401k Plan data: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN plan

PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN
Plan identification number	002

PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

PANORAMA ORTHOPEDICS AND SPINE CENTER, PC has sponsored the creation of one or more 401k plans.

Company Name: PANORAMA ORTHOPEDICS AND SPINE CENTER, PC

Employer identification number (EIN): 840786058

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CRYSTAE C. ROHMAN 2023-10-16
002 2021-01-01 MARK CONKLIN 2022-10-13 MARK CONKLIN 2022-10-13
002 2020-01-01 CARIN OWEN 2021-10-13 CARIN OWEN 2021-10-13
002 2019-01-01 AMANDA NELSON 2020-10-12 AMANDA NELSON 2020-10-12
002 2018-01-01 AMANDA NELSON 2019-10-15
002 2017-01-01
002 2016-01-01 GREGORY E PFANSTIEL
002 2015-01-01
002 2014-01-01 KAREN OXENFORD
002 2013-01-01 THOMAS G FRIERMOOD
002 2012-01-01 THOMAS G FRIERMOOD
002 2011-01-01 THOMAS G FRIERMOOD
002 2009-01-01 THOMAS G FRIERMOOD
002 2009-01-01 THOMAS G FRIERMOOD
002 2009-01-01 THOMAS G FRIERMOOD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CRYSTAE C. ROHMAN	2023-10-16
002	2021-01-01	MARK CONKLIN	2022-10-13	MARK CONKLIN	2022-10-13
002	2020-01-01	CARIN OWEN	2021-10-13	CARIN OWEN	2021-10-13
002	2019-01-01	AMANDA NELSON	2020-10-12	AMANDA NELSON	2020-10-12
002	2018-01-01	AMANDA NELSON	2019-10-15
002	2017-01-01
002	2016-01-01	GREGORY E PFANSTIEL
002	2015-01-01
002	2014-01-01	KAREN OXENFORD
002	2013-01-01	THOMAS G FRIERMOOD
002	2012-01-01	THOMAS G FRIERMOOD
002	2011-01-01	THOMAS G FRIERMOOD
002	2009-01-01	THOMAS G FRIERMOOD
002	2009-01-01	THOMAS G FRIERMOOD
002	2009-01-01	THOMAS G FRIERMOOD

Plan Statistics for PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN

401k plan membership statisitcs for PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN

Measure Date Value
2022: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 620
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 456
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 164
Total of all active and inactive participants 2022-01-01 620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 620
Number of participants with account balances 2022-01-01 620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 371
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 164
Total of all active and inactive participants 2021-01-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 535
Number of participants with account balances 2021-01-01 535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 329
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 142
Total of all active and inactive participants 2020-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 471
Number of participants with account balances 2020-01-01 471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 471
2019: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 216
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 125
Total of all active and inactive participants 2019-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 341
Number of participants with account balances 2019-01-01 341
2018: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 191
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 137
Total of all active and inactive participants 2018-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 328
Number of participants with account balances 2018-01-01 328
2017: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 212
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 139
Total of all active and inactive participants 2017-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 351
Number of participants with account balances 2017-01-01 351
2016: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
Number of other retired or separated participants entitled to future benefits 2016-01-01 129
Total of all active and inactive participants 2016-01-01 266
Total participants 2016-01-01 266
Number of participants with account balances 2016-01-01 266
2015: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 158
Number of other retired or separated participants entitled to future benefits 2015-01-01 74
Total of all active and inactive participants 2015-01-01 232
Total participants 2015-01-01 232
Number of participants with account balances 2015-01-01 232
2014: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 178
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 208
Total participants 2014-01-01 208
Number of participants with account balances 2014-01-01 208
2013: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 172
Number of other retired or separated participants entitled to future benefits 2013-01-01 27
Total of all active and inactive participants 2013-01-01 199
Total participants 2013-01-01 199
Number of participants with account balances 2013-01-01 199
2012: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
Number of other retired or separated participants entitled to future benefits 2012-01-01 46
Total of all active and inactive participants 2012-01-01 193
Total participants 2012-01-01 193
Number of participants with account balances 2012-01-01 193
2011: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 140
Number of other retired or separated participants entitled to future benefits 2011-01-01 67
Total of all active and inactive participants 2011-01-01 207
Total participants 2011-01-01 207
Number of participants with account balances 2011-01-01 207
2009: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 163
Number of retired or separated participants receiving benefits 2009-01-01 44
Total of all active and inactive participants 2009-01-01 207
Total participants 2009-01-01 207
Number of participants with account balances 2009-01-01 207

Measure	Date	Value
2022: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	620
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	456
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	164
Total of all active and inactive participants	2022-01-01	620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	620
Number of participants with account balances	2022-01-01	620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	371
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	164
Total of all active and inactive participants	2021-01-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	535
Number of participants with account balances	2021-01-01	535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	329
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	142
Total of all active and inactive participants	2020-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	471
Number of participants with account balances	2020-01-01	471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	471
2019: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	216
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	125
Total of all active and inactive participants	2019-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	341
Number of participants with account balances	2019-01-01	341
2018: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	191
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	137
Total of all active and inactive participants	2018-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	328
Number of participants with account balances	2018-01-01	328
2017: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	212
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	139
Total of all active and inactive participants	2017-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	351
Number of participants with account balances	2017-01-01	351
2016: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
Number of other retired or separated participants entitled to future benefits	2016-01-01	129
Total of all active and inactive participants	2016-01-01	266
Total participants	2016-01-01	266
Number of participants with account balances	2016-01-01	266
2015: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	158
Number of other retired or separated participants entitled to future benefits	2015-01-01	74
Total of all active and inactive participants	2015-01-01	232
Total participants	2015-01-01	232
Number of participants with account balances	2015-01-01	232
2014: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	178
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	208
Total participants	2014-01-01	208
Number of participants with account balances	2014-01-01	208
2013: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	172
Number of other retired or separated participants entitled to future benefits	2013-01-01	27
Total of all active and inactive participants	2013-01-01	199
Total participants	2013-01-01	199
Number of participants with account balances	2013-01-01	199
2012: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
Number of other retired or separated participants entitled to future benefits	2012-01-01	46
Total of all active and inactive participants	2012-01-01	193
Total participants	2012-01-01	193
Number of participants with account balances	2012-01-01	193
2011: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	140
Number of other retired or separated participants entitled to future benefits	2011-01-01	67
Total of all active and inactive participants	2011-01-01	207
Total participants	2011-01-01	207
Number of participants with account balances	2011-01-01	207
2009: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	163
Number of retired or separated participants receiving benefits	2009-01-01	44
Total of all active and inactive participants	2009-01-01	207
Total participants	2009-01-01	207
Number of participants with account balances	2009-01-01	207

Financial Data on PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN

Measure	Date	Value
2022 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-3,753,506
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,280,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,113,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,366,223
Value of total assets at end of year	2022-12-31	$45,074,354
Value of total assets at beginning of year	2022-12-31	$51,108,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$166,344
Total interest from all sources	2022-12-31	$17,959
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,977,997
Participant contributions at end of year	2022-12-31	$163,563
Participant contributions at beginning of year	2022-12-31	$230,745
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$702,707
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$609,897
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$57,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,033,699
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$45,074,354
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$51,108,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$166,344
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,483,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,598,044
Interest on participant loans	2022-12-31	$9,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$13,778,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,360,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,360,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$8,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,137,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,331,142
Employer contributions (assets) at end of year	2022-12-31	$1,319,723
Employer contributions (assets) at beginning of year	2022-12-31	$1,594,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,113,849
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$461,139
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$563,791
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$5,165,516
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$7,150,615
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RICHEY MAY & CO
Accountancy firm EIN	2022-12-31	710911208
2021 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$6,135,144
Total unrealized appreciation/depreciation of assets	2021-12-31	$6,135,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$10,655,165
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,118,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,699,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,511,693
Value of total assets at end of year	2021-12-31	$51,108,053
Value of total assets at beginning of year	2021-12-31	$42,571,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$418,501
Total interest from all sources	2021-12-31	$8,328
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,798,495
Participant contributions at end of year	2021-12-31	$230,745
Participant contributions at beginning of year	2021-12-31	$209,130
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$609,897
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,125,096
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$493,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,536,756
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$51,108,053
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,571,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$418,501
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,598,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,806,424
Interest on participant loans	2021-12-31	$7,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,360,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,079,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,079,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,219,554
Employer contributions (assets) at end of year	2021-12-31	$1,594,554
Employer contributions (assets) at beginning of year	2021-12-31	$599,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,699,908
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$563,791
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$784,694
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$7,150,615
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$5,966,743
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RICHEY MAY & CO
Accountancy firm EIN	2021-12-31	710911208
2020 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$4,372,154
Total unrealized appreciation/depreciation of assets	2020-12-31	$4,372,154
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	$8,797,257
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,955,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,730,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,412,543
Value of total assets at end of year	2020-12-31	$42,571,297
Value of total assets at beginning of year	2020-12-31	$36,729,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$224,867
Total interest from all sources	2020-12-31	$12,560
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,545,298
Participant contributions at end of year	2020-12-31	$209,130
Participant contributions at beginning of year	2020-12-31	$124,330
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,125,096
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,355,526
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$917,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,842,244
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,571,297
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$36,729,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$224,867
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,806,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,725,604
Interest on participant loans	2020-12-31	$7,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,079,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,301,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,301,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$5,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,949,766
Employer contributions (assets) at end of year	2020-12-31	$599,766
Employer contributions (assets) at beginning of year	2020-12-31	$533,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,730,146
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$784,694
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$460,973
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$5,966,743
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$5,227,674
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RICHEY MAY & CO
Accountancy firm EIN	2020-12-31	710911208
2019 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$5,366,713
Total unrealized appreciation/depreciation of assets	2019-12-31	$5,366,713
Total income from all sources (including contributions)	2019-12-31	$8,720,291
Total of all expenses incurred	2019-12-31	$1,744,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,481,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,317,511
Value of total assets at end of year	2019-12-31	$36,729,053
Value of total assets at beginning of year	2019-12-31	$29,753,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$263,283
Total interest from all sources	2019-12-31	$21,262
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$14,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,455,223
Participant contributions at end of year	2019-12-31	$124,330
Participant contributions at beginning of year	2019-12-31	$105,757
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,355,526
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,261,923
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,975,683
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,729,053
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$29,753,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$263,283
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$25,725,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,878,223
Interest on participant loans	2019-12-31	$6,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,301,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,983,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,983,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$14,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,808,069
Employer contributions (assets) at end of year	2019-12-31	$533,319
Employer contributions (assets) at beginning of year	2019-12-31	$224,085
Income. Dividends from common stock	2019-12-31	$14,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,481,325
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$460,973
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$386,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$5,227,674
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$4,912,806
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	RICHEY MAY & CO
Accountancy firm EIN	2019-12-31	710911208
2018 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,877,799
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,877,799
Total income from all sources (including contributions)	2018-12-31	$1,076,815
Total of all expenses incurred	2018-12-31	$2,663,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,407,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,937,619
Value of total assets at end of year	2018-12-31	$29,753,370
Value of total assets at beginning of year	2018-12-31	$31,339,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$255,593
Total interest from all sources	2018-12-31	$16,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,170,200
Participant contributions at end of year	2018-12-31	$105,757
Participant contributions at beginning of year	2018-12-31	$126,735
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,261,923
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,312,345
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$100,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,586,525
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$29,753,370
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$31,339,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$144,114
Investment advisory and management fees	2018-12-31	$255,593
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,878,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,060,998
Interest on participant loans	2018-12-31	$4,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,983,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,022,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,022,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$12,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,666,434
Employer contributions (assets) at end of year	2018-12-31	$224,085
Employer contributions (assets) at beginning of year	2018-12-31	$164,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,407,747
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$386,601
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$413,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$4,912,806
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$5,094,787
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	RICHEY MAY & CO
Accountancy firm EIN	2018-12-31	710911208
2017 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,287,351
Total of all expenses incurred	2017-12-31	$831,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$831,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,534,282
Value of total assets at end of year	2017-12-31	$31,339,895
Value of total assets at beginning of year	2017-12-31	$24,884,319
Total interest from all sources	2017-12-31	$10,074
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,770,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,553,826
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,043,689
Participant contributions at end of year	2017-12-31	$126,735
Participant contributions at beginning of year	2017-12-31	$44,350
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,312,345
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$957,528
Other income not declared elsewhere	2017-12-31	$92,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,455,576
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$31,339,895
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$24,884,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$144,114
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$132,216
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,060,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,628,159
Interest on participant loans	2017-12-31	$2,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,022,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,951,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,951,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-120,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,533,065
Employer contributions (assets) at end of year	2017-12-31	$164,717
Employer contributions (assets) at beginning of year	2017-12-31	$72,379
Income. Dividends from common stock	2017-12-31	$216,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$831,775
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$413,484
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$265,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$5,094,787
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$3,790,304
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2017-12-31	840929194
2016 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,620,189
Total of all expenses incurred	2016-12-31	$2,132,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,132,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,220,940
Value of total assets at end of year	2016-12-31	$24,884,319
Value of total assets at beginning of year	2016-12-31	$22,396,887
Total interest from all sources	2016-12-31	$4,118
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,395,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,330,234
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,062,990
Participant contributions at end of year	2016-12-31	$44,350
Participant contributions at beginning of year	2016-12-31	$61,075
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$743,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,487,432
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$24,884,319
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,396,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$132,216
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$135,652
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,628,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,040,801
Interest on participant loans	2016-12-31	$2,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,951,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,738,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,738,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,414,255
Employer contributions (assets) at end of year	2016-12-31	$72,379
Employer contributions (assets) at beginning of year	2016-12-31	$49,426
Income. Dividends from common stock	2016-12-31	$64,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,132,757
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$265,622
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$252,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$3,790,304
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$3,118,952
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2016-12-31	840929194
2015 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-121,101
Total unrealized appreciation/depreciation of assets	2015-12-31	$-121,101
Total income from all sources (including contributions)	2015-12-31	$1,779,368
Total of all expenses incurred	2015-12-31	$708,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$708,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,252,813
Value of total assets at end of year	2015-12-31	$22,396,887
Value of total assets at beginning of year	2015-12-31	$21,325,639
Total interest from all sources	2015-12-31	$5,552
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$107,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$931,889
Participant contributions at end of year	2015-12-31	$61,075
Participant contributions at beginning of year	2015-12-31	$113,505
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,071,248
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,396,887
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,325,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$135,652
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$140,837
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,040,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,532,019
Interest on participant loans	2015-12-31	$3,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,738,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,552,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,552,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-465,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,314,302
Employer contributions (assets) at end of year	2015-12-31	$49,426
Employer contributions (assets) at beginning of year	2015-12-31	$91,389
Income. Dividends from common stock	2015-12-31	$107,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$708,120
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$252,113
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$179,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$3,118,952
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$1,715,342
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2015-12-31	840929194
2014 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$267,721
Total unrealized appreciation/depreciation of assets	2014-12-31	$267,721
Total income from all sources (including contributions)	2014-12-31	$3,170,084
Total loss/gain on sale of assets	2014-12-31	$69,386
Total of all expenses incurred	2014-12-31	$1,285,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,165,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,025,262
Value of total assets at end of year	2014-12-31	$21,325,639
Value of total assets at beginning of year	2014-12-31	$19,440,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$119,617
Total interest from all sources	2014-12-31	$7,834
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$124,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$780,892
Participant contributions at end of year	2014-12-31	$113,505
Participant contributions at beginning of year	2014-12-31	$130,506
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,885,022
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,325,639
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,440,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$140,837
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$220,419
Investment advisory and management fees	2014-12-31	$119,617
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,532,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,447,293
Interest on participant loans	2014-12-31	$5,910
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,552,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,896,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,896,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$675,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,235,354
Employer contributions (assets) at end of year	2014-12-31	$91,389
Employer contributions (assets) at beginning of year	2014-12-31	$169,546
Income. Dividends from common stock	2014-12-31	$124,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,165,445
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$179,560
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$219,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$1,715,342
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,357,570
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$523,509
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$454,123
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2014-12-31	840929194
2013 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$224,114
Total unrealized appreciation/depreciation of assets	2013-12-31	$224,114
Total income from all sources (including contributions)	2013-12-31	$4,208,697
Total loss/gain on sale of assets	2013-12-31	$44,094
Total of all expenses incurred	2013-12-31	$2,042,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,959,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,987,796
Value of total assets at end of year	2013-12-31	$19,440,617
Value of total assets at beginning of year	2013-12-31	$17,274,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$82,727
Total interest from all sources	2013-12-31	$6,481
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$38,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$740,272
Participant contributions at end of year	2013-12-31	$130,506
Participant contributions at beginning of year	2013-12-31	$76,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,166,208
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,440,617
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,274,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$220,419
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$250,000
Investment advisory and management fees	2013-12-31	$82,727
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,447,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,242,890
Interest on participant loans	2013-12-31	$3,932
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,896,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,326,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,326,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,907,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,247,524
Employer contributions (assets) at end of year	2013-12-31	$169,546
Employer contributions (assets) at beginning of year	2013-12-31	$137,234
Income. Dividends from common stock	2013-12-31	$38,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,959,762
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$219,011
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$203,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,357,570
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$2,037,810
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$735,255
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$691,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2013-12-31	840929194
2012 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$18,453
Total unrealized appreciation/depreciation of assets	2012-12-31	$18,453
Total income from all sources (including contributions)	2012-12-31	$3,464,131
Total loss/gain on sale of assets	2012-12-31	$102,204
Total of all expenses incurred	2012-12-31	$2,732,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,659,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,986,938
Value of total assets at end of year	2012-12-31	$17,274,409
Value of total assets at beginning of year	2012-12-31	$16,543,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$73,308
Total interest from all sources	2012-12-31	$10,490
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$40,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$736,516
Participant contributions at end of year	2012-12-31	$76,502
Participant contributions at beginning of year	2012-12-31	$108,234
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$40,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$731,238
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,274,409
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,543,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$250,000
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$259,682
Investment advisory and management fees	2012-12-31	$73,308
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,242,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,638,049
Interest on participant loans	2012-12-31	$4,392
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,326,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,433,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,433,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,305,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,210,081
Employer contributions (assets) at end of year	2012-12-31	$137,234
Employer contributions (assets) at beginning of year	2012-12-31	$3,982
Income. Dividends from common stock	2012-12-31	$40,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,659,585
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$203,701
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$370,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$2,037,810
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,728,946
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,259,500
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,157,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2012-12-31	840929194
2011 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-406,038
Total unrealized appreciation/depreciation of assets	2011-12-31	$-406,038
Total income from all sources (including contributions)	2011-12-31	$1,004,860
Total loss/gain on sale of assets	2011-12-31	$43,439
Total of all expenses incurred	2011-12-31	$785,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$730,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,835,198
Value of total assets at end of year	2011-12-31	$16,543,171
Value of total assets at beginning of year	2011-12-31	$16,323,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$54,828
Total interest from all sources	2011-12-31	$9,190
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$40,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$747,878
Participant contributions at end of year	2011-12-31	$108,234
Participant contributions at beginning of year	2011-12-31	$87,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$219,624
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,543,171
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$16,323,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$259,682
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$265,526
Investment advisory and management fees	2011-12-31	$54,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,638,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,535,096
Interest on participant loans	2011-12-31	$4,709
Income. Interest from US Government securities	2011-12-31	$8
Income. Interest from corporate debt instruments	2011-12-31	$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,433,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,165,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,165,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$4,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-517,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,087,320
Employer contributions (assets) at end of year	2011-12-31	$3,982
Employer contributions (assets) at beginning of year	2011-12-31	$59,243
Income. Dividends from common stock	2011-12-31	$40,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$730,408
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$370,985
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$275,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,728,946
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,934,407
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,600,888
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,557,449
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2011-12-31	840929194
2010 : PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-193,255
Total unrealized appreciation/depreciation of assets	2010-12-31	$-193,255
Total income from all sources (including contributions)	2010-12-31	$2,679,122
Total loss/gain on sale of assets	2010-12-31	$-87,628
Total of all expenses incurred	2010-12-31	$613,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$572,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,807,027
Value of total assets at end of year	2010-12-31	$16,323,547
Value of total assets at beginning of year	2010-12-31	$14,258,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$40,904
Total interest from all sources	2010-12-31	$28,401
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$52,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$710,283
Participant contributions at end of year	2010-12-31	$87,998
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$28,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,065,444
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$16,323,547
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,258,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$265,526
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$210,023
Investment advisory and management fees	2010-12-31	$40,904
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,535,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,041,697
Income. Interest from corporate debt instruments	2010-12-31	$18,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,165,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,337,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,337,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$9,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,071,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,067,799
Employer contributions (assets) at end of year	2010-12-31	$59,243
Employer contributions (assets) at beginning of year	2010-12-31	$33,065
Income. Dividends from common stock	2010-12-31	$52,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$572,774
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$275,354
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$266,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,934,407
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,369,119
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,875,806
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,963,434
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	NAYAR AND COMPANY PC
Accountancy firm EIN	2010-12-31	840929194

Form 5500 Responses for PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN

2022: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	0
Insurance policy start date	2022-01-14
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2020-05-01
Insurance policy end date	2021-04-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90502430

Policy instance

Insurance contract or identification number	90502430
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2021-01-14
Insurance policy end date	2022-01-13
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2019-05-01
Insurance policy end date	2020-04-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90502430

Policy instance

Insurance contract or identification number	90502430
Number of Individuals Covered	4
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2020-01-14
Insurance policy end date	2021-01-13
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90502430

Policy instance

Insurance contract or identification number	90502430
Number of Individuals Covered	4
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2018-05-01
Insurance policy end date	2019-04-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2018-05-01
Insurance policy end date	2019-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2019-01-14
Insurance policy end date	2020-01-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90502430

Policy instance

Insurance contract or identification number	90502430
Number of Individuals Covered	4
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90502430

Policy instance

Insurance contract or identification number	90502430
Number of Individuals Covered	4
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2018-01-14
Insurance policy end date	2019-01-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2016-05-01
Insurance policy end date	2017-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2017-01-14
Insurance policy end date	2018-01-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90502430

Policy instance

Insurance contract or identification number	90502430
Number of Individuals Covered	4
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2014-04-01
Insurance policy end date	2015-04-30
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )

Policy contract number

EA300926

Policy instance

Insurance contract or identification number	EA300926
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2014-12-05
Insurance policy end date	2015-12-04
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2015-01-14
Insurance policy end date	2016-01-13
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2014-01-14
Insurance policy end date	2015-01-13
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2013-12-05
Insurance policy end date	2014-12-04
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )

Policy contract number

EA300926

Policy instance

Insurance contract or identification number	EA300926
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2012-12-05
Insurance policy end date	2013-12-04
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )

Policy contract number

EA300926

Policy instance

Insurance contract or identification number	EA300926
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2014-01-01
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2013-01-14
Insurance policy end date	2014-01-13
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

C004142-SV

Policy instance

Insurance contract or identification number	C004142-SV
Number of Individuals Covered	1
Insurance policy start date	2011-11-28
Insurance policy end date	2012-11-27
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

V203827 I10

Policy instance

Insurance contract or identification number	V203827 I10
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $1,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1040
Insurance broker organization code?	3
Insurance broker name	JESSE D MYERS

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2011-05-21
Insurance policy end date	2012-05-21
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2011-03-19
Insurance policy end date	2012-03-18
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )

Policy contract number

EA300926

Policy instance

Insurance contract or identification number	EA300926
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2011-12-05
Insurance policy end date	2012-12-04
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

UA8877006

Policy instance

Insurance contract or identification number	UA8877006
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2011-07-20
Insurance policy end date	2012-07-19
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3205350802

Policy instance

Insurance contract or identification number	3205350802
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2010-03-19
Insurance policy end date	2011-03-18
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )

Policy contract number

EA300926

Policy instance

Insurance contract or identification number	EA300926
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2010-07-20
Insurance policy end date	2011-07-19
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

V203827 I10

Policy instance

Insurance contract or identification number	V203827 I10
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2010-12-05
Insurance policy end date	2011-12-04
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

C004142-SV

Policy instance

Insurance contract or identification number	C004142-SV
Number of Individuals Covered	1
Insurance policy start date	2010-11-28
Insurance policy end date	2011-11-27
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2010-05-21
Insurance policy end date	2011-05-21
Total amount of fees paid to insurance company	USD $1,830
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200483140

Policy instance

Insurance contract or identification number	3200483140
Number of Individuals Covered	1
Insurance policy start date	2009-03-19
Insurance policy end date	2010-03-18
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70719488

Policy instance

Insurance contract or identification number	70719488
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200732046

Policy instance

Insurance contract or identification number	3200732046
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200334590

Policy instance

Insurance contract or identification number	3200334590
Number of Individuals Covered	1
Insurance policy start date	2009-07-20
Insurance policy end date	2010-07-19
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70512675

Policy instance

Insurance contract or identification number	70512675
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )

Policy contract number

EA300926

Policy instance

Insurance contract or identification number	EA300926
Number of Individuals Covered	1
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

5661664

Policy instance

Insurance contract or identification number	5661664
Number of Individuals Covered	1
Insurance policy start date	2009-05-01
Insurance policy end date	2010-04-30
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

C004142-SV

Policy instance

Insurance contract or identification number	C004142-SV
Number of Individuals Covered	1
Insurance policy start date	2009-11-28
Insurance policy end date	2010-11-27
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

KA 12977206-01

Policy instance

Insurance contract or identification number	KA 12977206-01
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

V203827 I10

Policy instance

Insurance contract or identification number	V203827 I10
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PANORAMA ORTHOPEDICS AND SPINE CENTER, PC
Employer identification number (EIN):	840786058
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)