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TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan NameTULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN
Plan identification number 001

TULSA BONE AND JOINT ASSOCIATES 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TULSA BONE AND JOINT ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TULSA BONE AND JOINT ASSOCIATES, INC.
Employer identification number (EIN):731551429
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDA GUNTER
0012016-01-01LINDA GUNTER
0012015-01-01LINDA GUNTER
0012015-01-01LINDA GUNTER
0012014-01-01LINDA GUNTER
0012014-01-01LINDA GUNTER
0012013-01-01LINDA GUNTER
0012012-01-01LINDA GUNTER
0012011-01-01ALISA ZUCKER
0012010-01-01ALISA ZUCKER2013-05-01

Plan Statistics for TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN

Measure Date Value
2022: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01248
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-01190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01253
Number of participants with account balances2020-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01231
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01241
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01185
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01218
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01174
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01185
Number of participants with account balances2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01210
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01161
Number of participants with account balances2012-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01104
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01128
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019

Financial Data on TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN

Measure Date Value
2022 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,380
Total unrealized appreciation/depreciation of assets2022-12-31$-9,380
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$0
Total income from all sources (including contributions)2022-12-31$-2,838,342
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$774,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$607,706
Expenses. Certain deemed distributions of participant loans2022-12-31$31,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,744,573
Value of total assets at end of year2022-12-31$31,688,708
Value of total assets at beginning of year2022-12-31$35,301,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$135,787
Total interest from all sources2022-12-31$19,963
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$691,835
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$691,835
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,220,812
Participant contributions at end of year2022-12-31$338,819
Participant contributions at beginning of year2022-12-31$282,011
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,954,303
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,667,542
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,210
Other income not declared elsewhere2022-12-31$-923,226
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$-3,612,976
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,688,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,301,684
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
Assets. partnership/joint venture interests at end of year2022-12-31$332,990
Assets. partnership/joint venture interests at beginning of year2022-12-31$342,370
Investment advisory and management fees2022-12-31$88,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,513,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,660,922
Interest on participant loans2022-12-31$15,728
Interest earned on other investments2022-12-31$4,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$549,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$348,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,362,107
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,500,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$607,706
Contract administrator fees2022-12-31$47,285
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$46,900
Total unrealized appreciation/depreciation of assets2021-12-31$46,900
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$7,760,729
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,581,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,418,978
Expenses. Certain deemed distributions of participant loans2021-12-31$33,565
Value of total corrective distributions2021-12-31$2,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,072,869
Value of total assets at end of year2021-12-31$35,301,684
Value of total assets at beginning of year2021-12-31$29,122,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$126,504
Total interest from all sources2021-12-31$20,153
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$952,787
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$952,787
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,170,466
Participant contributions at end of year2021-12-31$282,011
Participant contributions at beginning of year2021-12-31$339,411
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,667,542
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,744,303
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$475,304
Other income not declared elsewhere2021-12-31$902,395
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$6,179,617
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,301,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,122,067
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
Assets. partnership/joint venture interests at end of year2021-12-31$342,370
Assets. partnership/joint venture interests at beginning of year2021-12-31$295,470
Investment advisory and management fees2021-12-31$86,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,660,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,194,168
Interest on participant loans2021-12-31$17,794
Interest earned on other investments2021-12-31$2,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$348,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$548,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,765,625
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,427,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,418,978
Contract administrator fees2021-12-31$39,918
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$23,450
Total unrealized appreciation/depreciation of assets2020-12-31$23,450
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$5,969,175
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,774,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,636,902
Expenses. Certain deemed distributions of participant loans2020-12-31$22,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,527,373
Value of total assets at end of year2020-12-31$29,122,067
Value of total assets at beginning of year2020-12-31$26,927,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,800
Total interest from all sources2020-12-31$17,912
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$605,062
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$605,062
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,114,904
Participant contributions at end of year2020-12-31$339,411
Participant contributions at beginning of year2020-12-31$309,649
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,570
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$2,194,675
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,122,067
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,927,392
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
Assets. partnership/joint venture interests at end of year2020-12-31$295,470
Assets. partnership/joint venture interests at beginning of year2020-12-31$272,020
Investment advisory and management fees2020-12-31$75,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,938,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,330,257
Interest on participant loans2020-12-31$17,397
Interest earned on other investments2020-12-31$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$548,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,795,378
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$1,396,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,636,902
Contract administrator fees2020-12-31$39,065
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-4,690
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-4,690
Total unrealized appreciation/depreciation of assets2019-12-31$-4,690
Total unrealized appreciation/depreciation of assets2019-12-31$-4,690
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$7,645,738
Total income from all sources (including contributions)2019-12-31$7,645,738
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$3,331,296
Total of all expenses incurred2019-12-31$3,331,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,252,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,252,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,959,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,959,613
Value of total assets at end of year2019-12-31$26,927,392
Value of total assets at end of year2019-12-31$26,927,392
Value of total assets at beginning of year2019-12-31$22,612,950
Value of total assets at beginning of year2019-12-31$22,612,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,568
Total interest from all sources2019-12-31$17,721
Total interest from all sources2019-12-31$17,721
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$546,592
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$546,592
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$546,592
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$546,592
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$1,080,842
Contributions received from participants2019-12-31$1,080,842
Participant contributions at end of year2019-12-31$309,649
Participant contributions at end of year2019-12-31$309,649
Participant contributions at beginning of year2019-12-31$267,523
Participant contributions at beginning of year2019-12-31$267,523
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$566,165
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$566,165
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$4,314,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,927,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,927,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,612,950
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,612,950
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
Assets. partnership/joint venture interests at end of year2019-12-31$272,020
Assets. partnership/joint venture interests at end of year2019-12-31$272,020
Assets. partnership/joint venture interests at beginning of year2019-12-31$276,710
Assets. partnership/joint venture interests at beginning of year2019-12-31$276,710
Investment advisory and management fees2019-12-31$76,168
Investment advisory and management fees2019-12-31$76,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,330,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,330,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,015,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,015,572
Interest on participant loans2019-12-31$17,154
Interest on participant loans2019-12-31$17,154
Interest earned on other investments2019-12-31$567
Interest earned on other investments2019-12-31$567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,126,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,126,502
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
Contributions received in cash from employer2019-12-31$1,312,606
Contributions received in cash from employer2019-12-31$1,312,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,252,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,252,728
Contract administrator fees2019-12-31$2,400
Contract administrator fees2019-12-31$2,400
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$18,760
Total unrealized appreciation/depreciation of assets2018-12-31$18,760
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$797,965
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$330,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$246,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,246,243
Value of total assets at end of year2018-12-31$22,612,950
Value of total assets at beginning of year2018-12-31$22,145,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,895
Total interest from all sources2018-12-31$10,899
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$615,032
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$615,032
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$962,332
Participant contributions at end of year2018-12-31$267,523
Participant contributions at beginning of year2018-12-31$192,603
Other income not declared elsewhere2018-12-31$-341,332
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$467,712
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,612,950
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,145,238
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
Assets. partnership/joint venture interests at end of year2018-12-31$276,710
Assets. partnership/joint venture interests at beginning of year2018-12-31$257,950
Investment advisory and management fees2018-12-31$55,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,015,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,661,816
Interest on participant loans2018-12-31$10,228
Interest earned on other investments2018-12-31$671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$32,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,751,637
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$1,283,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$246,358
Contract administrator fees2018-12-31$28,329
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : TULSA BONE AND JOINT ASSOCIATES 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$5,021,850
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$745,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$687,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,016,741
Value of total assets at end of year2017-12-31$22,145,238
Value of total assets at beginning of year2017-12-31$17,869,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,228
Total interest from all sources2017-12-31$7,994
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$448,621
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$448,621
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$889,526
Participant contributions at end of year2017-12-31$192,603
Participant contributions at beginning of year2017-12-31$188,736
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,265
Other income not declared elsewhere2017-12-31$527,460
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$4,276,143
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,145,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,869,095
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
Assets. partnership/joint venture interests at end of year2017-12-31$257,950
Assets. partnership/joint venture interests at beginning of year2017-12-31$211,994
Investment advisory and management fees2017-12-31$35,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,661,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,452,086
Interest on participant loans2017-12-31$7,708
Interest earned on other investments2017-12-31$286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$32,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,021,034
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$1,112,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$687,479
Contract administrator fees2017-12-31$22,860
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 name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$14,310
Total unrealized appreciation/depreciation of assets2016-12-31$14,310
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$3,028,759
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$848,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$819,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,857,802
Value of total assets at end of year2016-12-31$17,869,095
Value of total assets at beginning of year2016-12-31$15,688,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,758
Total interest from all sources2016-12-31$19,661
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$372,219
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$372,219
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$747,706
Participant contributions at end of year2016-12-31$188,736
Participant contributions at beginning of year2016-12-31$233,206
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$73,825
Other income not declared elsewhere2016-12-31$241,045
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$109
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$2,180,169
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,869,095
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,688,926
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
Assets. partnership/joint venture interests at end of year2016-12-31$211,994
Assets. partnership/joint venture interests at beginning of year2016-12-31$197,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,452,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,689,096
Interest on participant loans2016-12-31$7,864
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$5,317,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,251,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$475,728
Net investment gain or loss from common/collective trusts2016-12-31$47,994
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,036,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$819,832
Contract administrator fees2016-12-31$28,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-7,811
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-37,416
Total unrealized appreciation/depreciation of assets2015-12-31$-45,227
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$1,813,056
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,043,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,034,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,035,232
Value of total assets at end of year2015-12-31$16,297,854
Value of total assets at beginning of year2015-12-31$18,528,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,810
Total interest from all sources2015-12-31$39,224
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$138,838
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$138,838
Assets. Real estate other than employer real property at end of year2015-12-31$370,000
Assets. Real estate other than employer real property at beginning of year2015-12-31$370,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$742,361
Participant contributions at end of year2015-12-31$233,206
Participant contributions at beginning of year2015-12-31$341,093
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,823,548
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$233,741
Other income not declared elsewhere2015-12-31$-166,821
Total non interest bearing cash at end of year2015-12-31$109
Total non interest bearing cash at beginning of year2015-12-31$4,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,230,394
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,297,854
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,528,248
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
Assets. partnership/joint venture interests at end of year2015-12-31$436,612
Assets. partnership/joint venture interests at beginning of year2015-12-31$276,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,865,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,183,533
Interest on participant loans2015-12-31$11,979
Interest earned on other investments2015-12-31$27,245
Value of interest in common/collective trusts at end of year2015-12-31$5,317,441
Value of interest in common/collective trusts at beginning of year2015-12-31$5,347,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,251,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,627,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-139,239
Net investment gain or loss from common/collective trusts2015-12-31$-48,951
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$1,059,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,034,640
Contract administrator fees2015-12-31$8,810
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$377,158
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$5,000
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-24,295
Total unrealized appreciation/depreciation of assets2014-12-31$-19,295
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$2,716,854
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$628,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$556,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,875,365
Value of total assets at end of year2014-12-31$18,931,519
Value of total assets at beginning of year2014-12-31$16,843,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,178
Total interest from all sources2014-12-31$42,796
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$138,765
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$138,765
Assets. Real estate other than employer real property at end of year2014-12-31$820,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$815,000
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$743,220
Participant contributions at end of year2014-12-31$341,093
Participant contributions at beginning of year2014-12-31$247,716
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,962
Other income not declared elsewhere2014-12-31$15,665
Administrative expenses (other) incurred2014-12-31$11,862
Total non interest bearing cash at end of year2014-12-31$4,920
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,088,037
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,931,519
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,843,482
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
Assets. partnership/joint venture interests at end of year2014-12-31$230,000
Assets. partnership/joint venture interests at beginning of year2014-12-31$100,000
Investment advisory and management fees2014-12-31$52,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,183,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,469,314
Interest on participant loans2014-12-31$12,888
Interest earned on other investments2014-12-31$29,908
Value of interest in common/collective trusts at end of year2014-12-31$5,347,384
Value of interest in common/collective trusts at beginning of year2014-12-31$4,381,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,627,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,419,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$377,223
Net investment gain or loss from common/collective trusts2014-12-31$286,335
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$1,118,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$556,639
Contract administrator fees2014-12-31$8,232
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$377,157
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$409,720
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-35,000
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,725
Total unrealized appreciation/depreciation of assets2013-12-31$-23,275
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$4,360,739
Total loss/gain on sale of assets2013-12-31$-35,154
Total of all expenses incurred2013-12-31$1,550,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,510,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,897,160
Value of total assets at end of year2013-12-31$16,843,482
Value of total assets at beginning of year2013-12-31$14,033,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,846
Total interest from all sources2013-12-31$45,740
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$815,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$815,000
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$732,631
Participant contributions at end of year2013-12-31$247,716
Participant contributions at beginning of year2013-12-31$313,960
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$135,654
Other income not declared elsewhere2013-12-31$-35,952
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$2,809,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,843,482
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,033,528
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
Assets. partnership/joint venture interests at end of year2013-12-31$100,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$86,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,085,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,338,432
Interest on participant loans2013-12-31$12,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,419,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,315,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,315,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,512,220
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$1,028,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,510,939
Contract administrator fees2013-12-31$39,846
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$175,875
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$164,150
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
Aggregate proceeds on sale of assets2013-12-31$9,401
Aggregate carrying amount (costs) on sale of assets2013-12-31$44,555
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 name2013-12-31SARTAIN FISCHBEIN AND CO.
Accountancy firm EIN2013-12-31730604026
2012 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$235,170
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-26,539
Total unrealized appreciation/depreciation of assets2012-12-31$208,631
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$3,596,720
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$699,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$420,201
Expenses. Certain deemed distributions of participant loans2012-12-31$228,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,806,784
Value of total assets at end of year2012-12-31$14,656,088
Value of total assets at beginning of year2012-12-31$11,759,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,188
Total interest from all sources2012-12-31$175,273
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$810,000
Assets. Real estate other than employer real property at beginning of year2012-12-31$577,122
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$120,700
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$120,700
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$620,618
Participant contributions at end of year2012-12-31$313,960
Participant contributions at beginning of year2012-12-31$280,566
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,433
Other income not declared elsewhere2012-12-31$2,585
Administrative expenses (other) incurred2012-12-31$11,975
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$2,896,913
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,656,088
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,759,175
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
Assets. partnership/joint venture interests at end of year2012-12-31$49,000
Assets. partnership/joint venture interests at beginning of year2012-12-31$75,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,338,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,506,081
Interest on participant loans2012-12-31$143,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,383,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,199,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,199,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$31,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,403,447
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$1,144,733
Employer contributions (assets) at end of year2012-12-31$640,724
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$420,201
Contract administrator fees2012-12-31$39,213
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$164,150
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$120,700
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY
Accountancy firm EIN2012-12-31731111111
2011 : TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,700,747
Expenses. Total of all expenses incurred2011-12-31$186,715
Benefits paid (including direct rollovers)2011-12-31$162,140
Total plan assets at end of year2011-12-31$11,588,475
Total plan assets at beginning of year2011-12-31$10,074,443
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$591,419
Expenses. Other expenses not covered elsewhere2011-12-31$5,803
Contributions received from other sources (not participants or employers)2011-12-31$68,421
Other income received2011-12-31$-273,527
Net income (gross income less expenses)2011-12-31$1,514,032
Net plan assets at end of year (total assets less liabilities)2011-12-31$11,588,475
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$10,074,443
Assets. Value of participant loans2011-12-31$280,565
Total contributions received or receivable from employer(s)2011-12-31$1,314,434
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN

2022: TULSA BONE AND JOINT ASSOCIATES 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TULSA BONE AND JOINT ASSOCIATES 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TULSA BONE AND JOINT ASSOCIATES 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TULSA BONE AND JOINT ASSOCIATES 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TULSA BONE AND JOINT ASSOCIATES 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: TULSA BONE AND JOINT ASSOCIATES 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: TULSA BONE AND JOINT ASSOCIATES 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: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375213-01
Policy instance 1
Insurance contract or identification number375213-01
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375213-01
Policy instance 1
Insurance contract or identification number375213-01
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375213-01
Policy instance 1
Insurance contract or identification number375213-01
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375213-01
Policy instance 1
Insurance contract or identification number375213-01
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375213-01
Policy instance 1
Insurance contract or identification number375213-01
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375213-01
Policy instance 1
Insurance contract or identification number375213-01
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered171
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,825
Total amount of fees paid to insurance companyUSD $750
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
Commission paid to Insurance BrokerUSD $3,825
Insurance broker organization code?3
Amount paid for insurance broker fees750
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker namePASI LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered190
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,587
Total amount of fees paid to insurance companyUSD $736
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
Commission paid to Insurance BrokerUSD $2,524
Insurance broker organization code?3
Amount paid for insurance broker fees534
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker namePASI LLC

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