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CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 401k Plan overview

Plan NameCHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN
Plan identification number 001

CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • 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.

401k Sponsoring company profile

CHILDREN'S UNIVERSITY MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S UNIVERSITY MEDICAL GROUP
Employer identification number (EIN):911336707
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATTI ADAMICH
0012016-01-01PATTI ADAMICH
0012015-01-01PATTI ADAMICH
0012014-01-01PATTI A. ADAMICH PATTI A ADAMICH2015-10-02
0012013-01-01PATTI A. ADAMICH PATTI A ADAMICH2014-10-15
0012012-01-01PATTI A. ADAMICH PATTI A. ADAMICH2013-10-11
0012011-01-01PATTI A. ADAMICH PATTI A. ADAMICH2012-10-11
0012009-01-01PATTI A. ADAMICH PATTI A. ADAMICH2010-10-13

Plan Statistics for CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

401k plan membership statisitcs for CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

Measure Date Value
2022: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,248
Total number of active participants reported on line 7a of the Form 55002022-01-01844
Number of retired or separated participants receiving benefits2022-01-0151
Number of other retired or separated participants entitled to future benefits2022-01-01262
Total of all active and inactive participants2022-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,159
Number of participants with account balances2022-01-011,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,196
Total number of active participants reported on line 7a of the Form 55002021-01-01809
Number of retired or separated participants receiving benefits2021-01-01124
Number of other retired or separated participants entitled to future benefits2021-01-01314
Total of all active and inactive participants2021-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,248
Number of participants with account balances2021-01-011,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,121
Total number of active participants reported on line 7a of the Form 55002020-01-01786
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-01357
Total of all active and inactive participants2020-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,196
Number of participants with account balances2020-01-011,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,025
Total number of active participants reported on line 7a of the Form 55002019-01-01744
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-01341
Total of all active and inactive participants2019-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,121
Number of participants with account balances2019-01-011,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,059
Total number of active participants reported on line 7a of the Form 55002018-01-01694
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01310
Total of all active and inactive participants2018-01-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,025
Number of participants with account balances2018-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01977
Total number of active participants reported on line 7a of the Form 55002017-01-01675
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01366
Total of all active and inactive participants2017-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,059
Number of participants with account balances2017-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01901
Total number of active participants reported on line 7a of the Form 55002016-01-01701
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01265
Total of all active and inactive participants2016-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01977
Number of participants with account balances2016-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01871
Total number of active participants reported on line 7a of the Form 55002015-01-01726
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01175
Total of all active and inactive participants2015-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01901
Number of participants with account balances2015-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01811
Total number of active participants reported on line 7a of the Form 55002014-01-01601
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-01236
Total of all active and inactive participants2014-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01871
Number of participants with account balances2014-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01730
Total number of active participants reported on line 7a of the Form 55002013-01-01586
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-01198
Total of all active and inactive participants2013-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01811
Number of participants with account balances2013-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01715
Total number of active participants reported on line 7a of the Form 55002012-01-01566
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01730
Number of participants with account balances2012-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01669
Total number of active participants reported on line 7a of the Form 55002011-01-01547
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-01152
Total of all active and inactive participants2011-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01715
Number of participants with account balances2011-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01547
Total number of active participants reported on line 7a of the Form 55002009-01-01455
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-01115
Total of all active and inactive participants2009-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01583
Number of participants with account balances2009-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

Measure Date Value
2022 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-570,165
Total unrealized appreciation/depreciation of assets2022-12-31$-570,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-31,033,292
Total loss/gain on sale of assets2022-12-31$4,595
Total of all expenses incurred2022-12-31$10,957,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,904,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,492,185
Value of total assets at end of year2022-12-31$193,231,175
Value of total assets at beginning of year2022-12-31$235,222,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,728
Total interest from all sources2022-12-31$684,789
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,341,991
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$6,329,264
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,298,248
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,921,053
Administrative expenses (other) incurred2022-12-31$53,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,991,123
Value of net assets at end of year (total assets less liabilities)2022-12-31$193,231,175
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$235,222,298
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$160,769,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$199,131,335
Value of interest in pooled separate accounts at end of year2022-12-31$953,815
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,350,513
Interest earned on other investments2022-12-31$681,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,209,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,819,397
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$456,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-48,108,071
Net investment gain/loss from pooled separate accounts2022-12-31$121,384
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$10,492,185
Income. Dividends from common stock2022-12-31$12,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,447,343
Contract administrator fees2022-12-31$625
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
Aggregate proceeds on sale of assets2022-12-31$81,084
Aggregate carrying amount (costs) on sale of assets2022-12-31$76,489
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER, PS
Accountancy firm EIN2022-12-31911194016
2021 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$180,588
Total unrealized appreciation/depreciation of assets2021-12-31$180,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$37,311,694
Total loss/gain on sale of assets2021-12-31$17,774
Total of all expenses incurred2021-12-31$5,155,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,074,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,265,230
Value of total assets at end of year2021-12-31$235,222,298
Value of total assets at beginning of year2021-12-31$203,066,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,754
Total interest from all sources2021-12-31$606,698
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,700,612
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$7,690,647
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$9,262,336
Amount contributed by the employer to the plan for this plan year2021-12-31$9,262,336
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,921,053
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,080,289
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,894
Administrative expenses (other) incurred2021-12-31$72,752
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$32,156,298
Value of net assets at end of year (total assets less liabilities)2021-12-31$235,222,298
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$203,066,000
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$199,131,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$169,405,499
Value of interest in pooled separate accounts at end of year2021-12-31$1,350,513
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,221,070
Interest earned on other investments2021-12-31$606,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,819,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,359,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,332,895
Net investment gain/loss from pooled separate accounts2021-12-31$207,897
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$9,262,336
Income. Dividends from common stock2021-12-31$9,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,074,642
Contract administrator fees2021-12-31$8,002
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
Aggregate proceeds on sale of assets2021-12-31$170,304
Aggregate carrying amount (costs) on sale of assets2021-12-31$152,530
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER, PS
Accountancy firm EIN2021-12-31911194016
2020 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$132,207
Total unrealized appreciation/depreciation of assets2020-12-31$132,207
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$39,893,637
Total loss/gain on sale of assets2020-12-31$183,111
Total of all expenses incurred2020-12-31$9,375,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,321,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,070,366
Value of total assets at end of year2020-12-31$203,066,000
Value of total assets at beginning of year2020-12-31$172,547,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,204
Total interest from all sources2020-12-31$663,197
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,775,148
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$3,771,748
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$11,070,366
Amount contributed by the employer to the plan for this plan year2020-12-31$11,070,366
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,080,289
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,552,601
Administrative expenses (other) incurred2020-12-31$53,204
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$30,518,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$203,066,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$172,547,561
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$169,405,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$144,151,209
Value of interest in pooled separate accounts at end of year2020-12-31$1,221,070
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,307,396
Interest earned on other investments2020-12-31$662,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,359,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,536,355
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$356,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,080,821
Net investment gain/loss from pooled separate accounts2020-12-31$-11,213
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$11,070,366
Income. Dividends from common stock2020-12-31$3,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,965,257
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
Aggregate proceeds on sale of assets2020-12-31$1,133,664
Aggregate carrying amount (costs) on sale of assets2020-12-31$950,553
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER, PS
Accountancy firm EIN2020-12-31911194016
2019 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$203,691
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$203,691
Total unrealized appreciation/depreciation of assets2019-12-31$203,691
Total unrealized appreciation/depreciation of assets2019-12-31$203,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$39,487,619
Total income from all sources (including contributions)2019-12-31$39,487,619
Total loss/gain on sale of assets2019-12-31$13,541
Total of all expenses incurred2019-12-31$3,573,512
Total of all expenses incurred2019-12-31$3,573,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,535,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,535,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,889,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,889,004
Value of total assets at end of year2019-12-31$172,547,561
Value of total assets at end of year2019-12-31$172,547,561
Value of total assets at beginning of year2019-12-31$136,633,454
Value of total assets at beginning of year2019-12-31$136,633,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,110
Total interest from all sources2019-12-31$506,806
Total interest from all sources2019-12-31$506,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,372,197
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,372,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$3,368,338
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,368,338
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$9,889,004
Amount contributed by the employer to the plan for this plan year2019-12-31$9,889,004
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,552,601
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,552,601
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,224,768
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,224,768
Administrative expenses (other) incurred2019-12-31$38,110
Administrative expenses (other) incurred2019-12-31$38,110
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
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$35,914,107
Value of net income/loss2019-12-31$35,914,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$172,547,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$172,547,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$136,633,454
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$136,633,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$144,151,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,810,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,810,070
Value of interest in pooled separate accounts at end of year2019-12-31$1,307,396
Value of interest in pooled separate accounts at end of year2019-12-31$1,307,396
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,258,445
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,258,445
Interest earned on other investments2019-12-31$501,740
Interest earned on other investments2019-12-31$501,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,536,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,536,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,340,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,340,171
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$540,650
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$540,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,433,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,433,117
Net investment gain/loss from pooled separate accounts2019-12-31$69,263
Net investment gain/loss from pooled separate accounts2019-12-31$69,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,889,004
Contributions received in cash from employer2019-12-31$9,889,004
Income. Dividends from common stock2019-12-31$3,859
Income. Dividends from common stock2019-12-31$3,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,994,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,994,752
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$60,155
Aggregate proceeds on sale of assets2019-12-31$60,155
Aggregate carrying amount (costs) on sale of assets2019-12-31$46,614
Aggregate carrying amount (costs) on sale of assets2019-12-31$46,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER, PS
Accountancy firm name2019-12-31CLARK NUBER, PS
Accountancy firm EIN2019-12-31911194016
Accountancy firm EIN2019-12-31911194016
2018 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,972
Total unrealized appreciation/depreciation of assets2018-12-31$2,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,387,620
Total loss/gain on sale of assets2018-12-31$6,872
Total of all expenses incurred2018-12-31$7,200,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,159,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,596,165
Value of total assets at end of year2018-12-31$136,633,454
Value of total assets at beginning of year2018-12-31$141,446,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,560
Total interest from all sources2018-12-31$634,117
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,684,779
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$3,680,896
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$9,583,867
Amount contributed by the employer to the plan for this plan year2018-12-31$9,583,867
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,224,768
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,690,105
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,298
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$36,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,812,968
Value of net assets at end of year (total assets less liabilities)2018-12-31$136,633,454
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$141,446,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$110,810,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$115,647,859
Value of interest in pooled separate accounts at end of year2018-12-31$1,258,445
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,228,355
Interest earned on other investments2018-12-31$631,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,340,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,880,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,594,899
Net investment gain or loss from common/collective trusts2018-12-31$57,614
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$9,583,867
Income. Dividends from common stock2018-12-31$3,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,159,028
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
Aggregate proceeds on sale of assets2018-12-31$126,385
Aggregate carrying amount (costs) on sale of assets2018-12-31$119,513
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 name2018-12-31CLARK NUBER, PS
Accountancy firm EIN2018-12-31911194016
2017 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$89,446
Total unrealized appreciation/depreciation of assets2017-12-31$89,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$30,339,175
Total loss/gain on sale of assets2017-12-31$5,704
Total of all expenses incurred2017-12-31$3,985,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,963,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,409,519
Value of total assets at end of year2017-12-31$141,446,422
Value of total assets at beginning of year2017-12-31$115,092,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,370
Total interest from all sources2017-12-31$565,599
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,140,732
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$3,137,568
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$9,189,134
Amount contributed by the employer to the plan for this plan year2017-12-31$9,189,134
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,690,105
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,670,636
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,220,385
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$21,370
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$26,354,162
Value of net assets at end of year (total assets less liabilities)2017-12-31$141,446,422
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$115,092,260
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$115,647,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$91,315,107
Value of interest in pooled separate accounts at end of year2017-12-31$1,228,355
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,175,346
Interest earned on other investments2017-12-31$564,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,880,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,931,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,076,709
Net investment gain/loss from pooled separate accounts2017-12-31$51,466
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$9,189,134
Income. Dividends from common stock2017-12-31$3,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,963,643
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
Aggregate proceeds on sale of assets2017-12-31$79,810
Aggregate carrying amount (costs) on sale of assets2017-12-31$74,106
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 name2017-12-31CLARK NUBER, PS
Accountancy firm EIN2017-12-31911194016
2016 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$77,282
Total unrealized appreciation/depreciation of assets2016-12-31$77,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,866,837
Total loss/gain on sale of assets2016-12-31$7,724
Total of all expenses incurred2016-12-31$3,857,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,854,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,408,496
Value of total assets at end of year2016-12-31$115,092,260
Value of total assets at beginning of year2016-12-31$103,082,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,528
Total interest from all sources2016-12-31$625,264
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,800,790
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$1,786,266
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$8,406,694
Amount contributed by the employer to the plan for this plan year2016-12-31$8,406,694
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,670,636
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,802
Administrative expenses (other) incurred2016-12-31$2,528
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$12,009,397
Value of net assets at end of year (total assets less liabilities)2016-12-31$115,092,260
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$103,082,863
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$91,315,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$85,955,572
Value of interest in pooled separate accounts at end of year2016-12-31$1,175,346
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,302,614
Interest earned on other investments2016-12-31$625,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,931,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,824,677
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$589,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,885,265
Net investment gain/loss from pooled separate accounts2016-12-31$62,016
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$8,406,694
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$14,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,265,823
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
Aggregate proceeds on sale of assets2016-12-31$53,363
Aggregate carrying amount (costs) on sale of assets2016-12-31$45,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER, PS
Accountancy firm EIN2016-12-31911194016
2015 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-25,490
Total unrealized appreciation/depreciation of assets2015-12-31$-25,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,539,214
Total loss/gain on sale of assets2015-12-31$-12,667
Total of all expenses incurred2015-12-31$4,327,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,327,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,025,902
Value of total assets at end of year2015-12-31$103,082,863
Value of total assets at beginning of year2015-12-31$98,871,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$383,287
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,198,684
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$2,198,684
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$7,932,079
Amount contributed by the employer to the plan for this plan year2015-12-31$7,932,079
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$93,823
Other income not declared elsewhere2015-12-31$199,138
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$4,211,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$103,082,863
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$98,871,244
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$85,955,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$82,047,996
Value of interest in pooled separate accounts at end of year2015-12-31$1,302,614
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,497,666
Interest earned on other investments2015-12-31$383,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$89,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$89,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,824,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,083,080
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$413,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,332,152
Net investment gain/loss from pooled separate accounts2015-12-31$102,512
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$7,932,079
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$152,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,914,006
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$171,225
Aggregate carrying amount (costs) on sale of assets2015-12-31$183,892
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 name2015-12-31CLARK NUBER, PS
Accountancy firm EIN2015-12-31911194016
2014 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$47,642
Total unrealized appreciation/depreciation of assets2014-12-31$47,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,912,815
Total loss/gain on sale of assets2014-12-31$14,911
Total of all expenses incurred2014-12-31$4,495,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,487,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,166,589
Value of total assets at end of year2014-12-31$98,871,244
Value of total assets at beginning of year2014-12-31$90,453,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,928
Total interest from all sources2014-12-31$529,703
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,000,141
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$994,234
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$6,910,000
Amount contributed by the employer to the plan for this plan year2014-12-31$6,910,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,053,445
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$103,751
Other income not declared elsewhere2014-12-31$47,557
Administrative expenses (other) incurred2014-12-31$6,136
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$8,417,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$98,871,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$90,453,567
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$82,047,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,285,748
Value of interest in pooled separate accounts at end of year2014-12-31$1,497,666
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,472,622
Interest earned on other investments2014-12-31$529,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$89,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$240,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$240,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,083,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,400,923
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$243,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,936,772
Net investment gain/loss from pooled separate accounts2014-12-31$169,500
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$7,062,838
Employer contributions (assets) at end of year2014-12-31$152,837
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$5,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,243,329
Contract administrator fees2014-12-31$1,792
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
Aggregate proceeds on sale of assets2014-12-31$190,545
Aggregate carrying amount (costs) on sale of assets2014-12-31$175,634
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 name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,484
Total unrealized appreciation/depreciation of assets2013-12-31$12,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$19,957,506
Total loss/gain on sale of assets2013-12-31$13,378
Total of all expenses incurred2013-12-31$2,646,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,644,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,086,063
Value of total assets at end of year2013-12-31$90,453,567
Value of total assets at beginning of year2013-12-31$73,142,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,258
Total interest from all sources2013-12-31$-86,005
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$853,130
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$851,362
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$5,936,710
Amount contributed by the employer to the plan for this plan year2013-12-31$5,936,710
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,053,445
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,759,023
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$149,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$503,173
Other income not declared elsewhere2013-12-31$-29,872
Administrative expenses (other) incurred2013-12-31$2,258
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$17,310,795
Value of net assets at end of year (total assets less liabilities)2013-12-31$90,453,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$73,142,772
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$74,285,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,725,779
Value of interest in pooled separate accounts at end of year2013-12-31$1,472,622
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,016,267
Interest earned on other investments2013-12-31$-86,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$240,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,400,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,641,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,931,614
Net investment gain/loss from pooled separate accounts2013-12-31$176,714
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$5,936,710
Income. Dividends from common stock2013-12-31$1,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,141,280
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
Aggregate proceeds on sale of assets2013-12-31$59,520
Aggregate carrying amount (costs) on sale of assets2013-12-31$46,142
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 name2013-12-31KPMG, LLC
Accountancy firm EIN2013-12-31135565207
2012 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,990,269
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,038,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,036,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,888,211
Value of total assets at end of year2012-12-31$73,142,772
Value of total assets at beginning of year2012-12-31$61,191,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,467
Total interest from all sources2012-12-31$450,907
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$547,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$547,389
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$5,882,950
Amount contributed by the employer to the plan for this plan year2012-12-31$5,882,950
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,759,023
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,514,104
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,261
Other income not declared elsewhere2012-12-31$245,009
Administrative expenses (other) incurred2012-12-31$2,467
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$11,951,552
Value of net assets at end of year (total assets less liabilities)2012-12-31$73,142,772
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,191,220
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$57,725,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$47,100,967
Value of interest in pooled separate accounts at end of year2012-12-31$2,016,267
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,884,714
Interest earned on other investments2012-12-31$450,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,641,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,691,435
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$14,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,672,592
Net investment gain/loss from pooled separate accounts2012-12-31$186,161
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$5,882,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,021,750
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 name2012-12-31KPMG, LLC
Accountancy firm EIN2012-12-31135565207
2011 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,311,379
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,567,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,563,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,463,251
Value of total assets at end of year2011-12-31$61,191,220
Value of total assets at beginning of year2011-12-31$58,447,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,347
Total interest from all sources2011-12-31$426,330
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$252,604
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$5,452,639
Amount contributed by the employer to the plan for this plan year2011-12-31$5,452,639
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,514,104
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$680,120
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,612
Other income not declared elsewhere2011-12-31$-34,134
Administrative expenses (other) incurred2011-12-31$4,347
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$2,743,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,191,220
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,447,805
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$47,100,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,385,352
Value of interest in pooled separate accounts at end of year2011-12-31$1,884,714
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,824,431
Interest earned on other investments2011-12-31$426,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,691,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,557,902
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$633,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,022,004
Net investment gain/loss from pooled separate accounts2011-12-31$225,332
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$5,452,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,930,042
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 name2011-12-31KPMG, LLC
Accountancy firm EIN2011-12-31135565207
2010 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,849,258
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$801,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$800,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,208,779
Value of total assets at end of year2010-12-31$58,447,805
Value of total assets at beginning of year2010-12-31$48,399,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$738
Total interest from all sources2010-12-31$389,802
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$67,621
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$5,100,998
Amount contributed by the employer to the plan for this plan year2010-12-31$5,100,998
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$680,120
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$107,781
Other income not declared elsewhere2010-12-31$33,869
Administrative expenses (other) incurred2010-12-31$738
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$10,048,083
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,447,805
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,399,722
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,385,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,745,183
Value of interest in pooled separate accounts at end of year2010-12-31$1,824,431
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,035,798
Interest earned on other investments2010-12-31$389,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,557,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,618,741
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$104,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,949,287
Net investment gain/loss from pooled separate accounts2010-12-31$199,900
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$5,100,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$695,501
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 name2010-12-31KPMG, LLC
Accountancy firm EIN2010-12-31135565207
2009 : CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,524,516
Amount contributed by the employer to the plan for this plan year2009-12-31$4,524,516

Form 5500 Responses for CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

2022: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0001
Policy instance 2
Insurance contract or identification number0001
Number of Individuals Covered98
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102806
Policy instance 1
Insurance contract or identification number102806
Number of Individuals Covered309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0001
Policy instance 2
Insurance contract or identification number0001
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102806
Policy instance 1
Insurance contract or identification number102806
Number of Individuals Covered332
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0001
Policy instance 2
Insurance contract or identification number0001
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102806
Policy instance 1
Insurance contract or identification number102806
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0001
Policy instance 2
Insurance contract or identification number0001
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102806
Policy instance 1
Insurance contract or identification number102806
Number of Individuals Covered324
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0001
Policy instance 2
Insurance contract or identification number0001
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102806
Policy instance 1
Insurance contract or identification number102806
Number of Individuals Covered385
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number0001
Policy instance 2
Insurance contract or identification number0001
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102806
Policy instance 1
Insurance contract or identification number102806
Number of Individuals Covered397
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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