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THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 401k Plan overview

Plan NameTHE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN
Plan identification number 002

THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE CHILDREN'S HOSPITAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S HOSPITAL CORPORATION
Employer identification number (EIN):042774441
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROGER U. WELLINGTON III
0022016-01-01ROGER U. WELLINGTON III
0022015-01-01ROGER U. WELLINGTON III
0022014-01-01ROGER U. WELLINGTON III
0022013-01-01ROGER U WELLINGTON III ROGER U WELLINGTON III2014-10-15
0022012-01-01DAWN SOCHA DAWN SOCHA2013-10-14
0022011-01-01DAWN SOCHA DAWN SOCHA2012-10-16
0022009-01-01DAWN SOCHA DAWN SOCHA2010-10-16
0022009-01-01DAWN SOCHA DAWN SOCHA2010-10-14
0022009-01-01DAWN SOCHA DAWN SOCHA2011-07-15

Plan Statistics for THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN

401k plan membership statisitcs for THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN

Measure Date Value
2022: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,845
Total number of active participants reported on line 7a of the Form 55002022-01-01512
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,399
Total of all active and inactive participants2022-01-011,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,911
Number of participants with account balances2022-01-011,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,724
Total number of active participants reported on line 7a of the Form 55002021-01-01513
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,332
Total of all active and inactive participants2021-01-011,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,845
Number of participants with account balances2021-01-011,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,773
Total number of active participants reported on line 7a of the Form 55002020-01-01493
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,231
Total of all active and inactive participants2020-01-011,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,724
Number of participants with account balances2020-01-011,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,735
Total number of active participants reported on line 7a of the Form 55002019-01-01471
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,302
Total of all active and inactive participants2019-01-011,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,773
Number of participants with account balances2019-01-011,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,717
Total number of active participants reported on line 7a of the Form 55002018-01-01452
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,283
Total of all active and inactive participants2018-01-011,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,735
Number of participants with account balances2018-01-011,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,649
Total number of active participants reported on line 7a of the Form 55002017-01-01448
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,269
Total of all active and inactive participants2017-01-011,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,717
Number of participants with account balances2017-01-011,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,704
Total number of active participants reported on line 7a of the Form 55002016-01-01432
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,217
Total of all active and inactive participants2016-01-011,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,649
Number of participants with account balances2016-01-011,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,581
Total number of active participants reported on line 7a of the Form 55002015-01-01464
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,240
Total of all active and inactive participants2015-01-011,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,704
Number of participants with account balances2015-01-011,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,642
Total number of active participants reported on line 7a of the Form 55002014-01-01355
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,226
Total of all active and inactive participants2014-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,581
Number of participants with account balances2014-01-011,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,674
Total number of active participants reported on line 7a of the Form 55002013-01-01433
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,209
Total of all active and inactive participants2013-01-011,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,642
Number of participants with account balances2013-01-011,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,544
Total number of active participants reported on line 7a of the Form 55002012-01-01423
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,251
Total of all active and inactive participants2012-01-011,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,674
Number of participants with account balances2012-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,469
Total number of active participants reported on line 7a of the Form 55002011-01-01403
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,141
Total of all active and inactive participants2011-01-011,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,544
Number of participants with account balances2011-01-011,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,670
Total number of active participants reported on line 7a of the Form 55002009-01-01243
Number of other retired or separated participants entitled to future benefits2009-01-011,240
Total of all active and inactive participants2009-01-011,483
Total participants2009-01-011,483
Number of participants with account balances2009-01-011,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010

Financial Data on THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN

Measure Date Value
2022 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-25,262,857
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,927,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,927,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,847,053
Value of total assets at end of year2022-12-31$198,635,131
Value of total assets at beginning of year2022-12-31$238,825,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$6,711,342
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$55,165,751
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$73,213,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-11,860,074
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$-40,190,635
Value of net assets at end of year (total assets less liabilities)2022-12-31$198,635,131
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$238,825,766
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$86,012,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,001,687
Value of interest in pooled separate accounts at end of year2022-12-31$3,663,408
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,707,481
Interest earned on other investments2022-12-31$6,711,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,410,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,429,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,429,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$45,806,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$47,309,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,961,178
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$5,847,053
Employer contributions (assets) at end of year2022-12-31$1,576,797
Employer contributions (assets) at beginning of year2022-12-31$1,163,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,927,778
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT 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$33,281,798
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,073,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,073,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,266,626
Value of total assets at end of year2021-12-31$238,825,766
Value of total assets at beginning of year2021-12-31$220,617,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$8,140,390
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$73,213,458
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$67,877,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$628
Other income not declared elsewhere2021-12-31$12,432,266
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$18,208,262
Value of net assets at end of year (total assets less liabilities)2021-12-31$238,825,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$220,617,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,001,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$92,872,569
Value of interest in pooled separate accounts at end of year2021-12-31$3,707,481
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,418,482
Interest earned on other investments2021-12-31$8,140,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,429,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,776,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,776,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$47,309,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$47,564,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,442,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,266,626
Employer contributions (assets) at end of year2021-12-31$1,163,957
Employer contributions (assets) at beginning of year2021-12-31$1,107,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,073,536
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT 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$31,245,068
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,462,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,462,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,993,563
Value of total assets at end of year2020-12-31$220,617,504
Value of total assets at beginning of year2020-12-31$197,835,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$4,462,765
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$67,877,057
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$59,793,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$628
Other income not declared elsewhere2020-12-31$11,709,464
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$22,782,269
Value of net assets at end of year (total assets less liabilities)2020-12-31$220,617,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$197,835,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$92,872,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$77,624,527
Value of interest in pooled separate accounts at end of year2020-12-31$3,418,482
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,939,466
Interest earned on other investments2020-12-31$4,462,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,776,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,427,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,427,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$47,564,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$47,819,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,079,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,993,563
Employer contributions (assets) at end of year2020-12-31$1,107,633
Employer contributions (assets) at beginning of year2020-12-31$1,230,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,462,799
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
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,201,973
Total income from all sources (including contributions)2019-12-31$34,201,973
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,343,359
Total of all expenses incurred2019-12-31$9,343,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,339,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,339,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,958,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,958,662
Value of total assets at end of year2019-12-31$197,835,235
Value of total assets at end of year2019-12-31$197,835,235
Value of total assets at beginning of year2019-12-31$172,976,621
Value of total assets at beginning of year2019-12-31$172,976,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,298
Total interest from all sources2019-12-31$5,792,025
Total interest from all sources2019-12-31$5,792,025
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$59,772,698
Assets. Other investments not covered elsewhere at end of year2019-12-31$59,772,698
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$49,704,002
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$49,704,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$628
Other income not declared elsewhere2019-12-31$12,295,869
Other income not declared elsewhere2019-12-31$12,295,869
Administrative expenses (other) incurred2019-12-31$4,298
Administrative expenses (other) incurred2019-12-31$4,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,858,614
Value of net income/loss2019-12-31$24,858,614
Value of net assets at end of year (total assets less liabilities)2019-12-31$197,835,235
Value of net assets at end of year (total assets less liabilities)2019-12-31$197,835,235
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$172,976,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$172,976,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,645,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,645,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,552,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,552,971
Value of interest in pooled separate accounts at end of year2019-12-31$3,939,466
Value of interest in pooled separate accounts at end of year2019-12-31$3,939,466
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,950,179
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,950,179
Interest earned on other investments2019-12-31$5,792,025
Interest earned on other investments2019-12-31$5,792,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,427,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,427,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,543,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,543,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,543,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,543,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$47,819,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$47,819,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$50,708,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$50,708,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,155,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,155,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,958,662
Contributions received in cash from employer2019-12-31$4,958,662
Employer contributions (assets) at end of year2019-12-31$1,230,374
Employer contributions (assets) at end of year2019-12-31$1,230,374
Employer contributions (assets) at beginning of year2019-12-31$1,517,430
Employer contributions (assets) at beginning of year2019-12-31$1,517,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,339,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,339,061
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$-680,788
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,408,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,405,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,561,761
Value of total assets at end of year2018-12-31$172,976,621
Value of total assets at beginning of year2018-12-31$183,065,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,320
Total interest from all sources2018-12-31$6,492,003
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$49,704,002
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$56,516,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$354,242
Other income not declared elsewhere2018-12-31$-3,851,095
Administrative expenses (other) incurred2018-12-31$3,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,089,140
Value of net assets at end of year (total assets less liabilities)2018-12-31$172,976,621
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$183,065,761
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,552,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,122,161
Value of interest in pooled separate accounts at end of year2018-12-31$3,950,179
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,642,859
Interest earned on other investments2018-12-31$6,492,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,543,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,586,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,586,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$50,708,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$51,814,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,883,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,561,761
Employer contributions (assets) at end of year2018-12-31$1,517,430
Employer contributions (assets) at beginning of year2018-12-31$1,029,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,405,032
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 name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT 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$27,314,014
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,667,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,667,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,469,938
Value of total assets at end of year2017-12-31$183,065,761
Value of total assets at beginning of year2017-12-31$162,419,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$5,487,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$56,516,280
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$49,420,083
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$197,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$354,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26,118
Other income not declared elsewhere2017-12-31$9,822,444
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$20,646,075
Value of net assets at end of year (total assets less liabilities)2017-12-31$183,065,761
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$162,419,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,122,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,116,901
Value of interest in pooled separate accounts at end of year2017-12-31$3,642,859
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,595,314
Interest earned on other investments2017-12-31$5,487,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,586,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,683,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,683,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$51,814,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$50,862,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,534,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,272,742
Employer contributions (assets) at end of year2017-12-31$1,029,291
Employer contributions (assets) at beginning of year2017-12-31$1,715,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,667,939
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 name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2016 401k financial data
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
Total income from all sources (including contributions)2016-12-31$13,260,734
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,537,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,537,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,038,852
Value of total assets at end of year2016-12-31$162,419,686
Value of total assets at beginning of year2016-12-31$157,696,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$3,940,416
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$49,420,083
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$48,695,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$26,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$33,457
Other income not declared elsewhere2016-12-31$3,498,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,723,645
Value of net assets at end of year (total assets less liabilities)2016-12-31$162,419,686
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$157,696,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,116,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,869,477
Value of interest in pooled separate accounts at end of year2016-12-31$3,595,314
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,597,329
Interest earned on other investments2016-12-31$3,940,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,683,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,140,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,140,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$50,862,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,884,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,782,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,038,852
Employer contributions (assets) at end of year2016-12-31$1,715,384
Employer contributions (assets) at beginning of year2016-12-31$2,474,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,537,089
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$7,665,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,540,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,540,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,173,456
Value of total assets at end of year2015-12-31$157,696,041
Value of total assets at beginning of year2015-12-31$159,571,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$4,528,196
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$48,695,900
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$47,201,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$33,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,992
Other income not declared elsewhere2015-12-31$340,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,875,454
Value of net assets at end of year (total assets less liabilities)2015-12-31$157,696,041
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$159,571,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,869,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,977,050
Value of interest in pooled separate accounts at end of year2015-12-31$3,597,329
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,550,956
Interest earned on other investments2015-12-31$4,528,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,140,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,400,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,400,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,884,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$51,164,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,376,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,173,456
Employer contributions (assets) at end of year2015-12-31$2,474,627
Employer contributions (assets) at beginning of year2015-12-31$1,260,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,540,930
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$13,409,330
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,904,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,904,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,906,936
Value of total assets at end of year2014-12-31$159,571,495
Value of total assets at beginning of year2014-12-31$156,066,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$5,450,216
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$47,201,272
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$48,816,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$91,353
Other income not declared elsewhere2014-12-31$3,655,458
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$3,505,108
Value of net assets at end of year (total assets less liabilities)2014-12-31$159,571,495
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$156,066,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,977,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,145,499
Value of interest in pooled separate accounts at end of year2014-12-31$3,550,956
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,353,866
Interest earned on other investments2014-12-31$5,450,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,400,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,176,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,176,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$51,164,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$50,865,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$396,720
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$3,906,936
Employer contributions (assets) at end of year2014-12-31$1,260,173
Employer contributions (assets) at beginning of year2014-12-31$617,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,904,222
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,442,140
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,053,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,053,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,837,870
Value of total assets at end of year2013-12-31$156,066,387
Value of total assets at beginning of year2013-12-31$138,677,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19
Total interest from all sources2013-12-31$4,210,677
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$48,816,538
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$43,182,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$91,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26,036
Other income not declared elsewhere2013-12-31$10,024,085
Administrative expenses (other) incurred2013-12-31$19
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$68,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$17,388,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$156,066,387
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$138,677,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$43,145,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,125,696
Value of interest in pooled separate accounts at end of year2013-12-31$3,353,866
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,913,193
Interest earned on other investments2013-12-31$4,210,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,176,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,950,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,950,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$50,865,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$49,828,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,369,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,837,870
Employer contributions (assets) at end of year2013-12-31$617,200
Employer contributions (assets) at beginning of year2013-12-31$584,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,053,507
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$15,975,280
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,356,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,356,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,784,195
Value of total assets at end of year2012-12-31$138,677,773
Value of total assets at beginning of year2012-12-31$129,059,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28
Total interest from all sources2012-12-31$2,877,751
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$43,182,303
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$38,263,059
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$175,659
Other income not declared elsewhere2012-12-31$6,166,788
Administrative expenses (other) incurred2012-12-31$28
Total non interest bearing cash at end of year2012-12-31$68,104
Total non interest bearing cash at beginning of year2012-12-31$1,863
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$9,618,606
Value of net assets at end of year (total assets less liabilities)2012-12-31$138,677,773
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$129,059,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,125,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,086,824
Value of interest in pooled separate accounts at end of year2012-12-31$2,913,193
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,667,217
Interest earned on other investments2012-12-31$2,877,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,950,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,729,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,729,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$49,828,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$51,183,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,146,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,774,454
Employer contributions (assets) at end of year2012-12-31$584,137
Employer contributions (assets) at beginning of year2012-12-31$951,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,356,646
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,987,850
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,331,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,331,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,524,480
Value of total assets at end of year2011-12-31$129,059,167
Value of total assets at beginning of year2011-12-31$130,402,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18
Total interest from all sources2011-12-31$2,636,197
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$38,263,059
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$42,958,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$175,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$63,267
Other income not declared elsewhere2011-12-31$-715,759
Administrative expenses (other) incurred2011-12-31$18
Total non interest bearing cash at end of year2011-12-31$1,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,343,792
Value of net assets at end of year (total assets less liabilities)2011-12-31$129,059,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$130,402,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,086,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,173,024
Value of interest in pooled separate accounts at end of year2011-12-31$2,667,217
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,394,000
Interest earned on other investments2011-12-31$2,636,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,729,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,090,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,090,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$51,183,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$50,723,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,457,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,524,480
Employer contributions (assets) at end of year2011-12-31$951,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,331,624
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$12,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,819,629
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,633,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,633,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,060,897
Value of total assets at end of year2010-12-31$130,402,959
Value of total assets at beginning of year2010-12-31$122,229,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51
Total interest from all sources2010-12-31$710,525
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$42,958,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$63,267
Other income not declared elsewhere2010-12-31$7,255,528
Administrative expenses (other) incurred2010-12-31$51
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$8,185,909
Value of net assets at end of year (total assets less liabilities)2010-12-31$130,402,959
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$122,229,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,173,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,645,346
Value of interest in pooled separate accounts at end of year2010-12-31$2,394,000
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,925,290
Interest earned on other investments2010-12-31$710,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,090,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,848,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,848,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$50,723,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$88,364,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,792,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,060,897
Employer contributions (assets) at beginning of year2010-12-31$446,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,633,669
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for THE CHILDREN'S HOSPITAL CORPORATION JOINT APPOINTEES RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered827
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891464+006
Policy instance 1
Insurance contract or identification number891464+006
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered846
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered8
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered866
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered8
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered9
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered907
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered10
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered932
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered959
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered10
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered1033
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered1063
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered1094
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered1128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered1153
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194108+030
Policy instance 1
Insurance contract or identification number194108+030
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $685
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103405
Policy instance 2
Insurance contract or identification number103405
Number of Individuals Covered1194
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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