Summit Medical Group Pa Employees' Benefit Trust

“The organization has retained the services of aetna and standard insurance company, its third party administrators, to manage its day to day affairs and activities.”

“The organization's federal form 990 was provided to its board member for review prior to filing with the internal revenue service ("irs"). Summit medical group, p.a., the organization's trustee and plan sponsor, has assumed the responsibility to oversee and coordinate the federal form 990 preparation, review and filing process. As part of the tax return preparation process the organization hired a professional cpa firm with experience and expertise in both healthcare and not for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with summit medical group, p.a.'s finance personnel to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to summit medical group, p.a.'s finance personnel for review. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to summit medical group, p.a.'s finance personnel for final review and approval prior to presentation of the federal form 990 to the organization's board member and the filing of the tax return with the irs.”

“The organization's filed certificate of incorporation and any amednments can be obtained and reviewed through the state of new jersey department of the treasury. In addition, the organization's audited financial statements and form 5500, annual return/report of employee benefit plan, are available through the state of new jersey department of banking and insurance.”

“The plan terminated in 2015. Please refer to schedule n for details.”