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CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 401k Plan overview

Plan NameCANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN
Plan identification number 001

CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:CANCER SPECIALISTS, LLC
Employer identification number (EIN):455523028
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CANCER SPECIALISTS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2012-06-15
Company Identification Number: L12000080499
Legal Registered Office Address: 7015 A.C. SKINNER PARKWAY

JACKSONVILLE

32256

More information about CANCER SPECIALISTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J. PHELAN
0012016-01-01ROBERT J. PHELAN
0012015-01-01ROBERT J. PHELAN
0012014-01-01ROBERT J. PHELAN
0012013-01-01ROBERT J. PHELAN
0012012-10-01ROBERT J. PHELAN

Plan Statistics for CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN

401k plan membership statisitcs for CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN

Measure Date Value
2022: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01550
Total number of active participants reported on line 7a of the Form 55002022-01-01380
Number of retired or separated participants receiving benefits2022-01-0138
Number of other retired or separated participants entitled to future benefits2022-01-01138
Total of all active and inactive participants2022-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01556
Number of participants with account balances2022-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01545
Total number of active participants reported on line 7a of the Form 55002021-01-01324
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01214
Total of all active and inactive participants2021-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01538
Number of participants with account balances2021-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01524
Total number of active participants reported on line 7a of the Form 55002020-01-01334
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01203
Total of all active and inactive participants2020-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01537
Number of participants with account balances2020-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01464
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01148
Total of all active and inactive participants2019-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01469
Number of participants with account balances2019-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01508
Total number of active participants reported on line 7a of the Form 55002018-01-01320
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01464
Number of participants with account balances2018-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01433
Total number of active participants reported on line 7a of the Form 55002017-01-01297
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01211
Total of all active and inactive participants2017-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01508
Number of participants with account balances2017-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01106
Total of all active and inactive participants2016-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01433
Number of participants with account balances2016-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01116
Total of all active and inactive participants2015-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01426
Number of participants with account balances2015-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01331
Total number of active participants reported on line 7a of the Form 55002014-01-01257
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01289
Number of participants with account balances2014-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01313
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01331
Number of participants with account balances2013-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-010
Total number of active participants reported on line 7a of the Form 55002012-10-01240
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0173
Total of all active and inactive participants2012-10-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01313
Number of participants with account balances2012-10-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010

Financial Data on CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN

Measure Date Value
2022 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,656,933
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$987,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$930,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,645,803
Value of total assets at end of year2022-12-31$39,275,340
Value of total assets at beginning of year2022-12-31$43,920,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,668
Total interest from all sources2022-12-31$8,008
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 year2022-12-31No
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$1,492,334
Participant contributions at end of year2022-12-31$188,707
Participant contributions at beginning of year2022-12-31$236,332
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$691,689
Other income not declared elsewhere2022-12-31$4,403
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,644,682
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,275,340
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,920,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,181,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,004,787
Income. Interest from loans (other than to participants)2022-12-31$8,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$145,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$132,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$132,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$711,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$560,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,315,147
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$1,461,780
Employer contributions (assets) at end of year2022-12-31$1,461,780
Employer contributions (assets) at beginning of year2022-12-31$1,336,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$930,081
Contract administrator fees2022-12-31$57,668
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$586,964
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$649,359
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2022-12-31590602635
2021 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,395,985
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,053,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,028,256
Expenses. Certain deemed distributions of participant loans2021-12-31$6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,724,362
Value of total assets at end of year2021-12-31$43,920,022
Value of total assets at beginning of year2021-12-31$36,577,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,584
Total interest from all sources2021-12-31$10,133
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,366,254
Participant contributions at end of year2021-12-31$236,332
Participant contributions at beginning of year2021-12-31$209,804
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,535
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,610
Other income not declared elsewhere2021-12-31$120,165
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,342,139
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,920,022
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,577,883
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$41,004,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,014,343
Interest on participant loans2021-12-31$10,124
Interest earned on other investments2021-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$132,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$88,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$88,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$560,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$579,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,530,778
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$1,336,498
Employer contributions (assets) at end of year2021-12-31$1,336,498
Employer contributions (assets) at beginning of year2021-12-31$1,117,508
Income. Dividends from common stock2021-12-31$10,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,028,256
Contract administrator fees2021-12-31$25,584
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$649,359
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$566,738
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 name2021-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2021-12-31590602635
2020 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$34,365
Total unrealized appreciation/depreciation of assets2020-12-31$34,365
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$7,323,389
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$684,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$653,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,429,759
Value of total assets at end of year2020-12-31$36,577,883
Value of total assets at beginning of year2020-12-31$29,939,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,180
Total interest from all sources2020-12-31$10,347
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$31,180
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$1,237,850
Participant contributions at end of year2020-12-31$209,804
Participant contributions at beginning of year2020-12-31$227,945
Participant contributions at end of year2020-12-31$1,535
Participant contributions at beginning of year2020-12-31$35,682
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$76,364
Other income not declared elsewhere2020-12-31$19,039
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$65,545
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$6,638,797
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,577,883
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,939,086
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$34,014,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,560,525
Interest on participant loans2020-12-31$10,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$88,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$579,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,480,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,819,980
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$1,115,545
Employer contributions (assets) at end of year2020-12-31$1,117,508
Employer contributions (assets) at beginning of year2020-12-31$1,046,180
Income. Dividends from common stock2020-12-31$9,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$653,412
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$566,738
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$522,374
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 name2020-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2020-12-31590602635
2019 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$85,674
Total unrealized appreciation/depreciation of assets2019-12-31$85,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,963,461
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,136,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,124,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,411,399
Value of total assets at end of year2019-12-31$29,939,086
Value of total assets at beginning of year2019-12-31$24,112,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,372
Total interest from all sources2019-12-31$10,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,169,651
Participant contributions at end of year2019-12-31$227,945
Participant contributions at beginning of year2019-12-31$235,178
Participant contributions at end of year2019-12-31$35,682
Participant contributions at beginning of year2019-12-31$-476
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$197,477
Other income not declared elsewhere2019-12-31$33,410
Administrative expenses (other) incurred2019-12-31$24
Total non interest bearing cash at end of year2019-12-31$65,545
Total non interest bearing cash at beginning of year2019-12-31$50,718
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$5,826,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,939,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,112,505
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$26,560,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,986,672
Interest on participant loans2019-12-31$10,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,480,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$504,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,410,057
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$1,044,271
Employer contributions (assets) at end of year2019-12-31$1,046,180
Employer contributions (assets) at beginning of year2019-12-31$919,210
Income. Dividends from common stock2019-12-31$12,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,124,508
Contract administrator fees2019-12-31$12,348
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$522,374
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$416,581
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2019-12-31590602635
2018 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-64,274
Total unrealized appreciation/depreciation of assets2018-12-31$-64,274
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$779,143
Total loss/gain on sale of assets2018-12-31$-2,667
Total of all expenses incurred2018-12-31$2,337,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,306,765
Expenses. Certain deemed distributions of participant loans2018-12-31$5,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,140,120
Value of total assets at end of year2018-12-31$24,112,505
Value of total assets at beginning of year2018-12-31$25,671,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,551
Total interest from all sources2018-12-31$8,689
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,159,410
Participant contributions at end of year2018-12-31$235,178
Participant contributions at beginning of year2018-12-31$145,886
Participant contributions at end of year2018-12-31$-476
Participant contributions at beginning of year2018-12-31$-503
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,509
Administrative expenses (other) incurred2018-12-31$24
Total non interest bearing cash at end of year2018-12-31$50,718
Total non interest bearing cash at beginning of year2018-12-31$95,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,558,625
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,112,505
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,671,130
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
Investment advisory and management fees2018-12-31$25,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,986,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,628,528
Interest on participant loans2018-12-31$8,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$504,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$361,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,312,050
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$919,201
Employer contributions (assets) at end of year2018-12-31$919,210
Employer contributions (assets) at beginning of year2018-12-31$1,032,576
Income. Dividends from common stock2018-12-31$9,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,306,765
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$416,581
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$407,687
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
Aggregate proceeds on sale of assets2018-12-31$5,021
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,688
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 name2018-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2018-12-31590602635
2017 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$75,460
Total unrealized appreciation/depreciation of assets2017-12-31$75,460
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$6,485,671
Total loss/gain on sale of assets2017-12-31$805
Total of all expenses incurred2017-12-31$2,635,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,615,439
Expenses. Certain deemed distributions of participant loans2017-12-31$9,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,677,233
Value of total assets at end of year2017-12-31$25,671,130
Value of total assets at beginning of year2017-12-31$21,820,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,241
Total interest from all sources2017-12-31$6,743
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,048,055
Participant contributions at end of year2017-12-31$145,886
Participant contributions at beginning of year2017-12-31$208,834
Participant contributions at end of year2017-12-31$-503
Participant contributions at beginning of year2017-12-31$40,645
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$595,298
Other income not declared elsewhere2017-12-31$782
Total non interest bearing cash at end of year2017-12-31$95,453
Total non interest bearing cash at beginning of year2017-12-31$65,771
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$3,850,536
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,671,130
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,820,594
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
Investment advisory and management fees2017-12-31$10,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,628,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,799,287
Interest on participant loans2017-12-31$6,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$361,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$367,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,716,874
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$1,033,880
Employer contributions (assets) at end of year2017-12-31$1,032,576
Employer contributions (assets) at beginning of year2017-12-31$1,006,403
Income. Dividends from common stock2017-12-31$7,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,615,439
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$407,687
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$332,254
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
Aggregate proceeds on sale of assets2017-12-31$2,825
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,020
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 name2017-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2017-12-31590602635
2016 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$39,210
Total unrealized appreciation/depreciation of assets2016-12-31$39,210
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$3,668,789
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$838,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$826,927
Expenses. Certain deemed distributions of participant loans2016-12-31$48
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,168,902
Value of total assets at end of year2016-12-31$21,820,594
Value of total assets at beginning of year2016-12-31$18,990,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,698
Total interest from all sources2016-12-31$8,137
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,047,280
Participant contributions at end of year2016-12-31$208,834
Participant contributions at beginning of year2016-12-31$221,078
Participant contributions at end of year2016-12-31$40,645
Participant contributions at beginning of year2016-12-31$34,972
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$115,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$12,697
Other income not declared elsewhere2016-12-31$432
Total non interest bearing cash at end of year2016-12-31$65,771
Total non interest bearing cash at beginning of year2016-12-31$56,204
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$2,830,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,820,594
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,990,478
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$19,799,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,266,698
Interest on participant loans2016-12-31$8,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$367,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$180,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,445,008
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$1,006,403
Employer contributions (assets) at end of year2016-12-31$1,006,403
Employer contributions (assets) at beginning of year2016-12-31$956,723
Income. Dividends from common stock2016-12-31$7,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$814,230
Contract administrator fees2016-12-31$11,698
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$332,254
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$274,065
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2016-12-31590602635
2015 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-10,762
Total unrealized appreciation/depreciation of assets2015-12-31$-10,762
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$1,895,950
Total loss/gain on sale of assets2015-12-31$1,891
Total of all expenses incurred2015-12-31$527,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$499,511
Expenses. Certain deemed distributions of participant loans2015-12-31$18,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,050,515
Value of total assets at end of year2015-12-31$18,990,478
Value of total assets at beginning of year2015-12-31$17,621,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,899
Total interest from all sources2015-12-31$7,244
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,899
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$987,402
Participant contributions at end of year2015-12-31$221,078
Participant contributions at beginning of year2015-12-31$243,768
Participant contributions at end of year2015-12-31$34,972
Participant contributions at beginning of year2015-12-31$-14,230
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,390
Other income not declared elsewhere2015-12-31$3,598
Total non interest bearing cash at end of year2015-12-31$56,204
Total non interest bearing cash at beginning of year2015-12-31$75,072
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$1,368,791
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,990,478
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,621,687
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$17,266,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,062,366
Interest on participant loans2015-12-31$7,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$180,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$192,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-162,251
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$956,723
Employer contributions (assets) at end of year2015-12-31$956,723
Employer contributions (assets) at beginning of year2015-12-31$825,143
Income. Dividends from common stock2015-12-31$5,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$499,511
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$274,065
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$237,342
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
Aggregate proceeds on sale of assets2015-12-31$15,404
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,513
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 name2015-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2015-12-31590602635
2014 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,477
Total unrealized appreciation/depreciation of assets2014-12-31$3,477
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$2,713,428
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,452,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,415,537
Expenses. Certain deemed distributions of participant loans2014-12-31$16,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,665,054
Value of total assets at end of year2014-12-31$17,621,687
Value of total assets at beginning of year2014-12-31$16,360,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,288
Total interest from all sources2014-12-31$8,545
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$828,332
Participant contributions at end of year2014-12-31$243,768
Participant contributions at beginning of year2014-12-31$273,600
Participant contributions at end of year2014-12-31$-14,230
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,579
Total non interest bearing cash at end of year2014-12-31$75,072
Total non interest bearing cash at beginning of year2014-12-31$42,732
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$1,261,292
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,621,687
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,360,395
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$16,062,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,096,116
Interest on participant loans2014-12-31$8,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$192,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,036,352
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$825,143
Employer contributions (assets) at end of year2014-12-31$825,143
Employer contributions (assets) at beginning of year2014-12-31$701,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,415,537
Contract administrator fees2014-12-31$20,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$237,342
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$245,986
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 name2014-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2014-12-31590602635
2013 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$54,245
Total unrealized appreciation/depreciation of assets2013-12-31$54,245
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$4,123,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$945,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$920,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,579,446
Value of total assets at end of year2013-12-31$16,360,395
Value of total assets at beginning of year2013-12-31$13,183,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,580
Total interest from all sources2013-12-31$8,006
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$815,087
Participant contributions at end of year2013-12-31$273,600
Participant contributions at beginning of year2013-12-31$216,753
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$292
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$603,646
Total non interest bearing cash at end of year2013-12-31$42,732
Total non interest bearing cash at beginning of year2013-12-31$31,737
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$3,177,288
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,360,395
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,183,107
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
Investment advisory and management fees2013-12-31$6,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,096,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,999,761
Interest on participant loans2013-12-31$8,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,476,812
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$701,961
Employer contributions (assets) at end of year2013-12-31$701,961
Employer contributions (assets) at beginning of year2013-12-31$152,877
Income. Dividends from common stock2013-12-31$4,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$920,221
Contract administrator fees2013-12-31$18,710
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$245,986
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$178,041
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMOAK, DAVIS AND NIXON, LLP
Accountancy firm EIN2013-12-31590602635
2012 : CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$13,870,164
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$546,381
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,233,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,227,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$339,736
Value of total assets at end of year2012-12-31$13,183,107
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,754
Total interest from all sources2012-12-31$4,742
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$183,109
Participant contributions at end of year2012-12-31$216,753
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$292
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$603,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$31,737
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-687,057
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,183,107
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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$11,999,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$201,903
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$152,877
Employer contributions (assets) at end of year2012-12-31$152,877
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,227,684
Contract administrator fees2012-12-31$5,754
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$178,041
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981

Form 5500 Responses for CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN

2022: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 1
Insurance contract or identification number812059
Number of Individuals Covered409
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $47,564
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
Commission paid to Insurance BrokerUSD $47,564
Insurance broker organization code?4
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 1
Insurance contract or identification number812059
Number of Individuals Covered445
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $57,544
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
Commission paid to Insurance BrokerUSD $57,544
Insurance broker organization code?4
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 1
Insurance contract or identification number812059
Number of Individuals Covered445
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $43,214
Total amount of fees paid to insurance companyUSD $13,994
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
Commission paid to Insurance BrokerUSD $43,214
Insurance broker organization code?4
Amount paid for insurance broker fees13994
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 1
Insurance contract or identification number812059
Number of Individuals Covered454
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,860
Total amount of fees paid to insurance companyUSD $12,686
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
Commission paid to Insurance BrokerUSD $38,860
Insurance broker organization code?4
Amount paid for insurance broker fees12686
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 1
Insurance contract or identification number812059
Number of Individuals Covered469
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,163
Total amount of fees paid to insurance companyUSD $10,738
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
Commission paid to Insurance BrokerUSD $33,163
Insurance broker organization code?4
Amount paid for insurance broker fees10738
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
Insurance broker namePENCOR, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 1
Insurance contract or identification number812059
Number of Individuals Covered374
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,916
Total amount of fees paid to insurance companyUSD $32,157
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 fees32157
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $25,916
Insurance broker namePREFERRED PRODUCT NETWORK, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812059
Policy instance 2
Insurance contract or identification number812059
Number of Individuals Covered322
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,240
Total amount of fees paid to insurance companyUSD $42,591
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 fees42591
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,240
Insurance broker namePREFERRED PRODUCT NETWORK, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107841
Policy instance 1
Insurance contract or identification number107841
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-09-15
Total amount of commissions paid to insurance brokerUSD $18,218
Total amount of fees paid to insurance companyUSD $8,301
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
Commission paid to Insurance BrokerUSD $12,474
Insurance broker organization code?4
Amount paid for insurance broker fees8301
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
Insurance broker nameINTERSECURITIES INSURANCE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107841
Policy instance 1
Insurance contract or identification number107841
Number of Individuals Covered310
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,081
Total amount of fees paid to insurance companyUSD $13,669
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
Commission paid to Insurance BrokerUSD $20,081
Insurance broker organization code?4
Amount paid for insurance broker fees13669
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
Insurance broker namePENCOR, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107841
Policy instance 1
Insurance contract or identification number107841
Number of Individuals Covered294
Insurance policy start date2012-10-15
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,188
Total amount of fees paid to insurance companyUSD $2,506
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
Commission paid to Insurance BrokerUSD $3,188
Insurance broker organization code?4
Amount paid for insurance broker fees2506
Additional information about fees paid to insurance brokerSET UP AND MAINTENANCE OF CONTRACTS
Insurance broker namePENCOR, INC.

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