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KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameKANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN
Plan identification number 334

KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

KANSAS UNIVERSITY PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KANSAS UNIVERSITY PHYSICIANS, INC.
Employer identification number (EIN):481163756
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342015-07-01
3342014-07-01
3342013-07-01RUTH STRICKLEN PULLINS, CHR OFFICER
3342012-07-01RUTH STRICKLEN PULLINS, CHR OFFICER
3342011-07-01RUTH STRICKLEN PULLINS, CHR OFFICER
3342009-07-01RUTH STRICKLEN PULLINS, CHR OFFICER RUTH STRICKLEN PULLINS, CHR OFFICER2011-05-26
3342009-07-01RUTH STRICKLEN PULLINS, CHR OFFICER RUTH STRICKLEN PULLINS, CHR OFFICER2011-04-14

Plan Statistics for KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN

401k plan membership statisitcs for KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN

Measure Date Value
2015: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,143
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
2014: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,027
Total number of active participants reported on line 7a of the Form 55002014-07-011,641
Number of retired or separated participants receiving benefits2014-07-0110
Number of other retired or separated participants entitled to future benefits2014-07-01487
Total of all active and inactive participants2014-07-012,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-012,143
Number of participants with account balances2014-07-012,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0160
2013: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,910
Total number of active participants reported on line 7a of the Form 55002013-07-011,622
Number of retired or separated participants receiving benefits2013-07-016
Number of other retired or separated participants entitled to future benefits2013-07-01394
Total of all active and inactive participants2013-07-012,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-012,027
Number of participants with account balances2013-07-012,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0166
2012: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,691
Total number of active participants reported on line 7a of the Form 55002012-07-011,537
Number of retired or separated participants receiving benefits2012-07-017
Number of other retired or separated participants entitled to future benefits2012-07-01364
Total of all active and inactive participants2012-07-011,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-011,910
Number of participants with account balances2012-07-011,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0152
2011: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,510
Total number of active participants reported on line 7a of the Form 55002011-07-011,375
Number of retired or separated participants receiving benefits2011-07-0110
Number of other retired or separated participants entitled to future benefits2011-07-01306
Total of all active and inactive participants2011-07-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,691
Number of participants with account balances2011-07-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0130
2009: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,319
Total number of active participants reported on line 7a of the Form 55002009-07-011,011
Number of retired or separated participants receiving benefits2009-07-017
Number of other retired or separated participants entitled to future benefits2009-07-01423
Total of all active and inactive participants2009-07-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,441
Number of participants with account balances2009-07-011,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0148

Financial Data on KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN

Measure Date Value
2016 : KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-20$0
Total transfer of assets from this plan2016-05-20$213,970,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-20$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-20$0
Total income from all sources (including contributions)2016-05-20$-1,180,316
Total loss/gain on sale of assets2016-05-20$0
Total of all expenses incurred2016-05-20$10,424,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-20$10,342,708
Value of total corrective distributions2016-05-20$1,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-20$13,980,824
Value of total assets at end of year2016-05-20$0
Value of total assets at beginning of year2016-05-20$225,575,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-20$80,545
Total interest from all sources2016-05-20$3,518
Total dividends received (eg from common stock, registered investment company shares)2016-05-20$1,628,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-20No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-20$1,628,770
Was this plan covered by a fidelity bond2016-05-20Yes
Value of fidelity bond cover2016-05-20$500,000
If this is an individual account plan, was there a blackout period2016-05-20No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-20$0
Were there any nonexempt tranactions with any party-in-interest2016-05-20No
Contributions received from participants2016-05-20$1,673,019
Participant contributions at end of year2016-05-20$0
Participant contributions at beginning of year2016-05-20$168,573
Participant contributions at end of year2016-05-20$0
Participant contributions at beginning of year2016-05-20$220,030
Income. Received or receivable in cash from other sources (including rollovers)2016-05-20$67,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-20$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-20$0
Other income not declared elsewhere2016-05-20$-329,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-20No
Value of net income/loss2016-05-20$-11,604,607
Value of net assets at end of year (total assets less liabilities)2016-05-20$0
Value of net assets at beginning of year (total assets less liabilities)2016-05-20$225,575,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-20No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-20No
Were any leases to which the plan was party in default or uncollectible2016-05-20No
Investment advisory and management fees2016-05-20$52,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-20$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-20$105,527,841
Interest on participant loans2016-05-20$3,518
Value of interest in common/collective trusts at end of year2016-05-20$0
Value of interest in common/collective trusts at beginning of year2016-05-20$116,336,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-20$-8,918,889
Net investment gain or loss from common/collective trusts2016-05-20$-7,544,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-20No
Was there a failure to transmit to the plan any participant contributions2016-05-20No
Has the plan failed to provide any benefit when due under the plan2016-05-20No
Contributions received in cash from employer2016-05-20$12,239,872
Employer contributions (assets) at end of year2016-05-20$0
Employer contributions (assets) at beginning of year2016-05-20$3,322,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-20$10,342,708
Contract administrator fees2016-05-20$27,634
Did the plan have assets held for investment2016-05-20Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-20No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-20Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-20Yes
Opinion of an independent qualified public accountant for this plan2016-05-20Disclaimer
Accountancy firm name2016-05-20PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2016-05-20481246310
2015 : KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$34,801
Total income from all sources (including contributions)2015-06-30$35,424,701
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$10,765,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$10,625,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$28,232,955
Value of total assets at end of year2015-06-30$225,575,159
Value of total assets at beginning of year2015-06-30$200,950,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$139,581
Total interest from all sources2015-06-30$5,422
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,211,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,211,965
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$3,488,706
Participant contributions at end of year2015-06-30$168,573
Participant contributions at beginning of year2015-06-30$117,302
Participant contributions at end of year2015-06-30$220,030
Participant contributions at beginning of year2015-06-30$160,954
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,785,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$34,801
Other income not declared elsewhere2015-06-30$69,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$24,659,140
Value of net assets at end of year (total assets less liabilities)2015-06-30$225,575,159
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$200,916,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$87,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$105,527,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$92,625,330
Interest on participant loans2015-06-30$5,422
Value of interest in common/collective trusts at end of year2015-06-30$116,336,277
Value of interest in common/collective trusts at beginning of year2015-06-30$104,858,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,372,017
Net investment gain or loss from common/collective trusts2015-06-30$3,533,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$22,959,195
Employer contributions (assets) at end of year2015-06-30$3,322,438
Employer contributions (assets) at beginning of year2015-06-30$3,188,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$10,625,980
Contract administrator fees2015-06-30$52,417
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2015-06-30481246310
2014 : KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$34,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$54,631,717
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$10,161,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$10,033,083
Value of total corrective distributions2014-06-30$22,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$24,676,146
Value of total assets at end of year2014-06-30$200,950,820
Value of total assets at beginning of year2014-06-30$156,446,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$106,091
Total interest from all sources2014-06-30$4,769
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,743,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,743,528
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,925,278
Participant contributions at end of year2014-06-30$117,302
Participant contributions at beginning of year2014-06-30$109,703
Participant contributions at end of year2014-06-30$160,954
Participant contributions at beginning of year2014-06-30$144,785
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$906,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$34,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$3,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$44,469,914
Value of net assets at end of year (total assets less liabilities)2014-06-30$200,916,019
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$156,446,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$55,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$92,625,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$153,348,934
Interest on participant loans2014-06-30$4,769
Value of interest in common/collective trusts at end of year2014-06-30$104,858,959
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$20,591,944
Net investment gain or loss from common/collective trusts2014-06-30$7,611,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$20,844,501
Employer contributions (assets) at end of year2014-06-30$3,188,275
Employer contributions (assets) at beginning of year2014-06-30$2,842,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$10,033,083
Contract administrator fees2014-06-30$50,918
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2014-06-30481246310
2013 : KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$38,543,762
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$8,987,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$8,880,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$21,031,188
Value of total assets at end of year2013-06-30$156,446,105
Value of total assets at beginning of year2013-06-30$126,890,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$107,251
Total interest from all sources2013-06-30$3,713
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$3,767,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$3,767,495
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,353,328
Participant contributions at end of year2013-06-30$109,703
Participant contributions at beginning of year2013-06-30$69,387
Participant contributions at end of year2013-06-30$144,785
Participant contributions at beginning of year2013-06-30$104,673
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$147,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$29,555,823
Value of net assets at end of year (total assets less liabilities)2013-06-30$156,446,105
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$126,890,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$54,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$153,348,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$124,161,267
Interest on participant loans2013-06-30$3,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$13,741,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$18,530,011
Employer contributions (assets) at end of year2013-06-30$2,842,683
Employer contributions (assets) at beginning of year2013-06-30$2,554,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$8,880,688
Contract administrator fees2013-06-30$52,382
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2013-06-30481246310
2012 : KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$19,265,149
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$6,857,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$6,835,473
Value of total corrective distributions2012-06-30$2,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$18,677,182
Value of total assets at end of year2012-06-30$126,890,282
Value of total assets at beginning of year2012-06-30$114,482,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$18,815
Total interest from all sources2012-06-30$2,940
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$3,029,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$3,029,497
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,735,579
Participant contributions at end of year2012-06-30$69,387
Participant contributions at beginning of year2012-06-30$66,415
Participant contributions at end of year2012-06-30$104,673
Participant contributions at beginning of year2012-06-30$70,249
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$612,780
Administrative expenses (other) incurred2012-06-30$210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$12,408,042
Value of net assets at end of year (total assets less liabilities)2012-06-30$126,890,282
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$114,482,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$124,161,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$111,293,949
Interest on participant loans2012-06-30$2,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-2,444,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$16,328,823
Employer contributions (assets) at end of year2012-06-30$2,554,955
Employer contributions (assets) at beginning of year2012-06-30$3,051,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$6,835,473
Contract administrator fees2012-06-30$18,605
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2012-06-30481246310
2011 : KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$34,976,771
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$4,303,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,293,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$15,193,772
Value of total assets at end of year2011-06-30$114,482,240
Value of total assets at beginning of year2011-06-30$83,809,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$10,300
Total interest from all sources2011-06-30$1,661
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,024,328
Participant contributions at end of year2011-06-30$66,415
Participant contributions at beginning of year2011-06-30$20,014
Participant contributions at end of year2011-06-30$70,249
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$169,890
Administrative expenses (other) incurred2011-06-30$10,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$30,672,948
Value of net assets at end of year (total assets less liabilities)2011-06-30$114,482,240
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$83,809,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$111,293,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$81,251,467
Interest on participant loans2011-06-30$1,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$19,781,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$13,999,554
Employer contributions (assets) at end of year2011-06-30$3,051,627
Employer contributions (assets) at beginning of year2011-06-30$2,537,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,293,523
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2011-06-30481246310

Form 5500 Responses for KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN

2015: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulitple employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulitple employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulitple employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulitple employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: KANSAS UNIVERSITY PHYSICIANS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulitple employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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