401k Plan data: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN plan

ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 401k Plan overview

Plan Name	ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN
Plan identification number	001

ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORTHOPEDIC PHYSICIANS ANCHORAGE has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC PHYSICIANS ANCHORAGE

Employer identification number (EIN): 470920839

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 SHANNON CHONG
001 2015-01-01 SHANNON CHONG
001 2014-01-01 SHANNON CHONG
001 2013-01-01 RICK WATSON
001 2012-01-01 RICK WATSON 2013-08-23
001 2011-01-01 RICK WATSON 2012-07-11
001 2010-01-01 RICK WATSON 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	SHANNON CHONG
001	2015-01-01	SHANNON CHONG
001	2014-01-01	SHANNON CHONG
001	2013-01-01	RICK WATSON
001	2012-01-01	RICK WATSON	2013-08-23
001	2011-01-01	RICK WATSON	2012-07-11
001	2010-01-01	RICK WATSON	2011-07-27

Plan Statistics for ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN

401k plan membership statisitcs for ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN

Measure Date Value
2016: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 131
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 185
Number of participants with account balances 2015-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 18
2014: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 119
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 153
Number of participants with account balances 2014-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 90
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 36
Total of all active and inactive participants 2013-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 126
Number of participants with account balances 2013-01-01 125

Measure	Date	Value
2016: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	131
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	185
Number of participants with account balances	2015-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	18
2014: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	119
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	153
Number of participants with account balances	2014-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	90
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	36
Total of all active and inactive participants	2013-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	126
Number of participants with account balances	2013-01-01	125

Financial Data on ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN

Measure	Date	Value
2016 : ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-14	$0
Total transfer of assets from this plan	2016-03-14	$9,764,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-14	$0
Total income from all sources (including contributions)	2016-03-14	$-78,317
Total loss/gain on sale of assets	2016-03-14	$0
Total of all expenses incurred	2016-03-14	$49,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-14	$45,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-14	$49,949
Value of total assets at end of year	2016-03-14	$0
Value of total assets at beginning of year	2016-03-14	$9,892,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-14	$4,669
Total interest from all sources	2016-03-14	$1,942
Total dividends received (eg from common stock, registered investment company shares)	2016-03-14	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-14	No
Administrative expenses professional fees incurred	2016-03-14	$4,516
Was this plan covered by a fidelity bond	2016-03-14	Yes
Value of fidelity bond cover	2016-03-14	$500,000
If this is an individual account plan, was there a blackout period	2016-03-14	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-14	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-14	No
Contributions received from participants	2016-03-14	$34,378
Participant contributions at end of year	2016-03-14	$0
Participant contributions at beginning of year	2016-03-14	$123,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-14	No
Value of net income/loss	2016-03-14	$-128,306
Value of net assets at end of year (total assets less liabilities)	2016-03-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-03-14	$9,892,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-14	No
Were any leases to which the plan was party in default or uncollectible	2016-03-14	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-14	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-14	$9,258,887
Interest on participant loans	2016-03-14	$1,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-03-14	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-03-14	$2,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-03-14	$2,086
Net investment gain/loss from pooled separate accounts	2016-03-14	$-130,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-14	No
Was there a failure to transmit to the plan any participant contributions	2016-03-14	No
Has the plan failed to provide any benefit when due under the plan	2016-03-14	No
Contributions received in cash from employer	2016-03-14	$15,571
Employer contributions (assets) at end of year	2016-03-14	$0
Employer contributions (assets) at beginning of year	2016-03-14	$508,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-14	$45,320
Contract administrator fees	2016-03-14	$153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-03-14	Yes
Did the plan have assets held for investment	2016-03-14	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-14	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-14	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-14	Disclaimer
Accountancy firm name	2016-03-14	BDO USA, LLP
Accountancy firm EIN	2016-03-14	135381590
2015 : ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,735,409
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$216,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$187,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,855,971
Value of total assets at end of year	2015-12-31	$9,892,862
Value of total assets at beginning of year	2015-12-31	$8,373,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,299
Total interest from all sources	2015-12-31	$17,685
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$26,811
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$799,674
Participant contributions at end of year	2015-12-31	$123,488
Participant contributions at beginning of year	2015-12-31	$108,473
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$186,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,519,185
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,892,862
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,373,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,258,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,412,745
Interest on participant loans	2015-12-31	$8,864
Interest earned on other investments	2015-12-31	$8,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$423,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$423,138
Net investment gain/loss from pooled separate accounts	2015-12-31	$-138,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$870,013
Employer contributions (assets) at end of year	2015-12-31	$508,401
Employer contributions (assets) at beginning of year	2015-12-31	$429,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$187,925
Contract administrator fees	2015-12-31	$1,488
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$386,702
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	$2,372,768
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$90,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$65,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,078,986
Value of total assets at end of year	2014-12-31	$8,373,677
Value of total assets at beginning of year	2014-12-31	$5,704,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,737
Total interest from all sources	2014-12-31	$11,088
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$537,842
Participant contributions at end of year	2014-12-31	$108,473
Participant contributions at beginning of year	2014-12-31	$18,112
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$832,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,282,414
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,373,677
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,704,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$3,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,412,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,420,325
Interest on participant loans	2014-12-31	$4,766
Interest earned on other investments	2014-12-31	$6,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$423,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,137
Net investment gain/loss from pooled separate accounts	2014-12-31	$282,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$708,204
Employer contributions (assets) at end of year	2014-12-31	$429,321
Employer contributions (assets) at beginning of year	2014-12-31	$264,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$65,617
Contract administrator fees	2014-12-31	$21,033
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$57
Total income from all sources	2013-12-31	$1,698,951
Expenses. Total of all expenses incurred	2013-12-31	$59,539
Benefits paid (including direct rollovers)	2013-12-31	$33,214
Total plan assets at end of year	2013-12-31	$5,704,561
Total plan assets at beginning of year	2013-12-31	$4,065,206
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$398,704
Contributions received from other sources (not participants or employers)	2013-12-31	$57
Other income received	2013-12-31	$813,375
Net income (gross income less expenses)	2013-12-31	$1,639,412
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,704,561
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,065,149
Assets. Value of participant loans	2013-12-31	$18,112
Total contributions received or receivable from employer(s)	2013-12-31	$486,815
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$26,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN

2016: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC PHYSICIANS ANCHORAGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

25947

Policy instance

Insurance contract or identification number	25947
Number of Individuals Covered	0
Insurance policy start date	2016-01-01
Insurance policy end date	2016-03-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,662
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4516
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	ALASKA PENSION SERVICES, LTD.

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

Policy contract number

25947

Policy instance

Insurance contract or identification number	25947
Number of Individuals Covered	177
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $31,221
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	26811
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	ALASKA PENSION SERVICES, LTD.

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

Policy contract number

25947

Policy instance

Insurance contract or identification number	25947
Number of Individuals Covered	158
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $29,245
Total amount of fees paid to insurance company	USD $6,817
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,245
Insurance broker organization code?	3
Amount paid for insurance broker fees	3704
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker name	ALASKA PENSION SERVICES, LTD.

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

Policy contract number

25947

Policy instance

Insurance contract or identification number	25947
Number of Individuals Covered	117
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $22,487
Total amount of fees paid to insurance company	USD $2,274
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,487
Insurance broker organization code?	3
Amount paid for insurance broker fees	2274
Additional information about fees paid to insurance broker	ADMIN FEES
Insurance broker name	ALASKA PENSION SERVICES, LTD.

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Company Name:	ORTHOPEDIC PHYSICIANS ANCHORAGE
Employer identification number (EIN):	470920839
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)