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MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 401k Plan overview

Plan NameMCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST
Plan identification number 506

MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

MCBRIDE CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCBRIDE CLINIC, INC.
Employer identification number (EIN):730714291
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-01-01GREG GISLER2023-09-19
5062021-01-01GREG GISLER2022-07-29
5062020-01-01GREG GISLER2021-08-02
5062019-01-01GREG GISLER2020-07-31
5062018-01-01GREG GISLER2019-07-31
5062017-01-01
5062016-01-01
5062015-01-01GREG GISLER
5062014-01-01GREG GISLER
5062013-01-01GREG GISLER
5062012-01-01GREG GISLER
5062011-01-01GREG GISLER
5062009-01-01MARK GALLIART

Plan Statistics for MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST

401k plan membership statisitcs for MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST

Measure Date Value
2022: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01380
Total number of active participants reported on line 7a of the Form 55002022-01-01397
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01397
2021: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01654
Total number of active participants reported on line 7a of the Form 55002021-01-01646
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01646
2020: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01609
Total number of active participants reported on line 7a of the Form 55002020-01-01658
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01658
2019: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01596
Total number of active participants reported on line 7a of the Form 55002019-01-01608
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01608
2018: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01584
Total number of active participants reported on line 7a of the Form 55002018-01-01587
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01587
2017: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01567
Total number of active participants reported on line 7a of the Form 55002017-01-01584
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01584
2016: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01530
Total number of active participants reported on line 7a of the Form 55002016-01-01567
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01567
2015: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01539
Total number of active participants reported on line 7a of the Form 55002015-01-01518
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01518
2014: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01539
Total number of active participants reported on line 7a of the Form 55002014-01-01540
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01540
2013: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01517
Total number of active participants reported on line 7a of the Form 55002013-01-01539
Total of all active and inactive participants2013-01-01539
2012: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01511
Total number of active participants reported on line 7a of the Form 55002012-01-01513
Total of all active and inactive participants2012-01-01513
2011: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01495
Total number of active participants reported on line 7a of the Form 55002011-01-01510
Total of all active and inactive participants2011-01-01510
2009: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01401
Total number of active participants reported on line 7a of the Form 55002009-01-01452
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01452

Financial Data on MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST

Measure Date Value
2022 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$344,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$509,372
Total income from all sources (including contributions)2022-12-31$6,479,616
Total of all expenses incurred2022-12-31$5,904,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,320,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,479,449
Value of total assets at end of year2022-12-31$459,680
Value of total assets at beginning of year2022-12-31$48,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$583,575
Total interest from all sources2022-12-31$167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$19,154
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,100,000
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$1,636,363
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$397,762
Total non interest bearing cash at end of year2022-12-31$459,680
Total non interest bearing cash at beginning of year2022-12-31$48,962
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$575,310
Value of net assets at end of year (total assets less liabilities)2022-12-31$114,900
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-460,410
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$167
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$822,320
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$4,445,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,498,411
Contract administrator fees2022-12-31$564,421
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$344,780
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$509,372
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2022-12-31201717681
2021 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$509,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,037,747
Total income from all sources (including contributions)2021-12-31$8,308,548
Total of all expenses incurred2021-12-31$7,785,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,287,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,308,544
Value of total assets at end of year2021-12-31$48,962
Value of total assets at beginning of year2021-12-31$54,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$497,692
Total interest from all sources2021-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$20,650
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,620,311
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,174,023
Total non interest bearing cash at end of year2021-12-31$48,962
Total non interest bearing cash at beginning of year2021-12-31$54,446
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$522,891
Value of net assets at end of year (total assets less liabilities)2021-12-31$-460,410
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-983,301
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,251,636
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$5,514,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,036,329
Contract administrator fees2021-12-31$477,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$509,372
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,037,747
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2021-12-31201717681
2020 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,037,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$504,571
Total income from all sources (including contributions)2020-12-31$7,127,662
Total of all expenses incurred2020-12-31$7,807,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,394,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,127,590
Value of total assets at end of year2020-12-31$54,446
Value of total assets at beginning of year2020-12-31$201,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$413,021
Total interest from all sources2020-12-31$72
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,586,086
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$726,756
Total non interest bearing cash at end of year2020-12-31$54,446
Total non interest bearing cash at beginning of year2020-12-31$201,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-680,268
Value of net assets at end of year (total assets less liabilities)2020-12-31$-983,301
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-303,033
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$72
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,198,888
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$4,814,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,196,021
Contract administrator fees2020-12-31$409,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,037,747
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$504,571
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2020-12-31201717681
2019 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$504,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$437,122
Total income from all sources (including contributions)2019-12-31$6,606,805
Total of all expenses incurred2019-12-31$6,481,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,093,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,606,207
Value of total assets at end of year2019-12-31$201,538
Value of total assets at beginning of year2019-12-31$9,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$388,835
Total interest from all sources2019-12-31$598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,466
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,486,494
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$585,148
Total non interest bearing cash at end of year2019-12-31$201,538
Total non interest bearing cash at beginning of year2019-12-31$9,154
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$124,935
Value of net assets at end of year (total assets less liabilities)2019-12-31$-303,033
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-427,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$598
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,008,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,534,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,084,132
Contract administrator fees2019-12-31$373,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$504,571
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$437,122
Did the plan have assets held for investment2019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2019-12-31201717681
2018 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$437,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$379,089
Total income from all sources (including contributions)2018-12-31$6,748,523
Total of all expenses incurred2018-12-31$6,798,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,460,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,748,159
Value of total assets at end of year2018-12-31$9,154
Value of total assets at beginning of year2018-12-31$1,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$338,096
Total interest from all sources2018-12-31$364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$16,203
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,468,926
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,128,844
Total non interest bearing cash at end of year2018-12-31$9,154
Total non interest bearing cash at beginning of year2018-12-31$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-50,212
Value of net assets at end of year (total assets less liabilities)2018-12-31$-427,968
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-377,756
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$364
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$836,154
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$4,150,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,624,485
Contract administrator fees2018-12-31$321,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$437,122
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$379,089
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2018-12-31201717681
2017 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$379,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$323,905
Total income from all sources (including contributions)2017-12-31$6,237,297
Total of all expenses incurred2017-12-31$6,295,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,974,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,236,819
Value of total assets at end of year2017-12-31$1,333
Value of total assets at beginning of year2017-12-31$4,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$320,800
Total interest from all sources2017-12-31$478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$16,961
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,591,844
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$408,006
Total non interest bearing cash at end of year2017-12-31$1,333
Total non interest bearing cash at beginning of year2017-12-31$4,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-58,466
Value of net assets at end of year (total assets less liabilities)2017-12-31$-377,756
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-319,290
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$478
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$691,528
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$4,236,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,283,435
Contract administrator fees2017-12-31$303,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$379,089
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$323,905
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2017-12-31201717681
2016 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$323,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$327,194
Total income from all sources (including contributions)2016-12-31$5,587,013
Total of all expenses incurred2016-12-31$6,137,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,828,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,586,725
Value of total assets at end of year2016-12-31$4,615
Value of total assets at beginning of year2016-12-31$558,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$309,138
Total interest from all sources2016-12-31$288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,146
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,292,670
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$929,813
Total non interest bearing cash at end of year2016-12-31$4,615
Total non interest bearing cash at beginning of year2016-12-31$558,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-550,471
Value of net assets at end of year (total assets less liabilities)2016-12-31$-319,290
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$231,181
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$288
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$581,020
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$3,364,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,247,326
Contract administrator fees2016-12-31$293,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$323,905
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$327,194
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SOMERSET CPA'S, P.C.
Accountancy firm EIN2016-12-31201717681
2015 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$327,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$145,571
Total income from all sources (including contributions)2015-12-31$4,762,448
Total of all expenses incurred2015-12-31$4,689,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,387,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,762,399
Value of total assets at end of year2015-12-31$558,375
Value of total assets at beginning of year2015-12-31$303,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$301,609
Total interest from all sources2015-12-31$49
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$15,445
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,176,178
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$403,651
Total non interest bearing cash at end of year2015-12-31$558,375
Total non interest bearing cash at beginning of year2015-12-31$303,760
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$72,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$231,181
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$158,189
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$49
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$498,705
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$3,182,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,889,142
Contract administrator fees2015-12-31$286,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$327,194
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$145,571
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SOMERSET CPAS P.C.
Accountancy firm EIN2015-12-31201717681
2014 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$145,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$389,962
Total income from all sources (including contributions)2014-12-31$5,113,492
Total of all expenses incurred2014-12-31$4,584,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,261,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,113,464
Value of total assets at end of year2014-12-31$303,760
Value of total assets at beginning of year2014-12-31$19,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$323,256
Total interest from all sources2014-12-31$28
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$16,012
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,237,017
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$162,974
Administrative expenses (other) incurred2014-12-31$1,176
Total non interest bearing cash at end of year2014-12-31$303,760
Total non interest bearing cash at beginning of year2014-12-31$19,284
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$528,867
Value of net assets at end of year (total assets less liabilities)2014-12-31$158,189
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-370,678
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$28
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$549,385
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$3,713,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,711,984
Contract administrator fees2014-12-31$306,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$145,571
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$389,962
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SOMERSET CPAS P.C.
Accountancy firm EIN2014-12-31201717681
2013 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$389,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$189,207
Total income from all sources (including contributions)2013-12-31$4,056,990
Total of all expenses incurred2013-12-31$4,394,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,107,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,056,880
Value of total assets at end of year2013-12-31$19,284
Value of total assets at beginning of year2013-12-31$156,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$287,772
Total interest from all sources2013-12-31$110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,851
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,218,859
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,474
Total non interest bearing cash at end of year2013-12-31$19,284
Total non interest bearing cash at beginning of year2013-12-31$156,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-337,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$-370,678
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-32,713
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$110
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$564,302
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$2,814,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,542,881
Contract administrator fees2013-12-31$271,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$389,962
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$189,207
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SOMERSET CPAS P.C.
Accountancy firm EIN2013-12-31201717681
2012 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$189,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$293,260
Total income from all sources (including contributions)2012-12-31$3,573,994
Total of all expenses incurred2012-12-31$3,787,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,513,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,573,955
Value of total assets at end of year2012-12-31$156,494
Value of total assets at beginning of year2012-12-31$474,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$274,559
Total interest from all sources2012-12-31$39
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$964,374
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$257,978
Total non interest bearing cash at end of year2012-12-31$156,494
Total non interest bearing cash at beginning of year2012-12-31$474,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-213,657
Value of net assets at end of year (total assets less liabilities)2012-12-31$-32,713
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$180,944
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$39
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$484,714
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$2,351,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,028,378
Contract administrator fees2012-12-31$274,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$189,207
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$293,260
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SOMERSET CPAS P.C.
Accountancy firm EIN2012-12-31201717681
2011 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$293,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$335,308
Total income from all sources (including contributions)2011-12-31$3,569,808
Total of all expenses incurred2011-12-31$3,800,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,540,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,569,796
Value of total assets at end of year2011-12-31$474,204
Value of total assets at beginning of year2011-12-31$746,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$259,664
Total interest from all sources2011-12-31$12
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$15,589
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$962,333
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$412,851
Total non interest bearing cash at end of year2011-12-31$474,204
Total non interest bearing cash at beginning of year2011-12-31$746,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-230,548
Value of net assets at end of year (total assets less liabilities)2011-12-31$180,944
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$411,492
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$542,358
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$2,194,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,998,334
Contract administrator fees2011-12-31$244,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$293,260
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$335,308
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2011-12-31201717681
2010 : MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$335,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$248,436
Total income from all sources (including contributions)2010-12-31$2,988,316
Total of all expenses incurred2010-12-31$2,678,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,447,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,988,307
Value of total assets at end of year2010-12-31$746,800
Value of total assets at beginning of year2010-12-31$350,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$231,120
Total interest from all sources2010-12-31$9
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,583
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$900,193
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,681
Total non interest bearing cash at end of year2010-12-31$746,800
Total non interest bearing cash at beginning of year2010-12-31$350,014
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$309,914
Value of net assets at end of year (total assets less liabilities)2010-12-31$411,492
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$514,672
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$2,023,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,932,610
Contract administrator fees2010-12-31$214,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$335,308
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$248,436
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2010-12-31201717681

Form 5500 Responses for MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST

2022: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCBRIDE ORTHOPEDIC HOSPITAL GROUP MEDICAL AND DENTAL PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT MIDWEST INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18694 )
Policy contract numberGMICMSL 10926
Policy instance 2
Insurance contract or identification numberGMICMSL 10926
Number of Individuals Covered397
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $822,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number4126
Policy instance 1
Insurance contract or identification number4126
Number of Individuals Covered644
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,914
Total amount of fees paid to insurance companyUSD $30,182
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,914
Amount paid for insurance broker fees30182
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberAF15-0151-21
Policy instance 2
Insurance contract or identification numberAF15-0151-21
Number of Individuals Covered646
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,250,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number4126
Policy instance 1
Insurance contract or identification number4126
Number of Individuals Covered617
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,873
Total amount of fees paid to insurance companyUSD $30,911
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $388,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,873
Amount paid for insurance broker fees30911
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberAF15-0151-20
Policy instance 2
Insurance contract or identification numberAF15-0151-20
Number of Individuals Covered658
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,199,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number4126
Policy instance 1
Insurance contract or identification number4126
Number of Individuals Covered615
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,786
Total amount of fees paid to insurance companyUSD $28,167
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $336,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,786
Amount paid for insurance broker fees28167
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberAF15-0151-19
Policy instance 2
Insurance contract or identification numberAF15-0151-19
Number of Individuals Covered608
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,008,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number4126
Policy instance 1
Insurance contract or identification number4126
Number of Individuals Covered579
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,027
Total amount of fees paid to insurance companyUSD $26,673
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $303,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,027
Amount paid for insurance broker fees26673
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract numberCRU0008-01-16A
Policy instance 2
Insurance contract or identification numberCRU0008-01-16A
Number of Individuals Covered584
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,915
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $691,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,915
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRISK & INSURANCE CONSULTING SRVCS
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number4126
Policy instance 1
Insurance contract or identification number4126
Number of Individuals Covered551
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,625
Total amount of fees paid to insurance companyUSD $25,048
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $311,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,625
Amount paid for insurance broker fees25048
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
Insurance broker nameTRILOGY PURCHASING ALLIANCE, LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL14452
Policy instance 1
Insurance contract or identification numberHCL14452
Number of Individuals Covered528
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,489
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $499,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,489
Insurance broker organization code?3
Insurance broker nameRISK & INSURANCE CONSULTING SERVICE
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL14452
Policy instance 1
Insurance contract or identification numberHCL14452
Number of Individuals Covered525
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,229
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $548,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,229
Insurance broker organization code?3
Insurance broker nameRISK & INSURANCE CONSULTING SERVICE
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL14452
Policy instance 1
Insurance contract or identification numberHCL14452
Number of Individuals Covered537
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $57,501
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $564,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,501
Insurance broker organization code?3
Insurance broker namePREMIER SOURCE
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL14452
Policy instance 1
Insurance contract or identification numberHCL14452
Number of Individuals Covered524
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,271
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $484,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,271
Insurance broker organization code?5
Insurance broker nameRISK & INSURANCE CONSULTING SERVICE
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL14452
Policy instance 1
Insurance contract or identification numberHCL14452
Number of Individuals Covered510
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,125
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $541,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL14452
Policy instance 1
Insurance contract or identification numberHCL14452
Number of Individuals Covered490
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,720
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $514,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,720
Insurance broker organization code?5
Insurance broker nameRISK & INSURANCE CONSULTING SERVICE

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