$1,531,513
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,679,942
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,682,332
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,661
Other income not declared elsewhere2019-12-31$3,076,448
Total non interest bearing cash at end of year2019-12-31$171,627
Total non interest bearing cash at beginning of year2019-12-31$269,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,831,476
Value of net assets at end of year (total assets less liabilities)2019-12-31$174,254,780
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$144,423,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$132,705,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$104,652,113
Interest on participant loans2019-12-31$82,298
Value of interest in common/collective trusts at end of year2019-12-31$17,220,176
Value of interest in common/collective trusts at beginning of year2019-12-31$15,508,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,314,568
Net investment gain or loss from common/collective trusts2019-12-31$363,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,056,521
Employer contributions (assets) at end of year2019-12-31$6,057,931
Employer contributions (assets) at beginning of year2019-12-31$5,779,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,948,129
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,913,394
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,630,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,260,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,730,924
Value of total assets at end of year2018-12-31$144,423,304
Value of total assets at beginning of year2018-12-31$149,140,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$369,585
Total interest from all sources2018-12-31$76,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,197,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,197,845
Administrative expenses professional fees incurred2018-12-31$369,585
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,713,296
Participant contributions at end of year2018-12-31$1,531,513
Participant contributions at beginning of year2018-12-31$1,568,294
Assets. Other investments not covered elsewhere at end of year2018-12-31$16,682,332
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$17,621,054
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$241,252
Other income not declared elsewhere2018-12-31$-625,857
Total non interest bearing cash at end of year2018-12-31$269,520
Total non interest bearing cash at beginning of year2018-12-31$257,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,716,889
Value of net assets at end of year (total assets less liabilities)2018-12-31$144,423,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$149,140,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$104,652,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$110,028,870
Interest on participant loans2018-12-31$76,026
Value of interest in common/collective trusts at end of year2018-12-31$15,508,416
Value of interest in common/collective trusts at beginning of year2018-12-31$14,077,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,755,703
Net investment gain or loss from common/collective trusts2018-12-31$290,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,776,376
Employer contributions (assets) at end of year2018-12-31$5,779,410
Employer contributions (assets) at beginning of year2018-12-31$5,587,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,260,698
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$29,421,587
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,264,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,803,210
Value of total corrective distributions2017-12-31$159,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,490,788
Value of total assets at end of year2017-12-31$149,140,193
Value of total assets at beginning of year2017-12-31$124,982,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$302,053
Total interest from all sources2017-12-31$65,710
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,085,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$302,053
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,354,815
Participant contributions at end of year2017-12-31$1,568,294
Participant contributions at beginning of year2017-12-31$1,603,261
Assets. Other investments not covered elsewhere at end of year2017-12-31$17,621,054
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$16,344,749
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$548,764
Other income not declared elsewhere2017-12-31$1,736,085
Total non interest bearing cash at end of year2017-12-31$257,374
Total non interest bearing cash at beginning of year2017-12-31$263,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,157,305
Value of net assets at end of year (total assets less liabilities)2017-12-31$149,140,193
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$124,982,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$110,028,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,660,767
Interest on participant loans2017-12-31$65,710
Value of interest in common/collective trusts at end of year2017-12-31$14,077,392
Value of interest in common/collective trusts at beginning of year2017-12-31$12,782,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,043,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,587,209
Employer contributions (assets) at end of year2017-12-31$5,587,209
Employer contributions (assets) at beginning of year2017-12-31$5,327,999
Income. Dividends from preferred stock2017-12-31$7,085,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,803,210
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$18,317,779
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,588,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,321,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,904,113
Value of total assets at end of year2016-12-31$124,982,888
Value of total assets at beginning of year2016-12-31$112,253,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$266,584
Total interest from all sources2016-12-31$63,237
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,139,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,139,144
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,092,418
Participant contributions at end of year2016-12-31$1,603,261
Participant contributions at beginning of year2016-12-31$1,483,593
Assets. Other investments not covered elsewhere at end of year2016-12-31$16,344,749
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,133,973
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$485,956
Other income not declared elsewhere2016-12-31$1,307,338
Total non interest bearing cash at end of year2016-12-31$263,278
Total non interest bearing cash at beginning of year2016-12-31$248,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,729,572
Value of net assets at end of year (total assets less liabilities)2016-12-31$124,982,888
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$112,253,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$88,660,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$78,757,047
Interest on participant loans2016-12-31$63,237
Value of interest in common/collective trusts at end of year2016-12-31$12,782,834
Value of interest in common/collective trusts at beginning of year2016-12-31$10,544,463
Net investment gain/loss from pooled separate accounts2016-12-31$3,770,922
Net investment gain or loss from common/collective trusts2016-12-31$133,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,325,739
Employer contributions (assets) at end of year2016-12-31$5,327,999
Employer contributions (assets) at beginning of year2016-12-31$5,085,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,321,623
Contract administrator fees2016-12-31$266,584
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,503,224
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,685,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,415,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,396,021
Value of total assets at end of year2015-12-31$112,253,316
Value of total assets at beginning of year2015-12-31$108,435,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$270,572
Total interest from all sources2015-12-31$61,575
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,595,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,595,580
Administrative expenses professional fees incurred2015-12-31$205,072
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,969,409
Participant contributions at end of year2015-12-31$1,483,593
Participant contributions at beginning of year2015-12-31$1,514,561
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,133,973
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,137,504
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$279,612
Total non interest bearing cash at end of year2015-12-31$248,973
Total non interest bearing cash at beginning of year2015-12-31$145,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,817,555
Value of net assets at end of year (total assets less liabilities)2015-12-31$112,253,316
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$108,435,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$65,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$78,757,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,545,956
Interest on participant loans2015-12-31$61,575
Value of interest in common/collective trusts at end of year2015-12-31$10,544,463
Value of interest in common/collective trusts at beginning of year2015-12-31$10,154,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,668,182
Net investment gain or loss from common/collective trusts2015-12-31$118,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,147,000
Employer contributions (assets) at end of year2015-12-31$5,085,267
Employer contributions (assets) at beginning of year2015-12-31$4,938,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,415,097
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,124,724
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,265,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,011,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,847,832
Value of total assets at end of year2014-12-31$108,435,761
Value of total assets at beginning of year2014-12-31$101,576,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$254,255
Total interest from all sources2014-12-31$59,488
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,076,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,076,039
Administrative expenses professional fees incurred2014-12-31$184,953
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,732,146
Participant contributions at end of year2014-12-31$1,514,561
Participant contributions at beginning of year2014-12-31$1,391,111
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,137,504
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,756,192
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$176,983
Other income not declared elsewhere2014-12-31$690,402
Total non interest bearing cash at end of year2014-12-31$145,109
Total non interest bearing cash at beginning of year2014-12-31$211,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,859,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$108,435,761
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$101,576,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$69,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$75,545,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$70,392,145
Interest on participant loans2014-12-31$59,488
Value of interest in common/collective trusts at end of year2014-12-31$10,154,364
Value of interest in common/collective trusts at beginning of year2014-12-31$9,125,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,726,814
Net investment gain or loss from common/collective trusts2014-12-31$177,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,938,703
Employer contributions (assets) at end of year2014-12-31$4,938,267
Employer contributions (assets) at beginning of year2014-12-31$4,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,011,309
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,918,710
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,270,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,164,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,398,949
Value of total assets at end of year2013-12-31$101,576,601
Value of total assets at beginning of year2013-12-31$80,928,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$106,022
Total interest from all sources2013-12-31$57,700
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,014,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,014,302
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$26,582
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,410,783
Participant contributions at end of year2013-12-31$1,391,111
Participant contributions at beginning of year2013-12-31$1,503,923
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,756,192
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,266,801
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$288,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2,062,895
Administrative expenses (other) incurred2013-12-31$7,700
Total non interest bearing cash at end of year2013-12-31$211,905
Total non interest bearing cash at beginning of year2013-12-31$108,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,648,381
Value of net assets at end of year (total assets less liabilities)2013-12-31$101,576,601
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$80,928,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$71,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$70,392,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,311,665
Interest on participant loans2013-12-31$57,700
Value of interest in common/collective trusts at end of year2013-12-31$9,125,248
Value of interest in common/collective trusts at beginning of year2013-12-31$7,242,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,445,067
Net investment gain or loss from common/collective trusts2013-12-31$-60,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,700,000
Employer contributions (assets) at end of year2013-12-31$4,700,000
Employer contributions (assets) at beginning of year2013-12-31$4,495,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,164,307
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LP
Accountancy firm EIN2013-12-31450250958
2012 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,239,606
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,323,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,243,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,159,181
Value of total assets at end of year2012-12-31$80,928,220
Value of total assets at beginning of year2012-12-31$71,012,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$79,650
Total interest from all sources2012-12-31$65,085
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,913,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,913,288
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$230,800
Administrative expenses professional fees incurred2012-12-31$79,650
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,257,775
Participant contributions at end of year2012-12-31$1,503,923
Participant contributions at beginning of year2012-12-31$1,553,305
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,266,801
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,230,536
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$396,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,709
Other income not declared elsewhere2012-12-31$1,042,616
Total non interest bearing cash at end of year2012-12-31$108,830
Total non interest bearing cash at beginning of year2012-12-31$88,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,916,172
Value of net assets at end of year (total assets less liabilities)2012-12-31$80,928,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$71,012,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$13,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,311,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,823,292
Interest on participant loans2012-12-31$65,085
Value of interest in common/collective trusts at end of year2012-12-31$7,242,001
Value of interest in common/collective trusts at beginning of year2012-12-31$6,734,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,946,207
Net investment gain or loss from common/collective trusts2012-12-31$113,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,505,002
Employer contributions (assets) at end of year2012-12-31$4,495,000
Employer contributions (assets) at beginning of year2012-12-31$4,325,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,243,784
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$82,300
Total unrealized appreciation/depreciation of assets2011-12-31$82,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,693,101
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,563,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,425,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,540,517
Value of total assets at end of year2011-12-31$71,012,048
Value of total assets at beginning of year2011-12-31$72,882,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$138,127
Total interest from all sources2011-12-31$66,043
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,704,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,704,101
Assets. Real estate other than employer real property at end of year2011-12-31$230,800
Assets. Real estate other than employer real property at beginning of year2011-12-31$148,500
Administrative expenses professional fees incurred2011-12-31$85,527
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,125,732
Participant contributions at end of year2011-12-31$1,553,305
Participant contributions at beginning of year2011-12-31$1,404,610
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,230,536
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,234,717
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,580
Other income not declared elsewhere2011-12-31$-553,028
Administrative expenses (other) incurred2011-12-31$7,026
Total non interest bearing cash at end of year2011-12-31$88,296
Total non interest bearing cash at beginning of year2011-12-31$72,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,870,470
Value of net assets at end of year (total assets less liabilities)2011-12-31$71,012,048
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,882,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$13,590
Assets. partnership/joint venture interests at beginning of year2011-12-31$9,739
Investment advisory and management fees2011-12-31$45,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$45,823,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,401,764
Interest on participant loans2011-12-31$66,043
Value of interest in common/collective trusts at end of year2011-12-31$6,734,508
Value of interest in common/collective trusts at beginning of year2011-12-31$5,690,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,293,016
Net investment gain or loss from common/collective trusts2011-12-31$146,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,327,342
Employer contributions (assets) at end of year2011-12-31$4,325,012
Employer contributions (assets) at beginning of year2011-12-31$3,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,425,444
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,120,916
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,562,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,434,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,161,318
Value of total assets at end of year2010-12-31$72,882,518
Value of total assets at beginning of year2010-12-31$64,324,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$128,212
Total interest from all sources2010-12-31$66,043
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$148,500
Assets. Real estate other than employer real property at beginning of year2010-12-31$148,500
Administrative expenses professional fees incurred2010-12-31$85,273
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,963,708
Participant contributions at end of year2010-12-31$1,404,610
Participant contributions at beginning of year2010-12-31$1,217,737
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,234,717
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$17,305,625
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$260,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$21,204
Total non interest bearing cash at end of year2010-12-31$72,050
Total non interest bearing cash at beginning of year2010-12-31$80,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,558,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,882,518
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$64,324,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$9,739
Assets. partnership/joint venture interests at beginning of year2010-12-31$123,086
Investment advisory and management fees2010-12-31$42,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,401,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,626,172
Interest on participant loans2010-12-31$66,043
Value of interest in common/collective trusts at end of year2010-12-31$5,690,558
Value of interest in common/collective trusts at beginning of year2010-12-31$4,969,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,893,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,937,603
Employer contributions (assets) at end of year2010-12-31$3,900,000
Employer contributions (assets) at beginning of year2010-12-31$3,831,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,434,390
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : MANKATO CLINIC, LTD. 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 securities2009-12-31$0

Form 5500 Responses for MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

2022: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210148179
Policy instance 2
Insurance contract or identification number210148179
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $893
Total amount of fees paid to insurance companyUSD $34
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $893
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerAQUISITION AND ADMINISTRATION
Insurance broker organization code?4
Insurance broker nameMARK ROBERT LANGE
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA935598
Policy instance 1
Insurance contract or identification numberDA935598
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,162
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5162
Insurance broker organization code?3
Insurance broker nameMARK ROBERT LANGE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1009366691
Policy instance 3
Insurance contract or identification number1009366691
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,547
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210148179
Policy instance 2
Insurance contract or identification number210148179
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerAQUISITION AND ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameMARK ROBERT LANGE
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA935598
Policy instance 1
Insurance contract or identification numberDA935598
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,114
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,114
Insurance broker organization code?3
Insurance broker nameMARK ROBERT LANGE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1009366691
Policy instance 3
Insurance contract or identification number1009366691
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,547
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITES
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1009366691
Policy instance 4
Insurance contract or identification number1009366691
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,383
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210204869
Policy instance 3
Insurance contract or identification number210204869
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerACQUISITION AND ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameMARK ROBERT LANGE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210148179
Policy instance 2
Insurance contract or identification number210148179
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerAQUISITION AND ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameMARK ROBERT LANGE
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA935598
Policy instance 1
Insurance contract or identification numberDA935598
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA935598
Policy instance 1
Insurance contract or identification numberDA935598
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210148179
Policy instance 4
Insurance contract or identification number210148179
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210022385
Policy instance 3
Insurance contract or identification number210022385
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210204869
Policy instance 2
Insurance contract or identification number210204869
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA935598
Policy instance 1
Insurance contract or identification numberDA935598
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,110
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number2531714
Policy instance 5
Insurance contract or identification number2531714
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210148179
Policy instance 5
Insurance contract or identification number210148179
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP02017
Policy instance 6
Insurance contract or identification numberP02017
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number2531714
Policy instance 7
Insurance contract or identification number2531714
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,008
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210022385
Policy instance 4
Insurance contract or identification number210022385
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210226251
Policy instance 3
Insurance contract or identification number210226251
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210204869
Policy instance 2
Insurance contract or identification number210204869
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA935598
Policy instance 1
Insurance contract or identification numberDA935598
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0

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