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SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.

401k Sponsoring company profile

SIERRA PACIFIC ORTHOPAEDIC & SPINE CENTER has sponsored the creation of one or more 401k plans.

Company Name:SIERRA PACIFIC ORTHOPAEDIC & SPINE CENTER
Employer identification number (EIN):770548187
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MICHELE SCHULZ, M.D.
0012013-01-01MICHELE SCHULZ, M.D.
0012012-01-01MICHELE SCHULZ, M.D.
0012011-01-01MICHELE SCHULZ, M.D.
0012010-01-01STEVEN THAXTER, M.D.
0012009-01-01STEVEN THAXTER MD

Plan Statistics for SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01270
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01286
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01263
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01259
Number of participants with account balances2021-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01251
Number of participants with account balances2020-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01226
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01238
Number of participants with account balances2019-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01221
Number of participants with account balances2018-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01197
Number of participants with account balances2017-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01177
Total number of active participants reported on line 7a of the Form 55002015-01-01147
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01194
Number of participants with account balances2015-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01169
Number of participants with account balances2014-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01175
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01172
Number of participants with account balances2013-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01215
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01201
Number of participants with account balances2011-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01191
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01192
Number of participants with account balances2010-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01155
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,787,153
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,313,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,117,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,228,158
Value of total assets at end of year2022-12-31$41,540,896
Value of total assets at beginning of year2022-12-31$46,641,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$196,455
Total interest from all sources2022-12-31$231,831
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$800,976
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$800,976
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,017,011
Participant contributions at end of year2022-12-31$184,757
Participant contributions at beginning of year2022-12-31$233,088
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,756,452
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,302,403
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,066
Other income not declared elsewhere2022-12-31$-545,950
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$-5,100,719
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,540,896
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,641,615
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
Investment advisory and management fees2022-12-31$79,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,466,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,114,976
Interest on participant loans2022-12-31$7,776
Interest earned on other investments2022-12-31$224,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,132,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,991,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,502,168
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,200,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,117,111
Contract administrator fees2022-12-31$116,568
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 name2022-12-31KCOE ISOM, LLP
Accountancy firm EIN2022-12-31942222122
2021 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,529,984
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,164,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,966,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,891,024
Value of total assets at end of year2021-12-31$46,641,615
Value of total assets at beginning of year2021-12-31$44,276,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$197,925
Total interest from all sources2021-12-31$192,004
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,362,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,362,817
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$968,955
Participant contributions at end of year2021-12-31$233,088
Participant contributions at beginning of year2021-12-31$289,688
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,302,403
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,818,680
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,849
Other income not declared elsewhere2021-12-31$483,723
Administrative expenses (other) incurred2021-12-31$197,925
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$2,365,611
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,641,615
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,276,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,114,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,546,697
Interest on participant loans2021-12-31$14,271
Interest earned on other investments2021-12-31$177,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,991,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,620,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,600,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$904,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,966,448
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 name2021-12-31KCOE ISOM, LLP
Accountancy firm EIN2021-12-31480567703
2020 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,020,850
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$796,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$624,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,095,925
Value of total assets at end of year2020-12-31$44,276,004
Value of total assets at beginning of year2020-12-31$38,051,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$171,622
Total interest from all sources2020-12-31$180,338
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$914,432
Participant contributions at end of year2020-12-31$289,688
Participant contributions at beginning of year2020-12-31$158,986
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,818,680
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,361,440
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$198
Other income not declared elsewhere2020-12-31$457,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,224,243
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,276,004
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,051,761
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
Investment advisory and management fees2020-12-31$68,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,546,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,005,092
Interest on participant loans2020-12-31$10,096
Interest earned on other investments2020-12-31$170,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,620,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,526,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,287,347
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$1,181,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$624,985
Contract administrator fees2020-12-31$102,935
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KCOE
Accountancy firm EIN2020-12-31480567703
2019 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$8,455,210
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,539,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,367,863
Value of total corrective distributions2019-12-31$6,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,083,255
Value of total assets at end of year2019-12-31$38,051,761
Value of total assets at beginning of year2019-12-31$32,136,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,937
Total interest from all sources2019-12-31$182,372
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$992,338
Participant contributions at end of year2019-12-31$158,986
Participant contributions at beginning of year2019-12-31$156,421
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,361,440
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,876,854
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,833
Other income not declared elsewhere2019-12-31$484,586
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$5,915,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,051,761
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,136,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$65,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,005,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,545,951
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$8,728
Interest earned on other investments2019-12-31$173,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,526,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,557,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,704,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,061,084
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,367,863
Contract administrator fees2019-12-31$100,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KCOE
Accountancy firm EIN2019-12-31480567703
2018 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-170,090
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,663,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,561,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,014,207
Value of total assets at end of year2018-12-31$32,136,451
Value of total assets at beginning of year2018-12-31$33,970,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,261
Total interest from all sources2018-12-31$87,631
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$925,374
Participant contributions at end of year2018-12-31$156,421
Participant contributions at beginning of year2018-12-31$169,987
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,876,854
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,833
Other income not declared elsewhere2018-12-31$-145,717
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$-1,833,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,136,451
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,970,249
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
Investment advisory and management fees2018-12-31$15,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,545,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,968,099
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$23,531,546
Interest on participant loans2018-12-31$9,227
Interest earned on other investments2018-12-31$78,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$54,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$54,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,557,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,261,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,249,775
Net investment gain/loss from pooled separate accounts2018-12-31$123,564
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$984,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,561,447
Contract administrator fees2018-12-31$86,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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 name2018-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2018-12-31263649864
2017 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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$6,737,944
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$556,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$524,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,826,732
Value of total assets at end of year2017-12-31$33,970,249
Value of total assets at beginning of year2017-12-31$27,788,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,779
Total interest from all sources2017-12-31$9,540
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,989
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$28,989
Administrative expenses professional fees incurred2017-12-31$17,872
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$831,758
Participant contributions at end of year2017-12-31$169,987
Participant contributions at beginning of year2017-12-31$125,600
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,025
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,181,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,970,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,788,380
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
Investment advisory and management fees2017-12-31$13,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,968,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,683,889
Value of interest in pooled separate accounts at end of year2017-12-31$23,531,546
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,121,662
Interest on participant loans2017-12-31$9,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$54,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,261,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,833,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$283,891
Net investment gain/loss from pooled separate accounts2017-12-31$4,588,792
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$984,272
Employer contributions (assets) at end of year2017-12-31$984,272
Employer contributions (assets) at beginning of year2017-12-31$981,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$524,296
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,872
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 name2017-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2017-12-31263649864
2016 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,520,638
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$206,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$174,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,896,802
Value of total assets at end of year2016-12-31$27,788,380
Value of total assets at beginning of year2016-12-31$24,473,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,474
Total interest from all sources2016-12-31$6,011
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,906
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$25,906
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$830,815
Participant contributions at end of year2016-12-31$125,600
Participant contributions at beginning of year2016-12-31$121,587
Participant contributions at end of year2016-12-31$3,025
Participant contributions at beginning of year2016-12-31$6,782
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,772
Administrative expenses (other) incurred2016-12-31$15,912
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$3,314,575
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,788,380
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,473,805
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
Investment advisory and management fees2016-12-31$15,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,683,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,577,772
Value of interest in pooled separate accounts at end of year2016-12-31$19,121,662
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,086,995
Interest on participant loans2016-12-31$6,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$29,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$29,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,833,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,636,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,888
Net investment gain/loss from pooled separate accounts2016-12-31$1,491,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$981,215
Employer contributions (assets) at end of year2016-12-31$981,215
Employer contributions (assets) at beginning of year2016-12-31$1,009,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$174,589
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,872
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,842
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 name2016-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2016-12-31263649864
2015 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,259,072
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$164,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,786,233
Value of total assets at end of year2015-12-31$24,473,805
Value of total assets at beginning of year2015-12-31$22,379,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,332
Total interest from all sources2015-12-31$4,340
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$70,835
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$70,835
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$776,496
Participant contributions at end of year2015-12-31$121,587
Participant contributions at beginning of year2015-12-31$86,684
Participant contributions at end of year2015-12-31$6,782
Participant contributions at beginning of year2015-12-31$13,610
Administrative expenses (other) incurred2015-12-31$8,786
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$2,094,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,473,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,379,082
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
Investment advisory and management fees2015-12-31$15,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,577,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,611,505
Value of interest in pooled separate accounts at end of year2015-12-31$16,086,995
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,843,994
Interest on participant loans2015-12-31$4,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,636,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,848,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-85,676
Net investment gain/loss from pooled separate accounts2015-12-31$483,340
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$1,009,737
Employer contributions (assets) at end of year2015-12-31$1,009,737
Employer contributions (assets) at beginning of year2015-12-31$943,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,017
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,842
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,673
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 name2015-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2015-12-31263649864
2014 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,253,084
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$257,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$225,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,031,061
Value of total assets at end of year2014-12-31$22,379,082
Value of total assets at beginning of year2014-12-31$19,383,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,496
Total interest from all sources2014-12-31$4,139
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$202,972
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$202,972
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$761,954
Participant contributions at end of year2014-12-31$86,684
Participant contributions at beginning of year2014-12-31$83,020
Participant contributions at end of year2014-12-31$13,610
Participant contributions at beginning of year2014-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$325,679
Administrative expenses (other) incurred2014-12-31$16,342
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$2,995,718
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,379,082
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,383,364
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
Investment advisory and management fees2014-12-31$15,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,611,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,529,242
Value of interest in pooled separate accounts at end of year2014-12-31$14,843,994
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,949,543
Interest on participant loans2014-12-31$3,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$20,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$20,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,848,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,890,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-99,262
Net investment gain/loss from pooled separate accounts2014-12-31$1,114,174
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$943,428
Employer contributions (assets) at end of year2014-12-31$943,419
Employer contributions (assets) at beginning of year2014-12-31$905,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$225,870
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,673
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,595
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 name2014-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2014-12-31263649864
2013 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,768,789
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$354,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$325,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,621,123
Value of total assets at end of year2013-12-31$19,383,364
Value of total assets at beginning of year2013-12-31$14,969,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,633
Total interest from all sources2013-12-31$4,581
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,115
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$693,858
Participant contributions at end of year2013-12-31$83,020
Participant contributions at beginning of year2013-12-31$73,279
Participant contributions at end of year2013-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,554
Administrative expenses (other) incurred2013-12-31$15,929
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$4,414,130
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,383,364
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,969,234
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
Investment advisory and management fees2013-12-31$13,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,529,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$778,064
Value of interest in pooled separate accounts at end of year2013-12-31$12,949,543
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,796,947
Interest on participant loans2013-12-31$3,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$20,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$619,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$619,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,890,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,802,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$129,582
Net investment gain/loss from pooled separate accounts2013-12-31$2,976,388
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$905,711
Employer contributions (assets) at end of year2013-12-31$905,711
Employer contributions (assets) at beginning of year2013-12-31$894,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$325,026
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,595
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,762
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2013-12-31263649864
2012 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,801,276
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$212,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$185,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,492,548
Value of total assets at end of year2012-12-31$14,969,234
Value of total assets at beginning of year2012-12-31$12,380,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,458
Total interest from all sources2012-12-31$3,543
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$25,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$25,252
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$597,570
Participant contributions at end of year2012-12-31$73,279
Participant contributions at beginning of year2012-12-31$84,123
Administrative expenses (other) incurred2012-12-31$13,943
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$2,589,102
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,969,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,380,132
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
Investment advisory and management fees2012-12-31$12,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$778,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,266,722
Value of interest in pooled separate accounts at end of year2012-12-31$8,796,947
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,320,404
Interest on participant loans2012-12-31$3,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$619,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,802,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,832,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$108,722
Net investment gain/loss from pooled separate accounts2012-12-31$1,171,211
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$894,978
Employer contributions (assets) at end of year2012-12-31$894,978
Employer contributions (assets) at beginning of year2012-12-31$863,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$185,716
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,762
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,246
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2012-12-31263649864
2011 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,500
Total income from all sources (including contributions)2011-12-31$1,279,477
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$94,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$78,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,474,151
Value of total assets at end of year2011-12-31$12,380,132
Value of total assets at beginning of year2011-12-31$11,202,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,041
Total interest from all sources2011-12-31$3,939
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,985
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$598,896
Participant contributions at end of year2011-12-31$84,123
Participant contributions at beginning of year2011-12-31$73,316
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,500
Administrative expenses (other) incurred2011-12-31$3,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,184,678
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,380,132
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,195,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,266,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,299,379
Value of interest in pooled separate accounts at end of year2011-12-31$7,320,404
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,602,005
Interest on participant loans2011-12-31$3,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,832,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,352,022
Asset value of US Government securities at beginning of year2011-12-31$20,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-80,100
Net investment gain/loss from pooled separate accounts2011-12-31$-153,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$863,378
Employer contributions (assets) at end of year2011-12-31$863,378
Employer contributions (assets) at beginning of year2011-12-31$838,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$78,758
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,246
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,627
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2011-12-31263649864
2010 : SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,525,133
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$304,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$284,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,384,444
Value of total assets at end of year2010-12-31$11,202,954
Value of total assets at beginning of year2010-12-31$8,975,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,563
Total interest from all sources2010-12-31$2,963
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,845
Administrative expenses professional fees incurred2010-12-31$7,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$545,829
Participant contributions at end of year2010-12-31$73,316
Participant contributions at beginning of year2010-12-31$71,331
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,269
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,500
Other income not declared elsewhere2010-12-31$-10
Administrative expenses (other) incurred2010-12-31$2,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,220,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,195,454
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,975,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,299,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,154,921
Value of interest in pooled separate accounts at end of year2010-12-31$6,602,005
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,030,158
Interest on participant loans2010-12-31$2,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,352,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,885,806
Asset value of US Government securities at end of year2010-12-31$20,348
Asset value of US Government securities at beginning of year2010-12-31$18,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$136,459
Net investment gain/loss from pooled separate accounts2010-12-31$978,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$838,615
Employer contributions (assets) at end of year2010-12-31$838,615
Employer contributions (assets) at beginning of year2010-12-31$798,078
Income. Dividends from common stock2010-12-31$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$284,141
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,627
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEAN HUNT & COMPANY
Accountancy firm EIN2010-12-31263649864

Form 5500 Responses for SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2021: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2020: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2019: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2018: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2017: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2016: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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 - TrustYes
2015: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812332
Policy instance 1
Insurance contract or identification number812332
Number of Individuals Covered228
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812332
Policy instance 1
Insurance contract or identification number812332
Number of Individuals Covered216
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812332
Policy instance 1
Insurance contract or identification number812332
Number of Individuals Covered222
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812332
Policy instance 1
Insurance contract or identification number812332
Number of Individuals Covered196
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812332
Policy instance 2
Insurance contract or identification number812332
Number of Individuals Covered196
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered0
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered181
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $75,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $75,780
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered182
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $77,640
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $77,640
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered164
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $68,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $68,113
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $55,987
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $43,990
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered170
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $44,314
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $44,314
Insurance broker organization code?3
Insurance broker namePIGOTT AND ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered193
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $37,928
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801008
Policy instance 1
Insurance contract or identification number801008
Number of Individuals Covered176
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,373
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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