401k Plan data: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN plan

UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 401k Plan overview

Plan Name	UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN
Plan identification number	002

UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

UNIVERSITY PHYSICIANS HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY PHYSICIANS HEALTHCARE, INC.

Employer identification number (EIN): 942958258

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 JOHN MARQUES MISTY HANSEN 2013-06-03
002 2011-01-01 MISTY HANSEN
002 2010-01-01 JOHN MARQUES MISTY HANSEN 2011-10-17
002 2009-01-01 TERE LEBARRON
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	JOHN MARQUES	MISTY HANSEN	2013-06-03
002	2011-01-01	MISTY HANSEN
002	2010-01-01	JOHN MARQUES	MISTY HANSEN	2011-10-17
002	2009-01-01	TERE LEBARRON
002	2008-01-01

Plan Statistics for UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN

401k plan membership statisitcs for UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN

Measure Date Value
2012: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,231
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,055
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,237
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 993
Total of all active and inactive participants 2011-01-01 3,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 3,231
Number of participants with account balances 2011-01-01 3,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 163
2010: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,640
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,657
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 980
Total of all active and inactive participants 2010-01-01 3,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 3,638
Number of participants with account balances 2010-01-01 3,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 212
2009: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,284
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,600
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,036
Total of all active and inactive participants 2009-01-01 3,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 3,637
Number of participants with account balances 2009-01-01 3,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 158
2008: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3,006
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 2,341
Number of retired or separated participants receiving benefits 2008-01-01 291
Number of other retired or separated participants entitled to future benefits 2008-01-01 643
Total of all active and inactive participants 2008-01-01 3,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 3,275
Number of participants with account balances 2008-01-01 2,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 184

Measure	Date	Value
2012: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,231
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,055
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,237
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	993
Total of all active and inactive participants	2011-01-01	3,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	3,231
Number of participants with account balances	2011-01-01	3,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	163
2010: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,640
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,657
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	980
Total of all active and inactive participants	2010-01-01	3,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	3,638
Number of participants with account balances	2010-01-01	3,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	212
2009: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,284
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,600
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,036
Total of all active and inactive participants	2009-01-01	3,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	3,637
Number of participants with account balances	2009-01-01	3,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	158
2008: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3,006
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	2,341
Number of retired or separated participants receiving benefits	2008-01-01	291
Number of other retired or separated participants entitled to future benefits	2008-01-01	643
Total of all active and inactive participants	2008-01-01	3,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	3,275
Number of participants with account balances	2008-01-01	2,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	184

Financial Data on UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN

Measure	Date	Value
2012 : UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-01-18	$67,412,906
Total income from all sources (including contributions)	2012-01-18	$1,496,456
Total of all expenses incurred	2012-01-18	$296,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-18	$232,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-18	$317,367
Value of total assets at end of year	2012-01-18	$0
Value of total assets at beginning of year	2012-01-18	$66,212,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-18	$63,883
Total dividends received (eg from common stock, registered investment company shares)	2012-01-18	$13,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-18	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-01-18	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-01-18	$13,704
Was this plan covered by a fidelity bond	2012-01-18	Yes
Value of fidelity bond cover	2012-01-18	$30,000,000
If this is an individual account plan, was there a blackout period	2012-01-18	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-18	$0
Were there any nonexempt tranactions with any party-in-interest	2012-01-18	No
Contributions received from participants	2012-01-18	$218,004
Participant contributions at beginning of year	2012-01-18	$2,052,290
Participant contributions at beginning of year	2012-01-18	$4,358
Total non interest bearing cash at beginning of year	2012-01-18	$97,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-18	No
Value of net income/loss	2012-01-18	$1,200,230
Value of net assets at end of year (total assets less liabilities)	2012-01-18	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-01-18	$66,212,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-18	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-18	No
Were any leases to which the plan was party in default or uncollectible	2012-01-18	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-18	$48,587,718
Value of interest in common/collective trusts at beginning of year	2012-01-18	$13,793,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-18	$1,165,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-18	No
Was there a failure to transmit to the plan any participant contributions	2012-01-18	No
Has the plan failed to provide any benefit when due under the plan	2012-01-18	No
Contributions received in cash from employer	2012-01-18	$99,363
Employer contributions (assets) at beginning of year	2012-01-18	$1,677,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-18	$232,343
Contract administrator fees	2012-01-18	$63,883
Did the plan have assets held for investment	2012-01-18	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-18	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-18	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-18	Yes
Opinion of an independent qualified public accountant for this plan	2012-01-18	Disclaimer
Accountancy firm name	2012-01-18	BEACHFLEISCHMAN PC
Accountancy firm EIN	2012-01-18	860683059
2011 : UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$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	$10,260,068
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$8,012,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,645,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,454,624
Value of total assets at end of year	2011-12-31	$66,212,676
Value of total assets at beginning of year	2011-12-31	$63,965,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$367,139
Total interest from all sources	2011-12-31	$80,322
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$908,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$908,012
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,302,101
Participant contributions at end of year	2011-12-31	$2,052,290
Participant contributions at beginning of year	2011-12-31	$1,810,175
Participant contributions at end of year	2011-12-31	$4,358
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$282,515
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$97,222
Total non interest bearing cash at beginning of year	2011-12-31	$19,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,247,632
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$66,212,676
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$63,965,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$263,360
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$48,587,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$46,200,389
Interest on participant loans	2011-12-31	$80,322
Value of interest in common/collective trusts at end of year	2011-12-31	$13,793,725
Value of interest in common/collective trusts at beginning of year	2011-12-31	$14,356,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,365,392
Net investment gain or loss from common/collective trusts	2011-12-31	$182,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,870,008
Employer contributions (assets) at end of year	2011-12-31	$1,677,363
Employer contributions (assets) at beginning of year	2011-12-31	$1,577,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,645,297
Contract administrator fees	2011-12-31	$103,779
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BEACHFLEISCHMAN PC
Accountancy firm EIN	2011-12-31	860683059
2010 : UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$86,489
Total income from all sources (including contributions)	2010-12-31	$15,382,271
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$5,090,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,949,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$10,322,178
Value of total assets at end of year	2010-12-31	$63,965,044
Value of total assets at beginning of year	2010-12-31	$53,760,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$141,234
Total interest from all sources	2010-12-31	$67,901
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,018,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,018,505
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$30,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,938,386
Participant contributions at end of year	2010-12-31	$1,810,175
Participant contributions at beginning of year	2010-12-31	$1,484,662
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$173,003
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$350,019
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$40,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$86,489
Total non interest bearing cash at end of year	2010-12-31	$19,581
Total non interest bearing cash at beginning of year	2010-12-31	$49,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$10,291,508
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$63,965,044
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$53,673,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$36,648
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$46,200,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$36,240,426
Interest on participant loans	2010-12-31	$67,901
Value of interest in common/collective trusts at end of year	2010-12-31	$14,356,919
Value of interest in common/collective trusts at beginning of year	2010-12-31	$14,204,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,644,382
Net investment gain or loss from common/collective trusts	2010-12-31	$329,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$5,033,773
Employer contributions (assets) at end of year	2010-12-31	$1,577,980
Employer contributions (assets) at beginning of year	2010-12-31	$1,567,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,949,529
Contract administrator fees	2010-12-31	$104,586
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BEACHFLEISHMAN PC
Accountancy firm EIN	2010-12-31	860683059
2009 : UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2008 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$1,373,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$214,906
Total income from all sources (including contributions)	2008-12-31	$293,058
Total of all expenses incurred	2008-12-31	$3,488,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$3,441,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$9,673,023
Value of total assets at end of year	2008-12-31	$40,413,971
Value of total assets at beginning of year	2008-12-31	$42,450,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$46,380
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$1,409,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$3,000,000
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$4,564,854
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$406,159
Value of other receiveables (less allowance for doubtful accounts) at end of year	2008-12-31	$64,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2008-12-31	$661,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2008-12-31	$1,373,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2008-12-31	$214,906
Total non interest bearing cash at end of year	2008-12-31	$1,310,692
Total non interest bearing cash at beginning of year	2008-12-31	$123,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-3,195,305
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$39,040,765
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$42,236,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$23,692,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$40,605,813
Value of interest in common/collective trusts at end of year	2008-12-31	$14,119,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-10,789,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$4,702,010
Employer contributions (assets) at end of year	2008-12-31	$1,226,540
Employer contributions (assets) at beginning of year	2008-12-31	$1,060,169
Income. Dividends from common stock	2008-12-31	$1,409,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$3,441,983
Contract administrator fees	2008-12-31	$46,380
Did the plan have assets held for investment	2008-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	BEACH FLEISCHMAN PC
Accountancy firm EIN	2008-12-31	860683059

Form 5500 Responses for UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN

2012: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: UNIVERSITY PHYSICIANS HEALTHCARE 401K PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNIVERSITY PHYSICIANS HEALTHCARE, INC.
Employer identification number (EIN):	942958258
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)