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NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameNORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 001

NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

NORTHWESTERN MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:NORTHWESTERN MEDICAL CENTER
Employer identification number (EIN):030266986
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about NORTHWESTERN MEDICAL CENTER

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1977-09-30
Company Identification Number: 43873
Legal Registered Office Address: 133 FAIRFIELD ST

ST. ALBANS
United States of America (USA)
05478

More information about NORTHWESTERN MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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
0012018-01-01CHARLES GLANVILLE
0012017-01-01CHRISTOPHER HICKEY CHRISTOPHER HICKEY2018-09-12
0012016-01-01PLAN SPONSOR
0012016-01-01
0012015-01-01
0012014-01-01TED SIROTTA
0012013-01-01TED SIROTTA
0012012-01-01TED SIROTTA
0012011-01-01TED SIROTTA
0012010-01-01TED SIROTTA
0012009-01-01TED SIROTTA

Plan Statistics for NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01710
Total number of active participants reported on line 7a of the Form 55002022-01-01419
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01196
Total of all active and inactive participants2022-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01619
Number of participants with account balances2022-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01748
Total number of active participants reported on line 7a of the Form 55002021-01-01551
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01686
Number of participants with account balances2021-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01763
Total number of active participants reported on line 7a of the Form 55002020-01-01576
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01701
Number of participants with account balances2020-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01761
Total number of active participants reported on line 7a of the Form 55002019-01-01597
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01689
Number of participants with account balances2019-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01748
Total number of active participants reported on line 7a of the Form 55002018-01-01649
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01713
Number of participants with account balances2018-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01756
Total number of active participants reported on line 7a of the Form 55002017-01-01633
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01666
Number of participants with account balances2017-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01773
Total number of active participants reported on line 7a of the Form 55002016-01-01570
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01656
Number of participants with account balances2016-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01669
Total number of active participants reported on line 7a of the Form 55002015-01-01494
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01629
Number of participants with account balances2015-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01657
Total number of active participants reported on line 7a of the Form 55002014-01-01506
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01626
Number of participants with account balances2014-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01611
Total number of active participants reported on line 7a of the Form 55002013-01-01496
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01597
Number of participants with account balances2013-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01554
Total number of active participants reported on line 7a of the Form 55002012-01-01456
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01558
Number of participants with account balances2012-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01537
Total number of active participants reported on line 7a of the Form 55002011-01-01445
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01532
Number of participants with account balances2011-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01540
Total number of active participants reported on line 7a of the Form 55002010-01-01433
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0181
Total of all active and inactive participants2010-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01514
Number of participants with account balances2010-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01500
Total number of active participants reported on line 7a of the Form 55002009-01-01432
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01502
Number of participants with account balances2009-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,519,525
Total of all expenses incurred2022-12-31$1,774,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,754,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,094,995
Value of total assets at end of year2022-12-31$19,508,720
Value of total assets at beginning of year2022-12-31$23,802,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,892
Total interest from all sources2022-12-31$10,452
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$455,832
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$455,832
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$19,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,293,946
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,508,720
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,802,666
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$18,906,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,273,554
Interest earned on other investments2022-12-31$10,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$602,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$529,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,080,804
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$1,094,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,754,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY
Accountancy firm EIN2022-12-31030327374
2021 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$4,169,363
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,503,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,470,134
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,186,863
Value of total assets at end of year2021-12-31$23,802,666
Value of total assets at beginning of year2021-12-31$21,136,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,474
Total interest from all sources2021-12-31$10,591
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,864,075
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$1,864,075
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$503
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$2,665,755
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,802,666
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,136,911
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$29,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,273,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,413,038
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$10,591
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$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$529,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$723,873
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,107,834
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,186,863
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,470,134
Contract administrator fees2021-12-31$3,020
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
2020 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,364,856
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,854,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,822,419
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,172,083
Value of total assets at end of year2020-12-31$21,136,911
Value of total assets at beginning of year2020-12-31$18,626,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,770
Total interest from all sources2020-12-31$13,201
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,079,213
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$1,079,213
Administrative expenses professional fees incurred2020-12-31$0
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$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$-1,323,921
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$1,323,921
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$500
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$2,510,667
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,136,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,626,244
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$27,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,413,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,000,064
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$13,201
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$723,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$626,180
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,100,359
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,172,083
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,822,419
Contract administrator fees2020-12-31$3,500
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
2019 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION 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$0
Total income from all sources (including contributions)2019-12-31$4,543,008
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,294,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,262,720
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,206,841
Value of total assets at end of year2019-12-31$18,626,244
Value of total assets at beginning of year2019-12-31$15,377,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,912
Total interest from all sources2019-12-31$10,444
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$903,620
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$903,620
Administrative expenses professional fees incurred2019-12-31$0
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$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$-1,288,599
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$1,288,599
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$500
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$3,248,376
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,626,244
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,377,868
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$27,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,000,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,906,507
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$10,444
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$626,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$471,361
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,422,103
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,206,841
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,262,720
Contract administrator fees2019-12-31$3,783
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 name2019-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2019-12-31030327374
2018 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$189,567
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,138,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,107,126
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,153,626
Value of total assets at end of year2018-12-31$15,377,868
Value of total assets at beginning of year2018-12-31$16,327,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,690
Total interest from all sources2018-12-31$5,696
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,185,703
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$1,185,703
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$-1,285,451
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$1,285,451
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-949,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,377,868
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,327,117
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$26,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,906,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,947,994
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$5,696
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$471,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$379,123
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,155,458
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,153,626
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,107,126
Contract administrator fees2018-12-31$3,941
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2018-12-31030327374
2017 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$3,414,668
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,203,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,191,599
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$924,764
Value of total assets at end of year2017-12-31$16,327,117
Value of total assets at beginning of year2017-12-31$14,116,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,012
Total interest from all sources2017-12-31$4,714
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$660,277
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$660,277
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$-1,221,174
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$1,221,174
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
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$2,211,057
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,327,117
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,116,060
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
Investment advisory and management fees2017-12-31$10,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,947,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,820,059
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$4,714
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$379,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$296,001
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,824,913
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$924,764
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,191,599
Contract administrator fees2017-12-31$1,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCSORLEY MCCOY & CO.
Accountancy firm EIN2017-12-31030327374
2016 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,902,432
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$783,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$783,022
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$14,116,060
Value of total assets at beginning of year2016-12-31$12,996,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$204
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$4,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$531,016
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$531,016
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
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$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,186
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-4,165
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$12,974,758
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,119,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,116,060
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,996,854
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,820,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$4,166
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
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$979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$296,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,371,415
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$17,931
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$783,022
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2016-12-31030327374
2015 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,000,093
Total unrealized appreciation/depreciation of assets2015-12-31$-1,000,093
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$963,935
Total loss/gain on sale of assets2015-12-31$867,306
Total of all expenses incurred2015-12-31$1,435,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,411,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$882,931
Value of total assets at end of year2015-12-31$12,996,854
Value of total assets at beginning of year2015-12-31$13,468,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,843
Total interest from all sources2015-12-31$715
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$213,076
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$159,759
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$916,331
Amount contributed by the employer to the plan for this plan year2015-12-31$916,331
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$209
Total non interest bearing cash at end of year2015-12-31$12,974,758
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-471,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,996,854
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,468,675
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
Investment advisory and management fees2015-12-31$23,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,950,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$27,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$27,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$882,931
Employer contributions (assets) at end of year2015-12-31$17,931
Employer contributions (assets) at beginning of year2015-12-31$156,563
Income. Dividends from common stock2015-12-31$53,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,411,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,327,850
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$15,778,687
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,911,381
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2015-12-31030327374
2014 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-188,440
Total unrealized appreciation/depreciation of assets2014-12-31$-188,440
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$1,533,226
Total loss/gain on sale of assets2014-12-31$514,868
Total of all expenses incurred2014-12-31$549,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$525,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$867,203
Value of total assets at end of year2014-12-31$13,468,675
Value of total assets at beginning of year2014-12-31$12,484,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,976
Total interest from all sources2014-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$292,236
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$243,411
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$890,241
Amount contributed by the employer to the plan for this plan year2014-12-31$890,241
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$295
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$983,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,468,675
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,484,952
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
Investment advisory and management fees2014-12-31$23,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,950,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,242,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$27,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$130,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$130,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$47,332
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$867,203
Employer contributions (assets) at end of year2014-12-31$156,563
Employer contributions (assets) at beginning of year2014-12-31$63,234
Income. Dividends from common stock2014-12-31$48,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$525,527
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,327,850
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,043,104
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$2,236,318
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,721,450
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2014-12-31030327374
2013 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$808,958
Total unrealized appreciation/depreciation of assets2013-12-31$808,958
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$15,958
Total income from all sources (including contributions)2013-12-31$2,369,244
Total loss/gain on sale of assets2013-12-31$408,499
Total of all expenses incurred2013-12-31$387,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$364,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$844,228
Value of total assets at end of year2013-12-31$12,484,952
Value of total assets at beginning of year2013-12-31$10,518,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,169
Total interest from all sources2013-12-31$72
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$248,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$879,569
Amount contributed by the employer to the plan for this plan year2013-12-31$879,569
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,958
Other income not declared elsewhere2013-12-31$414
Administrative expenses (other) incurred2013-12-31$514
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$1,982,049
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,484,952
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,502,903
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
Investment advisory and management fees2013-12-31$22,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,242,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,786,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$130,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$144,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$144,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$58,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$844,228
Employer contributions (assets) at end of year2013-12-31$63,234
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$248,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$364,026
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,043,104
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,583,864
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$3,619,158
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,210,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2013-12-31030327374
2012 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$391,198
Total unrealized appreciation/depreciation of assets2012-12-31$391,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8
Total income from all sources (including contributions)2012-12-31$1,660,018
Total loss/gain on sale of assets2012-12-31$263,254
Total of all expenses incurred2012-12-31$301,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$275,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$749,005
Value of total assets at end of year2012-12-31$10,518,861
Value of total assets at beginning of year2012-12-31$9,143,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,834
Total interest from all sources2012-12-31$90
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$82,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$767,371
Amount contributed by the employer to the plan for this plan year2012-12-31$767,371
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8
Administrative expenses (other) incurred2012-12-31$239
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$1,358,972
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,502,903
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,143,931
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$25,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,786,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,671,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$144,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$41,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$41,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$90
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$174,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$749,005
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$11,076
Income. Dividends from common stock2012-12-31$82,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$275,212
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,583,864
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,414,221
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$5,473,537
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,210,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2012-12-31030302296
2011 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-451,718
Total unrealized appreciation/depreciation of assets2011-12-31$-451,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39,479
Total income from all sources (including contributions)2011-12-31$446,817
Total loss/gain on sale of assets2011-12-31$-98,887
Total of all expenses incurred2011-12-31$423,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$387,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$700,550
Value of total assets at end of year2011-12-31$9,143,939
Value of total assets at beginning of year2011-12-31$9,160,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,893
Total interest from all sources2011-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$100,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$725,832
Amount contributed by the employer to the plan for this plan year2011-12-31$725,832
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$39,479
Other income not declared elsewhere2011-12-31$2,595
Administrative expenses (other) incurred2011-12-31$710
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$23,332
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,143,931
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,120,599
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
Investment advisory and management fees2011-12-31$35,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,671,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,551,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$41,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$63,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$63,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$193,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$700,550
Employer contributions (assets) at end of year2011-12-31$11,076
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$100,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$387,592
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,414,221
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,538,118
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
Aggregate proceeds on sale of assets2011-12-31$2,993,712
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,092,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2011-12-31030302296
2010 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$595,864
Total unrealized appreciation/depreciation of assets2010-12-31$595,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$39,479
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$1,464,151
Total loss/gain on sale of assets2010-12-31$-28,796
Total of all expenses incurred2010-12-31$469,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$431,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$629,526
Value of total assets at end of year2010-12-31$9,160,078
Value of total assets at beginning of year2010-12-31$8,126,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,205
Total interest from all sources2010-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$661,042
Amount contributed by the employer to the plan for this plan year2010-12-31$661,042
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$39,479
Other income not declared elsewhere2010-12-31$1,289
Administrative expenses (other) incurred2010-12-31$467
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$994,193
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,120,599
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,126,406
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
Investment advisory and management fees2010-12-31$37,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,551,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,647,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$63,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$32,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$32,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$169,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$629,526
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$22,953
Income. Dividends from common stock2010-12-31$97,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$431,753
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$354,302
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,538,118
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,060,408
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
Aggregate proceeds on sale of assets2010-12-31$3,172,752
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,201,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN2010-12-31030302296
2009 : NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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$634,953
Amount contributed by the employer to the plan for this plan year2009-12-31$634,953

Form 5500 Responses for NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN

2022: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHWESTERN MEDICAL CENTER, INC. MONEY PURCHASE 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62551
Policy instance 1
Insurance contract or identification numberMR 62551
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-05
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA06647
Policy instance 2
Insurance contract or identification numberTA06647
Number of Individuals Covered619
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62551
Policy instance 1
Insurance contract or identification numberMR 62551
Number of Individuals Covered686
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62551
Policy instance 1
Insurance contract or identification numberMR 62551
Number of Individuals Covered701
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62551
Policy instance 1
Insurance contract or identification numberMR 62551
Number of Individuals Covered689
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62551
Policy instance 1
Insurance contract or identification numberMR 62551
Number of Individuals Covered713
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62551
Policy instance 1
Insurance contract or identification numberMR 62551
Number of Individuals Covered666
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013351-04
Policy instance 2
Insurance contract or identification number1013351-04
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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

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