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HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number 003

HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OPTUMCARE MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:OPTUMCARE MANAGEMENT, LLC
Employer identification number (EIN):954509662
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DAVID E STRAUSS2023-12-04
0032022-01-01DAVID E. STRAUSS2023-10-10
0032021-01-01DAVID E. STRAUSS2022-08-17
0032021-01-01DAVID E. STRAUSS2022-12-09
0032020-01-01DAVID E. STRAUSS2021-08-31
0032019-01-01DAVID E. STRAUSS2020-09-23 DAVID E. STRAUSS2020-09-23
0032012-01-01MATTHEW MAZDYASNI

Plan Statistics for HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0114,289
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,078
Total number of active participants reported on line 7a of the Form 55002022-01-019,049
Number of retired or separated participants receiving benefits2022-01-0156
Number of other retired or separated participants entitled to future benefits2022-01-015,136
Total of all active and inactive participants2022-01-0114,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0148
Total participants2022-01-0114,289
Number of participants with account balances2022-01-0111,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119,848
Total number of active participants reported on line 7a of the Form 55002021-01-019,140
Number of retired or separated participants receiving benefits2021-01-0146
Number of other retired or separated participants entitled to future benefits2021-01-013,869
Total of all active and inactive participants2021-01-0113,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-0113,078
Number of participants with account balances2021-01-0110,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01393
2020: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,098
Total number of active participants reported on line 7a of the Form 55002020-01-0117,067
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-012,740
Total of all active and inactive participants2020-01-0119,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0122
Total participants2020-01-0119,848
Number of participants with account balances2020-01-019,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01505
2019: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,484
Total number of active participants reported on line 7a of the Form 55002019-01-0115,920
Number of retired or separated participants receiving benefits2019-01-0133
Number of other retired or separated participants entitled to future benefits2019-01-012,124
Total of all active and inactive participants2019-01-0118,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0121
Total participants2019-01-0118,098
Number of participants with account balances2019-01-0110,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01418
2012: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,472
Total number of active participants reported on line 7a of the Form 55002012-01-014,237
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01592
Total of all active and inactive participants2012-01-014,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-014,852
Number of participants with account balances2012-01-013,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0144

Financial Data on HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total transfer of assets from this plan2023-02-28$1,118,921,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total income from all sources (including contributions)2023-02-28$42,560,778
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$23,457,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$23,381,577
Expenses. Certain deemed distributions of participant loans2023-02-28$18,665
Value of total corrective distributions2023-02-28$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$0
Value of total assets at end of year2023-02-28$0
Value of total assets at beginning of year2023-02-28$1,099,817,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$56,395
Total interest from all sources2023-02-28$89,287
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Participant contributions at end of year2023-02-28$0
Participant contributions at beginning of year2023-02-28$10,002,910
Assets. Other investments not covered elsewhere at end of year2023-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2023-02-28$56,548,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$169,262
Other income not declared elsewhere2023-02-28$4,232,713
Administrative expenses (other) incurred2023-02-28$56,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$19,103,206
Value of net assets at end of year (total assets less liabilities)2023-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$1,099,817,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Interest on participant loans2023-02-28$89,287
Value of interest in master investment trust accounts at end of year2023-02-28$0
Value of interest in master investment trust accounts at beginning of year2023-02-28$1,033,097,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28Yes
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$23,381,577
Did the plan have assets held for investment2023-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28Yes
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28BAKER TILLY US, LLP
Accountancy firm EIN2023-02-28390859910
2022 : HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$10,564
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$0
Total income from all sources (including contributions)2022-12-31$-147,495,975
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$93,734,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$92,219,710
Expenses. Certain deemed distributions of participant loans2022-12-31$120,187
Value of total corrective distributions2022-12-31$1,027,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$76,230,600
Value of total assets at end of year2022-12-31$1,099,817,927
Value of total assets at beginning of year2022-12-31$1,341,037,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$366,539
Total interest from all sources2022-12-31$566,260
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$57,667,961
Participant contributions at end of year2022-12-31$10,002,910
Participant contributions at beginning of year2022-12-31$9,719,885
Assets. Other investments not covered elsewhere at end of year2022-12-31$56,548,629
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$68,551,013
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,588,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$169,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-16,062,924
Administrative expenses (other) incurred2022-12-31$366,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-241,230,238
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,099,817,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,341,037,601
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
Interest on participant loans2022-12-31$566,260
Value of interest in master investment trust accounts at end of year2022-12-31$1,033,097,126
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,262,766,703
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,973,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$92,219,710
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
2021 : HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,202,398
Total unrealized appreciation/depreciation of assets2021-12-31$-1,202,398
Total transfer of assets to this plan2021-12-31$219,415,058
Total transfer of assets from this plan2021-12-31$13,612,108
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$307,443,150
Total loss/gain on sale of assets2021-12-31$780,039
Total of all expenses incurred2021-12-31$110,489,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$109,412,883
Expenses. Certain deemed distributions of participant loans2021-12-31$46,416
Value of total corrective distributions2021-12-31$662,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$129,964,589
Value of total assets at end of year2021-12-31$1,341,037,601
Value of total assets at beginning of year2021-12-31$938,281,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$367,919
Total interest from all sources2021-12-31$578,514
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$157,565
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$130,126
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$56,879,021
Participant contributions at end of year2021-12-31$9,719,885
Participant contributions at beginning of year2021-12-31$8,065,079
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$19,170
Assets. Other investments not covered elsewhere at end of year2021-12-31$68,551,013
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$57,454,292
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,774,259
Administrative expenses (other) incurred2021-12-31$289,620
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$196,953,360
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,341,037,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$938,281,291
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
Investment advisory and management fees2021-12-31$78,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$549,562,793
Interest on participant loans2021-12-31$577,399
Income. Interest from US Government securities2021-12-31$438
Value of interest in master investment trust accounts at end of year2021-12-31$1,262,766,703
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$314,843,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$39,979,521
Net investment gain or loss from common/collective trusts2021-12-31$15,560,413
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,311,309
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$8,336,761
Income. Dividends from common stock2021-12-31$27,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$109,412,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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$10,153,239
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,373,200
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,052,957
Total unrealized appreciation/depreciation of assets2020-12-31$7,052,957
Total transfer of assets from this plan2020-12-31$76,064,855
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$249,624,846
Total loss/gain on sale of assets2020-12-31$618,090
Total of all expenses incurred2020-12-31$78,502,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$77,664,724
Expenses. Certain deemed distributions of participant loans2020-12-31$119,073
Value of total corrective distributions2020-12-31$221,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$99,178,169
Value of total assets at end of year2020-12-31$938,281,291
Value of total assets at beginning of year2020-12-31$843,224,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$497,650
Total interest from all sources2020-12-31$806,846
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$24,773,788
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$24,524,489
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$68,011,965
Participant contributions at end of year2020-12-31$8,065,079
Participant contributions at beginning of year2020-12-31$9,646,016
Participant contributions at end of year2020-12-31$19,170
Participant contributions at beginning of year2020-12-31$1,780,012
Assets. Other investments not covered elsewhere at end of year2020-12-31$57,454,292
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$42,809,234
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,071,099
Administrative expenses (other) incurred2020-12-31$218,352
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$171,122,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$938,281,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$843,224,007
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
Investment advisory and management fees2020-12-31$279,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$549,562,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$501,045,194
Interest on participant loans2020-12-31$627,660
Income. Interest from US Government securities2020-12-31$4,938
Income. Interest from corporate debt instruments2020-12-31$342
Value of interest in common/collective trusts at end of year2020-12-31$314,843,196
Value of interest in common/collective trusts at beginning of year2020-12-31$280,194,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$173,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$67,799,907
Net investment gain or loss from common/collective trusts2020-12-31$49,395,089
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,095,105
Employer contributions (assets) at end of year2020-12-31$8,336,761
Employer contributions (assets) at beginning of year2020-12-31$7,749,335
Income. Dividends from common stock2020-12-31$249,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$77,664,724
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$58,070,896
Aggregate carrying amount (costs) on sale of assets2020-12-31$57,452,806
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1
Total income from all sources (including contributions)2019-12-31$258,308,973
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$66,903,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$65,441,046
Expenses. Certain deemed distributions of participant loans2019-12-31$508,635
Value of total corrective distributions2019-12-31$503,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,483,766
Value of total assets at end of year2019-12-31$843,224,007
Value of total assets at beginning of year2019-12-31$651,818,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$450,331
Total interest from all sources2019-12-31$577,359
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$20,875,281
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$20,875,281
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$64,727,648
Participant contributions at end of year2019-12-31$9,646,016
Participant contributions at beginning of year2019-12-31$8,733,463
Participant contributions at end of year2019-12-31$1,780,012
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$42,809,234
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$42,034
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,159,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1
Other income not declared elsewhere2019-12-31$6,374,919
Administrative expenses (other) incurred2019-12-31$201,775
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$191,405,715
Value of net assets at end of year (total assets less liabilities)2019-12-31$843,224,007
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$651,818,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$248,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$501,045,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$374,781,917
Interest on participant loans2019-12-31$577,359
Value of interest in common/collective trusts at end of year2019-12-31$280,194,216
Value of interest in common/collective trusts at beginning of year2019-12-31$207,927,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$46,885,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$46,885,648
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$167,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,025,783
Net investment gain or loss from common/collective trusts2019-12-31$49,971,865
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$28,596,711
Employer contributions (assets) at end of year2019-12-31$7,749,335
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$65,441,046
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,980
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$13,278,611
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2012 : HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$305,285
Total unrealized appreciation/depreciation of assets2012-12-31$305,285
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$31
Total income from all sources (including contributions)2012-12-31$45,511,370
Total loss/gain on sale of assets2012-12-31$358,873
Total of all expenses incurred2012-12-31$11,143,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,059,670
Expenses. Certain deemed distributions of participant loans2012-12-31$-6,905
Value of total corrective distributions2012-12-31$1,006,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,477,468
Value of total assets at end of year2012-12-31$218,399,881
Value of total assets at beginning of year2012-12-31$184,032,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,937
Total interest from all sources2012-12-31$273,148
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,194,112
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$5,071,568
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$88,709
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$17,920,543
Participant contributions at end of year2012-12-31$4,043,127
Participant contributions at beginning of year2012-12-31$3,977,148
Participant contributions at end of year2012-12-31$11,258
Participant contributions at beginning of year2012-12-31$2,023
Assets. Other investments not covered elsewhere at end of year2012-12-31$-2,825
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-300
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,622,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$31
Administrative expenses (other) incurred2012-12-31$47,947
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$6,342
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$34,367,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$218,399,881
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$184,032,297
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
Investment advisory and management fees2012-12-31$36,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$188,181,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$154,556,548
Interest on participant loans2012-12-31$270,789
Income. Interest from corporate debt instruments2012-12-31$2,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,170,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,458,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,458,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,902,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,934,741
Employer contributions (assets) at end of year2012-12-31$6,141
Employer contributions (assets) at beginning of year2012-12-31$522
Income. Dividends from preferred stock2012-12-31$2,136
Income. Dividends from common stock2012-12-31$120,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,059,670
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$43,146
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$38,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,947,273
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,905,246
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
Aggregate proceeds on sale of assets2012-12-31$3,315,457
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,956,584
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 name2012-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2012-12-31952036255

Form 5500 Responses for HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

2023: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2012: HEALTHCARE PARTNERS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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