401k Plan data: UVA PHYSICIANS GROUP RETIREMENT PLAN plan

UVA PHYSICIANS GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	UVA PHYSICIANS GROUP RETIREMENT PLAN
Plan identification number	011

UVA PHYSICIANS GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

UNIVERSITY OF VIRGINIA PHYSICIANS GROUP has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF VIRGINIA PHYSICIANS GROUP

Employer identification number (EIN): 541124769

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Additional information about UNIVERSITY OF VIRGINIA PHYSICIANS GROUP

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1979-12-13

Company Identification Number: 0201424

Legal Registered Office Address: 4105 LEWIS & CLARK DRIVE

CHARLOTTESVILLE
United States of America (USA)
22911

More information about UNIVERSITY OF VIRGINIA PHYSICIANS GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UVA PHYSICIANS GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
011 2022-01-01
011 2021-01-01
011 2020-01-01
011 2019-01-01
011 2018-01-01
011 2018-01-01
011 2017-01-01 BRENDA JARRELL

Plan Statistics for UVA PHYSICIANS GROUP RETIREMENT PLAN

401k plan membership statisitcs for UVA PHYSICIANS GROUP RETIREMENT PLAN

Measure Date Value
2022: UVA PHYSICIANS GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,059
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,400
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 856
Total of all active and inactive participants 2022-01-01 2,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 2,259
Number of participants with account balances 2022-01-01 2,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 117
2021: UVA PHYSICIANS GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,858
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,307
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 750
Total of all active and inactive participants 2021-01-01 2,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2,058
Number of participants with account balances 2021-01-01 2,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 149
2020: UVA PHYSICIANS GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,859
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,254
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 603
Total of all active and inactive participants 2020-01-01 1,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,859
Number of participants with account balances 2020-01-01 1,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 86
2019: UVA PHYSICIANS GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,337
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,077
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 523
Total of all active and inactive participants 2019-01-01 1,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,602
Number of participants with account balances 2019-01-01 1,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 80
2018: UVA PHYSICIANS GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 915
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 421
Total of all active and inactive participants 2018-01-01 1,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,337
Number of participants with account balances 2018-01-01 1,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 85
2017: UVA PHYSICIANS GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 827
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 330
Total of all active and inactive participants 2017-01-01 1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,157
Number of participants with account balances 2017-01-01 1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 49

Measure	Date	Value
2022: UVA PHYSICIANS GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,059
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,400
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	856
Total of all active and inactive participants	2022-01-01	2,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	2,259
Number of participants with account balances	2022-01-01	2,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	117
2021: UVA PHYSICIANS GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,858
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,307
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	750
Total of all active and inactive participants	2021-01-01	2,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2,058
Number of participants with account balances	2021-01-01	2,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	149
2020: UVA PHYSICIANS GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,859
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,254
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	603
Total of all active and inactive participants	2020-01-01	1,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,859
Number of participants with account balances	2020-01-01	1,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	86
2019: UVA PHYSICIANS GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,337
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,077
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	523
Total of all active and inactive participants	2019-01-01	1,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,602
Number of participants with account balances	2019-01-01	1,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	80
2018: UVA PHYSICIANS GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	915
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	421
Total of all active and inactive participants	2018-01-01	1,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,337
Number of participants with account balances	2018-01-01	1,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	85
2017: UVA PHYSICIANS GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	827
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	330
Total of all active and inactive participants	2017-01-01	1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,157
Number of participants with account balances	2017-01-01	1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	49

Financial Data on UVA PHYSICIANS GROUP RETIREMENT PLAN

Measure	Date	Value
2022 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-9,979,040
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,019,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,888,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,827,319
Value of total assets at end of year	2022-12-31	$100,140,013
Value of total assets at beginning of year	2022-12-31	$115,138,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$130,830
Total interest from all sources	2022-12-31	$32,111
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,292,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,292,945
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,427,607
Participant contributions at end of year	2022-12-31	$620,524
Participant contributions at beginning of year	2022-12-31	$681,356
Participant contributions at end of year	2022-12-31	$388,882
Participant contributions at beginning of year	2022-12-31	$351,706
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$690,073
Other income not declared elsewhere	2022-12-31	$2,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-14,998,156
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$100,140,013
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$115,138,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$99,130,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$114,105,107
Interest on participant loans	2022-12-31	$32,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-23,134,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,709,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,888,286
Contract administrator fees	2022-12-31	$130,830
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, LLP
Accountancy firm EIN	2022-12-31	135381590
2021 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$22,597,915
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,286,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,139,872
Expenses. Certain deemed distributions of participant loans	2021-12-31	$6,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,683,916
Value of total assets at end of year	2021-12-31	$115,138,169
Value of total assets at beginning of year	2021-12-31	$96,826,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$139,915
Total interest from all sources	2021-12-31	$39,687
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,719,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,719,433
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,316,051
Participant contributions at end of year	2021-12-31	$681,356
Participant contributions at beginning of year	2021-12-31	$638,456
Participant contributions at end of year	2021-12-31	$351,706
Participant contributions at beginning of year	2021-12-31	$317,928
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$91,758
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,999
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,389,988
Other income not declared elsewhere	2021-12-31	$3,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$18,311,813
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$115,138,169
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$96,826,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$114,013,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$95,867,973
Interest on participant loans	2021-12-31	$39,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,151,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,977,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,139,872
Contract administrator fees	2021-12-31	$139,915
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$21,458,420
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,192,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,057,091
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,530,149
Value of total assets at end of year	2020-12-31	$96,826,356
Value of total assets at beginning of year	2020-12-31	$82,560,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$133,340
Total interest from all sources	2020-12-31	$35,961
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,759,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,759,315
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,155,847
Participant contributions at end of year	2020-12-31	$638,456
Participant contributions at beginning of year	2020-12-31	$835,706
Participant contributions at end of year	2020-12-31	$317,928
Participant contributions at beginning of year	2020-12-31	$40,638
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,999
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$12,476
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$856,241
Other income not declared elsewhere	2020-12-31	$2,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$14,266,026
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$96,826,356
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$82,560,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$95,867,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$81,671,510
Interest on participant loans	2020-12-31	$35,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,130,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,518,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,057,091
Contract administrator fees	2020-12-31	$133,340
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$22,280,494
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,553,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,431,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,863,007
Value of total assets at end of year	2019-12-31	$82,560,330
Value of total assets at beginning of year	2019-12-31	$66,833,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$122,116
Total interest from all sources	2019-12-31	$38,485
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,379,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,379,114
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,658,011
Participant contributions at end of year	2019-12-31	$835,706
Participant contributions at beginning of year	2019-12-31	$723,692
Participant contributions at end of year	2019-12-31	$40,638
Participant contributions at beginning of year	2019-12-31	$24,024
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$12,476
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$12,311
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$803,176
Other income not declared elsewhere	2019-12-31	$3,561
Administrative expenses (other) incurred	2019-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,727,080
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$82,560,330
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$66,833,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$81,671,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$66,073,223
Interest on participant loans	2019-12-31	$38,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,996,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,401,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,431,298
Contract administrator fees	2019-12-31	$122,107
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$3,494,123
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,224,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,056,688
Expenses. Certain deemed distributions of participant loans	2018-12-31	$55,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,112,471
Value of total assets at end of year	2018-12-31	$66,833,387
Value of total assets at beginning of year	2018-12-31	$67,563,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$111,872
Total interest from all sources	2018-12-31	$36,789
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,000,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,000,586
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,201,608
Participant contributions at end of year	2018-12-31	$723,390
Participant contributions at beginning of year	2018-12-31	$896,359
Participant contributions at end of year	2018-12-31	$24,161
Participant contributions at beginning of year	2018-12-31	$116,749
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$12,311
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$12,190
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$862,245
Other income not declared elsewhere	2018-12-31	$2,656
Administrative expenses (other) incurred	2018-12-31	$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-730,123
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$66,833,387
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$67,563,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$66,073,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$66,538,212
Interest on participant loans	2018-12-31	$36,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,658,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,048,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,056,688
Contract administrator fees	2018-12-31	$109,172
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : UVA PHYSICIANS GROUP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$55,608,155
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	$15,093,513
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,138,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,020,987
Expenses. Certain deemed distributions of participant loans	2017-12-31	$22,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,764,031
Value of total assets at end of year	2017-12-31	$67,563,510
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$94,776
Total interest from all sources	2017-12-31	$45,612
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,821,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,821,577
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,357,104
Participant contributions at end of year	2017-12-31	$896,359
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$116,749
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$12,190
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$519,873
Other income not declared elsewhere	2017-12-31	$104,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,955,355
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$67,563,510
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$66,538,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$45,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,357,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,887,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,020,987
Contract administrator fees	2017-12-31	$94,776
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA LLP
Accountancy firm EIN	2017-12-31	135381590

Form 5500 Responses for UVA PHYSICIANS GROUP RETIREMENT PLAN

2022: UVA PHYSICIANS GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UVA PHYSICIANS GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UVA PHYSICIANS GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UVA PHYSICIANS GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UVA PHYSICIANS GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UVA PHYSICIANS GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIVERSITY OF VIRGINIA PHYSICIANS GROUP
Employer identification number (EIN):	541124769
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1979-12-13
Company Identification Number:	0201424
Legal Registered Office Address:	4105 LEWIS & CLARK DRIVE CHARLOTTESVILLE United States of America (USA) 22911