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PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 401k Plan overview

Plan NamePHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT
Plan identification number 013

PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TR PHYSICIANS CLIN OF IA has sponsored the creation of one or more 401k plans.

Company Name:TR PHYSICIANS CLIN OF IA
Employer identification number (EIN):421462899
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132022-01-01
0132021-01-01
0132020-01-01
0132019-01-01
0132018-01-01
0132017-01-01JEFFREY W. CORRIGAN
0132016-01-01JEFFREY W. CORRIGAN
0132015-01-01JEFFREY W. CORRIGAN
0132014-01-01JEFFREY W. CORRIGAN
0132013-01-01JEFFREY W. CORRIGAN
0132012-01-01SANDY SPARENBORG
0132011-01-01SANDRA SPARENBORG SANDRA SPARENBORG2012-10-08
0132010-01-01SANDRA SPARENBORG SANDRA SPARENBORG2011-10-11
0132009-01-01SANDRA SPARENBORG SANDRA SPARENBORG2010-09-23
0132009-01-01SANDRA SPARENBORG SANDRA SPARENBORG2010-09-27

Plan Statistics for PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT

401k plan membership statisitcs for PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT

Measure Date Value
2022: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2022 401k membership
Total participants, beginning-of-year2022-01-01488
Total number of active participants reported on line 7a of the Form 55002022-01-01390
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01121
Total of all active and inactive participants2022-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01512
Number of participants with account balances2022-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2021 401k membership
Total participants, beginning-of-year2021-01-01519
Total number of active participants reported on line 7a of the Form 55002021-01-01379
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01488
Number of participants with account balances2021-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2020 401k membership
Total participants, beginning-of-year2020-01-01520
Total number of active participants reported on line 7a of the Form 55002020-01-01434
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01519
Number of participants with account balances2020-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2019 401k membership
Total participants, beginning-of-year2019-01-01493
Total number of active participants reported on line 7a of the Form 55002019-01-01439
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01511
Number of participants with account balances2019-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2018 401k membership
Total participants, beginning-of-year2018-01-01447
Total number of active participants reported on line 7a of the Form 55002018-01-01417
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01488
Number of participants with account balances2018-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2017 401k membership
Total participants, beginning-of-year2017-01-01425
Total number of active participants reported on line 7a of the Form 55002017-01-01376
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01436
Number of participants with account balances2017-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2016 401k membership
Total participants, beginning-of-year2016-01-01410
Total number of active participants reported on line 7a of the Form 55002016-01-01359
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01419
Number of participants with account balances2016-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2015 401k membership
Total participants, beginning-of-year2015-01-01419
Total number of active participants reported on line 7a of the Form 55002015-01-01358
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01406
Number of participants with account balances2015-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2014 401k membership
Total participants, beginning-of-year2014-01-01397
Total number of active participants reported on line 7a of the Form 55002014-01-01353
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01414
Number of participants with account balances2014-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2013 401k membership
Total participants, beginning-of-year2013-01-01396
Total number of active participants reported on line 7a of the Form 55002013-01-01335
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01388
Number of participants with account balances2013-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2012 401k membership
Total participants, beginning-of-year2012-01-01390
Total number of active participants reported on line 7a of the Form 55002012-01-01350
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01392
Number of participants with account balances2012-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2011 401k membership
Total participants, beginning-of-year2011-01-01409
Total number of active participants reported on line 7a of the Form 55002011-01-01350
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01387
Number of participants with account balances2011-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2010 401k membership
Total participants, beginning-of-year2010-01-01372
Total number of active participants reported on line 7a of the Form 55002010-01-01353
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0153
Total of all active and inactive participants2010-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01406
Number of participants with account balances2010-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2009 401k membership
Total participants, beginning-of-year2009-01-01346
Total number of active participants reported on line 7a of the Form 55002009-01-01327
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01368
Number of participants with account balances2009-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT

Measure Date Value
2022 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$0
Total income from all sources (including contributions)2022-12-31$-7,742,581
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,667,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,416,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,014,435
Value of total assets at end of year2022-12-31$88,627,327
Value of total assets at beginning of year2022-12-31$111,037,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$251,450
Total interest from all sources2022-12-31$153,088
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,143,605
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$1,143,605
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$2,249,778
Participant contributions at end of year2022-12-31$226,057
Participant contributions at beginning of year2022-12-31$166,599
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,818,092
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,026,369
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$247,983
Other income not declared elsewhere2022-12-31$-2,942,704
Administrative expenses (other) incurred2022-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,410,166
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,627,327
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$111,037,493
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
Investment advisory and management fees2022-12-31$57,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,543,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,711,868
Value of interest in pooled separate accounts at end of year2022-12-31$1,869,071
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,364,772
Interest on participant loans2022-12-31$9,469
Interest earned on other investments2022-12-31$143,619
Value of interest in common/collective trusts at end of year2022-12-31$8,682,714
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,971,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,193,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,483,638
Net investment gain/loss from pooled separate accounts2022-12-31$-209,151
Net investment gain or loss from common/collective trusts2022-12-31$581,784
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$3,516,674
Employer contributions (assets) at end of year2022-12-31$3,516,674
Employer contributions (assets) at beginning of year2022-12-31$3,574,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,416,135
Contract administrator fees2022-12-31$193,401
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$21,755,810
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,072,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,700,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,073,050
Value of total assets at end of year2021-12-31$111,037,493
Value of total assets at beginning of year2021-12-31$100,354,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$372,387
Total interest from all sources2021-12-31$182,160
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,558,710
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$1,558,710
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,254,881
Participant contributions at end of year2021-12-31$166,599
Participant contributions at beginning of year2021-12-31$128,814
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,026,369
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,992,735
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$243,490
Other income not declared elsewhere2021-12-31$2,380,092
Administrative expenses (other) incurred2021-12-31$372,387
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$10,683,315
Value of net assets at end of year (total assets less liabilities)2021-12-31$111,037,493
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$100,354,178
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$78,711,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$67,109,018
Value of interest in pooled separate accounts at end of year2021-12-31$1,364,772
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,127,055
Interest on participant loans2021-12-31$9,076
Interest earned on other investments2021-12-31$173,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,193,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,542,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,401,727
Net investment gain/loss from pooled separate accounts2021-12-31$160,071
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$3,574,679
Employer contributions (assets) at end of year2021-12-31$3,574,679
Employer contributions (assets) at beginning of year2021-12-31$3,454,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,700,108
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$17,337,619
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,113,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,862,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,092,160
Value of total assets at end of year2020-12-31$100,354,178
Value of total assets at beginning of year2020-12-31$89,130,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$250,964
Total interest from all sources2020-12-31$153,395
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,351,100
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$1,351,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,186,978
Participant contributions at end of year2020-12-31$128,814
Participant contributions at beginning of year2020-12-31$154,677
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,992,735
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$19,351,428
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$450,634
Administrative expenses (other) incurred2020-12-31$250,964
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$11,223,867
Value of net assets at end of year (total assets less liabilities)2020-12-31$100,354,178
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$89,130,311
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$67,109,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,944,297
Value of interest in pooled separate accounts at end of year2020-12-31$1,127,055
Value of interest in pooled separate accounts at beginning of year2020-12-31$844,108
Interest on participant loans2020-12-31$7,453
Interest earned on other investments2020-12-31$145,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,542,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,338,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,627,197
Net investment gain/loss from pooled separate accounts2020-12-31$113,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,454,548
Employer contributions (assets) at end of year2020-12-31$3,454,548
Employer contributions (assets) at beginning of year2020-12-31$3,497,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,862,788
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 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$20,854,868
Total income from all sources (including contributions)2019-12-31$20,854,868
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,389,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,087,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,087,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,319,196
Value of total assets at end of year2019-12-31$89,130,311
Value of total assets at beginning of year2019-12-31$70,665,169
Value of total assets at beginning of year2019-12-31$70,665,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$301,835
Total interest from all sources2019-12-31$167,994
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,486,338
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,486,338
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$1,486,338
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,486,338
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,194,344
Participant contributions at end of year2019-12-31$154,677
Participant contributions at beginning of year2019-12-31$116,074
Participant contributions at beginning of year2019-12-31$116,074
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,351,428
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,821,176
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,821,176
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$627,596
Administrative expenses (other) incurred2019-12-31$301,835
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$18,465,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$89,130,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,665,169
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,665,169
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$56,944,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,972,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,972,331
Value of interest in pooled separate accounts at end of year2019-12-31$844,108
Value of interest in pooled separate accounts at beginning of year2019-12-31$613,807
Value of interest in pooled separate accounts at beginning of year2019-12-31$613,807
Interest on participant loans2019-12-31$7,652
Interest earned on other investments2019-12-31$160,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,338,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,789,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,789,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,773,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,773,887
Net investment gain/loss from pooled separate accounts2019-12-31$107,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,497,256
Employer contributions (assets) at end of year2019-12-31$3,497,256
Employer contributions (assets) at end of year2019-12-31$3,497,256
Employer contributions (assets) at beginning of year2019-12-31$3,352,633
Employer contributions (assets) at beginning of year2019-12-31$3,352,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,087,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,087,891
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 name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$435,934
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,181,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,878,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,703,240
Value of total assets at end of year2018-12-31$70,665,169
Value of total assets at beginning of year2018-12-31$76,410,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$302,496
Total interest from all sources2018-12-31$136,143
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,288,019
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$1,288,019
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
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$2,057,988
Participant contributions at end of year2018-12-31$116,074
Participant contributions at beginning of year2018-12-31$163,698
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,821,176
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$279,703
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$292,619
Administrative expenses (other) incurred2018-12-31$302,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,745,502
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,665,169
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,410,671
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$44,972,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,322,661
Value of interest in pooled separate accounts at end of year2018-12-31$613,807
Value of interest in pooled separate accounts at beginning of year2018-12-31$581,710
Interest on participant loans2018-12-31$7,684
Interest earned on other investments2018-12-31$128,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$719,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$719,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,789,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,963,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,655,996
Net investment gain/loss from pooled separate accounts2018-12-31$-35,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,352,633
Employer contributions (assets) at end of year2018-12-31$3,352,633
Employer contributions (assets) at beginning of year2018-12-31$3,161,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,878,940
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$16,503
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,202,483
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$16,291,603
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,781,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,498,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,205,293
Value of total assets at end of year2017-12-31$76,410,671
Value of total assets at beginning of year2017-12-31$72,900,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$283,047
Total interest from all sources2017-12-31$144,113
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,260,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,260,264
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$1,962,345
Participant contributions at end of year2017-12-31$163,698
Participant contributions at beginning of year2017-12-31$159,640
Assets. Other investments not covered elsewhere at end of year2017-12-31$279,703
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$81,203
Administrative expenses (other) incurred2017-12-31$283,047
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$3,510,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,410,671
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,900,668
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$64,322,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$59,381,640
Value of interest in pooled separate accounts at end of year2017-12-31$581,710
Value of interest in pooled separate accounts at beginning of year2017-12-31$432,637
Interest on participant loans2017-12-31$6,904
Interest earned on other investments2017-12-31$137,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$719,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,017,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,017,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,963,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,629,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,628,960
Net investment gain/loss from pooled separate accounts2017-12-31$52,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,161,745
Employer contributions (assets) at end of year2017-12-31$3,161,745
Employer contributions (assets) at beginning of year2017-12-31$2,852,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,498,553
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$16,503
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$551,373
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,202,483
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,875,718
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$10,223,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,968,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,845,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,985,516
Value of total assets at end of year2016-12-31$72,900,668
Value of total assets at beginning of year2016-12-31$66,645,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$122,236
Total interest from all sources2016-12-31$174,602
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$996,996
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$996,996
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$46,880
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$1,923,741
Participant contributions at end of year2016-12-31$159,640
Participant contributions at beginning of year2016-12-31$166,822
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$209,171
Administrative expenses (other) incurred2016-12-31$122,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,255,419
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,900,668
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,645,249
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$59,381,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,909,893
Value of interest in pooled separate accounts at end of year2016-12-31$432,637
Value of interest in pooled separate accounts at beginning of year2016-12-31$364,441
Interest on participant loans2016-12-31$7,051
Interest earned on other investments2016-12-31$167,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,017,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$846,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$846,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,629,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,854,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,038,996
Net investment gain/loss from pooled separate accounts2016-12-31$27,452
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$2,852,604
Employer contributions (assets) at end of year2016-12-31$2,852,604
Employer contributions (assets) at beginning of year2016-12-31$2,908,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,845,907
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$551,373
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$871,709
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,875,718
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,675,963
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$4,660,808
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,853,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,780,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,966,367
Value of total assets at end of year2015-12-31$66,645,249
Value of total assets at beginning of year2015-12-31$67,838,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,605
Total interest from all sources2015-12-31$146,384
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$805,650
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$805,650
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$46,880
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$46,617
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$1,876,816
Participant contributions at end of year2015-12-31$166,822
Participant contributions at beginning of year2015-12-31$222,773
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$27,837
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$155,245
Administrative expenses (other) incurred2015-12-31$73,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,192,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,645,249
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,838,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,909,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,057,277
Value of interest in pooled separate accounts at end of year2015-12-31$364,441
Value of interest in pooled separate accounts at beginning of year2015-12-31$302,452
Interest on participant loans2015-12-31$7,733
Interest earned on other investments2015-12-31$138,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$846,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$949,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$949,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,854,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,874,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,250,130
Net investment gain/loss from pooled separate accounts2015-12-31$-7,463
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$2,934,306
Employer contributions (assets) at end of year2015-12-31$2,908,418
Employer contributions (assets) at beginning of year2015-12-31$2,768,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,780,200
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$871,709
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,075,678
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,675,963
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,513,120
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$7,872,347
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,267,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,197,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,601,897
Value of total assets at end of year2014-12-31$67,838,246
Value of total assets at beginning of year2014-12-31$65,233,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,910
Total interest from all sources2014-12-31$141,881
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$860,930
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$860,930
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$46,617
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$1,695,969
Participant contributions at end of year2014-12-31$222,773
Participant contributions at beginning of year2014-12-31$172,691
Participant contributions at end of year2014-12-31$27,837
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$20,909,236
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137,493
Administrative expenses (other) incurred2014-12-31$69,910
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$2,604,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,838,246
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,233,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,057,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,889,619
Value of interest in pooled separate accounts at end of year2014-12-31$302,452
Value of interest in pooled separate accounts at beginning of year2014-12-31$845,258
Interest on participant loans2014-12-31$7,861
Interest earned on other investments2014-12-31$134,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$949,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,874,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,726,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,251,882
Net investment gain/loss from pooled separate accounts2014-12-31$15,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,768,435
Employer contributions (assets) at end of year2014-12-31$2,768,435
Employer contributions (assets) at beginning of year2014-12-31$2,690,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,197,914
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,075,678
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,513,120
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$135,490
Total unrealized appreciation/depreciation of assets2013-12-31$135,490
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$14,143,510
Total loss/gain on sale of assets2013-12-31$5,444
Total of all expenses incurred2013-12-31$2,509,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,419,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,610,684
Value of total assets at end of year2013-12-31$65,233,723
Value of total assets at beginning of year2013-12-31$53,599,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$89,837
Total interest from all sources2013-12-31$144,649
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$717,813
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$677,201
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$1,715,679
Participant contributions at end of year2013-12-31$172,691
Participant contributions at beginning of year2013-12-31$117,943
Assets. Other investments not covered elsewhere at end of year2013-12-31$20,909,236
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$17,011,576
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$204,979
Other income not declared elsewhere2013-12-31$2,101,308
Administrative expenses (other) incurred2013-12-31$89,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,634,108
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,233,723
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,599,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,889,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,018,251
Value of interest in pooled separate accounts at end of year2013-12-31$845,258
Value of interest in pooled separate accounts at beginning of year2013-12-31$539,773
Interest on participant loans2013-12-31$5,232
Interest earned on other investments2013-12-31$119,822
Income. Interest from corporate debt instruments2013-12-31$18,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,726,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,338,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,259,325
Net investment gain/loss from pooled separate accounts2013-12-31$168,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,690,026
Employer contributions (assets) at end of year2013-12-31$2,690,026
Employer contributions (assets) at beginning of year2013-12-31$2,573,588
Income. Dividends from preferred stock2013-12-31$3,881
Income. Dividends from common stock2013-12-31$36,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,419,565
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
Aggregate proceeds on sale of assets2013-12-31$3,349,620
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,344,176
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$50,855
Total unrealized appreciation/depreciation of assets2012-12-31$50,855
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$9,739,298
Total loss/gain on sale of assets2012-12-31$120,177
Total of all expenses incurred2012-12-31$4,658,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,543,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,533,438
Value of total assets at end of year2012-12-31$53,599,615
Value of total assets at beginning of year2012-12-31$48,518,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,065
Total interest from all sources2012-12-31$175,647
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$733,823
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$700,805
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$1,715,597
Participant contributions at end of year2012-12-31$117,943
Participant contributions at beginning of year2012-12-31$137,641
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$17,011,576
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$16,582,838
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$244,253
Other income not declared elsewhere2012-12-31$77,355
Administrative expenses (other) incurred2012-12-31$115,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,081,011
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,599,615
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,518,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$28,018,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,555,636
Value of interest in pooled separate accounts at end of year2012-12-31$539,773
Value of interest in pooled separate accounts at beginning of year2012-12-31$339,192
Interest on participant loans2012-12-31$5,590
Interest earned on other investments2012-12-31$134,852
Income. Interest from US Government securities2012-12-31$34,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,338,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,338,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,984,804
Net investment gain/loss from pooled separate accounts2012-12-31$63,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,573,588
Employer contributions (assets) at end of year2012-12-31$2,573,588
Employer contributions (assets) at beginning of year2012-12-31$2,564,971
Income. Dividends from preferred stock2012-12-31$7,708
Income. Dividends from common stock2012-12-31$25,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,543,222
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
Aggregate proceeds on sale of assets2012-12-31$7,109,716
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,989,539
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,614,469
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,184,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,108,677
Expenses. Certain deemed distributions of participant loans2011-12-31$-445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,331,310
Value of total assets at end of year2011-12-31$48,518,604
Value of total assets at beginning of year2011-12-31$49,089,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$76,729
Total interest from all sources2011-12-31$186,890
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$691,752
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$629,385
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$1,679,088
Participant contributions at end of year2011-12-31$137,641
Participant contributions at beginning of year2011-12-31$145,827
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$13,978
Assets. Other investments not covered elsewhere at end of year2011-12-31$16,582,838
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$18,660,119
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$77,228
Other income not declared elsewhere2011-12-31$-7,950
Administrative expenses (other) incurred2011-12-31$76,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-570,492
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,518,604
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,089,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,555,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,313,663
Value of interest in pooled separate accounts at end of year2011-12-31$339,192
Value of interest in pooled separate accounts at beginning of year2011-12-31$194,624
Interest on participant loans2011-12-31$7,134
Interest earned on other investments2011-12-31$134,991
Income. Interest from US Government securities2011-12-31$9
Income. Interest from corporate debt instruments2011-12-31$13,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$31,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,338,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,257,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,578,379
Net investment gain/loss from pooled separate accounts2011-12-31$-9,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,574,994
Employer contributions (assets) at end of year2011-12-31$2,564,971
Employer contributions (assets) at beginning of year2011-12-31$2,503,082
Income. Dividends from preferred stock2011-12-31$13,954
Income. Dividends from common stock2011-12-31$48,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,108,677
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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$9,275,657
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,053,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,001,059
Expenses. Certain deemed distributions of participant loans2010-12-31$-913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,094,716
Value of total assets at end of year2010-12-31$49,089,096
Value of total assets at beginning of year2010-12-31$41,866,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,005
Total interest from all sources2010-12-31$155,722
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$570,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$525,548
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$2,413,952
Participant contributions at end of year2010-12-31$145,827
Participant contributions at beginning of year2010-12-31$131,251
Participant contributions at end of year2010-12-31$13,978
Participant contributions at beginning of year2010-12-31$14,642
Assets. Other investments not covered elsewhere at end of year2010-12-31$18,660,119
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$16,251,652
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,605,709
Other income not declared elsewhere2010-12-31$1,954,328
Administrative expenses (other) incurred2010-12-31$53,005
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
Income. Non cash contributions2010-12-31$75,055
Value of net income/loss2010-12-31$7,222,506
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,089,096
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,866,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,313,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,036,473
Value of interest in pooled separate accounts at end of year2010-12-31$194,624
Value of interest in pooled separate accounts at beginning of year2010-12-31$118,501
Interest on participant loans2010-12-31$7,510
Interest earned on other investments2010-12-31$96,152
Income. Interest from US Government securities2010-12-31$63
Income. Interest from corporate debt instruments2010-12-31$11,724
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$3,900,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$40,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,257,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,458,367
Net investment gain/loss from pooled separate accounts2010-12-31$30,402
Net investment gain or loss from common/collective trusts2010-12-31$11,957
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
Employer contributions (assets) at end of year2010-12-31$2,503,082
Employer contributions (assets) at beginning of year2010-12-31$2,413,952
Income. Dividends from preferred stock2010-12-31$10,832
Income. Dividends from common stock2010-12-31$33,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,001,059
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31041194416
2009 : PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT

2022: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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: PHYSICIANS' CLINIC OF IOWA, P. C. 401(K) PROFIT 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered512
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered488
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered519
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered511
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 2
Insurance contract or identification number040951
Number of Individuals Covered488
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20062
Policy instance 1
Insurance contract or identification number20062
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered436
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered406
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered414
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered388
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 $33,673
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameBAIRD INSURANCE SERVICES, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered392
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 $14,994
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14994
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameBAIRD INSURANCE SERVICES, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered387
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 $12,998
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040951
Policy instance 1
Insurance contract or identification number040951
Number of Individuals Covered406
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 $9,144
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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