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BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN
Plan identification number 002

BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

BEND MEMORIAL CLINIC, PC has sponsored the creation of one or more 401k plans.

Company Name:BEND MEMORIAL CLINIC, PC
Employer identification number (EIN):680637976
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHELSI ROBERTSON CHELSI ROBERTSON2018-10-09
0022016-01-01CHELSI ROBERTSON CHELSI ROBERTSON2017-10-06
0022015-01-01CHELSI ROBERTSON CHELSI ROBERTSON2016-10-11
0022014-01-01DAWN POTTS DAWN POTTS2015-09-29
0022013-01-01JAMIE BENNETT
0022012-01-01JAMIE BENNETT JAMIE BENNETT2013-09-30
0022011-01-01DAWN POTTS
0022010-01-01DAWN POTTS
0022009-01-01DAWN POTTS
0022009-01-01DAWN POTTS

Plan Statistics for BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN

Measure Date Value
2022: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01325
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01181
Total of all active and inactive participants2022-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01330
Number of participants with account balances2022-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01330
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01187
Total of all active and inactive participants2021-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01325
Number of participants with account balances2021-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01358
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01204
Total of all active and inactive participants2020-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01330
Number of participants with account balances2020-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01358
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01358
Number of participants with account balances2019-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01700
Total number of active participants reported on line 7a of the Form 55002018-01-01101
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01256
Total of all active and inactive participants2018-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01358
Number of participants with account balances2018-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01771
Total number of active participants reported on line 7a of the Form 55002017-01-01525
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01173
Total of all active and inactive participants2017-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01700
Number of participants with account balances2017-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01780
Total number of active participants reported on line 7a of the Form 55002016-01-01616
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01153
Total of all active and inactive participants2016-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01771
Number of participants with account balances2016-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01733
Total number of active participants reported on line 7a of the Form 55002015-01-01666
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01780
Number of participants with account balances2015-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01702
Total number of active participants reported on line 7a of the Form 55002014-01-01625
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01733
Number of participants with account balances2014-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01670
Total number of active participants reported on line 7a of the Form 55002013-01-01585
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01692
Number of participants with account balances2013-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01702
Total number of active participants reported on line 7a of the Form 55002012-01-01575
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01662
Number of participants with account balances2012-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01564
Total number of active participants reported on line 7a of the Form 55002011-01-01545
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01146
Total of all active and inactive participants2011-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01691
Number of participants with account balances2011-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01684
Total number of active participants reported on line 7a of the Form 55002010-01-01419
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01136
Total of all active and inactive participants2010-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01555
Number of participants with account balances2010-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01727
Total number of active participants reported on line 7a of the Form 55002009-01-01533
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01150
Total of all active and inactive participants2009-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01684
Number of participants with account balances2009-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,058,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,036,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,027,423
Value of total corrective distributions2022-12-31$278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,676,807
Value of total assets at end of year2022-12-31$42,899,072
Value of total assets at beginning of year2022-12-31$48,993,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,669
Total interest from all sources2022-12-31$9,451
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$952,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$952,326
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,180,811
Participant contributions at end of year2022-12-31$178,341
Participant contributions at beginning of year2022-12-31$171,178
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$74,423
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,357
Administrative expenses (other) incurred2022-12-31$8,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,094,658
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,899,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,993,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,536,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,423,064
Interest on participant loans2022-12-31$9,451
Value of interest in common/collective trusts at end of year2022-12-31$3,714,820
Value of interest in common/collective trusts at beginning of year2022-12-31$2,799,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,742,668
Net investment gain or loss from common/collective trusts2022-12-31$45,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,469,639
Employer contributions (assets) at end of year2022-12-31$2,469,639
Employer contributions (assets) at beginning of year2022-12-31$1,525,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,027,423
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALDRICH CPAS AND ADVISORS
Accountancy firm EIN2022-12-31930623286
2021 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$10,371,930
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,965,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,960,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,623,433
Value of total assets at end of year2021-12-31$48,993,730
Value of total assets at beginning of year2021-12-31$48,587,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,197
Total interest from all sources2021-12-31$8,809
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,199,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,199,978
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,987,674
Participant contributions at end of year2021-12-31$171,178
Participant contributions at beginning of year2021-12-31$135,266
Participant contributions at end of year2021-12-31$74,423
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$105,402
Administrative expenses (other) incurred2021-12-31$5,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$406,319
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,993,730
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,587,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,423,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,740,212
Interest on participant loans2021-12-31$8,809
Value of interest in common/collective trusts at end of year2021-12-31$2,799,458
Value of interest in common/collective trusts at beginning of year2021-12-31$3,265,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,497,801
Net investment gain or loss from common/collective trusts2021-12-31$41,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,530,357
Employer contributions (assets) at end of year2021-12-31$1,525,607
Employer contributions (assets) at beginning of year2021-12-31$1,446,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,960,414
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALDRICH CPAS AND ADVISORS
Accountancy firm EIN2021-12-31930623286
2020 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,819,632
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,072,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,072,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,381,856
Value of total assets at end of year2020-12-31$48,587,411
Value of total assets at beginning of year2020-12-31$41,840,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$627
Total interest from all sources2020-12-31$8,865
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,001,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,001,576
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,848,190
Participant contributions at end of year2020-12-31$135,266
Participant contributions at beginning of year2020-12-31$149,313
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$34,400
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,021
Administrative expenses (other) incurred2020-12-31$627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,746,856
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,587,411
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,840,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,740,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,178,970
Interest on participant loans2020-12-31$8,865
Value of interest in common/collective trusts at end of year2020-12-31$3,265,288
Value of interest in common/collective trusts at beginning of year2020-12-31$3,234,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,313,688
Net investment gain or loss from common/collective trusts2020-12-31$113,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,446,645
Employer contributions (assets) at end of year2020-12-31$1,446,645
Employer contributions (assets) at beginning of year2020-12-31$1,243,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,072,149
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31930623286
2019 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$9,056
Total transfer of assets to this plan2019-12-31$9,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,806,992
Total income from all sources (including contributions)2019-12-31$10,806,992
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,901,493
Total of all expenses incurred2019-12-31$3,901,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,901,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,901,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,205,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,205,721
Value of total assets at end of year2019-12-31$41,840,555
Value of total assets at end of year2019-12-31$41,840,555
Value of total assets at beginning of year2019-12-31$34,926,000
Value of total assets at beginning of year2019-12-31$34,926,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$371
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$371
Total interest from all sources2019-12-31$5,980
Total interest from all sources2019-12-31$5,980
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,089,798
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,089,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,089,798
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,089,798
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,676,044
Contributions received from participants2019-12-31$1,676,044
Participant contributions at end of year2019-12-31$149,313
Participant contributions at end of year2019-12-31$149,313
Participant contributions at beginning of year2019-12-31$135,331
Participant contributions at beginning of year2019-12-31$135,331
Participant contributions at end of year2019-12-31$34,400
Participant contributions at end of year2019-12-31$34,400
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,624
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,624
Administrative expenses (other) incurred2019-12-31$371
Administrative expenses (other) incurred2019-12-31$371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,905,499
Value of net income/loss2019-12-31$6,905,499
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,840,555
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,840,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,926,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,926,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,178,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,178,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,279,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,279,805
Interest on participant loans2019-12-31$5,980
Interest on participant loans2019-12-31$5,980
Value of interest in common/collective trusts at end of year2019-12-31$3,234,015
Value of interest in common/collective trusts at end of year2019-12-31$3,234,015
Value of interest in common/collective trusts at beginning of year2019-12-31$3,971,669
Value of interest in common/collective trusts at beginning of year2019-12-31$3,971,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,396,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,396,236
Net investment gain or loss from common/collective trusts2019-12-31$109,257
Net investment gain or loss from common/collective trusts2019-12-31$109,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,242,053
Contributions received in cash from employer2019-12-31$1,242,053
Employer contributions (assets) at end of year2019-12-31$1,243,857
Employer contributions (assets) at end of year2019-12-31$1,243,857
Employer contributions (assets) at beginning of year2019-12-31$539,195
Employer contributions (assets) at beginning of year2019-12-31$539,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,901,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,901,122
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm name2019-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31930623286
Accountancy firm EIN2019-12-31930623286
2018 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$79,496
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,578,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,559,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,279,189
Value of total assets at end of year2018-12-31$34,926,000
Value of total assets at beginning of year2018-12-31$47,425,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,093
Total interest from all sources2018-12-31$10,731
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$563,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$563,609
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,585,675
Participant contributions at end of year2018-12-31$135,331
Participant contributions at beginning of year2018-12-31$618,460
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,369
Administrative expenses (other) incurred2018-12-31$19,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,499,336
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,926,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,425,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,279,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,010,305
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$37,493,323
Interest on participant loans2018-12-31$10,731
Value of interest in common/collective trusts at end of year2018-12-31$3,971,669
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,303,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,784,634
Net investment gain or loss from common/collective trusts2018-12-31$10,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,669,145
Employer contributions (assets) at end of year2018-12-31$539,195
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,559,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31AKT LLP
Accountancy firm EIN2018-12-31930623286
2017 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,611,621
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,526,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,459,685
Expenses. Certain deemed distributions of participant loans2017-12-31$51,661
Value of total corrective distributions2017-12-31$1,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,062,196
Value of total assets at end of year2017-12-31$47,425,336
Value of total assets at beginning of year2017-12-31$41,339,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,240
Total interest from all sources2017-12-31$113,182
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,042
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,493,244
Participant contributions at end of year2017-12-31$618,460
Participant contributions at beginning of year2017-12-31$659,694
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,596
Other income not declared elsewhere2017-12-31$-797
Administrative expenses (other) incurred2017-12-31$13,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,085,420
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,425,336
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,339,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,010,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,563,482
Value of interest in pooled separate accounts at end of year2017-12-31$37,493,323
Value of interest in pooled separate accounts at beginning of year2017-12-31$32,838,887
Interest on participant loans2017-12-31$28,260
Interest earned on other investments2017-12-31$84,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,303,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,277,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$498,419
Net investment gain/loss from pooled separate accounts2017-12-31$5,895,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,536,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,459,685
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31AKT LLP
Accountancy firm EIN2017-12-31930623286
2016 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,560,935
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,545,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,519,007
Expenses. Certain deemed distributions of participant loans2016-12-31$13,432
Value of total corrective distributions2016-12-31$312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,026,183
Value of total assets at end of year2016-12-31$41,339,916
Value of total assets at beginning of year2016-12-31$39,324,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,037
Total interest from all sources2016-12-31$81,476
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$248,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$248,443
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,638,911
Participant contributions at end of year2016-12-31$659,694
Participant contributions at beginning of year2016-12-31$549,307
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$162,495
Administrative expenses (other) incurred2016-12-31$13,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,015,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,339,916
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,324,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,563,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,052,642
Value of interest in pooled separate accounts at end of year2016-12-31$32,838,887
Value of interest in pooled separate accounts at beginning of year2016-12-31$103,096
Interest on participant loans2016-12-31$22,771
Interest earned on other investments2016-12-31$58,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,277,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,619,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,961,956
Net investment gain/loss from pooled separate accounts2016-12-31$1,242,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,224,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,519,007
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31AKT LLP
Accountancy firm EIN2016-12-31930623286
2015 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,247,746
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,547,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,532,872
Expenses. Certain deemed distributions of participant loans2015-12-31$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,504,613
Value of total assets at end of year2015-12-31$39,324,769
Value of total assets at beginning of year2015-12-31$37,624,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,835
Total interest from all sources2015-12-31$74,723
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$591,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$591,197
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,608,063
Participant contributions at end of year2015-12-31$549,307
Participant contributions at beginning of year2015-12-31$638,193
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,718,756
Administrative expenses (other) incurred2015-12-31$12,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,700,039
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,324,769
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,624,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,052,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,057,440
Value of interest in pooled separate accounts at end of year2015-12-31$103,096
Value of interest in pooled separate accounts at beginning of year2015-12-31$58,368
Interest on participant loans2015-12-31$22,078
Interest earned on other investments2015-12-31$52,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,619,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,870,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-921,476
Net investment gain/loss from pooled separate accounts2015-12-31$-1,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,177,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,532,872
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AKT LLP
Accountancy firm EIN2015-12-31930623286
2014 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,718,810
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,644,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,630,914
Expenses. Certain deemed distributions of participant loans2014-12-31$2,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,777,847
Value of total assets at end of year2014-12-31$37,624,730
Value of total assets at beginning of year2014-12-31$33,550,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,823
Total interest from all sources2014-12-31$80,525
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$438,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$438,691
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,440,767
Participant contributions at end of year2014-12-31$638,193
Participant contributions at beginning of year2014-12-31$598,667
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$234,376
Administrative expenses (other) incurred2014-12-31$11,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,074,002
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,624,730
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,550,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,057,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,221,296
Value of interest in pooled separate accounts at end of year2014-12-31$58,368
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$25,950
Interest earned on other investments2014-12-31$54,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,870,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,730,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,421,067
Net investment gain/loss from pooled separate accounts2014-12-31$680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,102,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,630,914
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AKT LLP
Accountancy firm EIN2014-12-31930623286
2013 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,441,691
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,850,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,840,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,495,865
Value of total assets at end of year2013-12-31$33,550,728
Value of total assets at beginning of year2013-12-31$26,959,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,581
Total interest from all sources2013-12-31$77,271
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$337,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$337,765
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,254,189
Participant contributions at end of year2013-12-31$598,667
Participant contributions at beginning of year2013-12-31$444,140
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$260,537
Other income not declared elsewhere2013-12-31$134
Administrative expenses (other) incurred2013-12-31$9,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,591,415
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,550,728
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,959,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,221,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,344,908
Interest on participant loans2013-12-31$20,653
Interest earned on other investments2013-12-31$56,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,730,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,170,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,530,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$981,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,840,695
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31AKT LLP
Accountancy firm EIN2013-12-31930623286
2012 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,941,562
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,563,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,554,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,051,370
Value of total assets at end of year2012-12-31$26,959,313
Value of total assets at beginning of year2012-12-31$22,581,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,604
Total interest from all sources2012-12-31$83,305
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$385,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$385,811
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,998,504
Participant contributions at end of year2012-12-31$444,140
Participant contributions at beginning of year2012-12-31$412,527
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$130,124
Administrative expenses (other) incurred2012-12-31$8,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,378,309
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,959,313
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,581,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,344,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,311,640
Interest on participant loans2012-12-31$22,073
Interest earned on other investments2012-12-31$61,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,170,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,856,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,421,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$922,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,554,649
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31AKT LLP
Accountancy firm EIN2012-12-31930623286
2011 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,537,711
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,337,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,325,599
Expenses. Certain deemed distributions of participant loans2011-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,801,447
Value of total assets at end of year2011-12-31$22,581,004
Value of total assets at beginning of year2011-12-31$21,380,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,542
Total interest from all sources2011-12-31$82,667
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$330,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$330,916
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,718,407
Participant contributions at end of year2011-12-31$412,527
Participant contributions at beginning of year2011-12-31$438,651
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$260,564
Other income not declared elsewhere2011-12-31$-695
Administrative expenses (other) incurred2011-12-31$11,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,200,563
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,581,004
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,380,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,311,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,341,153
Interest on participant loans2011-12-31$20,470
Interest earned on other investments2011-12-31$62,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,856,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,600,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-676,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$822,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,325,599
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AKT LLP
Accountancy firm EIN2011-12-31930623286
2010 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,405,555
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,821,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,808,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,281,211
Value of total assets at end of year2010-12-31$21,380,441
Value of total assets at beginning of year2010-12-31$18,796,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,842
Total interest from all sources2010-12-31$94,951
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$265,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$265,792
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,532,446
Participant contributions at end of year2010-12-31$438,651
Participant contributions at beginning of year2010-12-31$502,697
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$96,693
Other income not declared elsewhere2010-12-31$-1,338
Administrative expenses (other) incurred2010-12-31$13,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,583,655
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,380,441
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,796,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,341,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$24,755
Interest earned on other investments2010-12-31$70,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,294,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,294,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,600,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,764,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$652,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,808,058
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AKT LLP
Accountancy firm EIN2010-12-31930623286
2009 : BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN

2022: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BEND MEMORIAL CLINIC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041480
Policy instance 1
Insurance contract or identification number041480
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041480
Policy instance 1
Insurance contract or identification number041480
Number of Individuals Covered700
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41480
Policy instance 1
Insurance contract or identification number41480
Number of Individuals Covered780
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41480
Policy instance 1
Insurance contract or identification number41480
Number of Individuals Covered733
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41480
Policy instance 1
Insurance contract or identification number41480
Number of Individuals Covered692
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number764501
Policy instance 1
Insurance contract or identification number764501
Number of Individuals Covered662
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number764501
Policy instance 1
Insurance contract or identification number764501
Number of Individuals Covered691
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number764501
Policy instance 1
Insurance contract or identification number764501
Number of Individuals Covered555
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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