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GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameGARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Life insurance

401k Sponsoring company profile

GARY B. ZOELLNER, M.D., A PROF. CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GARY B. ZOELLNER, M.D., A PROF. CORPORATION
Employer identification number (EIN):770079536
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-04-01GARY ZOELLNER GARY ZOELLNER2018-01-11
0012015-04-01GARY ZOELLNER GARY ZOELLNER2017-01-04
0012014-04-01GARY ZOELLNER GARY ZOELLNER2016-01-13
0012013-04-01GARY ZOELLNER GARY ZOELLNER2015-01-12
0012012-04-01GARY ZOELLNER
0012011-04-01GARY ZOELLNER
0012010-04-01GARY ZOELLNER
0012009-04-01GARY ZOELLNER

Plan Statistics for GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-03-311,926,554
Acturial value of plan assets2017-03-311,926,554
Funding target for retired participants and beneficiaries receiving payment2017-03-310
Number of terminated vested participants2017-03-311
Fundng target for terminated vested participants2017-03-3128,713
Active participant vested funding target2017-03-312,039,806
Number of active participants2017-03-313
Total funding liabilities for active participants2017-03-312,039,806
Total participant count2017-03-314
Total funding target for all participants2017-03-312,068,519
Balance at beginning of prior year after applicable adjustments2017-03-31386
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-31386
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-316,058
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-316,058
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-31402
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-3197,500
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-3194,737
Liquidity shortfalls end of Q12017-03-310
Liquidity shortfalls end of Q22017-03-310
Liquidity shortfalls end of Q32017-03-310
Liquidity shortfalls end of Q42017-03-310
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-310
Net shortfall amortization installment of oustanding balance2017-03-31142,391
Waiver amortization installment2017-03-310
Waived amount of outstanding balance2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-3162,194
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-3162,194
Contributions allocatedtoward minimum required contributions for current year2017-03-3194,737
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-014
Total number of active participants reported on line 7a of the Form 55002016-04-013
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-011
Total of all active and inactive participants2016-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-014
Total number of active participants reported on line 7a of the Form 55002015-04-013
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-011
Total of all active and inactive participants2015-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-014
Total number of active participants reported on line 7a of the Form 55002014-04-013
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-011
Total of all active and inactive participants2014-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-014
Total number of active participants reported on line 7a of the Form 55002013-04-013
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-011
Total of all active and inactive participants2013-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-014
Total number of active participants reported on line 7a of the Form 55002012-04-013
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-011
Total of all active and inactive participants2012-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-014
Total number of active participants reported on line 7a of the Form 55002011-04-013
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-011
Total of all active and inactive participants2011-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-014
Total number of active participants reported on line 7a of the Form 55002010-04-013
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-011
Total of all active and inactive participants2010-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-014
Total number of active participants reported on line 7a of the Form 55002009-04-013
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-011
Total of all active and inactive participants2009-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$0
Total income from all sources2017-03-31$188,742
Expenses. Total of all expenses incurred2017-03-31$0
Total plan assets at end of year2017-03-31$2,024,276
Total plan assets at beginning of year2017-03-31$1,835,534
Value of fidelity bond covering the plan2017-03-31$300,000
Total contributions received or receivable from participants2017-03-31$0
Assets. Value of loans (other than to participants)2017-03-31$35,000
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$91,242
Noncash contributions received2017-03-31$0
Net income (gross income less expenses)2017-03-31$188,742
Net plan assets at end of year (total assets less liabilities)2017-03-31$2,024,276
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$1,835,534
Assets. Value of assets in partnership/joint-venture interests2017-03-31$155,000
Assets. Value of real-estate (other than employer real property)2017-03-31$460,000
Total contributions received or receivable from employer(s)2017-03-31$97,500
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$0
2016 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$1
Total income from all sources2016-03-31$147,238
Expenses. Total of all expenses incurred2016-03-31$0
Benefits paid (including direct rollovers)2016-03-31$0
Total plan assets at end of year2016-03-31$1,835,534
Total plan assets at beginning of year2016-03-31$1,688,297
Value of fidelity bond covering the plan2016-03-31$300,000
Total contributions received or receivable from participants2016-03-31$0
Assets. Value of loans (other than to participants)2016-03-31$320,000
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$66,393
Noncash contributions received2016-03-31$0
Net income (gross income less expenses)2016-03-31$147,238
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,835,534
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,688,296
Assets. Value of assets in partnership/joint-venture interests2016-03-31$125,000
Assets. Value of real-estate (other than employer real property)2016-03-31$450,000
Total contributions received or receivable from employer(s)2016-03-31$80,845
Value of certain deemed distributions of participant loans2016-03-31$0
Value of corrective distributions2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total plan liabilities at end of year2015-03-31$1
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$161,890
Expenses. Total of all expenses incurred2015-03-31$0
Benefits paid (including direct rollovers)2015-03-31$0
Total plan assets at end of year2015-03-31$1,688,297
Total plan assets at beginning of year2015-03-31$1,526,406
Value of fidelity bond covering the plan2015-03-31$300,000
Total contributions received or receivable from participants2015-03-31$0
Assets. Value of loans (other than to participants)2015-03-31$320,000
Expenses. Other expenses not covered elsewhere2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$69,390
Noncash contributions received2015-03-31$0
Net income (gross income less expenses)2015-03-31$161,890
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,688,296
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,526,406
Assets. Value of assets in partnership/joint-venture interests2015-03-31$75,000
Assets. Value of real-estate (other than employer real property)2015-03-31$400,000
Total contributions received or receivable from employer(s)2015-03-31$92,500
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$126,486
Expenses. Total of all expenses incurred2014-03-31$0
Benefits paid (including direct rollovers)2014-03-31$0
Total plan assets at end of year2014-03-31$1,526,406
Total plan assets at beginning of year2014-03-31$1,399,920
Value of fidelity bond covering the plan2014-03-31$300,000
Total contributions received or receivable from participants2014-03-31$0
Assets. Value of loans (other than to participants)2014-03-31$360,000
Expenses. Other expenses not covered elsewhere2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$26,386
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$126,486
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,526,406
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,399,920
Assets. Value of assets in partnership/joint-venture interests2014-03-31$41,936
Assets. Value of real-estate (other than employer real property)2014-03-31$280,000
Total contributions received or receivable from employer(s)2014-03-31$100,100
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$41
Total income from all sources2013-03-31$93,091
Expenses. Total of all expenses incurred2013-03-31$0
Benefits paid (including direct rollovers)2013-03-31$0
Total plan assets at end of year2013-03-31$1,399,920
Total plan assets at beginning of year2013-03-31$1,306,870
Value of fidelity bond covering the plan2013-03-31$300,000
Total contributions received or receivable from participants2013-03-31$0
Assets. Value of loans (other than to participants)2013-03-31$360,000
Expenses. Other expenses not covered elsewhere2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$14,091
Noncash contributions received2013-03-31$0
Net income (gross income less expenses)2013-03-31$93,091
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,399,920
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,306,829
Assets. Value of assets in partnership/joint-venture interests2013-03-31$41,936
Assets. Value of real-estate (other than employer real property)2013-03-31$280,000
Total contributions received or receivable from employer(s)2013-03-31$79,000
Value of certain deemed distributions of participant loans2013-03-31$0
Value of corrective distributions2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-03-31$0
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$102,107
Expenses. Total of all expenses incurred2012-03-31$0
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$1,306,870
Total plan assets at beginning of year2012-03-31$1,204,763
Value of fidelity bond covering the plan2012-03-31$250,000
Total contributions received or receivable from participants2012-03-31$0
Assets. Value of loans (other than to participants)2012-03-31$380,000
Expenses. Other expenses not covered elsewhere2012-03-31$0
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$27,107
Net income (gross income less expenses)2012-03-31$102,107
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,306,870
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,204,763
Assets. Value of assets in partnership/joint-venture interests2012-03-31$35,939
Assets. Value of real-estate (other than employer real property)2012-03-31$280,000
Total contributions received or receivable from employer(s)2012-03-31$75,000
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$84,265
Total plan assets at end of year2011-03-31$1,204,763
Total plan assets at beginning of year2011-03-31$1,120,498
Value of fidelity bond covering the plan2011-03-31$150,000
Assets. Value of loans (other than to participants)2011-03-31$400,000
Other income received2011-03-31$36,265
Net income (gross income less expenses)2011-03-31$84,265
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,204,763
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,120,498
Assets. Value of assets in partnership/joint-venture interests2011-03-31$28,000
Assets. Value of real-estate (other than employer real property)2011-03-31$250,000
Total contributions received or receivable from employer(s)2011-03-31$48,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN

2016: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: GARY B. ZOELLNER, M.D., A PROF. CORP. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31115
Policy instance 1
Insurance contract or identification number31115
Number of Individuals Covered0
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31115
Policy instance 1
Insurance contract or identification number31115
Number of Individuals Covered0
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31115
Policy instance 1
Insurance contract or identification number31115
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31115
Policy instance 1
Insurance contract or identification number31115
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31115
Policy instance 1
Insurance contract or identification number31115
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31115
Policy instance 1
Insurance contract or identification number31115
Number of Individuals Covered3
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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