401k Plan data: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN plan

SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan Name	SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN
Plan identification number	002

SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SORIN GROUP USA, INC. has sponsored the creation of one or more 401k plans.

Company Name: SORIN GROUP USA, INC.

Employer identification number (EIN): 841491245

NAIC Classification: 339110

Additional information about SORIN GROUP USA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3011151

More information about SORIN GROUP USA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 ARLEEN GREENE
002 2016-01-01 KATHERINE CRAWFORD
002 2015-01-01 KATHERINE CRAWFORD
002 2014-01-01 JULIE MICELI
002 2013-01-01 JULIE MICELI
002 2012-01-01 JULIE MICELI
002 2011-01-01 JULIE MICELI
002 2010-01-01 JULIE MICELI
002 2009-01-01 LAURIE A. SADLER LAURIE A. SADLER 2010-10-13

Plan Statistics for SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2019: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,665
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,284
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 657
Total of all active and inactive participants 2019-01-01 1,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,949
Number of participants with account balances 2019-01-01 1,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 7,155,604
Acturial value of plan assets 2018-12-31 6,995,617
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,748,638
Number of terminated vested participants 2018-12-31 170
Fundng target for terminated vested participants 2018-12-31 6,661,256
Active participant vested funding target 2018-12-31 168,443
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 168,443
Total participant count 2018-12-31 238
Total funding target for all participants 2018-12-31 9,578,337
Balance at beginning of prior year after applicable adjustments 2018-12-31 137,746
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 137,746
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 148,132
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 906,044
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 869,353
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 178,000
Net shortfall amortization installment of oustanding balance 2018-12-31 2,730,852
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 868,518
Additional cash requirement 2018-12-31 868,518
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 869,353
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 1,505
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,163
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 494
Total of all active and inactive participants 2018-01-01 1,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,665
Number of participants with account balances 2018-01-01 1,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 16
2017: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,270,208
Acturial value of plan assets 2017-12-31 6,287,221
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,737,922
Number of terminated vested participants 2017-12-31 173
Fundng target for terminated vested participants 2017-12-31 5,993,132
Active participant vested funding target 2017-12-31 148,718
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 148,718
Total participant count 2017-12-31 242
Total funding target for all participants 2017-12-31 8,879,772
Balance at beginning of prior year after applicable adjustments 2017-12-31 127,107
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 127,107
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 54
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 57
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 137,746
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 800,564
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 766,441
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 157,000
Net shortfall amortization installment of oustanding balance 2017-12-31 2,730,297
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 766,041
Additional cash requirement 2017-12-31 766,041
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 766,441
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 57
Number of other retired or separated participants entitled to future benefits 2017-01-01 171
Total of all active and inactive participants 2017-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 6,109,047
Acturial value of plan assets 2016-12-31 6,348,224
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,458,779
Number of terminated vested participants 2016-12-31 192
Fundng target for terminated vested participants 2016-12-31 6,241,613
Active participant vested funding target 2016-12-31 144,316
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 144,316
Total participant count 2016-12-31 257
Total funding target for all participants 2016-12-31 8,844,708
Balance at beginning of prior year after applicable adjustments 2016-12-31 127,874
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 127,874
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 25,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 26,911
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 127,107
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 740,292
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 699,579
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 112,000
Net shortfall amortization installment of oustanding balance 2016-12-31 2,623,591
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 699,525
Additional cash requirement 2016-12-31 699,525
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 699,579
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 58
Number of other retired or separated participants entitled to future benefits 2016-01-01 173
Total of all active and inactive participants 2016-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 54
Number of other retired or separated participants entitled to future benefits 2015-01-01 189
Total of all active and inactive participants 2015-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 257
2014: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 51
Number of other retired or separated participants entitled to future benefits 2014-01-01 206
Total of all active and inactive participants 2014-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 51
Number of other retired or separated participants entitled to future benefits 2013-01-01 209
Total of all active and inactive participants 2013-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 50
Number of other retired or separated participants entitled to future benefits 2012-01-01 220
Total of all active and inactive participants 2012-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 49
Number of other retired or separated participants entitled to future benefits 2011-01-01 227
Total of all active and inactive participants 2011-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 48
Number of other retired or separated participants entitled to future benefits 2010-01-01 234
Total of all active and inactive participants 2010-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 4
Total participants 2010-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 43
Number of other retired or separated participants entitled to future benefits 2009-01-01 246
Total of all active and inactive participants 2009-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 8
Total participants 2009-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,665
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,284
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	657
Total of all active and inactive participants	2019-01-01	1,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,949
Number of participants with account balances	2019-01-01	1,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	7,155,604
Acturial value of plan assets	2018-12-31	6,995,617
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,748,638
Number of terminated vested participants	2018-12-31	170
Fundng target for terminated vested participants	2018-12-31	6,661,256
Active participant vested funding target	2018-12-31	168,443
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	168,443
Total participant count	2018-12-31	238
Total funding target for all participants	2018-12-31	9,578,337
Balance at beginning of prior year after applicable adjustments	2018-12-31	137,746
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	137,746
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	148,132
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	906,044
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	869,353
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	178,000
Net shortfall amortization installment of oustanding balance	2018-12-31	2,730,852
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	868,518
Additional cash requirement	2018-12-31	868,518
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	869,353
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	1,505
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,163
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	494
Total of all active and inactive participants	2018-01-01	1,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,665
Number of participants with account balances	2018-01-01	1,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	16
2017: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,270,208
Acturial value of plan assets	2017-12-31	6,287,221
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,737,922
Number of terminated vested participants	2017-12-31	173
Fundng target for terminated vested participants	2017-12-31	5,993,132
Active participant vested funding target	2017-12-31	148,718
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	148,718
Total participant count	2017-12-31	242
Total funding target for all participants	2017-12-31	8,879,772
Balance at beginning of prior year after applicable adjustments	2017-12-31	127,107
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	127,107
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	54
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	57
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	137,746
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	800,564
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	766,441
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	157,000
Net shortfall amortization installment of oustanding balance	2017-12-31	2,730,297
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	766,041
Additional cash requirement	2017-12-31	766,041
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	766,441
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	57
Number of other retired or separated participants entitled to future benefits	2017-01-01	171
Total of all active and inactive participants	2017-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	6,109,047
Acturial value of plan assets	2016-12-31	6,348,224
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,458,779
Number of terminated vested participants	2016-12-31	192
Fundng target for terminated vested participants	2016-12-31	6,241,613
Active participant vested funding target	2016-12-31	144,316
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	144,316
Total participant count	2016-12-31	257
Total funding target for all participants	2016-12-31	8,844,708
Balance at beginning of prior year after applicable adjustments	2016-12-31	127,874
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	127,874
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	25,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	26,911
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	127,107
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	740,292
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	699,579
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	112,000
Net shortfall amortization installment of oustanding balance	2016-12-31	2,623,591
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	699,525
Additional cash requirement	2016-12-31	699,525
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	699,579
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	58
Number of other retired or separated participants entitled to future benefits	2016-01-01	173
Total of all active and inactive participants	2016-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	54
Number of other retired or separated participants entitled to future benefits	2015-01-01	189
Total of all active and inactive participants	2015-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	257
2014: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	51
Number of other retired or separated participants entitled to future benefits	2014-01-01	206
Total of all active and inactive participants	2014-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	51
Number of other retired or separated participants entitled to future benefits	2013-01-01	209
Total of all active and inactive participants	2013-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	50
Number of other retired or separated participants entitled to future benefits	2012-01-01	220
Total of all active and inactive participants	2012-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	49
Number of other retired or separated participants entitled to future benefits	2011-01-01	227
Total of all active and inactive participants	2011-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	48
Number of other retired or separated participants entitled to future benefits	2010-01-01	234
Total of all active and inactive participants	2010-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	4
Total participants	2010-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	43
Number of other retired or separated participants entitled to future benefits	2009-01-01	246
Total of all active and inactive participants	2009-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	8
Total participants	2009-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN

Measure	Date	Value
2019 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$6,855
Total unrealized appreciation/depreciation of assets	2019-12-31	$6,855
Total transfer of assets to this plan	2019-12-31	$4,599,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$56,786,959
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$18,769,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$18,542,003
Expenses. Certain deemed distributions of participant loans	2019-12-31	$321
Value of total corrective distributions	2019-12-31	$22,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$20,648,931
Value of total assets at end of year	2019-12-31	$196,608,847
Value of total assets at beginning of year	2019-12-31	$153,992,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$205,265
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$208,055
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,212,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,211,934
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
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	$12,421,732
Participant contributions at end of year	2019-12-31	$2,315,526
Participant contributions at beginning of year	2019-12-31	$2,239,984
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,090,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$169,652
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$38,017,266
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$196,608,847
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$153,992,042
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$35,613
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$184,892,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$142,031,511
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$129,480
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$5,581,611
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,126,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,791,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,573,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,573,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$78,575
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$29,585,954
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$124,974
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$6,136,692
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$18,542,003
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
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	$27,462
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$20,358
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PANNELL, KERR, FOSTER OF TEXAS
Accountancy firm EIN	2019-12-31	760356844
2018 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-341,668
Total unrealized appreciation/depreciation of assets	2018-12-31	$-341,668
Total transfer of assets to this plan	2018-12-31	$973,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,626
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$720,935
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$975,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$754,409
Expenses. Certain deemed distributions of participant loans	2018-12-31	$20,487
Value of total corrective distributions	2018-12-31	$11,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$906,044
Value of total assets at end of year	2018-12-31	$6,906,759
Value of total assets at beginning of year	2018-12-31	$7,160,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$220,770
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$3,996
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$152,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$152,563
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$78,087
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$10,444,745
Participant contributions at end of year	2018-12-31	$2,239,984
Participant contributions at beginning of year	2018-12-31	$2,239,785
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,553,622
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$599
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$142,683
Liabilities. Value of operating payables at end of year	2018-12-31	$5,842
Liabilities. Value of operating payables at beginning of year	2018-12-31	$5,626
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-254,244
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,900,917
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,155,161
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	$0
Investment advisory and management fees	2018-12-31	$25,205
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,694,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,213,040
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$119,472
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$6,126,210
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,862,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$72,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$666,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$666,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,996
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-15,350,811
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$118,721
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$906,044
Employer contributions (assets) at end of year	2018-12-31	$140,000
Employer contributions (assets) at beginning of year	2018-12-31	$280,900
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$1,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$754,409
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
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	$20,358
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$67,733
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$85,118
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$73,523
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PANNELL KERR FORSTER OF TEXAS, P.C.
Accountancy firm EIN	2018-12-31	760356844
2017 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,163
Total income from all sources (including contributions)	2017-12-31	$1,266,664
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$385,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$363,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$800,564
Value of total assets at end of year	2017-12-31	$7,160,787
Value of total assets at beginning of year	2017-12-31	$6,279,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$21,918
Total interest from all sources	2017-12-31	$3,073
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$126,770
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	$126,770
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$75
Administrative expenses (other) incurred	2017-12-31	$21,918
Liabilities. Value of operating payables at end of year	2017-12-31	$5,626
Liabilities. Value of operating payables at beginning of year	2017-12-31	$5,163
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	$880,961
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,155,161
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,274,200
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,213,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,700,659
Interest earned on other investments	2017-12-31	$524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$666,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$228,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$228,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$336,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$800,564
Employer contributions (assets) at end of year	2017-12-31	$280,900
Employer contributions (assets) at beginning of year	2017-12-31	$350,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$363,785
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2017-12-31	010724563
2016 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,188
Total income from all sources (including contributions)	2016-12-31	$1,046,189
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$882,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$690,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$740,292
Value of total assets at end of year	2016-12-31	$6,279,363
Value of total assets at beginning of year	2016-12-31	$6,115,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$191,478
Total interest from all sources	2016-12-31	$234
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$121,145
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	$121,145
Administrative expenses professional fees incurred	2016-12-31	$25,453
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1
Administrative expenses (other) incurred	2016-12-31	$144,948
Liabilities. Value of operating payables at end of year	2016-12-31	$5,163
Liabilities. Value of operating payables at beginning of year	2016-12-31	$5,188
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	$163,744
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,274,200
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,110,456
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,700,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,784,893
Interest earned on other investments	2016-12-31	$74
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$228,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$73,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$73,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$160
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$184,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$740,292
Employer contributions (assets) at end of year	2016-12-31	$350,229
Employer contributions (assets) at beginning of year	2016-12-31	$257,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$690,967
Contract administrator fees	2016-12-31	$21,077
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2016-12-31	010724563
2015 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,515
Total income from all sources (including contributions)	2015-12-31	$537,784
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,052,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$873,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$576,970
Value of total assets at end of year	2015-12-31	$6,115,644
Value of total assets at beginning of year	2015-12-31	$6,631,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$179,018
Total interest from all sources	2015-12-31	$19
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$127,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$127,666
Administrative expenses professional fees incurred	2015-12-31	$35,761
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,515
Administrative expenses (other) incurred	2015-12-31	$121,773
Liabilities. Value of operating payables at end of year	2015-12-31	$5,188
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	$-515,049
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,110,456
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,625,505
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
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,784,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,299,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$73,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$108,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$108,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-166,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$576,970
Employer contributions (assets) at end of year	2015-12-31	$257,572
Employer contributions (assets) at beginning of year	2015-12-31	$223,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$873,815
Contract administrator fees	2015-12-31	$21,484
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2015-12-31	010724563
2014 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,101
Total income from all sources (including contributions)	2014-12-31	$832,061
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$360,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$260,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$474,114
Value of total assets at end of year	2014-12-31	$6,631,020
Value of total assets at beginning of year	2014-12-31	$6,158,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$99,573
Total interest from all sources	2014-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$136,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$136,249
Administrative expenses professional fees incurred	2014-12-31	$21,292
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$4,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$5,101
Administrative expenses (other) incurred	2014-12-31	$78,281
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$471,790
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,625,505
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,153,715
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,299,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,790,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$108,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$47,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$47,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$221,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$474,114
Employer contributions (assets) at end of year	2014-12-31	$223,071
Employer contributions (assets) at beginning of year	2014-12-31	$316,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$260,698
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2014-12-31	010724563
2013 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,450
Total income from all sources (including contributions)	2013-12-31	$451,053
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$726,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$668,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$371,754
Value of total assets at end of year	2013-12-31	$6,158,816
Value of total assets at beginning of year	2013-12-31	$6,435,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$58,346
Total interest from all sources	2013-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$123,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$123,826
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$4,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$9,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$5,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$5,450
Administrative expenses (other) incurred	2013-12-31	$37,323
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-275,907
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,153,715
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,429,622
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
Investment advisory and management fees	2013-12-31	$14,072
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,790,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,167,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$47,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$258,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$258,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$-44,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
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	$371,754
Employer contributions (assets) at end of year	2013-12-31	$316,011
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$668,614
Contract administrator fees	2013-12-31	$6,951
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2013-12-31	010724563
2012 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,236
Total income from all sources (including contributions)	2012-12-31	$534,163
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$283,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$261,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$165,717
Value of total assets at end of year	2012-12-31	$6,435,072
Value of total assets at beginning of year	2012-12-31	$6,183,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,530
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$141,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$141,573
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$9,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$11,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$5,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$5,236
Administrative expenses (other) incurred	2012-12-31	$21,530
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$5
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	$251,122
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,429,622
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,178,500
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,167,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,940,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$258,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$68,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$68,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$226,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$165,717
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$163,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$261,511
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2012-12-31	010724563
2011 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$759,304
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$437,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$388,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$237,932
Value of total assets at end of year	2011-12-31	$6,183,736
Value of total assets at beginning of year	2011-12-31	$5,857,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$49,300
Total interest from all sources	2011-12-31	$203
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$153,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$153,368
Administrative expenses professional fees incurred	2011-12-31	$27,794
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$11,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,763,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$5,236
Administrative expenses (other) incurred	2011-12-31	$20,569
Total non interest bearing cash at end of year	2011-12-31	$5
Total non interest bearing cash at beginning of year	2011-12-31	$125,710
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	$321,427
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,178,500
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,857,073
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
Investment advisory and management fees	2011-12-31	$937
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,940,523
Interest earned on other investments	2011-12-31	$203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$68,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,851,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,851,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$367,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$237,932
Employer contributions (assets) at end of year	2011-12-31	$163,166
Employer contributions (assets) at beginning of year	2011-12-31	$111,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$388,577
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$5,349
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$939
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2011-12-31	010724563
2010 : SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$143
Total unrealized appreciation/depreciation of assets	2010-12-31	$143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$37,296
Total income from all sources (including contributions)	2010-12-31	$411,641
Total loss/gain on sale of assets	2010-12-31	$262,856
Total of all expenses incurred	2010-12-31	$754,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$667,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$111,000
Value of total assets at end of year	2010-12-31	$5,857,073
Value of total assets at beginning of year	2010-12-31	$6,237,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$86,712
Total interest from all sources	2010-12-31	$94,563
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$48,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$7,111
Administrative expenses professional fees incurred	2010-12-31	$33,696
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$3,913
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,763,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$24,219
Administrative expenses (other) incurred	2010-12-31	$13,729
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$37,296
Total non interest bearing cash at end of year	2010-12-31	$125,710
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	$-342,989
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,857,073
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,200,062
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
Investment advisory and management fees	2010-12-31	$39,287
Income. Interest from US Government securities	2010-12-31	$70,559
Income. Interest from corporate debt instruments	2010-12-31	$23,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,851,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,201,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,201,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$848
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$1,626,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-105,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$111,000
Employer contributions (assets) at end of year	2010-12-31	$111,000
Employer contributions (assets) at beginning of year	2010-12-31	$376,000
Income. Dividends from common stock	2010-12-31	$41,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$667,918
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$5,349
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$472,044
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$939
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,533,000
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	$8,663,738
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$8,400,882
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ANTON COLLINS MITCHELL LLP
Accountancy firm EIN	2010-12-31	010724563

Form 5500 Responses for SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN

2019: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SORIN GROUP USA, INC. CASH BALANCE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SORIN GROUP USA, INC.
Employer identification number (EIN):	841491245
NAIC Classification:	339110

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3011151