ORTHOTENNESSEE P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN
| Measure | Date | Value |
|---|
| 2022 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $375,161 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,159,826 |
| Total income from all sources (including contributions) | 2022-12-31 | $5,704,295 |
| Total of all expenses incurred | 2022-12-31 | $5,704,295 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,175,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,704,295 |
| Value of total assets at end of year | 2022-12-31 | $375,161 |
| Value of total assets at beginning of year | 2022-12-31 | $1,159,826 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $528,556 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $1,775,920 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $300,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $890,000 |
| 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 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $878,853 |
| 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 | $3,928,375 |
| Employer contributions (assets) at end of year | 2022-12-31 | $375,161 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,159,826 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,296,886 |
| Contract administrator fees | 2022-12-31 | $528,556 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $75,161 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $269,826 |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2022-12-31 | 621532636 |
| 2021 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,159,826 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $364,653 |
| Total income from all sources (including contributions) | 2021-12-31 | $7,607,193 |
| Total of all expenses incurred | 2021-12-31 | $7,607,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,169,641 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,607,193 |
| Value of total assets at end of year | 2021-12-31 | $1,159,826 |
| Value of total assets at beginning of year | 2021-12-31 | $364,653 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $437,552 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,629,735 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $890,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $310,000 |
| 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 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,017,265 |
| 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 | $5,977,458 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,159,826 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $364,653 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,152,376 |
| Contract administrator fees | 2021-12-31 | $437,552 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $269,826 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $54,653 |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2021-12-31 | 621532536 |
| 2020 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $364,653 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $737,864 |
| Total income from all sources (including contributions) | 2020-12-31 | $6,211,633 |
| Total of all expenses incurred | 2020-12-31 | $6,211,633 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,791,238 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,211,633 |
| Value of total assets at end of year | 2020-12-31 | $364,653 |
| Value of total assets at beginning of year | 2020-12-31 | $737,864 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $420,395 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,544,830 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $310,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $560,000 |
| 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 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $771,583 |
| 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 | $4,666,803 |
| Employer contributions (assets) at end of year | 2020-12-31 | $364,653 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $737,864 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,019,655 |
| Contract administrator fees | 2020-12-31 | $420,395 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $54,653 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $177,864 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | COULTER & JUSTUS, P.C |
| Accountancy firm EIN | 2020-12-31 | 621532536 |
| 2019 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $737,864 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $737,864 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $725,142 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $725,142 |
| Total income from all sources (including contributions) | 2019-12-31 | $7,247,658 |
| Total income from all sources (including contributions) | 2019-12-31 | $7,247,658 |
| Total of all expenses incurred | 2019-12-31 | $7,247,658 |
| Total of all expenses incurred | 2019-12-31 | $7,247,658 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,897,261 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,897,261 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,247,658 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,247,658 |
| Value of total assets at end of year | 2019-12-31 | $737,864 |
| Value of total assets at end of year | 2019-12-31 | $737,864 |
| Value of total assets at beginning of year | 2019-12-31 | $725,142 |
| Value of total assets at beginning of year | 2019-12-31 | $725,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $350,397 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $350,397 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,508,326 |
| Contributions received from participants | 2019-12-31 | $1,508,326 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $123,849 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $123,849 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $560,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $560,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $490,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $490,000 |
| 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 |
| 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 | $0 |
| Value of net income/loss | 2019-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $707,331 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $707,331 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| 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 | $5,739,332 |
| Contributions received in cash from employer | 2019-12-31 | $5,739,332 |
| Employer contributions (assets) at end of year | 2019-12-31 | $737,864 |
| Employer contributions (assets) at end of year | 2019-12-31 | $737,864 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $601,293 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $601,293 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,189,930 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,189,930 |
| Contract administrator fees | 2019-12-31 | $350,397 |
| Contract administrator fees | 2019-12-31 | $350,397 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $177,864 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $177,864 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $235,142 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $235,142 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 |
| 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 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | COULTER & JUSTUS, P.C. |
| Accountancy firm name | 2019-12-31 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2019-12-31 | 621532536 |
| Accountancy firm EIN | 2019-12-31 | 621532536 |
| 2018 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $725,142 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $334,398 |
| Total income from all sources (including contributions) | 2018-12-31 | $6,647,929 |
| Total of all expenses incurred | 2018-12-31 | $6,647,929 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,315,729 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,647,929 |
| Value of total assets at end of year | 2018-12-31 | $725,142 |
| Value of total assets at beginning of year | 2018-12-31 | $334,398 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $332,200 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,424,635 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $123,849 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $490,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $240,000 |
| 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 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $585,257 |
| 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 | $5,223,294 |
| Employer contributions (assets) at end of year | 2018-12-31 | $601,293 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $334,398 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,730,472 |
| Contract administrator fees | 2018-12-31 | $332,200 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $235,142 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $94,398 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2018-12-31 | 621532536 |
| 2017 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $334,398 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $446,418 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,344,344 |
| Total of all expenses incurred | 2017-12-31 | $1,344,344 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,272,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,344,344 |
| Value of total assets at end of year | 2017-12-31 | $334,398 |
| Value of total assets at beginning of year | 2017-12-31 | $446,418 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $71,890 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $336,542 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $46,621 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $240,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $220,000 |
| 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 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $150,919 |
| 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 | $1,007,802 |
| Employer contributions (assets) at end of year | 2017-12-31 | $334,398 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $399,797 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,121,535 |
| Contract administrator fees | 2017-12-31 | $71,890 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $94,398 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $226,418 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $446,418 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $380,712 |
| Total income from all sources (including contributions) | 2017-09-30 | $5,721,016 |
| Total of all expenses incurred | 2017-09-30 | $5,721,016 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $5,478,364 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $5,721,016 |
| Value of total assets at end of year | 2017-09-30 | $446,418 |
| Value of total assets at beginning of year | 2017-09-30 | $380,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $242,652 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
| Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
| Value of fidelity bond cover | 2017-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
| Contributions received from participants | 2017-09-30 | $1,353,681 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $46,621 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $220,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $210,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Value of net income/loss | 2017-09-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $463,972 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
| Contributions received in cash from employer | 2017-09-30 | $4,367,335 |
| Employer contributions (assets) at end of year | 2017-09-30 | $399,797 |
| Employer contributions (assets) at beginning of year | 2017-09-30 | $380,712 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $5,014,392 |
| Contract administrator fees | 2017-09-30 | $242,652 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-09-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-09-30 | $226,418 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-09-30 | $170,712 |
| Did the plan have assets held for investment | 2017-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
| Accountancy firm name | 2017-09-30 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2017-09-30 | 621532536 |
| 2016 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $380,712 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $306,668 |
| Total income from all sources (including contributions) | 2016-09-30 | $5,639,481 |
| Total of all expenses incurred | 2016-09-30 | $5,639,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $5,426,635 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $5,639,481 |
| Value of total assets at end of year | 2016-09-30 | $380,712 |
| Value of total assets at beginning of year | 2016-09-30 | $306,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $212,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
| Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
| Value of fidelity bond cover | 2016-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
| Contributions received from participants | 2016-09-30 | $1,319,634 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $210,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $230,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Value of net income/loss | 2016-09-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-09-30 | $538,164 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
| Contributions received in cash from employer | 2016-09-30 | $4,319,847 |
| Employer contributions (assets) at end of year | 2016-09-30 | $380,712 |
| Employer contributions (assets) at beginning of year | 2016-09-30 | $306,668 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $4,888,471 |
| Contract administrator fees | 2016-09-30 | $212,846 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-09-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-09-30 | $170,712 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-09-30 | $76,668 |
| Did the plan have assets held for investment | 2016-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
| Accountancy firm name | 2016-09-30 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2016-09-30 | 621532536 |
| 2015 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $306,668 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $355,607 |
| Total income from all sources (including contributions) | 2015-09-30 | $5,475,438 |
| Total of all expenses incurred | 2015-09-30 | $5,475,438 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $5,293,473 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $5,475,438 |
| Value of total assets at end of year | 2015-09-30 | $306,668 |
| Value of total assets at beginning of year | 2015-09-30 | $355,607 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $181,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
| Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
| Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
| Contributions received from participants | 2015-09-30 | $1,151,758 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $230,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $300,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Value of net income/loss | 2015-09-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-09-30 | $510,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
| Contributions received in cash from employer | 2015-09-30 | $4,323,680 |
| Employer contributions (assets) at end of year | 2015-09-30 | $306,668 |
| Employer contributions (assets) at beginning of year | 2015-09-30 | $355,607 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $4,783,384 |
| Contract administrator fees | 2015-09-30 | $181,965 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-09-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-09-30 | $76,668 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-09-30 | $55,607 |
| Did the plan have assets held for investment | 2015-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
| Accountancy firm name | 2015-09-30 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2015-09-30 | 621532536 |
| 2014 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $355,607 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $365,300 |
| Total income from all sources (including contributions) | 2014-09-30 | $4,761,793 |
| Total of all expenses incurred | 2014-09-30 | $4,761,793 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $4,554,570 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $4,761,793 |
| Value of total assets at end of year | 2014-09-30 | $355,607 |
| Value of total assets at beginning of year | 2014-09-30 | $365,300 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $207,223 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
| Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
| Value of fidelity bond cover | 2014-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
| Contributions received from participants | 2014-09-30 | $837,862 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $300,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $310,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
| Value of net income/loss | 2014-09-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $466,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
| Contributions received in cash from employer | 2014-09-30 | $3,923,931 |
| Employer contributions (assets) at end of year | 2014-09-30 | $355,607 |
| Employer contributions (assets) at beginning of year | 2014-09-30 | $365,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $4,087,592 |
| Contract administrator fees | 2014-09-30 | $207,223 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-09-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $55,607 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $55,300 |
| Did the plan have assets held for investment | 2014-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
| Accountancy firm name | 2014-09-30 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2014-09-30 | 621532536 |
| 2013 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $365,300 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $432,140 |
| Total income from all sources (including contributions) | 2013-09-30 | $4,343,818 |
| Total of all expenses incurred | 2013-09-30 | $4,343,818 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $4,115,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $4,343,818 |
| Value of total assets at end of year | 2013-09-30 | $365,300 |
| Value of total assets at beginning of year | 2013-09-30 | $432,140 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $228,586 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
| Value of fidelity bond cover | 2013-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Contributions received from participants | 2013-09-30 | $809,710 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-09-30 | $310,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $320,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $417,989 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Contributions received in cash from employer | 2013-09-30 | $3,534,108 |
| Employer contributions (assets) at end of year | 2013-09-30 | $365,300 |
| Employer contributions (assets) at beginning of year | 2013-09-30 | $432,140 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $3,697,243 |
| Contract administrator fees | 2013-09-30 | $228,586 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-09-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-09-30 | $55,300 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $112,140 |
| Did the plan have assets held for investment | 2013-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
| Accountancy firm name | 2013-09-30 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2013-09-30 | 621532536 |
| 2012 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $432,140 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $646,183 |
| Total income from all sources (including contributions) | 2012-09-30 | $3,114,521 |
| Total of all expenses incurred | 2012-09-30 | $3,114,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $2,940,180 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $3,114,521 |
| Value of total assets at end of year | 2012-09-30 | $432,140 |
| Value of total assets at beginning of year | 2012-09-30 | $646,183 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $174,341 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Contributions received from participants | 2012-09-30 | $512,019 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-09-30 | $320,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-09-30 | $582,109 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $264,082 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $2,602,502 |
| Employer contributions (assets) at end of year | 2012-09-30 | $432,140 |
| Employer contributions (assets) at beginning of year | 2012-09-30 | $646,183 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $2,676,098 |
| Contract administrator fees | 2012-09-30 | $174,341 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-09-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-09-30 | $112,140 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $64,074 |
| Did the plan have assets held for investment | 2012-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
| Accountancy firm name | 2012-09-30 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2012-09-30 | 621532536 |
| 2011 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $646,183 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $283,815 |
| Total income from all sources (including contributions) | 2011-12-31 | $4,407,367 |
| Total of all expenses incurred | 2011-12-31 | $4,407,367 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,177,557 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,407,367 |
| Value of total assets at end of year | 2011-12-31 | $646,183 |
| Value of total assets at beginning of year | 2011-12-31 | $283,815 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $229,810 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $672,012 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $582,109 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $226,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $337,646 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,735,355 |
| Employer contributions (assets) at end of year | 2011-12-31 | $646,183 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $283,815 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,839,911 |
| Contract administrator fees | 2011-12-31 | $229,810 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $64,074 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $57,815 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2011-12-31 | 621532536 |
| 2010 : ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $283,815 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $195,099 |
| Total income from all sources (including contributions) | 2010-12-31 | $3,787,337 |
| Total of all expenses incurred | 2010-12-31 | $3,787,337 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,554,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,787,337 |
| Value of total assets at end of year | 2010-12-31 | $283,815 |
| Value of total assets at beginning of year | 2010-12-31 | $195,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $233,283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $654,930 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $226,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $159,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $308,503 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,132,407 |
| Employer contributions (assets) at end of year | 2010-12-31 | $283,815 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $195,099 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,245,551 |
| Contract administrator fees | 2010-12-31 | $233,283 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $57,815 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $36,099 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | COULTER & JUSTUS, P.C. |
| Accountancy firm EIN | 2010-12-31 | 621532536 |
