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MEDICAL FACULTY ASSOCIATES 403(B) PLAN 401k Plan overview

Plan NameMEDICAL FACULTY ASSOCIATES 403(B) PLAN
Plan identification number 002

MEDICAL FACULTY ASSOCIATES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MEDICAL FACULTY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL FACULTY ASSOCIATES, INC.
Employer identification number (EIN):522220700
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL FACULTY ASSOCIATES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RICO WADE2023-10-16
0022021-01-01LANCE KAPLAN2022-12-21
0022020-01-01BENJAMIN RIESTRA2021-10-15
0022019-01-01DEBORAH HARRISON2020-10-15
0022018-01-01
0022017-01-01RODNEY W. WHITMORE
0022016-01-01RODNEY W. WHITMORE
0022015-01-01RODNEY W. WHITMORE
0022014-01-01ALAN WASSERMAN
0022013-01-01STEPHEN BADGER
0022012-01-01STEPHEN BADGER
0022011-01-01STEPHEN BADGER
0022010-01-01STEPHEN BADGER
0022009-01-01STEPHEN BADGER
0022009-01-01STEPHEN BADGER
0022009-01-01STEPHEN BADGER
0022009-01-01STEPHEN BADGER

Plan Statistics for MEDICAL FACULTY ASSOCIATES 403(B) PLAN

401k plan membership statisitcs for MEDICAL FACULTY ASSOCIATES 403(B) PLAN

Measure Date Value
2022: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,591
Total number of active participants reported on line 7a of the Form 55002022-01-011,612
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-012,148
Total of all active and inactive participants2022-01-013,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-013,772
Number of participants with account balances2022-01-013,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01237
2021: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,470
Total number of active participants reported on line 7a of the Form 55002021-01-011,610
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-011,968
Total of all active and inactive participants2021-01-013,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-013,591
Number of participants with account balances2021-01-013,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01296
2020: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,252
Total number of active participants reported on line 7a of the Form 55002020-01-012,175
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-013,149
Total of all active and inactive participants2020-01-015,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-015,343
Number of participants with account balances2020-01-013,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01178
2019: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,031
Total number of active participants reported on line 7a of the Form 55002019-01-012,351
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-011,245
Total of all active and inactive participants2019-01-013,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,605
Number of participants with account balances2019-01-013,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01250
2018: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,720
Total number of active participants reported on line 7a of the Form 55002018-01-012,215
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01810
Total of all active and inactive participants2018-01-013,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-013,031
Number of participants with account balances2018-01-012,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01222
2017: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,847
Total number of active participants reported on line 7a of the Form 55002017-01-012,207
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01510
Total of all active and inactive participants2017-01-012,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,720
Number of participants with account balances2017-01-011,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,549
Total number of active participants reported on line 7a of the Form 55002016-01-012,166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01590
Total of all active and inactive participants2016-01-012,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,757
Number of participants with account balances2016-01-011,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,665
Total number of active participants reported on line 7a of the Form 55002015-01-012,131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01417
Total of all active and inactive participants2015-01-012,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,549
Number of participants with account balances2015-01-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,395
Total number of active participants reported on line 7a of the Form 55002014-01-012,120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01350
Total of all active and inactive participants2014-01-012,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,473
Number of participants with account balances2014-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,230
Total number of active participants reported on line 7a of the Form 55002013-01-01979
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01256
Total of all active and inactive participants2013-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,236
Number of participants with account balances2013-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,119
Total number of active participants reported on line 7a of the Form 55002012-01-01912
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01226
Total of all active and inactive participants2012-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,139
Number of participants with account balances2012-01-011,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,288
Total number of active participants reported on line 7a of the Form 55002011-01-01897
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01170
Total of all active and inactive participants2011-01-011,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,068
Number of participants with account balances2011-01-011,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01996
Total number of active participants reported on line 7a of the Form 55002010-01-011,127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01161
Total of all active and inactive participants2010-01-011,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,288
Number of participants with account balances2010-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01955
Total number of active participants reported on line 7a of the Form 55002009-01-01803
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01157
Total of all active and inactive participants2009-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01960
Number of participants with account balances2009-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MEDICAL FACULTY ASSOCIATES 403(B) PLAN

Measure Date Value
2022 : MEDICAL FACULTY ASSOCIATES 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-29,687,228
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,883,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,823,894
Expenses. Certain deemed distributions of participant loans2022-12-31$30,899
Value of total corrective distributions2022-12-31$28,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,132,783
Value of total assets at end of year2022-12-31$249,540,146
Value of total assets at beginning of year2022-12-31$300,111,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$200
Total interest from all sources2022-12-31$727,025
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,443,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,443,501
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$12,271,674
Participant contributions at end of year2022-12-31$915,490
Participant contributions at beginning of year2022-12-31$974,807
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,091,744
Other income not declared elsewhere2022-12-31$146,463
Total non interest bearing cash at end of year2022-12-31$246
Total non interest bearing cash at beginning of year2022-12-31$1,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,570,985
Value of net assets at end of year (total assets less liabilities)2022-12-31$249,540,146
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$300,111,131
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$221,245,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$271,532,535
Value of interest in pooled separate accounts at end of year2022-12-31$4,000,690
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,997,476
Interest on participant loans2022-12-31$46,950
Interest earned on other investments2022-12-31$663,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,396,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,141,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,141,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,981,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,461,397
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$31,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-61,469,486
Net investment gain/loss from pooled separate accounts2022-12-31$332,486
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,769,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,792,388
Contract administrator fees2022-12-31$200
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,912
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-55,716
Total unrealized appreciation/depreciation of assets2021-12-31$-55,716
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$66,729,694
Total loss/gain on sale of assets2021-12-31$922
Total of all expenses incurred2021-12-31$44,169,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,128,866
Expenses. Certain deemed distributions of participant loans2021-12-31$12,795
Value of total corrective distributions2021-12-31$5,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,523,248
Value of total assets at end of year2021-12-31$300,111,131
Value of total assets at beginning of year2021-12-31$277,550,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,408
Total interest from all sources2021-12-31$609,424
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,203,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,203,481
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$13,897,525
Participant contributions at end of year2021-12-31$974,807
Participant contributions at beginning of year2021-12-31$677,787
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,603,033
Other income not declared elsewhere2021-12-31$135,998
Administrative expenses (other) incurred2021-12-31$383
Total non interest bearing cash at end of year2021-12-31$1,918
Total non interest bearing cash at beginning of year2021-12-31$916
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$22,560,278
Value of net assets at end of year (total assets less liabilities)2021-12-31$300,111,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$277,550,853
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
Investment advisory and management fees2021-12-31$22,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$271,532,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$251,422,499
Value of interest in pooled separate accounts at end of year2021-12-31$3,997,476
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,405,632
Interest on participant loans2021-12-31$45,992
Interest earned on other investments2021-12-31$563,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,141,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$947,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$947,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,461,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,096,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,704,813
Net investment gain/loss from pooled separate accounts2021-12-31$607,524
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,022,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,128,866
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,912
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$14,320
Aggregate carrying amount (costs) on sale of assets2021-12-31$13,398
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$72,552,139
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,354,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,338,150
Expenses. Certain deemed distributions of participant loans2020-12-31$10,085
Value of total corrective distributions2020-12-31$5,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,726,135
Value of total assets at end of year2020-12-31$277,550,853
Value of total assets at beginning of year2020-12-31$216,352,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$593,571
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,242,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,242,312
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$14,985,164
Participant contributions at end of year2020-12-31$677,787
Participant contributions at beginning of year2020-12-31$665,327
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$852,699
Other income not declared elsewhere2020-12-31$30,064
Total non interest bearing cash at end of year2020-12-31$916
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$61,198,042
Value of net assets at end of year (total assets less liabilities)2020-12-31$277,550,853
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$216,352,811
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$251,422,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$195,118,375
Value of interest in pooled separate accounts at end of year2020-12-31$3,405,632
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,921,639
Interest on participant loans2020-12-31$42,900
Interest earned on other investments2020-12-31$549,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$947,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$290,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$290,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,096,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,356,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,993,315
Net investment gain/loss from pooled separate accounts2020-12-31$-33,258
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,888,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,338,150
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$497
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10
Total unrealized appreciation/depreciation of assets2019-12-31$10
Total unrealized appreciation/depreciation of assets2019-12-31$10
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$59,414,333
Total income from all sources (including contributions)2019-12-31$59,414,333
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,260,192
Total of all expenses incurred2019-12-31$9,260,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,251,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,251,126
Value of total corrective distributions2019-12-31$9,066
Value of total corrective distributions2019-12-31$9,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,855,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,855,474
Value of total assets at end of year2019-12-31$216,352,811
Value of total assets at end of year2019-12-31$216,352,811
Value of total assets at beginning of year2019-12-31$166,198,670
Value of total assets at beginning of year2019-12-31$166,198,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$569,806
Total interest from all sources2019-12-31$569,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,096,861
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,096,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,096,861
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,096,861
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$14,229,045
Contributions received from participants2019-12-31$14,229,045
Participant contributions at end of year2019-12-31$665,327
Participant contributions at end of year2019-12-31$665,327
Participant contributions at beginning of year2019-12-31$542,801
Participant contributions at beginning of year2019-12-31$542,801
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,993,263
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,993,263
Other income not declared elsewhere2019-12-31$33,343
Other income not declared elsewhere2019-12-31$33,343
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$50,154,141
Value of net income/loss2019-12-31$50,154,141
Value of net assets at end of year (total assets less liabilities)2019-12-31$216,352,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$216,352,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$166,198,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$166,198,670
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$195,118,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$195,118,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$144,825,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$144,825,052
Value of interest in pooled separate accounts at end of year2019-12-31$3,921,639
Value of interest in pooled separate accounts at end of year2019-12-31$3,921,639
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,341,880
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,341,880
Interest on participant loans2019-12-31$39,834
Interest on participant loans2019-12-31$39,834
Interest earned on other investments2019-12-31$524,666
Interest earned on other investments2019-12-31$524,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$290,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$290,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$319,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$319,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$319,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$319,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,356,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,356,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,169,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,169,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,667,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,667,735
Net investment gain/loss from pooled separate accounts2019-12-31$191,104
Net investment gain/loss from pooled separate accounts2019-12-31$191,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,633,166
Contributions received in cash from employer2019-12-31$4,633,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,251,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,251,126
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$497
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$497
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,054,197
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,842,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,721,553
Expenses. Certain deemed distributions of participant loans2018-12-31$-5,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,726,568
Value of total assets at end of year2018-12-31$166,198,670
Value of total assets at beginning of year2018-12-31$161,987,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,671
Total interest from all sources2018-12-31$499,295
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,257,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,257,646
Administrative expenses professional fees incurred2018-12-31$117,394
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$14,641,689
Participant contributions at end of year2018-12-31$542,801
Participant contributions at beginning of year2018-12-31$604,011
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$600,021
Other income not declared elsewhere2018-12-31$105,159
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$4,211,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$166,198,670
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$161,987,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$144,825,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$143,591,546
Value of interest in pooled separate accounts at end of year2018-12-31$3,341,880
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,406,711
Interest on participant loans2018-12-31$29,654
Interest earned on other investments2018-12-31$469,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$319,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$56,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$56,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,169,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,328,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,691,769
Net investment gain/loss from pooled separate accounts2018-12-31$157,298
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$6,484,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,721,553
Contract administrator fees2018-12-31$9,277
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$44,130,936
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,388,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,297,636
Expenses. Certain deemed distributions of participant loans2017-12-31$5,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,547,314
Value of total assets at end of year2017-12-31$161,987,273
Value of total assets at beginning of year2017-12-31$124,244,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,581
Total interest from all sources2017-12-31$452,900
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,653,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,653,522
Administrative expenses professional fees incurred2017-12-31$65,202
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$10,805,735
Participant contributions at end of year2017-12-31$604,011
Participant contributions at beginning of year2017-12-31$592,876
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,741,579
Other income not declared elsewhere2017-12-31$110,261
Administrative expenses (other) incurred2017-12-31$20,000
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$37,742,295
Value of net assets at end of year (total assets less liabilities)2017-12-31$161,987,273
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$124,244,978
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$379
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$143,591,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,717,747
Value of interest in pooled separate accounts at end of year2017-12-31$3,406,711
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,408,607
Interest on participant loans2017-12-31$33,365
Interest earned on other investments2017-12-31$418,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$56,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$45,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$45,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,328,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,948,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,222,205
Net investment gain/loss from pooled separate accounts2017-12-31$144,734
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,297,636
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$531,756
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$49,717
Total unrealized appreciation/depreciation of assets2016-12-31$49,717
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$22,124,261
Total loss/gain on sale of assets2016-12-31$315
Total of all expenses incurred2016-12-31$7,356,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,348,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,579,987
Value of total assets at end of year2016-12-31$124,244,978
Value of total assets at beginning of year2016-12-31$109,477,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,587
Total interest from all sources2016-12-31$459,828
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,531,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,521,634
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$433,256
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$10,014,714
Participant contributions at end of year2016-12-31$592,876
Participant contributions at beginning of year2016-12-31$484,506
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,565,273
Other income not declared elsewhere2016-12-31$3,677
Administrative expenses (other) incurred2016-12-31$7,587
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$14,767,717
Value of net assets at end of year (total assets less liabilities)2016-12-31$124,244,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$109,477,261
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$105,717,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$93,087,824
Value of interest in pooled separate accounts at end of year2016-12-31$3,408,607
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,379,181
Interest on participant loans2016-12-31$27,089
Interest earned on other investments2016-12-31$432,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$45,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$65,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$65,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,948,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,027,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,316,544
Net investment gain/loss from pooled separate accounts2016-12-31$182,731
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
Income. Dividends from common stock2016-12-31$9,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,348,957
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$531,756
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$2,857
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,542
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$20,154
Total unrealized appreciation/depreciation of assets2015-12-31$20,154
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$14,374,977
Total loss/gain on sale of assets2015-12-31$-216
Total of all expenses incurred2015-12-31$4,343,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,334,656
Value of total corrective distributions2015-12-31$721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,697,992
Value of total assets at end of year2015-12-31$109,477,261
Value of total assets at beginning of year2015-12-31$99,445,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,228
Total interest from all sources2015-12-31$384,153
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,377,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,372,180
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$433,256
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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$9,463,021
Participant contributions at end of year2015-12-31$484,506
Participant contributions at beginning of year2015-12-31$434,579
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,234,971
Other income not declared elsewhere2015-12-31$4,224
Administrative expenses (other) incurred2015-12-31$8,228
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$10,031,372
Value of net assets at end of year (total assets less liabilities)2015-12-31$109,477,261
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$99,445,889
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$93,087,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$86,277,300
Value of interest in pooled separate accounts at end of year2015-12-31$3,379,181
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,484,574
Interest on participant loans2015-12-31$21,350
Interest earned on other investments2015-12-31$362,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$65,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$51,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$51,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,027,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,197,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,331,024
Net investment gain/loss from pooled separate accounts2015-12-31$222,625
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
Income. Dividends from common stock2015-12-31$4,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,334,656
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$2,745
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,961
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,343,538
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,875,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,868,155
Value of total corrective distributions2014-12-31$5,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,111,751
Value of total assets at end of year2014-12-31$99,445,889
Value of total assets at beginning of year2014-12-31$86,977,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,933
Total interest from all sources2014-12-31$364,748
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,808,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,808,916
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 period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,342,414
Participant contributions at end of year2014-12-31$434,579
Participant contributions at beginning of year2014-12-31$330,499
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$769,337
Other income not declared elsewhere2014-12-31$28,897
Administrative expenses (other) incurred2014-12-31$1,933
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$12,468,040
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,445,889
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,977,849
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$86,277,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,978,727
Value of interest in pooled separate accounts at end of year2014-12-31$2,484,574
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,042,672
Interest on participant loans2014-12-31$19,587
Interest earned on other investments2014-12-31$345,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$51,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$44,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$44,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,197,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,581,891
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,767,711
Net investment gain/loss from pooled separate accounts2014-12-31$261,515
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,860,410
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$22,548,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,293,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,293,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,512,747
Value of total assets at end of year2013-12-31$86,977,849
Value of total assets at beginning of year2013-12-31$66,722,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$341,271
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,079,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,079,634
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$6,944,284
Participant contributions at end of year2013-12-31$330,499
Participant contributions at beginning of year2013-12-31$364,971
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,568,463
Other income not declared elsewhere2013-12-31$38,820
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$20,254,883
Value of net assets at end of year (total assets less liabilities)2013-12-31$86,977,849
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,722,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,978,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,311,687
Value of interest in pooled separate accounts at end of year2013-12-31$2,042,672
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,779,361
Interest on participant loans2013-12-31$16,976
Interest earned on other investments2013-12-31$324,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$44,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,033,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,033,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,581,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,233,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,404,204
Net investment gain/loss from pooled separate accounts2013-12-31$172,175
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,293,968
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$16,708,917
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,377,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,371,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,003,487
Value of total assets at end of year2012-12-31$66,722,966
Value of total assets at beginning of year2012-12-31$51,391,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,820
Total interest from all sources2012-12-31$16,003
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$860,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$860,120
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
Participant contributions at end of year2012-12-31$364,971
Participant contributions at beginning of year2012-12-31$178,730
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,103,732
Other income not declared elsewhere2012-12-31$52,676
Administrative expenses (other) incurred2012-12-31$5,820
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$15,331,570
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,722,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,391,396
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$32,311,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,852,197
Value of interest in pooled separate accounts at end of year2012-12-31$1,779,361
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,188,816
Interest on participant loans2012-12-31$15,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,033,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,562,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,562,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$31,233,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$24,609,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,647,820
Net investment gain/loss from pooled separate accounts2012-12-31$128,811
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$6,899,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,371,527
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 name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,771,838
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,756,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,750,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,115,160
Value of total assets at end of year2011-12-31$51,391,396
Value of total assets at beginning of year2011-12-31$47,375,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,369
Total interest from all sources2011-12-31$7,901
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$548,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$548,221
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,720,150
Participant contributions at end of year2011-12-31$178,730
Participant contributions at beginning of year2011-12-31$82,329
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$259,266
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$395,010
Other income not declared elsewhere2011-12-31$11,164
Administrative expenses (other) incurred2011-12-31$5,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,015,526
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,391,396
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,375,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,852,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,094,854
Value of interest in pooled separate accounts at end of year2011-12-31$1,188,816
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,050,003
Income. Interest from loans (other than to participants)2011-12-31$7,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,562,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$24,609,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,889,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,044,756
Net investment gain/loss from pooled separate accounts2011-12-31$134,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,750,943
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,203,594
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,395,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,389,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,185,415
Value of total assets at end of year2010-12-31$47,375,870
Value of total assets at beginning of year2010-12-31$38,567,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,990
Total interest from all sources2010-12-31$41,106
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$381,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$381,795
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,185,415
Participant contributions at end of year2010-12-31$82,329
Participant contributions at beginning of year2010-12-31$32,909
Assets. Other investments not covered elsewhere at end of year2010-12-31$259,266
Other income not declared elsewhere2010-12-31$2,276,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,808,246
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,375,870
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,567,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,094,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,947,306
Value of interest in pooled separate accounts at end of year2010-12-31$1,050,003
Value of interest in pooled separate accounts at beginning of year2010-12-31$909,307
Interest on participant loans2010-12-31$4,620
Interest earned on other investments2010-12-31$36,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,889,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,678,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,193,618
Net investment gain/loss from pooled separate accounts2010-12-31$124,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,389,358
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDICAL FACULTY ASSOCIATES 403(B) PLAN

2022: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL FACULTY ASSOCIATES 403(B) 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL FACULTY ASSOCIATES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered286
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered31
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered299
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered310
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered322
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered333
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered350
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered381
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered403
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-41962
Policy instance 2
Insurance contract or identification numberGA-41962
Number of Individuals Covered38
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered427
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered440
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered450
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150978
Policy instance 1
Insurance contract or identification number150978
Number of Individuals Covered477
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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