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TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameTANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN
Plan identification number 001

TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TANNER MEMORIAL CLINIC has sponsored the creation of one or more 401k plans.

Company Name:TANNER MEMORIAL CLINIC
Employer identification number (EIN):870218917
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARSHALL MCKINNON
0012016-01-01MARSHALL MCKINNON
0012015-01-01MARSHALL MCKINNON
0012014-01-01MARSHALL MCKINNON
0012013-01-01MARSHALL MCKINNON
0012012-01-01MARSHALL MCKINNON
0012011-01-01MARSHALL MCKINNON
0012009-01-01MARSHALL MCKINNON

Plan Statistics for TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN

Measure Date Value
2022: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,108
Total number of active participants reported on line 7a of the Form 55002022-01-01851
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01279
Total of all active and inactive participants2022-01-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,140
Number of participants with account balances2022-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,032
Total number of active participants reported on line 7a of the Form 55002021-01-01795
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01229
Total of all active and inactive participants2021-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,032
Number of participants with account balances2021-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01747
Total number of active participants reported on line 7a of the Form 55002020-01-01739
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01174
Total of all active and inactive participants2020-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01919
Number of participants with account balances2020-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01727
Total number of active participants reported on line 7a of the Form 55002019-01-01530
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01644
Number of participants with account balances2019-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01605
Total number of active participants reported on line 7a of the Form 55002018-01-01529
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01624
Number of participants with account balances2018-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01525
Total number of active participants reported on line 7a of the Form 55002017-01-01469
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01531
Number of participants with account balances2017-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01443
Total number of active participants reported on line 7a of the Form 55002016-01-01422
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01481
Number of participants with account balances2016-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01419
Total number of active participants reported on line 7a of the Form 55002015-01-01395
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01443
Number of participants with account balances2015-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01382
Total number of active participants reported on line 7a of the Form 55002014-01-01375
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01419
Number of participants with account balances2014-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01385
Total number of active participants reported on line 7a of the Form 55002013-01-01349
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01382
Number of participants with account balances2013-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01371
Total number of active participants reported on line 7a of the Form 55002012-01-01347
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01385
Number of participants with account balances2012-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01356
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01371
Number of participants with account balances2011-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01286
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01328
Number of participants with account balances2009-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN

Measure Date Value
2022 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,515,539
Total of all expenses incurred2022-12-31$4,400,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,341,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,645,849
Value of total assets at end of year2022-12-31$116,264,605
Value of total assets at beginning of year2022-12-31$130,180,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,313
Total interest from all sources2022-12-31$19,901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,958,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,958,293
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,269,689
Participant contributions at end of year2022-12-31$618,470
Participant contributions at beginning of year2022-12-31$477,776
Participant contributions at end of year2022-12-31$127,992
Participant contributions at beginning of year2022-12-31$137,420
Assets. Other investments not covered elsewhere at end of year2022-12-31$84,698
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$102,490
Other income not declared elsewhere2022-12-31$-542,533
Administrative expenses (other) incurred2022-12-31$58,313
Total non interest bearing cash at end of year2022-12-31$100
Total non interest bearing cash at beginning of year2022-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,915,727
Value of net assets at end of year (total assets less liabilities)2022-12-31$116,264,605
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$130,180,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$98,358,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$113,076,194
Value of interest in pooled separate accounts at end of year2022-12-31$4,396,811
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,017,359
Interest on participant loans2022-12-31$19,766
Value of interest in common/collective trusts at end of year2022-12-31$8,924,565
Value of interest in common/collective trusts at beginning of year2022-12-31$9,348,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$-216,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$-216,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,747,491
Net investment gain or loss from common/collective trusts2022-12-31$150,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,273,670
Employer contributions (assets) at end of year2022-12-31$3,752,428
Employer contributions (assets) at beginning of year2022-12-31$3,340,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,341,875
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2022-12-31870470666
2021 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$24,143,291
Total of all expenses incurred2021-12-31$6,566,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,564,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,256,703
Value of total assets at end of year2021-12-31$130,180,332
Value of total assets at beginning of year2021-12-31$112,603,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,224
Total interest from all sources2021-12-31$24,433
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,257,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,257,007
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,992,799
Participant contributions at end of year2021-12-31$477,776
Participant contributions at beginning of year2021-12-31$612,715
Participant contributions at end of year2021-12-31$137,420
Participant contributions at beginning of year2021-12-31$44,186
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,017,359
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,079,569
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$709,020
Other income not declared elsewhere2021-12-31$851,024
Administrative expenses (other) incurred2021-12-31$2,224
Total non interest bearing cash at end of year2021-12-31$50
Total non interest bearing cash at beginning of year2021-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,576,581
Value of net assets at end of year (total assets less liabilities)2021-12-31$130,180,332
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$112,603,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$113,076,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$96,226,083
Interest on participant loans2021-12-31$24,428
Value of interest in common/collective trusts at end of year2021-12-31$9,348,044
Value of interest in common/collective trusts at beginning of year2021-12-31$9,646,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$-216,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,619,883
Net investment gain or loss from common/collective trusts2021-12-31$134,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,554,884
Employer contributions (assets) at end of year2021-12-31$3,340,055
Employer contributions (assets) at beginning of year2021-12-31$2,994,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,564,486
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2021-12-31870470666
2020 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$21,145,603
Total of all expenses incurred2020-12-31$6,147,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,087,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,885,341
Value of total assets at end of year2020-12-31$112,603,751
Value of total assets at beginning of year2020-12-31$97,605,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,676
Total interest from all sources2020-12-31$26,343
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,168,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,168,339
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,566,753
Participant contributions at end of year2020-12-31$612,715
Participant contributions at beginning of year2020-12-31$687,047
Participant contributions at end of year2020-12-31$44,186
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,079,569
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,772,217
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$398,336
Other income not declared elsewhere2020-12-31$494,942
Administrative expenses (other) incurred2020-12-31$59,676
Total non interest bearing cash at end of year2020-12-31$200
Total non interest bearing cash at beginning of year2020-12-31$4,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,998,157
Value of net assets at end of year (total assets less liabilities)2020-12-31$112,603,751
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$97,605,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$96,226,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$82,475,478
Interest on participant loans2020-12-31$26,327
Value of interest in common/collective trusts at end of year2020-12-31$9,646,380
Value of interest in common/collective trusts at beginning of year2020-12-31$10,083,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,375,830
Net investment gain or loss from common/collective trusts2020-12-31$194,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,920,252
Employer contributions (assets) at end of year2020-12-31$2,994,126
Employer contributions (assets) at beginning of year2020-12-31$2,582,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,087,770
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2020-12-31870470666
2019 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$22,104,609
Total of all expenses incurred2019-12-31$7,780,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,630,836
Expenses. Certain deemed distributions of participant loans2019-12-31$48,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,814,931
Value of total assets at end of year2019-12-31$97,605,594
Value of total assets at beginning of year2019-12-31$83,281,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,063
Total interest from all sources2019-12-31$29,071
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,758,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,758,483
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,377,007
Participant contributions at end of year2019-12-31$687,047
Participant contributions at beginning of year2019-12-31$714,024
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,772,217
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,382,831
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,741
Other income not declared elsewhere2019-12-31$1,172,503
Administrative expenses (other) incurred2019-12-31$102,063
Total non interest bearing cash at end of year2019-12-31$4,443
Total non interest bearing cash at beginning of year2019-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,323,648
Value of net assets at end of year (total assets less liabilities)2019-12-31$97,605,594
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,281,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$82,475,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,646,027
Interest on participant loans2019-12-31$28,863
Value of interest in common/collective trusts at end of year2019-12-31$10,083,232
Value of interest in common/collective trusts at beginning of year2019-12-31$8,155,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,119,036
Net investment gain or loss from common/collective trusts2019-12-31$210,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,402,183
Employer contributions (assets) at end of year2019-12-31$2,582,701
Employer contributions (assets) at beginning of year2019-12-31$2,383,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,630,836
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2019-12-31870470666
2018 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,005,849
Total of all expenses incurred2018-12-31$4,707,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,652,839
Expenses. Certain deemed distributions of participant loans2018-12-31$17,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,550,287
Value of total assets at end of year2018-12-31$83,281,946
Value of total assets at beginning of year2018-12-31$85,984,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,425
Total interest from all sources2018-12-31$29,127
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,553,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,553,435
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,257,950
Participant contributions at end of year2018-12-31$714,024
Participant contributions at beginning of year2018-12-31$784,601
Participant contributions at beginning of year2018-12-31$97,230
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,382,831
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,606,873
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$165,478
Other income not declared elsewhere2018-12-31$117,376
Administrative expenses (other) incurred2018-12-31$37,425
Total non interest bearing cash at end of year2018-12-31$50
Total non interest bearing cash at beginning of year2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,702,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$83,281,946
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,984,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,646,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,686,438
Interest on participant loans2018-12-31$29,038
Value of interest in common/collective trusts at end of year2018-12-31$8,155,688
Value of interest in common/collective trusts at beginning of year2018-12-31$8,510,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,428,787
Net investment gain or loss from common/collective trusts2018-12-31$184,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,126,859
Employer contributions (assets) at end of year2018-12-31$2,383,057
Employer contributions (assets) at beginning of year2018-12-31$2,298,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,652,839
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2018-12-31870470666
2017 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$17,808,415
Total of all expenses incurred2017-12-31$6,331,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,318,567
Expenses. Certain deemed distributions of participant loans2017-12-31$13,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,325,489
Value of total assets at end of year2017-12-31$85,984,027
Value of total assets at beginning of year2017-12-31$74,507,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-181
Total interest from all sources2017-12-31$24,876
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,965,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,965,018
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,052,487
Participant contributions at end of year2017-12-31$784,601
Participant contributions at beginning of year2017-12-31$780,002
Participant contributions at end of year2017-12-31$97,230
Participant contributions at beginning of year2017-12-31$74,231
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,606,873
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,176,247
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$437,575
Other income not declared elsewhere2017-12-31$1,006,848
Administrative expenses (other) incurred2017-12-31$-181
Total non interest bearing cash at end of year2017-12-31$100
Total non interest bearing cash at beginning of year2017-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,476,635
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,984,027
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,507,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,686,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,900,417
Interest on participant loans2017-12-31$24,842
Value of interest in common/collective trusts at end of year2017-12-31$8,510,552
Value of interest in common/collective trusts at beginning of year2017-12-31$7,594,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,345,343
Net investment gain or loss from common/collective trusts2017-12-31$140,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,835,427
Employer contributions (assets) at end of year2017-12-31$2,298,054
Employer contributions (assets) at beginning of year2017-12-31$1,981,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,318,567
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2017-12-31870470666
2016 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,150,053
Total of all expenses incurred2016-12-31$3,035,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,951,883
Expenses. Certain deemed distributions of participant loans2016-12-31$61,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,258,913
Value of total assets at end of year2016-12-31$74,507,392
Value of total assets at beginning of year2016-12-31$67,392,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,225
Total interest from all sources2016-12-31$22,864
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,050,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,050,622
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,795,894
Participant contributions at end of year2016-12-31$780,002
Participant contributions at beginning of year2016-12-31$816,803
Participant contributions at end of year2016-12-31$74,231
Participant contributions at beginning of year2016-12-31$73,761
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,176,247
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,019,427
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$151,667
Other income not declared elsewhere2016-12-31$517,650
Administrative expenses (other) incurred2016-12-31$22,225
Total non interest bearing cash at end of year2016-12-31$100
Total non interest bearing cash at beginning of year2016-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,114,668
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,507,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,392,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,900,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,811,050
Interest on participant loans2016-12-31$22,864
Value of interest in common/collective trusts at end of year2016-12-31$7,594,647
Value of interest in common/collective trusts at beginning of year2016-12-31$6,859,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,171,133
Net investment gain or loss from common/collective trusts2016-12-31$128,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,311,352
Employer contributions (assets) at end of year2016-12-31$1,981,602
Employer contributions (assets) at beginning of year2016-12-31$1,812,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,951,883
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2016-12-31870470666
2015 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$123,932
Total income from all sources (including contributions)2015-12-31$4,935,485
Total of all expenses incurred2015-12-31$8,522,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,483,338
Expenses. Certain deemed distributions of participant loans2015-12-31$14,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,527,820
Value of total assets at end of year2015-12-31$67,392,724
Value of total assets at beginning of year2015-12-31$71,103,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,850
Total interest from all sources2015-12-31$22,237
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,670,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,670,222
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,848,334
Participant contributions at end of year2015-12-31$816,803
Participant contributions at beginning of year2015-12-31$733,779
Participant contributions at end of year2015-12-31$73,761
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,019,427
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,693,312
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$551,313
Other income not declared elsewhere2015-12-31$12,890
Administrative expenses (other) incurred2015-12-31$24,850
Liabilities. Value of operating payables at beginning of year2015-12-31$123,932
Total non interest bearing cash at end of year2015-12-31$150
Total non interest bearing cash at beginning of year2015-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,586,820
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,392,724
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,979,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,811,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,984,224
Interest on participant loans2015-12-31$22,237
Value of interest in common/collective trusts at end of year2015-12-31$6,859,360
Value of interest in common/collective trusts at beginning of year2015-12-31$5,945,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,297,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,128,173
Employer contributions (assets) at end of year2015-12-31$1,812,027
Employer contributions (assets) at beginning of year2015-12-31$1,746,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,483,338
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,993,665
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,993,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2015-12-31870470666
2014 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,866,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$123,932
Total income from all sources (including contributions)2014-12-31$8,434,154
Total of all expenses incurred2014-12-31$12,593,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,562,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,384,243
Value of total assets at end of year2014-12-31$71,103,476
Value of total assets at beginning of year2014-12-31$73,272,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,894
Total interest from all sources2014-12-31$20,963
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,144,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,144,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,577,816
Participant contributions at end of year2014-12-31$733,779
Participant contributions at beginning of year2014-12-31$709,505
Participant contributions at beginning of year2014-12-31$63,541
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,693,312
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,316,191
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$865,296
Other income not declared elsewhere2014-12-31$288,396
Administrative expenses (other) incurred2014-12-31$30,894
Liabilities. Value of operating payables at end of year2014-12-31$123,932
Total non interest bearing cash at end of year2014-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,159,562
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,979,544
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,272,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,984,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,973,631
Interest on participant loans2014-12-31$20,963
Value of interest in common/collective trusts at end of year2014-12-31$5,945,917
Value of interest in common/collective trusts at beginning of year2014-12-31$6,572,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-403,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,941,131
Employer contributions (assets) at end of year2014-12-31$1,746,048
Employer contributions (assets) at beginning of year2014-12-31$1,636,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,562,822
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2014-12-31870470666
2013 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$14,649,736
Total of all expenses incurred2013-12-31$1,818,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,693,581
Expenses. Certain deemed distributions of participant loans2013-12-31$83,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,500,109
Value of total assets at end of year2013-12-31$73,272,328
Value of total assets at beginning of year2013-12-31$60,441,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,461
Total interest from all sources2013-12-31$22,221
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,477,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,477,167
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,571,792
Participant contributions at end of year2013-12-31$709,505
Participant contributions at beginning of year2013-12-31$850,896
Participant contributions at end of year2013-12-31$63,541
Participant contributions at beginning of year2013-12-31$58,168
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,316,191
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$134,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$146
Other income not declared elsewhere2013-12-31$-705,677
Administrative expenses (other) incurred2013-12-31$41,461
Total non interest bearing cash at beginning of year2013-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,830,990
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,272,328
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,441,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,973,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,378,609
Interest on participant loans2013-12-31$22,221
Value of interest in common/collective trusts at end of year2013-12-31$6,572,578
Value of interest in common/collective trusts at beginning of year2013-12-31$8,503,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,283,616
Net investment gain or loss from common/collective trusts2013-12-31$72,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,793,658
Employer contributions (assets) at end of year2013-12-31$1,636,736
Employer contributions (assets) at beginning of year2013-12-31$1,649,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,693,581
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2013-12-31870470666
2012 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,932,538
Total of all expenses incurred2012-12-31$787,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$773,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,540,143
Value of total assets at end of year2012-12-31$60,441,338
Value of total assets at beginning of year2012-12-31$50,296,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,305
Total interest from all sources2012-12-31$96,685
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,788,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,569,173
Participant contributions at end of year2012-12-31$850,896
Participant contributions at beginning of year2012-12-31$809,773
Participant contributions at end of year2012-12-31$58,168
Participant contributions at beginning of year2012-12-31$13,612
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$172,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$145
Other income not declared elsewhere2012-12-31$23,122
Administrative expenses (other) incurred2012-12-31$14,305
Total non interest bearing cash at end of year2012-12-31$150
Total non interest bearing cash at beginning of year2012-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,145,064
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,441,338
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,296,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$5,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$49,378,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,220,530
Interest on participant loans2012-12-31$26,812
Income. Interest from corporate debt instruments2012-12-31$69,873
Value of interest in common/collective trusts at end of year2012-12-31$8,503,419
Value of interest in common/collective trusts at beginning of year2012-12-31$6,689,291
Net investment gain/loss from pooled separate accounts2012-12-31$4,483,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,798,574
Employer contributions (assets) at end of year2012-12-31$1,649,950
Employer contributions (assets) at beginning of year2012-12-31$2,557,324
Income. Dividends from common stock2012-12-31$1,788,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$773,169
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2012-12-31870470666
2011 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,118,756
Total of all expenses incurred2011-12-31$1,857,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,838,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,164,958
Value of total assets at end of year2011-12-31$50,296,274
Value of total assets at beginning of year2011-12-31$49,035,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,495
Total interest from all sources2011-12-31$98,131
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$871,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,451,083
Participant contributions at end of year2011-12-31$809,773
Participant contributions at beginning of year2011-12-31$845,958
Participant contributions at end of year2011-12-31$13,612
Participant contributions at beginning of year2011-12-31$53,846
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$255,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$145
Other income not declared elsewhere2011-12-31$23,721
Administrative expenses (other) incurred2011-12-31$19,495
Total non interest bearing cash at end of year2011-12-31$250
Total non interest bearing cash at beginning of year2011-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,260,973
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,296,274
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,035,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$5,349
Assets. partnership/joint venture interests at beginning of year2011-12-31$3,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,220,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,844,820
Interest on participant loans2011-12-31$28,918
Income. Interest from corporate debt instruments2011-12-31$69,213
Value of interest in common/collective trusts at end of year2011-12-31$6,689,291
Value of interest in common/collective trusts at beginning of year2011-12-31$6,885,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$145
Net investment gain/loss from pooled separate accounts2011-12-31$-2,039,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,458,290
Employer contributions (assets) at end of year2011-12-31$2,557,324
Employer contributions (assets) at beginning of year2011-12-31$2,401,211
Income. Dividends from common stock2011-12-31$871,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,838,288
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2011-12-31870470666
2010 : TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,696,566
Total of all expenses incurred2010-12-31$2,374,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,352,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,758,017
Value of total assets at end of year2010-12-31$49,035,301
Value of total assets at beginning of year2010-12-31$41,713,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,125
Total interest from all sources2010-12-31$407,028
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,301,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,338,537
Participant contributions at end of year2010-12-31$845,958
Participant contributions at beginning of year2010-12-31$926,602
Participant contributions at end of year2010-12-31$53,846
Participant contributions at beginning of year2010-12-31$51,930
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$143
Other income not declared elsewhere2010-12-31$8,680
Administrative expenses (other) incurred2010-12-31$22,125
Total non interest bearing cash at end of year2010-12-31$150
Total non interest bearing cash at beginning of year2010-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,322,141
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,035,301
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,713,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$3,842
Assets. partnership/joint venture interests at beginning of year2010-12-31$2,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,844,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,305,667
Interest on participant loans2010-12-31$35,560
Income. Interest from corporate debt instruments2010-12-31$371,468
Value of interest in common/collective trusts at end of year2010-12-31$6,885,329
Value of interest in common/collective trusts at beginning of year2010-12-31$6,153,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$145
Net investment gain/loss from pooled separate accounts2010-12-31$4,221,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,401,166
Employer contributions (assets) at end of year2010-12-31$2,401,211
Employer contributions (assets) at beginning of year2010-12-31$2,272,369
Income. Dividends from common stock2010-12-31$1,301,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,352,300
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KARREN, HENDRIX, STAGG, ALLEN & CO
Accountancy firm EIN2010-12-31870470666

Form 5500 Responses for TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN

2022: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 1
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $35
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees162
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
Insurance broker nameSTEVEN C FULLMER
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameSTEVEN C FULLMER
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210081565
Policy instance 2
Insurance contract or identification number210081565
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameSTEVEN C FULLMER
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number17979
Policy instance 1
Insurance contract or identification number17979
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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