401k Plan data: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN plan

MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan Name	MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN
Plan identification number	001

MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIDWEST GERIATRIC MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MIDWEST GERIATRIC MANAGEMENT, LLC

Employer identification number (EIN): 453069327

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JUDAH BIENSTOCK 2023-10-12
001 2021-01-01 JUDAH BIENSTOCK 2022-10-07
001 2020-01-01 JUDAH BIENSTOCK 2021-10-11
001 2019-01-01 JUDAH BIENSTOCK 2020-10-13
001 2018-01-01 JUDAH BIENSTOCK 2019-10-08
001 2017-01-01
001 2016-01-01 JUDAH BIENSTOCK 2018-09-21
001 2015-01-01
001 2014-01-01
001 2013-01-01 JUDAH BIENSTOCK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JUDAH BIENSTOCK	2023-10-12
001	2021-01-01	JUDAH BIENSTOCK	2022-10-07
001	2020-01-01	JUDAH BIENSTOCK	2021-10-11
001	2019-01-01	JUDAH BIENSTOCK	2020-10-13
001	2018-01-01	JUDAH BIENSTOCK	2019-10-08
001	2017-01-01
001	2016-01-01	JUDAH BIENSTOCK	2018-09-21
001	2015-01-01
001	2014-01-01
001	2013-01-01	JUDAH BIENSTOCK

Plan Statistics for MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,846
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,899
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,078
Total of all active and inactive participants 2022-01-01 2,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,977
Number of participants with account balances 2022-01-01 1,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 109
2021: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,950
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,751
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,095
Total of all active and inactive participants 2021-01-01 2,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,846
Number of participants with account balances 2021-01-01 1,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 114
2020: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,863
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,026
Total of all active and inactive participants 2020-01-01 2,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2,889
Number of participants with account balances 2020-01-01 1,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 119
2019: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,974
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,011
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 983
Total of all active and inactive participants 2019-01-01 2,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,994
Number of participants with account balances 2019-01-01 1,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 102
2018: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,260
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,005
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,969
Total of all active and inactive participants 2018-01-01 3,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3,974
Number of participants with account balances 2018-01-01 2,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 152
2017: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,342
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,026
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,133
Total of all active and inactive participants 2017-01-01 3,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3,159
Number of participants with account balances 2017-01-01 1,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 154
2016: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,933
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,281
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 822
Total of all active and inactive participants 2016-01-01 4,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4,103
Number of participants with account balances 2016-01-01 1,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 158
2015: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,455
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,117
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 511
Total of all active and inactive participants 2015-01-01 3,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3,628
Number of participants with account balances 2015-01-01 1,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 56
2014: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,722
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,613
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 310
Total of all active and inactive participants 2014-01-01 2,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,923
Number of participants with account balances 2014-01-01 1,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 84
2013: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,259
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,072
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 1,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,087
Number of participants with account balances 2013-01-01 463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 17

Measure	Date	Value
2022: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,846
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,899
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,078
Total of all active and inactive participants	2022-01-01	2,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,977
Number of participants with account balances	2022-01-01	1,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	109
2021: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,950
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,751
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,095
Total of all active and inactive participants	2021-01-01	2,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,846
Number of participants with account balances	2021-01-01	1,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	114
2020: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,863
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,026
Total of all active and inactive participants	2020-01-01	2,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2,889
Number of participants with account balances	2020-01-01	1,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	119
2019: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,974
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,011
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	983
Total of all active and inactive participants	2019-01-01	2,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,994
Number of participants with account balances	2019-01-01	1,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	102
2018: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,260
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,005
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,969
Total of all active and inactive participants	2018-01-01	3,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3,974
Number of participants with account balances	2018-01-01	2,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	152
2017: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,342
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,026
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,133
Total of all active and inactive participants	2017-01-01	3,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3,159
Number of participants with account balances	2017-01-01	1,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	154
2016: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,933
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,281
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	822
Total of all active and inactive participants	2016-01-01	4,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4,103
Number of participants with account balances	2016-01-01	1,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	158
2015: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,455
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,117
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	511
Total of all active and inactive participants	2015-01-01	3,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3,628
Number of participants with account balances	2015-01-01	1,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	56
2014: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,722
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,613
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	310
Total of all active and inactive participants	2014-01-01	2,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,923
Number of participants with account balances	2014-01-01	1,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	84
2013: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,259
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,072
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	1,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,087
Number of participants with account balances	2013-01-01	463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	17

Financial Data on MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN

Measure	Date	Value
2022 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-17,714
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,004,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$935,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,249,971
Value of total assets at end of year	2022-12-31	$6,427,965
Value of total assets at beginning of year	2022-12-31	$7,450,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$68,739
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$810,058
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$131,403
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$68,739
Total non interest bearing cash at end of year	2022-12-31	$133,615
Total non interest bearing cash at beginning of year	2022-12-31	$70,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,022,288
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,427,965
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,450,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,294,350
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,380,228
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,267,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$308,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$935,835
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ARMANINO, LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,058,954
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,248,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,184,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,357,314
Value of total assets at end of year	2021-12-31	$7,450,253
Value of total assets at beginning of year	2021-12-31	$6,639,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,817
Total interest from all sources	2021-12-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$839,321
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$646
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$180,984
Administrative expenses (other) incurred	2021-12-31	$63,817
Total non interest bearing cash at end of year	2021-12-31	$70,025
Total non interest bearing cash at beginning of year	2021-12-31	$54,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$810,482
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,450,253
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,639,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,380,228
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,584,858
Interest on participant loans	2021-12-31	$10
Net investment gain/loss from pooled separate accounts	2021-12-31	$701,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$337,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,184,655
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO, LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,991,532
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$666,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$599,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,220,384
Value of total assets at end of year	2020-12-31	$6,639,771
Value of total assets at beginning of year	2020-12-31	$5,314,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,389
Total interest from all sources	2020-12-31	$65
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$844,862
Participant contributions at end of year	2020-12-31	$646
Participant contributions at beginning of year	2020-12-31	$1,726
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$37,709
Administrative expenses (other) incurred	2020-12-31	$66,389
Total non interest bearing cash at end of year	2020-12-31	$54,267
Total non interest bearing cash at beginning of year	2020-12-31	$19,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,325,371
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,639,771
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,314,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,584,858
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,292,967
Interest on participant loans	2020-12-31	$65
Net investment gain/loss from pooled separate accounts	2020-12-31	$771,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$337,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$599,772
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARMANINO, LLP
Accountancy firm EIN	2020-12-31	946214841
2019 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$2,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,187
Total income from all sources (including contributions)	2019-12-31	$1,820,258
Total income from all sources (including contributions)	2019-12-31	$1,820,258
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$910,202
Total of all expenses incurred	2019-12-31	$910,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$845,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$845,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$974,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$974,280
Value of total assets at end of year	2019-12-31	$5,314,400
Value of total assets at end of year	2019-12-31	$5,314,400
Value of total assets at beginning of year	2019-12-31	$4,406,531
Value of total assets at beginning of year	2019-12-31	$4,406,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,638
Total interest from all sources	2019-12-31	$424
Total interest from all sources	2019-12-31	$424
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$659,347
Contributions received from participants	2019-12-31	$659,347
Participant contributions at end of year	2019-12-31	$1,726
Participant contributions at end of year	2019-12-31	$1,726
Participant contributions at beginning of year	2019-12-31	$10,730
Participant contributions at beginning of year	2019-12-31	$10,730
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,534
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,187
Other income not declared elsewhere	2019-12-31	$3,182
Other income not declared elsewhere	2019-12-31	$3,182
Administrative expenses (other) incurred	2019-12-31	$64,638
Administrative expenses (other) incurred	2019-12-31	$64,638
Total non interest bearing cash at end of year	2019-12-31	$19,707
Total non interest bearing cash at end of year	2019-12-31	$19,707
Total non interest bearing cash at beginning of year	2019-12-31	$676
Total non interest bearing cash at beginning of year	2019-12-31	$676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$910,056
Value of net income/loss	2019-12-31	$910,056
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,314,400
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,314,400
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,404,344
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,404,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,292,967
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,292,967
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,395,125
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,395,125
Interest on participant loans	2019-12-31	$424
Interest on participant loans	2019-12-31	$424
Net investment gain/loss from pooled separate accounts	2019-12-31	$842,372
Net investment gain/loss from pooled separate accounts	2019-12-31	$842,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$270,399
Contributions received in cash from employer	2019-12-31	$270,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$845,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$845,564
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN SMITH WALLACE LLP
Accountancy firm name	2019-12-31	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2019-12-31	431001367
Accountancy firm EIN	2019-12-31	431001367
2018 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,490
Total income from all sources (including contributions)	2018-12-31	$561,176
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,183,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,098,136
Value of total corrective distributions	2018-12-31	$288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$857,655
Value of total assets at end of year	2018-12-31	$4,406,531
Value of total assets at beginning of year	2018-12-31	$6,029,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$84,593
Total interest from all sources	2018-12-31	$893
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$682,232
Participant contributions at end of year	2018-12-31	$10,730
Participant contributions at beginning of year	2018-12-31	$25,080
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$3,490
Administrative expenses (other) incurred	2018-12-31	$70,993
Total non interest bearing cash at end of year	2018-12-31	$676
Total non interest bearing cash at beginning of year	2018-12-31	$96,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,621,841
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,404,344
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,026,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,395,125
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,754,661
Interest on participant loans	2018-12-31	$893
Net investment gain/loss from pooled separate accounts	2018-12-31	$-297,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$144,586
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$153,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,098,136
Contract administrator fees	2018-12-31	$13,600
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2018-12-31	431001367
2017 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,490
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	$2,421,199
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,788,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,690,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,691,962
Value of total assets at end of year	2017-12-31	$6,029,675
Value of total assets at beginning of year	2017-12-31	$5,393,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$97,651
Total interest from all sources	2017-12-31	$2,802
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$972,664
Participant contributions at end of year	2017-12-31	$25,080
Participant contributions at beginning of year	2017-12-31	$81,859
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$5,108
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$217,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$96,773
Total non interest bearing cash at beginning of year	2017-12-31	$46,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$633,072
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,026,185
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,393,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,754,661
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,124,389
Interest on participant loans	2017-12-31	$2,802
Net investment gain/loss from pooled separate accounts	2017-12-31	$726,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$501,892
Employer contributions (assets) at end of year	2017-12-31	$153,161
Employer contributions (assets) at beginning of year	2017-12-31	$134,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,690,476
Contract administrator fees	2017-12-31	$97,651
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BROWN SMITH WALLACE LLP
Accountancy firm EIN	2017-12-31	431001367
2016 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,239,343
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$578,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$473,925
Value of total corrective distributions	2016-12-31	$9,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,941,733
Value of total assets at end of year	2016-12-31	$5,393,113
Value of total assets at beginning of year	2016-12-31	$3,731,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$94,396
Total interest from all sources	2016-12-31	$3,655
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,267,979
Participant contributions at end of year	2016-12-31	$81,859
Participant contributions at beginning of year	2016-12-31	$37,804
Participant contributions at end of year	2016-12-31	$5,108
Participant contributions at beginning of year	2016-12-31	$53,507
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$149,046
Administrative expenses (other) incurred	2016-12-31	$94,396
Total non interest bearing cash at end of year	2016-12-31	$46,907
Total non interest bearing cash at beginning of year	2016-12-31	$42,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,661,169
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,393,113
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,731,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,124,389
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,454,627
Interest on participant loans	2016-12-31	$3,655
Net investment gain/loss from pooled separate accounts	2016-12-31	$293,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$524,708
Employer contributions (assets) at end of year	2016-12-31	$134,850
Employer contributions (assets) at beginning of year	2016-12-31	$143,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$473,925
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PEASE & ASSOCIATES, LLC
Accountancy firm EIN	2016-12-31	364267431
2015 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,256,763
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$479,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$429,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,325,219
Value of total assets at end of year	2015-12-31	$3,731,944
Value of total assets at beginning of year	2015-12-31	$2,954,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$49,658
Total interest from all sources	2015-12-31	$2,264
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$914,462
Participant contributions at end of year	2015-12-31	$37,804
Participant contributions at beginning of year	2015-12-31	$39,923
Participant contributions at end of year	2015-12-31	$53,507
Participant contributions at beginning of year	2015-12-31	$2,772
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$86,686
Administrative expenses (other) incurred	2015-12-31	$49,658
Total non interest bearing cash at end of year	2015-12-31	$42,526
Total non interest bearing cash at beginning of year	2015-12-31	$18,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$777,560
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,731,944
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,954,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,454,627
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,838,625
Interest on participant loans	2015-12-31	$2,264
Net investment gain/loss from pooled separate accounts	2015-12-31	$-70,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$324,071
Employer contributions (assets) at end of year	2015-12-31	$143,480
Employer contributions (assets) at beginning of year	2015-12-31	$54,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$429,545
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PEASE & ASSOCIATES, LLC
Accountancy firm EIN	2015-12-31	364267431
2014 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,810,831
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$188,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$180,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,705,310
Value of total assets at end of year	2014-12-31	$2,954,384
Value of total assets at beginning of year	2014-12-31	$1,331,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,797
Total interest from all sources	2014-12-31	$1,696
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$504,246
Participant contributions at end of year	2014-12-31	$39,923
Participant contributions at beginning of year	2014-12-31	$20,945
Participant contributions at end of year	2014-12-31	$2,772
Participant contributions at beginning of year	2014-12-31	$8,118
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,002,468
Administrative expenses (other) incurred	2014-12-31	$7,797
Total non interest bearing cash at end of year	2014-12-31	$18,960
Total non interest bearing cash at beginning of year	2014-12-31	$5,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,622,392
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,954,384
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,331,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,838,625
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,294,467
Interest on participant loans	2014-12-31	$1,696
Net investment gain/loss from pooled separate accounts	2014-12-31	$103,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$198,596
Employer contributions (assets) at end of year	2014-12-31	$54,104
Employer contributions (assets) at beginning of year	2014-12-31	$3,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$180,642
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PEASE & ASSOCIATES, LLC
Accountancy firm EIN	2014-12-31	364267431
2013 : MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$858,913
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	$730,872
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$257,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$247,164
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$647,155
Value of total assets at end of year	2013-12-31	$1,331,992
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,213
Total interest from all sources	2013-12-31	$860
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$244,049
Participant contributions at end of year	2013-12-31	$20,945
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$8,118
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$249,238
Administrative expenses (other) incurred	2013-12-31	$8,213
Total non interest bearing cash at end of year	2013-12-31	$5,031
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$473,079
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,331,992
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,294,467
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$860
Net investment gain/loss from pooled separate accounts	2013-12-31	$82,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$153,868
Employer contributions (assets) at end of year	2013-12-31	$3,431
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$247,164
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PEASE & ASSOCIATES, INC.
Accountancy firm EIN	2013-12-31	364267431

Form 5500 Responses for MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN

2022: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

109221

Policy instance

Insurance contract or identification number	109221
Number of Individuals Covered	2303
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $51,361
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $48,141
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

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

Policy contract number

109221

Policy instance

Insurance contract or identification number	109221
Number of Individuals Covered	2127
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $55,594
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	52109
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

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

Policy contract number

109221

Policy instance

Insurance contract or identification number	109221
Number of Individuals Covered	2044
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $43,735
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	40993
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

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

Policy contract number

109221

Policy instance

Insurance contract or identification number	109221
Number of Individuals Covered	2088
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $38,653
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	36226
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

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

Policy contract number

109221

Policy instance

Insurance contract or identification number	109221
Number of Individuals Covered	1867
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $40,465
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	37884
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

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

Policy contract number

109221

Policy instance

Insurance contract or identification number	109221
Number of Individuals Covered	2018
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $49,693
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	42405
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7
Insurance broker name	BENEFIT PLANS PLUS

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Company Name:	MIDWEST GERIATRIC MANAGEMENT, LLC
Employer identification number (EIN):	453069327
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities